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Post by bones1026 on Aug 1, 2018 16:02:46 GMT -5
DexCom just released their earnings and crushed estimates..up 15% AH, which adds about 1B to their Market Cap...apparently many people adopting CGM’s...I remember years ago people were saying how their CEO(Kevin Sayer) loved Afrezza and I believe was close with Al...So what’s the hold up on the partnership now that they have a few more bucks in their pocket??👍
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Post by joeypotsandpans on Aug 1, 2018 16:17:36 GMT -5
Consider the attention that CGM's are getting, now from the investment side as well....real time management/TIR and non invasive monitoring, the area will continue to receive more and more attention. When I stated that the pharmacist said they (Abbott's Libre's) are flying off the shelves and they can't keep them in stock he wasn't kidding. Yesterday a client that had seen me check my BG a few weeks ago asked me who my endo was...when T2's see the Libre used in real time they get very excited, then when I show them Afrezza/dreamboat and explain how the two work in conjunction with the readings etc. their phones come out and they take notes.....I no longer worry about the scripts, they are coming we are only in the pre-game warm-ups...not even 1st inning yet, same as DXCM years ago.  |
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Post by golfeveryday on Aug 1, 2018 17:29:39 GMT -5
DexCom just released their earnings and crushed estimates..up 15% AH, which adds about 1B to their Market Cap...apparently many people adopting CGM’s...I remember years ago people were saying how their CEO(Kevin Sayer) loved Afrezza and I believe was close with Al...So what’s the hold up on the partnership now that they have a few more bucks in their pocket??👍 would be great, but why would they latch on to a product with less than 1% share? Wouldn’t that limit them when Novo Nordisk and Lilly have the entire pie. |
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Post by mannmade on Aug 1, 2018 18:02:01 GMT -5
Simply put AFREZZA with its fast in/fast out profile is only drug or insulin that can be used in real time as a partner with a cgm.
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Post by sayhey24 on Aug 1, 2018 18:02:51 GMT -5
DexCom just released their earnings and crushed estimates..up 15% AH, which adds about 1B to their Market Cap...apparently many people adopting CGM’s...I remember years ago people were saying how their CEO(Kevin Sayer) loved Afrezza and I believe was close with Al...So what’s the hold up on the partnership now that they have a few more bucks in their pocket??👍 Kevin was the CFO of Minimed which gave birth to Mannkind. You could almost call Kevin one of the helping founders of Mannkind. Then again, Minimed invented the CGM so you could say Dexcom and Mannkind both started at MiniMed. Kevin knows a great deal about afrezza and its potential, more than most.
There seems to be a lot going on behind the curtain. Dr. Kendall doesn't put an advisory panel together almost overnight with the all star line-up without something going on. No one wants to be associated with a loser. A company doesn't put a "customer experience center" together unless they are getting ready for something bigger than 500 scripts a week. This seems like a future partner/distributor required it in the contract but thats a guess.
Dexcom has a limited time to make money in the CGM business. Apple, Google, Fitbit and others will be introducing non-invasive devices which will gut the current CGM business and Dexcom could very well follow in the footsteps of a Compaq, the largest supplier of PC systems during the 1990s.
Assuming I am right Kevin most likely has his eyes open. The long-term potential of MNKD is significantly larger than Dexcoms and Kevin is a smart guy.
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DexCom
Aug 1, 2018 18:45:41 GMT -5
Post by traderdennis on Aug 1, 2018 18:45:41 GMT -5
DexCom just released their earnings and crushed estimates..up 15% AH, which adds about 1B to their Market Cap...apparently many people adopting CGM’s...I remember years ago people were saying how their CEO(Kevin Sayer) loved Afrezza and I believe was close with Al...So what’s the hold up on the partnership now that they have a few more bucks in their pocket??👍 Kevin was the CFO of Minimed which gave birth to Mannkind. You could almost call Kevin one of the helping founders of Mannkind. Then again, Minimed invented the CGM so you could say Dexcom and Mannkind both started at MiniMed. Kevin knows a great deal about afrezza and its potential, more than most.
There seems to be a lot going on behind the curtain. Dr. Kendall doesn't put an advisory panel together almost overnight with the all star line-up without something going on. No one wants to be associated with a loser. A company doesn't put a "customer experience center" together unless they are getting ready for something bigger than 500 scripts a week. This seems like a future partner/distributor required it in the contract but thats a guess.
Dexcom has a limited time to make money in the CGM business. Apple, Google, Fitbit and others will be introducing non-invasive devices which will gut the current CGM business and Dexcom could very well follow in the footsteps of a Compaq, the largest supplier of PC systems during the 1990s.
Assuming I am right Kevin most likely has his eyes open. The long-term potential of MNKD is significantly larger than Dexcoms and Kevin is a smart guy.
Compaq was purchased by HP, only the brand disappeared. |
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Post by sayhey24 on Aug 1, 2018 19:39:15 GMT -5
I wonder how Kevin Sayer would like working for Carly Fiorina? As I said Kevin is a smart guy.
Compaq shares, which traded as high as $51.25 early in 1999 merged at about $14 in 2002. Not only did the brand disappear so did many employees during the layoffs and near 75% of the share price.
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DexCom
Aug 1, 2018 20:35:01 GMT -5
Post by agedhippie on Aug 1, 2018 20:35:01 GMT -5
Assuming I am right Kevin most likely has his eyes open. The long-term potential of MNKD is significantly larger than Dexcoms and Kevin is a smart guy.
I have no idea why people persist in this idea that Dexcom and Afrezza will partner. They are entirely different businesses, both their focuses are different. Besides Dexcom is still losing money. Listen to the call, they make it very clear how this works. |
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Post by sayhey24 on Aug 1, 2018 20:47:21 GMT -5
Aged - its simple, Dexcom is still losing money but after hours is trading at $114 and can raise a ton of money right now. MNKD needs a ton of money while afrezza's potential is significantly larger than Trulicity while Dexcom's is nowhere near either.
There is nothing wrong helping to make your mentor and old friend's dream realized while being able to make a ton of money in the process. What did HP and Compaq have in common? HP's core business was instruments.
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DexCom
Aug 1, 2018 21:46:17 GMT -5
Post by agedhippie on Aug 1, 2018 21:46:17 GMT -5
Aged - its simple, Dexcom is still losing money but after hours is trading at $114 and can raise a ton of money right now. MNKD needs a ton of money while afrezza's potential is significantly larger than Trulicity while Dexcom's is nowhere near either. There is nothing wrong helping to make your mentor and old friend's dream realized while being able to make a ton of money in the process. What did HP and Compaq have in common? HP's core business was instruments. What's wrong? It's not your business. Dexcom is a device manufacturer, not a venture capital company. HP and Compaq - HP had been in the computer business for years and bought Compaq to expand their PC server market. HP's instrumentation business was a different division (actually several different divisions). |
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Post by bones1026 on Aug 1, 2018 22:01:19 GMT -5
Aged - its simple, Dexcom is still losing money but after hours is trading at $114 and can raise a ton of money right now. MNKD needs a ton of money while afrezza's potential is significantly larger than Trulicity while Dexcom's is nowhere near either. There is nothing wrong helping to make your mentor and old friend's dream realized while being able to make a ton of money in the process. What did HP and Compaq have in common? HP's core business was instruments. What's wrong? It's not your business. Dexcom is a device manufacturer, not a venture capital company. HP and Compaq - HP had been in the computer business for years and bought Compaq to expand their PC server market. HP's instrumentation business was a different division (actually several different divisions). DexCom reps say “here is your CGM, which gives you immediate BS reading, if you ever have big spike..inhale this...it’s the fastest mealtime insulin..it will get you back in range the quickest” |
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Post by sayhey24 on Aug 2, 2018 5:40:12 GMT -5
Kevin said something similar in an interview at ADA2015. I was looking for the interview but can't find it.
The big market for Dexcom is of course the T2s. Medicare, if I remember correctly, limits CGM payments to "injected insulin" only. For those conspiracy theory deniers the word "injected" was intentionally put in the coverage.
The big market for MNKD are the early T2s. Dr. Kendall needs to get the T2 standard updated. Medicare coverage will then follow for the CGMs and Dexcom can then introduce a cheaper CGM targeted at the afrezza users.
Then again Google might enter the market in a big way and buys Dexcom. We will have to see.
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DexCom
Aug 2, 2018 6:44:27 GMT -5
Post by agedhippie on Aug 2, 2018 6:44:27 GMT -5
What's wrong? It's not your business. Dexcom is a device manufacturer, not a venture capital company. HP and Compaq - HP had been in the computer business for years and bought Compaq to expand their PC server market. HP's instrumentation business was a different division (actually several different divisions). DexCom reps say “here is your CGM, which gives you immediate BS reading, if you ever have big spike..inhale this...it’s the fastest mealtime insulin..it will get you back in range the quickest” Dexcom reps sell medical devices. Why would a doctor listen to them about drugs? Is the salesman getting a commission on Afrezza sales, and if so are they competing with Mannkind's own salesforce (a doctor who has seen both a Dexcom and a Mannkind rep starts prescribing, who gets the commission?) The strategically why would Dexcom do that unless they really wanted to upset all the device manufacturers using or proposing to use their products? Listen to the call, Dexcom were very clear on where they were going - integration into third party products. It is the whole reason they campaigned for and got the integrated CGM classification of which they are the only member currently. |
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Post by agedhippie on Aug 2, 2018 6:54:13 GMT -5
Kevin said something similar in an interview at ADA2015. I was looking for the interview but can't find it. The big market for Dexcom is of course the T2s. Medicare, if I remember correctly, limits CGM payments to "injected insulin" only. For those conspiracy theory deniers the word "injected" was intentionally put in the coverage. The big market for MNKD are the early T2s. Dr. Kendall needs to get the T2 standard updated. Medicare coverage will then follow for the CGMs and Dexcom can then introduce a cheaper CGM targeted at the afrezza users. Then again Google might enter the market in a big way and buys Dexcom. We will have to see. Dexcom are supply constrained at the moment - they are selling everything they can produce and still have demand they cannot meet. Dexcom want the T1 market, and the integrated CGM market. Medicare is a big deal because until recently if you were a T1 on Medicare a CGM was not covered. They are not after the T2 market and they explained why on their earnings call. They do not expect insurers to cover CGMs for T2 any time soon because they are cost prohibitive. Instead they expect insurers will cover a CGM for maybe a month a year to check if all is well. They will cover that market with the disposable Verily/Dexcom sensor at the end of 2020, into early 2021. Listen to the call, there was interesting stuff in it. |
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Post by peppy on Aug 2, 2018 7:02:47 GMT -5
Kevin said something similar in an interview at ADA2015. I was looking for the interview but can't find it. The big market for Dexcom is of course the T2s. Medicare, if I remember correctly, limits CGM payments to "injected insulin" only. For those conspiracy theory deniers the word "injected" was intentionally put in the coverage. The big market for MNKD are the early T2s. Dr. Kendall needs to get the T2 standard updated. Medicare coverage will then follow for the CGMs and Dexcom can then introduce a cheaper CGM targeted at the afrezza users. Then again Google might enter the market in a big way and buys Dexcom. We will have to see. Dexcom are supply constrained at the moment - they are selling everything they can produce and still have demand they cannot meet. Dexcom want the T1 market, and the integrated CGM market. Medicare is a big deal because until recently if you were a T1 on Medicare a CGM was not covered. They are not after the T2 market and they explained why on their earnings call. They do not expect insurers to cover CGMs for T2 any time soon because they are cost prohibitive. Instead they expect insurers will cover a CGM for maybe a month a year to check if all is well. They will cover that market with the disposable Verily/Dexcom sensor at the end of 2020, into early 2021. Listen to the call, there was interesting stuff in it. quote: they are selling everything they can produce and still have demand they cannot meet. reply: stating the obvious, what changed here was health insurance coverage. |
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