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Post by boomboom on Jan 28, 2020 12:33:00 GMT -5
I happen to come across a new Afrezza user video (link below). Hearing her speak to Afrezza definitely instills some confidence that it may be the younger generations that will eventually realize the full potential of Afrezza and, in general, drive the improvement of diabetes care by taking risks with the latest and greatest technology will have to offer. It would be nice to hear how Mannkind is taking in the data of the recent (but slow) uptrend in scripts and catering their marketing to the data. Upon viewing the below video, I was recommended another video that was a similar demographic (young, fit, and eager to try new things). Came across these videos first: www.youtube.com/channel/UCTnwKExThOrg7-wvkScmFtgWhich Led me to this video right after: www.youtube.com/watch?v=rVECn4BqtBs |
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Post by peppy on Jan 28, 2020 12:39:22 GMT -5
I happen to come across a new Afrezza user video (link below). Hearing her speak to Afrezza definitely instills some confidence that it may be the younger generations that will eventually realize the full potential of Afrezza and, in general, drive the improvement of diabetes care by taking risks with the latest and greatest technology will have to offer. It would be nice to hear how Mannkind is taking in the data of the recent (but slow) uptrend in scripts and catering their marketing to the data. Upon viewing the below video, I was recommended another video that was a similar demographic (young, fit, and eager to try new things). Came across these videos first: www.youtube.com/channel/UCTnwKExThOrg7-wvkScmFtgWhich Led me to this video right after: www.youtube.com/watch?v=rVECn4BqtBsMeet Jake. |
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Post by figglebird on Jan 28, 2020 22:59:45 GMT -5
The precison and degree of accuracy is absolutely fascinating when thinking back to the novo paid assessment tasked w articulating the threat Afrezza might put on the prandial market, in the event it was approved(which it was not at the time - 8 years later this pre comprehensive and highly analytical call has been perfect - though it characterized the product as a highly effective game changer from an efficacy standpoint, it went onto predict that Afrezza, if approved, would fail to capture even 1pct of the market, if it until an "event" transpired.
The power of that event is in many ways the core underlying component of the bullish case for if and when it takes place, it will stand as an essential showcase for dpi proliferation for years to come...
That event is pediatric approval - which aligns w the sentiment of the initial post on topic...
Accordingly, it's always been about capturing the future generation not converting the present.
However, most investors tend to compare traditional metrics such as years to peak sales etc...
This is a medication that very well may never reach peak sales - it may just continue to grow and w it the moat that comes w the dpi proliferation...
Is this a certainty? Hell no. It's not even what the report says, though it does as mentioned above, circkecpediatrica as the event that finally allows Afrezza to oeneteatecabd capture at a slower pace than what drugs typically do, though faster than what we are used to.
The rest is the same conjecture on my end I've preached for awhile - I just get a kick when others point out the signs that support my view
Tx for posting this topic.
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Post by mnkdfann on Jan 28, 2020 23:10:26 GMT -5
The precison and degree of accuracy is absolutely fascinating when thinking back to the novo paid assessment tasked w articulating the threat Afrezza might put on the prandial market, in the event it was approved(which it was not at the time - 8 years later this pre comprehensive and highly analytical call has been perfect - though it characterized the product as a highly effective game changer from an efficacy standpoint, it went onto predict that Afrezza, if approved, would fail to capture even 1pct of the market, if it until an "event" transpired. Before my time, I guess. Where can one find this assessment? |
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Post by ktim on Jan 29, 2020 0:47:25 GMT -5
The precison and degree of accuracy is absolutely fascinating when thinking back to the novo paid assessment tasked w articulating the threat Afrezza might put on the prandial market, in the event it was approved(which it was not at the time - 8 years later this pre comprehensive and highly analytical call has been perfect - though it characterized the product as a highly effective game changer from an efficacy standpoint, it went onto predict that Afrezza, if approved, would fail to capture even 1pct of the market, if it until an "event" transpired. The power of that event is in many ways the core underlying component of the bullish case for if and when it takes place, it will stand as an essential showcase for dpi proliferation for years to come... That event is pediatric approval - which aligns w the sentiment of the initial post on topic... Accordingly, it's always been about capturing the future generation not converting the present. However, most investors tend to compare traditional metrics such as years to peak sales etc... This is a medication that very well may never reach peak sales - it may just continue to grow and w it the moat that comes w the dpi proliferation... Is this a certainty? Hell no. It's not even what the report says, though it does as mentioned above, circkecpediatrica as the event that finally allows Afrezza to oeneteatecabd capture at a slower pace than what drugs typically do, though faster than what we are used to. The rest is the same conjecture on my end I've preached for awhile - I just get a kick when others point out the signs that support my view Tx for posting this topic. I don't remember any of that Novo report stuff and have been following the company for a LONG time. Never seen that discussed here either. Do please provide your source. |
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Post by longliner on Jan 29, 2020 1:58:43 GMT -5
The precison and degree of accuracy is absolutely fascinating when thinking back to the novo paid assessment tasked w articulating the threat Afrezza might put on the prandial market, in the event it was approved(which it was not at the time - 8 years later this pre comprehensive and highly analytical call has been perfect - though it characterized the product as a highly effective game changer from an efficacy standpoint, it went onto predict that Afrezza, if approved, would fail to capture even 1pct of the market, if it until an "event" transpired. The power of that event is in many ways the core underlying component of the bullish case for if and when it takes place, it will stand as an essential showcase for dpi proliferation for years to come... That event is pediatric approval - which aligns w the sentiment of the initial post on topic... Accordingly, it's always been about capturing the future generation not converting the present. However, most investors tend to compare traditional metrics such as years to peak sales etc... This is a medication that very well may never reach peak sales - it may just continue to grow and w it the moat that comes w the dpi proliferation... Is this a certainty? Hell no. It's not even what the report says, though it does as mentioned above, circkecpediatrica as the event that finally allows Afrezza to oeneteatecabd capture at a slower pace than what drugs typically do, though faster than what we are used to. The rest is the same conjecture on my end I've preached for awhile - I just get a kick when others point out the signs that support my view Tx for posting this topic. it's as simple as kids hate needles. I have three of them. (Kids) |
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Post by ezrasfund on Jan 29, 2020 10:07:58 GMT -5
I don't remember the Novo study, but I agree that pediatric approval may be the final catalyst. It's not just that kids hate needles, and being tethered to a pump, and trying to plan meals around restricted diets and then titrate precisely, and checking for lows in the middle of the night (parents, too).
It is also that after many years of learning to deal with all of that it's hard to unlearn it all and try something that is easier and better. Most people are inclined to think easier OR better. After a diabetic finds a treatment protocol they are comfortable with they are likely to stick with it. Advertisers have always known that the secret to brand loyalty is setting consumers' habits when they are young and having a customer for life.
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Post by figglebird on Jan 29, 2020 11:25:32 GMT -5
Regarding the novo paid report - I believe it was called the lazard report - I paid for it(at the time) as I was contemplating investing.
It was one of several core documents that impresses upon me.
I believe it was called the Lazard report
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Post by figglebird on Jan 29, 2020 11:26:54 GMT -5
Also, I have referenced it for years on st and I would assume here.
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Post by alethea on Jan 29, 2020 12:48:40 GMT -5
I don't remember the Novo study, but I agree that pediatric approval may be the final catalyst. It's not just that kids hate needles, and being tethered to a pump, and trying to plan meals around restricted diets and then titrate precisely, and checking for lows in the middle of the night (parents, too). It is also that after many years of learning to deal with all of that it's hard to unlearn it all and try something that is easier and better. Most people are inclined to think easier OR better. After a diabetic finds a treatment protocol they are comfortable with they are likely to stick with it. Advertisers have always known that the secret to brand loyalty is setting consumers' habits when they are young and having a customer for life. Kids are going to take to Afrezza like a duck to water. Especially when coupled with a CGM AND because Afrezza is much more forgiving than injected insulin when it comes to hypos. Word is spreading. Scrips are growing. Momentum is building.  |
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Post by ktim on Jan 29, 2020 18:47:13 GMT -5
Also, I have referenced it for years on st and I would assume here. Where did you get the details of this you are asserting? |
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Post by brotherm1 on Jan 29, 2020 19:29:45 GMT -5
I don't remember the Novo study, but I agree that pediatric approval may be the final catalyst. It's not just that kids hate needles, and being tethered to a pump, and trying to plan meals around restricted diets and then titrate precisely, and checking for lows in the middle of the night (parents, too). It is also that after many years of learning to deal with all of that it's hard to unlearn it all and try something that is easier and better. Most people are inclined to think easier OR better. After a diabetic finds a treatment protocol they are comfortable with they are likely to stick with it. Advertisers have always known that the secret to brand loyalty is setting consumers' habits when they are young and having a customer for life. Kids are going to take to Afrezza like a duck to water. Especially when coupled with a CGM AND because Afrezza is much more forgiving than injected insulin when it comes to hypos. Word is spreading. Scrips are growing. Momentum is building. . Anyone think there is a good chance the FDA will not approve it for kids? |
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Post by ktim on Jan 29, 2020 19:42:02 GMT -5
Kids are going to take to Afrezza like a duck to water. Especially when coupled with a CGM AND because Afrezza is much more forgiving than injected insulin when it comes to hypos. Word is spreading. Scrips are growing. Momentum is building. . Anyone think there is a good chance the FDA will not approve it for kids? I would think that is the common assumption. Doesn't seem like there are any foreseeable reasons it would be denied... unless of course Trump pardons Shkreli and appoints him to run the FDA. Though it's still a pretty long time before they make that decision. I'd also question whether endos are going to jump on board with regard to children anymore than they have for adults. Though it certainly will help. I imagine even doctors that believe in Afrezza may take an approach with many of their adult T1s of "if it ain't broke don't fix it". They may be more proactive in suggesting Afrezza to newly diagnosed. Since most of those are children, ped approval would be important in that context. |
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Post by alethea on Jan 29, 2020 19:57:42 GMT -5
Kids are going to take to Afrezza like a duck to water. Especially when coupled with a CGM AND because Afrezza is much more forgiving than injected insulin when it comes to hypos. Word is spreading. Scrips are growing. Momentum is building. . Anyone think there is a good chance the FDA will not approve it for kids? NO. At least I certainly hope an pray that will not happen. |
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Post by bioexec25 on Jan 29, 2020 20:15:55 GMT -5
. Anyone think there is a good chance the FDA will not approve it for kids? NO. At least I certainly hope an pray that will not happen. I haven't read all of the details of the trial protocol so tough to predict. I would be very surprised if it was not approved but wouldn't rule out some label or follow-up trial caveats if all the bases are not covered well in the study design and execution. |
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