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Post by peppy on Jun 24, 2018 18:49:11 GMT -5
As an aside to the post drectly above, I spoke with a UCLA endo several times two years ago to intorduce him to Afrezza and explain to him about how it works to be able to let pwd spend more time in range with lower fasing BG levels and acheive lower Hba1c's some in non-diabetic range. He told me quote: "I don't beleive you and you must be lying to me." Now this was not a personal attack on me he just did not trust what i was saying to him at the time. This is where Dr. K should make a big difference with the stat study in hand. Interesting, this 1.2 point change in HbA1c was a one month change. |
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Post by mannmade on Jun 24, 2018 18:54:09 GMT -5
As an aside to the post drectly above, I spoke with a UCLA endo several times two years ago to intorduce him to Afrezza and explain to him about how it works to be able to let pwd spend more time in range with lower fasing BG levels and acheive lower Hba1c's some in non-diabetic range. He told me quote: "I don't beleive you and you must be lying to me." Now this was not a personal attack on me he just did not trust what i was saying to him at the time. This is where Dr. K should make a big difference with the stat study in hand. Interesting, this 1.2 point change in HbA1c was a one month change. Excellent point as we all have seen the longer Afrezza is used the better patients understand it and for most their Hba1c seems to get better as well... |
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Post by sportsrancho on Jun 24, 2018 19:00:00 GMT -5
As an aside to the post drectly above, I spoke with a UCLA endo several times two years ago to intorduce him to Afrezza and explain to him about how it works to be able to let pwd spend more time in range with lower fasing BG levels and acheive lower Hba1c's some in non-diabetic range. He told me quote: "I don't beleive you and you must be lying to me." Now this was not a personal attack on me he just did not trust what i was saying to him at the time. This is where Dr. K should make a big difference with the stat study in hand. I remember that conversation ...I guess he’ll be getting chills down his spine:-) Great post mannmade! |
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Post by sayhey24 on Jun 24, 2018 20:04:05 GMT -5
goyoafe - "trying to figure out what the market cap of a company with the only insulin drug that can do this is worth, especially considering the technology platform and drugs in the pipeline"
MNKD has two hurdles to overcome to see the market cap afrezza deserves. The first is becoming the standard of care for MDI. I think Dr. Kendall can do this in 6 months. The second is making afrezza Step 2 in T2 care. I think this will take Dr. Kendall 18 months which includes hitting a home run at ADA2019. He may not be Willie Mays but Mickey Mantle, maybe.
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Post by rockstarrick on Jun 24, 2018 20:05:59 GMT -5
Thank you for coming to my rescue Peppy!  You are the best... And this makes the whole stat study more relevant than ever for the ADA and PWD... Taking the officlal hba1c recommended measure from 8.0 to 6.5 would be HUGE imho... And not one other product will be able to do this without severe hypos which is ironically the reason most endos don't think Afrezza can either. For the first time this weekend, I just got a chill down my spine and it’s 80 deg f outside. The way you phrased this brought it all into focus for me. 🤓 Now I’m trying to figure out what the market cap of a company with the only insulin drug that can do this is worth, especially considering the technology platform and drugs in the pipeline. Funny thing, I have actually been at ease with my choice to invest in mnkd for quite some time now. I’ve done my DD, I’ve been here through the trials, the NDA, The ADCOM, the 90 day delay when the shorts were pumping Dance Pharmaceuticals, and FDA approval.. I’ve calculated Plant capacity in every way possible. I’ve noted the significance of Historical trends when adjudicating Afrezza’s performance as an Mealtime Insulin when coupled with a CGM. And now I wait !! I know exactly what I own, and because of this,,,,,,,,,, I post less often, so our moderators don’t have to continually move my thread to the correct location 😂😂😜 Afrezza is by far the best Mealtime option that PWD have ever had,,,,,,,,, and I own a shitload !!! ✌🏻😎 |
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Post by peppy on Jun 24, 2018 20:09:02 GMT -5
goyoafe - "trying to figure out what the market cap of a company with the only insulin drug that can do this is worth, especially considering the technology platform and drugs in the pipeline" MNKD has two hurdles to overcome to see the market cap afrezza deserves. The first is becoming the standard of care for MDI. I think Dr. Kendall can do this in 6 months. The second is making afrezza Step 2 in T2 care. I think this will take Dr. Kendall 18 months which includes hitting a home run at ADA2019. He may not be Willie Mays but Mickey Mantle, maybe. Sayhey, if that can be done, it is too the moon baby. this is what I have, conceivably it can be read all the way to 34 dollars. if what you suggest can happen in the time frames you reference, the market will see it and buy it up. let's see if there is a gap up tomorrow, and we will start to get the read.  |
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Post by mango on Jun 24, 2018 20:09:23 GMT -5
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Post by mango on Jun 24, 2018 20:25:15 GMT -5
goyoafe - "trying to figure out what the market cap of a company with the only insulin drug that can do this is worth, especially considering the technology platform and drugs in the pipeline" MNKD has two hurdles to overcome to see the market cap afrezza deserves. The first is becoming the standard of care for MDI. I think Dr. Kendall can do this in 6 months. The second is making afrezza Step 2 in T2 care. I think this will take Dr. Kendall 18 months which includes hitting a home run at ADA2019. He may not be Willie Mays but Mickey Mantle, maybe.
Well Say Hey Willy Mays, what's in your suitcase full of wonders
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You are the best... And this makes the whole stat study more relevant than ever for the ADA and PWD... Taking the officlal hba1c recommended measure from 8.0 to 6.5 would be HUGE imho... And not one other product will be able to do this without severe hypos which is ironically the reason most endos don't think Afrezza can either.
