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Post by castlerockchris on Jul 23, 2020 14:53:41 GMT -5
Matt, I agree with you in terms of your racing analogy. At the same time there are many Indy, NASCAR and F1 teams that race knowing they will never win. Their goal is to finish the race, hoping many of the faster cars DNF (Do Not Finish). That is why you see race teams who may be down 5, 10 or 15 laps stay in until the very bitter end. It maybe the same strategy with Afrezza, Stay in the race, hoping others DNF while at the same time developing a faster car with a better driver and pit crew. My concern is that MNKD may never have the money to build the faster race car and hire the better driver and pit crew. I am not saying they will go out of business, I am suggesting they may simply remain a third tier player in the race, hanging around, just to stay in the race. Everyone on this board is hoping to be in the winner's circle someday. My concern is the longer this race goes on, the more script count (not dollars, scripts) remain relatively anemic - in a very low growth trajectory, and the development pipeline remains stagnant, the more likely the stock price will never get us to the winner circle and we will remain one of those race cars that never finishes in the top ten. Let's hope for a new sponsor (development partner), with a big advertising budget who can bring us a faster car, help our driver and build better strategies for our pit crew.
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Post by agedhippie on Jul 23, 2020 15:20:32 GMT -5
I remember that implant. Literally a few months after my diagnosis and haven't heard a peep about it sense. I wonder how much of that transferred to the HCL now or if it was fully scrapped when they stopped in 2007. From a recent article only 4 in the US exist (not all Minimed) and maybe 450 worldwide but none of them were AP, just a plain pump. Research shows they only minimally modified the pump since 2001 so I doubt they saw the vision there either. There are articles as recent as 2011 where people say[0]: "We have made significant progress on our ultimate goal to provide patients with a fully-implanted, fully-automated pump – a true artificial pancreas." Overall a very odd history. It seems the only value Medtronic got out of Minimed were the 508 pumps and onward since those were revolutionary at the time. [0] www.medtronicdiabetes.com/loop-blog/research-and-development-at-medtronic-driving-toward-a-closed-loop-system/I know two people who still use the implanted Minimed pumps. Apparently they are not wildly comfortable, but are very effective. The insulin curve looks like Afrezza because the insulin is delivered intraperitoneally so it passes almost immediately into the bloodstream. The original papers were interested in it for that reason - the profile. There is at least one hospital in Europe that has stockpiles of these and still maintains them. There were researchers working on APS at that time as well. Interestingly the problem was not the hardware, they just repurposed existing components, or even the computer to manage it. The delay was the software and building a usable model for the controller.
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Post by sportsrancho on Jul 23, 2020 16:01:37 GMT -5
Matt said - "There is nothing wrong with hiring experienced executives, but don't be surprised if the improvement in product uptake is marginal rather than dramatic. That old Vega had a top speed of around 110 MPH while any modern sports car can easily approach or exceed 200 mph. Don't blame the driver if the car is not ready to win races." In a race with only one tank of fuel allowed ... my old VW bug could have passed that race car many times over. MNKD has Afrezza in it's tank and UTHR behind the wheel. So having a device guy like Galindo around makes perfect sense to me. But, that's mytakeonit I could make my old bug buck...because it had three speeds and no clutch:-)
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Post by mytakeonit on Jul 23, 2020 17:29:34 GMT -5
So naturally you had to move to a sports' sports car. Makes SENS to me.
But, that's mytakeonit
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Post by kc on Jul 23, 2020 17:48:31 GMT -5
since we are talking Medtronic and the artificial pancreas, Was Medtronic running internal trials of the artificial pancreas with afrezza? I seem to recall afrezza being used during the evaluation period of sorts. If my memory serves me correctly, Medtronic has data with Afrezza? anyone? You are correct. It was back in 2013 or 2014. I believe it was also with JDRF dealing with pediatric age group.
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Post by rockstarrick on Jul 24, 2020 2:10:35 GMT -5
since we are talking Medtronic and the artificial pancreas, Was Medtronic running internal trials of the artificial pancreas with afrezza? I seem to recall afrezza being used during the evaluation period of sorts. If my memory serves me correctly, Medtronic has data with Afrezza? anyone? You are correct. It was back in 2013 or 2014. I believe it was also with JDRF dealing with pediatric age group. Here’s an article that talks about Afrezza being used for mealtime glucose spikes during the APS trials. I shared this years ago. www.jdrf.org/illinois/wp-content/uploads/sites/83/2013/07/The-Artificial-Pancreas-A-Race-to-the-Finish.pdf
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Post by rockstarrick on Jul 24, 2020 2:13:58 GMT -5
It’s a subtopic, Inhaled Insulin used in APS Studies, it’s down a ways but it’s there.
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