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Post by joeypotsandpans on Feb 27, 2019 16:40:13 GMT -5
My endo is very proactive and again I highly recommend for anyone in the southern Nevada proximity (Las Vegas Endocrinology). My last visit was just prior to my vacation in Thailand on 1/3, upon leaving that visit I was scheduled for my return visit in early April, however, I received a call two weeks ago stating the doctor wanted me to come in for an update and status check which was scheduled for yesterday. Sorry Pep, that is where I was when you tagged me in the volume thread  . 4 things were checked when called in, weight, BP, oxygen level, and my libre download. I then went and waited in one of the patient rooms for Dr. Nguyen. As usual, the doc came in with an intern on rotation...he loves teaching which is huge because he is a staunch advocate of Afrezza and having them see first hand the actual great results is always eye opening and welcomed. He asked me how things went on my trip regarding titration, etc. and had a chuckle when I said I had a drink in one hand and my inhaler in the other. I did state however, that I didn't feel the 4u cartridges were that beneficial to me personally so he adjusted my script to the 90/8u and 90/12u boxes instead of the 60/60/60. the reason for this is and he agreed btw, if needing 3 4u cartridges (due to remaining inventory available) to use in place of 1 12u cartridge I believe the net effect is better with the 12u cartridge as their is less net effective residual loss left with the 12u as opposed to 3 separate cartridges. I can usually just titrate with two 8u, an 8 and 12u, or two 12u and be fine without any worry of hypo based on my results over the past year. I know the previous rep that had Las Vegas was re-assigned to Southern Cal. so asked if she was replaced. I was pleasantly surprised to learn that yes she was and the new rep jumped from Tandem to Mannkind. Doc told me that it was an easy transition for this rep because of his knowledge with the device and technology area of the disease. I joked with him and felt I have a good enough rapport with him to inquire if he (doc) was invested in MNKD to which he just smiled and again to my surprise said about a particular writer that we know, "I wouldn't pay too much attention to so and so". We both had a good laugh and wrapped up the visit. Oh, almost forgot, my A1c has dropped 4.6pts from the start of use, my weight has remained within +/- 2lbs, BP 120/72, no change in oxygen level. Peppy, it looks to me as though the fundamentals are now aligning with the technicals and the so-called tipping point is getting relatively close compared to where this has been since Afrezza was re-acquired. The anecdotal evidence whether if be FB, twitter, and more importantly my personal exchange directly with my endo leads me to believe not only are we getting closer to significant script growth but that the company is in the right hands and by that I mean the risk of this getting put to bed by another BP is greatly reduced with MC at the helm. He mentioned the strategy behind the $15 monthly co-pay which also made a lot of sense to me. It illustrated the company's confidence in the superior results of using Afrezza in building and retaining "customers for life". A lot of layers of resistance here in this 1.89 to 2.00 area to work through. Will the tailwinds be sustained and strong enough to continue to work through them? I've placed my bets accordingly and continue to do so. It was an informative visit to his office yesterday and lets just say I left walking to my car with a very confident smile |
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Post by sportsrancho on Feb 27, 2019 17:57:23 GMT -5
Joey, a couple days ago the TNDM pump people invaded our StockTwits MNKD thread, so we posted a bunch of testimonials about how Afrezza users had dumped the pump! Now I guess we can say even the reps are dumping the pump and coming over to Mannkind:-)
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Post by agedhippie on Feb 27, 2019 19:22:54 GMT -5
Joey, a couple days ago the TNDM pump people invaded our StockTwits MNKD thread, so we posted a bunch of testimonials about how Afrezza users had dumped the pump! Now I guess we can say even the reps are dumping the pump and coming over to Mannkind:-) I am not sure what the future looks like for TNDM. I would like them to succeed, but I think they get caught between the meatgrinder that is Medtronics, and the up and coming new AP companies. That and they have the world's worst customer service people who I hear are keener on explaining why your insurer is going to decline your application and you shouldn't ask for their pump than doing their job and helping. Night and day between them and Dexcom. |
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Post by peppy on Feb 27, 2019 19:32:28 GMT -5
My endo is very proactive and again I highly recommend for anyone in the southern Nevada proximity (Las Vegas Endocrinology). My last visit was just prior to my vacation in Thailand on 1/3, upon leaving that visit I was scheduled for my return visit in early April, however, I received a call two weeks ago stating the doctor wanted me to come in for an update and status check which was scheduled for yesterday. Sorry Pep, that is where I was when you tagged me in the volume thread . 4 things were checked when called in, weight, BP, oxygen level, and my libre download. I then went and waited in one of the patient rooms for Dr. Nguyen. As usual, the doc came in with an intern on rotation...he loves teaching which is huge because he is a staunch advocate of Afrezza and having them see first hand the actual great results is always eye opening and welcomed. He asked me how things went on my trip regarding titration, etc. and had a chuckle when I said I had a drink in one hand and my inhaler in the other. I did state however, that I didn't feel the 4u cartridges were that beneficial to me personally so he adjusted my script to the 90/8u and 90/12u boxes instead of the 60/60/60. the reason for this is and he agreed btw, if needing 3 4u cartridges (due to remaining inventory available) to use in place of 1 12u cartridge I believe the net effect is better with the 12u cartridge as their is less net effective residual loss left with the 12u as opposed to 3 separate cartridges. I can usually just titrate with two 8u, an 8 and 12u, or two 12u and be fine without any worry of hypo based on my results over the past year. I know the previous rep that had Las Vegas was re-assigned to Southern Cal. so asked if she was replaced. I was pleasantly surprised to learn that yes she was and the new rep jumped from Tandem to Mannkind. Doc told me that it was an easy transition for this rep because of his knowledge with the device and technology area of the disease. I joked with him and felt I have a good enough rapport with him to inquire if he (doc) was invested in MNKD to which he just smiled and again to my surprise said about a particular writer that we know, "I wouldn't pay too much attention to so and so". We both had a good laugh and wrapped up the visit. Oh, almost forgot, my A1c has dropped 4.6pts from the start of use, my weight has remained within +/- 2lbs, BP 120/72, no change in oxygen level. Peppy, it looks to me as though the fundamentals are now aligning with the technicals and the so-called tipping point is getting relatively close compared to where this has been since Afrezza was re-acquired. The anecdotal evidence whether if be FB, twitter, and more importantly my personal exchange directly with my endo leads me to believe not only are we getting closer to significant script growth but that the company is in the right hands and by that I mean the risk of this getting put to bed by another BP is greatly reduced with MC at the helm. He mentioned the strategy behind the $15 monthly co-pay which also made a lot of sense to me. It illustrated the company's confidence in the superior results of using Afrezza in building and retaining "customers for life". A lot of layers of resistance here in this 1.89 to 2.00 area to work through. Will the tailwinds be sustained and strong enough to continue to work through them? I've placed my bets accordingly and continue to do so. It was an informative visit to his office yesterday and lets just say I left walking to my car with a very confident smile You know we are all happy for you. A HbA1c drop of 4.6 is..... wow. Large drop Joey. I can only imagine from where the fall began, because I don't want to have a heart attack. Now that we are here, all these years, I see the beauty in you. Your blood pressure is great. Mostly, you seem to be saying you feel good. Thanks for your take on stock price. Price resistance here as hard as the insurance industry resistance. Geez Louise. Like I said, a pattern in place, I hear the warrants debate/wall. I am going with the pattern until it fails. I realize you are a better chart reader than I am. I get the trillions of dollars share buy backs, (I think I saw it yesterday when I checked the float on united health(death) group.) However I missed the divergence you told me about and here the SPX is again, at test of top. I don't see how it can pop, realizing I am politically bent these days. So that said, please look at the MNKD price patterns and tell me what you see on the patterning out point of view.  |
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Post by sayhey24 on Feb 27, 2019 19:56:10 GMT -5
Joey, a couple days ago the TNDM pump people invaded our StockTwits MNKD thread, so we posted a bunch of testimonials about how Afrezza users had dumped the pump! Now I guess we can say even the reps are dumping the pump and coming over to Mannkind:-) I am not sure what the future looks like for TNDM. I would like them to succeed, but I think they get caught between the meatgrinder that is Medtronics, and the up and coming new AP companies. That and they have the world's worst customer service people who I hear are keener on explaining why your insurer is going to decline your application and you shouldn't ask for their pump than doing their job and helping. Night and day between them and Dexcom. Aged - what happened to the rotary phone, then the push button phone and even the flip phone? Al Mann publicly said at the John Hopkins presentation years ago that afrezza would obsolete current pumps. Its taken a while but now more and more the greater community is seeing the value we have discussed here for many years. TNDM won't be alone.
With Tresiba or split Lantus dosing and afrezza the pump market will shrink. It was a good move by Joey's Tandem guy to jump ship to MNKD.
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Post by boca1girl on Feb 27, 2019 20:31:19 GMT -5
I am not sure what the future looks like for TNDM. I would like them to succeed, but I think they get caught between the meatgrinder that is Medtronics, and the up and coming new AP companies. That and they have the world's worst customer service people who I hear are keener on explaining why your insurer is going to decline your application and you shouldn't ask for their pump than doing their job and helping. Night and day between them and Dexcom. Aged - what happened to the rotary phone, then the push button phone and even the flip phone? Al Mann publicly said at the John Hopkins presentation years ago that afrezza would obsolete current pumps. Its taken a while but now more and more the greater community is seeing the value we have discussed here for many years. TNDM won't be alone.
With Tresiba or split Lantus dosing and afrezza the pump market will shrink. It was a good move by Joey's Tandem guy to jump ship to MNKD.
When I heard that Tandem had good earnings and the stock moved up nicely, I wondered how long that will last if Afrezza gets widely adopted. I have stated before that Novo should “buy” Afrezza to market with Tresiba. They would have the one-two punch. |
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Post by peppy on Feb 27, 2019 20:54:16 GMT -5
Aged - what happened to the rotary phone, then the push button phone and even the flip phone? Al Mann publicly said at the John Hopkins presentation years ago that afrezza would obsolete current pumps. Its taken a while but now more and more the greater community is seeing the value we have discussed here for many years. TNDM won't be alone.
With Tresiba or split Lantus dosing and afrezza the pump market will shrink. It was a good move by Joey's Tandem guy to jump ship to MNKD.
When I heard that Tandem had good earnings and the stock moved up nicely, I wondered how long that will last if Afrezza gets widely adopted. I have stated before that Novo should “buy” Afrezza to market with Tresiba. They would have the one-two punch. it would throw a wrench into Fiasp. www.fiasppro.com These companies like to keep the patient stupid. Hence the physician go between. With the first bite, the ad campaign.  |
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Post by mytakeonit on Feb 27, 2019 23:00:11 GMT -5
sayhey24 - As far as I know ... Warren Buffett has a black flip phone ... and I have a white one. So, I'm in good company.
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Post by sayhey24 on Feb 28, 2019 6:24:48 GMT -5
I would not mind if you called Warren on your phone and gave him the elevator pitch on afrezza. He has an outcomes based insurance company and diabetes is their number one cost. Afrezza could save them a ton of money long term.
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Post by prcgorman2 on Feb 28, 2019 7:07:56 GMT -5
Aged - what happened to the rotary phone, then the push button phone and even the flip phone? Al Mann publicly said at the John Hopkins presentation years ago that afrezza would obsolete current pumps. Its taken a while but now more and more the greater community is seeing the value we have discussed here for many years. TNDM won't be alone.
With Tresiba or split Lantus dosing and afrezza the pump market will shrink. It was a good move by Joey's Tandem guy to jump ship to MNKD.
When I heard that Tandem had good earnings and the stock moved up nicely, I wondered how long that will last if Afrezza gets widely adopted. I have stated before that Novo should “buy” Afrezza to market with Tresiba. They would have the one-two punch. Considering how the big 3 insulin BPs have treated PWDs, I’m not entirely in favor of Mannkind being acquired by any of them. I cannot escape wondering whether they would shelve Afrezza to maintain profits at the expense of the health of diabetics. On the other hand, if Afrezza continues to make headway and eventually hold a respectable percentage of the mealtime insulin market, the price of MNKD would not be cheap and any large BP could not with a straight-face pay a hefty sum and shelve the then admittedly succesful product. And why should they at that point? It is not a complete fantasy to think of Mannkind being acquired. Dr. Mann himself was open to the idea, but he’s famous for having said he would never again sell one of his companies for less than 10x what he had in them. His personal investment in Mannkind was over $1B. But, will the current management honor Dr. Mann’s pricing rule of thumb? Given what the company and longs have had to go through, I would be very much in favor of that. |
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Post by dh4mizzou on Feb 28, 2019 7:19:42 GMT -5
Peppy, They'll never get past that word "subcutaneous" with FIASP. And every other competitor to Afrezza.
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Post by boca1girl on Feb 28, 2019 9:04:14 GMT -5
When I heard that Tandem had good earnings and the stock moved up nicely, I wondered how long that will last if Afrezza gets widely adopted. I have stated before that Novo should “buy” Afrezza to market with Tresiba. They would have the one-two punch. Considering how the big 3 insulin BPs have treated PWDs, I’m not entirely in favor of Mannkind being acquired by any of them. I cannot escape wondering whether they would shelve Afrezza to maintain profits at the expense of the health of diabetics. On the other hand, if Afrezza continues to make headway and eventually hold a respectable percentage of the mealtime insulin market, the price of MNKD would not be cheap and any large BP could not with a straight-face pay a hefty sum and shelve the then admittedly succesful product. And why should they at that point? It is not a complete fantasy to think of Mannkind being acquired. Dr. Mann himself was open to the idea, but he’s famous for having said he would never again sell one of his companies for less than 10x what he had in them. His personal investment in Mannkind was over $1B. But, will the current management honor Dr. Mann’s pricing rule of thumb? Given what the company and longs have had to go through, I would be very much in favor of that. When I said “buy” Afrezza, I meant buy the distribution rights, or partner. I did not mean to buy MNKD. MNKD has 40+ other drugs to work on yet. The goose with 40+ more golden eggs. |
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Post by agedhippie on Feb 28, 2019 9:15:44 GMT -5
I am not sure what the future looks like for TNDM. I would like them to succeed, but I think they get caught between the meatgrinder that is Medtronics, and the up and coming new AP companies. That and they have the world's worst customer service people who I hear are keener on explaining why your insurer is going to decline your application and you shouldn't ask for their pump than doing their job and helping. Night and day between them and Dexcom. Aged - what happened to the rotary phone, then the push button phone and even the flip phone? Al Mann publicly said at the John Hopkins presentation years ago that afrezza would obsolete current pumps. Its taken a while but now more and more the greater community is seeing the value we have discussed here for many years. TNDM won't be alone.
With Tresiba or split Lantus dosing and afrezza the pump market will shrink. It was a good move by Joey's Tandem guy to jump ship to MNKD. It doesn't take Afrezza to obsolete current pumps, the automated insulin delivery systems coming out do that. This is what Dr Bode talks about the most, not Afrezza. That said I have difficulty seeing automated systems spreading to T2 simply on cost grounds. |
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Post by Deleted on Feb 28, 2019 9:55:11 GMT -5
When I heard that Tandem had good earnings and the stock moved up nicely, I wondered how long that will last if Afrezza gets widely adopted. I have stated before that Novo should “buy” Afrezza to market with Tresiba. They would have the one-two punch. Considering how the big 3 insulin BPs have treated PWDs, I’m not entirely in favor of Mannkind being acquired by any of them. I cannot escape wondering whether they would shelve Afrezza to maintain profits at the expense of the health of diabetics. On the other hand, if Afrezza continues to make headway and eventually hold a respectable percentage of the mealtime insulin market, the price of MNKD would not be cheap and any large BP could not with a straight-face pay a hefty sum and shelve the then admittedly succesful product. And why should they at that point? It is not a complete fantasy to think of Mannkind being acquired. Dr. Mann himself was open to the idea, but he’s famous for having said he would never again sell one of his companies for less than 10x what he had in them. His personal investment in Mannkind was over $1B. But, will the current management honor Dr. Mann’s pricing rule of thumb? Given what the company and longs have had to go through, I would be very much in favor of that. Once burned, if they did a deal with Lilly or Novo, bet that it calls for minimum performance metrics including specified $$ due Mannkind. That said, big Pharma all looking for growth and will be tougher to get. Medicare competitive bidding probably going to happen. Afrezza just about to the point where commercial risk is off the table which means value to a partner or buying the rights to Afrezza is significantly de-risked and a whole lot more valuable. Mike still has lots of work to do and has to execute but things seem pretty good. Hippie, don't think the new pumps don't have some hurdles to climb, they do. For posterity, years ago in a breakout at one of the investor conferences Al point blank said he would but the pump companies out of business. Pfeffer cringed but hey, when your Al, you can do things others can't. Truth be told, new generation of pumps is much better and many thought technologically, the challenges would be pretty steep (they are) but success rate pretty good. On the Lerrink (by the way, the are now owned by Silicon Valley Bank - think big data, pay for outcomes...) call, Mike C said recruiting A team diabetes talent no longer the issue it once was and he cited Tandem as once place where reps are coming from. Dec of '17 Tandem was trading around $2.35 and having CF issues, some thought they were going belly up. Today, they trade around $63 with ample funds and very highly regarding technology. All startups have multiple near death experiences, the reason some survive and thrive is management. Anyone remember the Thermoscan thermometer or the Interplak toothbrush. Both almost died a few times and ultimately became very successful. |
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Post by prcgorman2 on Feb 28, 2019 9:57:05 GMT -5
Aged - what happened to the rotary phone, then the push button phone and even the flip phone? Al Mann publicly said at the John Hopkins presentation years ago that afrezza would obsolete current pumps. Its taken a while but now more and more the greater community is seeing the value we have discussed here for many years. TNDM won't be alone.
With Tresiba or split Lantus dosing and afrezza the pump market will shrink. It was a good move by Joey's Tandem guy to jump ship to MNKD. It doesn't take Afrezza to obsolete current pumps, the automated insulin delivery systems coming out do that. This is what Dr Bode talks about the most, not Afrezza. That said I have difficulty seeing automated systems spreading to T2 simply on cost grounds. What do automated insulin delivery systems use for insulin and does it have to be absorbed through subcutaneous tissue? |
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