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Post by mango on Sept 19, 2019 21:56:05 GMT -5
You can listen to Kendall’s presentation online. The audio quality was poor but overall an excellent presentation and with slides.
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Post by peppy on Sept 19, 2019 22:00:28 GMT -5
You can listen to Kendall’s presentation online. The audio quality was poor but overall an excellent presentation and with slides. mango, do you have a link at your finger tips? link anyone? |
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Post by mango on Sept 19, 2019 22:11:30 GMT -5
You can listen to Kendall’s presentation online. The audio quality was poor but overall an excellent presentation and with slides. mango, do you have a link at your finger tips? link anyone? You have to create an account and then search for MannKind. www.easd.org/virtualmeeting/home.html#!resources/technosphere-insulin-provides-better-early-postprandial-glucose-control-than-s-c-rapid-acting-analogue Or you could prob just create an account and then copy/paste that link |
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Post by agedhippie on Sept 19, 2019 22:17:44 GMT -5
You can listen to Kendall’s presentation online. The audio quality was poor but overall an excellent presentation and with slides. I don't think poor really does justice to exactly how bad the audio is! |
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Post by mango on Sept 19, 2019 22:19:04 GMT -5
Couple slides   |
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Post by mnholdem on Sept 20, 2019 7:46:38 GMT -5
This appears to mined from those "veins of gold" Kendall referred to. The data is attributed to Dr. Bode (2015) and from data presented by David Kendall at the EASD in Berlin (2018).
I appreciate the fact that MannKind is at least starting to present (or re-hash) scientific data but I'm not certain what the overall strategy is. The number of scientific publications related to Afrezza (a topic that Kendall lamented about last year) is still relatively sparse and not widely published throughout medical media outlets OR major medical journals.
I suspect that MannKind's strategic plan involves convincing the ADA/AACE to create a new "ultra rapid-acting" classification by using CGM graphics to illustrate the significance of speed (onset of action and short duration) on hypoglycemic events.
If that's the case, good luck!
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Post by mango on Sept 20, 2019 8:53:58 GMT -5
This appears to mined from those "veins of gold" Kendall referred to. The data is attributed to Dr. Bode (2015) and from data presented by David Kendall at the EASD in Berlin (2018). I appreciate the fact that MannKind is at least starting to present (or re-hash) scientific data but I'm not certain what the overall strategy is. The number of scientific publications related to Afrezza (a topic that Kendall lamented about last year) is still relatively sparse and not widely published throughout medical media outlets OR major medical journals. I suspect that MannKind's strategic plan involves convincing the ADA/AACE to create a new "ultra rapid-acting" classification by using CGM graphics to illustrate the significance of speed (onset of action and short duration) on hypoglycemic events. If that's the case, good luck! Kendall included a lot of “ultra-rapid” in his slides and does indeed hint to maybe something along those lines. Time will tell though |
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Post by mango on Sept 20, 2019 14:31:49 GMT -5
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Post by ktim on Sept 20, 2019 15:14:25 GMT -5
I see this as a huge positive. We've been waiting for more publications like this. Well, some of us have. Looks like the usual Debbie Downers have taken their usual negative stance. Bring on Europe! Woot woot! I suppose I am a Debbie Downer for remarking that the market evidently doesn't care about this huge positive news? Personally, I think some are reading way too much into a conference presentation. Just because a presentation is in a location, doesn't mean a launch in that location is at all imminent. (I've presented my work at conferences in Spain on several occasions, yet I've never moved to, or done business, there.) You and your comment here have now totally undone the benefits of this 500 person study. This presentation would have certainly assured EU approval and a deep pocketed partner within a matter of days... if you merely could have resisted being negative  |
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Post by mytakeonit on Sept 20, 2019 15:21:01 GMT -5
Interesting that big trades seemed to be bringing MNKD pps down at the end of day ... but, a little 5k share trade brought it back to no change at close. Ha! Gotta love it.
But, that's mytakeonit
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Post by lennymnkd on Sept 20, 2019 15:30:49 GMT -5
All the negativity!!! Could one of the science critics please let me know in a short paragraph, just what it is that AL MANN MISSED IN THE SCIENCE... that led him to put one BILLION dollars of his own money INTO .. Technosphere/AFREZZA and me basing my investment decision on his knowledge .. I’ll be waiting (the science)
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Post by sayhey24 on Sept 20, 2019 15:38:24 GMT -5
Al was always 5 to 10 years ahead of the crowd. CGM use is just catching up to what we discussed on this board many years ago. Its nice to monitor but sooner or later you better do something about it. Only afrezza can provide real time action.
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Post by mnkdfann on Sept 20, 2019 15:49:41 GMT -5
All the negativity!!! Could one of the science critics please let me know in a short paragraph, just what it is that AL MANN MISSED IN THE SCIENCE... that led him to put one BILLION dollars of his own money INTO .. Technosphere/AFREZZA and me basing my investment decision on his knowledge .. I’ll be waiting (the science) How about, the problem is not with the science? |
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Post by ktim on Sept 20, 2019 15:50:03 GMT -5
Since this isn't new data, it's not surprising that there isn't any share price reaction. This is another step in the direction of making the case for Afrezza, but most everyone (short and long) knows it will be a slow process of changing minds within the mainstream medical community to accept that Afrezzas unique attributes have meaningful positive clinical relevance.
I'm quite curious about slide 12. What causes hypoglycemia to seem to be minimized at a dose of 30-35 daily units for RAA, and yet a slight peak at the comparable 2x dose for Afrezza? Maybe just a meaningless artifact from noisy data, but the magnitude seems that it is something statistically significant. I wonder if that FDA approved glucose/pancreas physiology simulator would generate comparable outcomes. Wonder if data about defensive eating was recorded for this trial and might have played a factor in the non unimodal hypoglycemia dose response curve.
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Post by ktim on Sept 20, 2019 15:55:44 GMT -5
All the negativity!!! Could one of the science critics please let me know in a short paragraph, just what it is that AL MANN MISSED IN THE SCIENCE... that led him to put one BILLION dollars of his own money INTO .. Technosphere/AFREZZA and me basing my investment decision on his knowledge .. I’ll be waiting (the science) He missed how hard it would be to change the scientific beliefs of the medical community. Also managed to miss getting the "unit" for Afrezza correct. Of course the latter is really one of the causes of the former. To some extent he also didn't seem to have anticipated AP systems getting as good as they are, though he also probably assumed Afrezza would have been well established in the market before APs were viable. |
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