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Post by shawnonafrezza on Oct 2, 2020 10:16:14 GMT -5
A few points. On insurance, there is no l3 in the us this no price. The g7 will be cheaper than the g6. So we’ll have to see there but Dexcom has a few years to figure that out. If they have to cut prices I win.
Two years isn’t a blink at the current rate of development.
As you say Dexcom is already making the moves with the 7. They’re prepared.
None of that helps mnkd. They have a few thousand patients. Not all are t1 thus harder to get cgms. Many will already have a cgm. So what’s the plan? Hey Dexcom buy us and you’ll get 1k more sales? Not worth the money.
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Post by shawnonafrezza on Oct 2, 2020 10:22:28 GMT -5
For reference on times. The g6 is only two years old.
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Post by kenken on Oct 2, 2020 12:41:13 GMT -5
I suspect there is a product correlation between DXCM and Mannkind. I am not implying that MC has to go and the new CEO comes to play if we need a Mannkind takeover event by any big pharmaceuticals company in the near term. MC has been proven hibernating in Mannkind or Afrezza sales for more than the last 5 years. 😊
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Post by agedhippie on Oct 2, 2020 13:43:22 GMT -5
Shawn - are you saying insurance companies are willing to pay 5x more for the G7 because it will have a MARD of 9% vs 9.2%? I am not so sure about that. Is it going to take a few years to get to the U.S. - sure. Five years ago we were talking about the Libre on this board before most ever heard about it. It seems like yesterday to me. The Libre 3 will be here before we blink. I am just hoping Tim Cook releases his non-invasive glucose watch - sooner than later. I am sure Kevin Sayers has been thinking about all this. The Verily sight shows a CGM about the size of the Libre 3. It also says "The miniaturized CGM patch is designed to enable continuous subcutaneous monitoring of the interstitial fluid that may be less burdensome for those required to measure their glucose levels. The CGM patch will have wireless connectivity for secure data sharing and easy tracking of continuous glucose levels" Right now the Libre 2 is NFC only, and the Dexcom is real time so until the Libre 3 arrives (my bet would be 2022) there is no competition between the Libre and Dexcom so the insurers will pay for the G6/7. I seriously doubt that the insurers are paying 5X for the Dexcom - don't confuse list and PBM pricing. For as long as I can remember non-invasive glucose technology has been the next big thing, but never quite becoming an actual thing. I don't think this gets solved in my life time. The barriers around hydration, skin pigmentation, positioning, and so forth has always defeated it in the real world. The Verily patch on their web site ( verily.com/solutions/cgm/) is the Dexcom G7. |
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Post by sayhey24 on Oct 2, 2020 14:49:00 GMT -5
Aged - I believe the CGM patch which they are talking about is what we use to call the CGM bandaid. Its not coming anytime soon but I sure wish it would along with the Apple Watch. If what they are showing is the G7 it looks bigger than what the Libre 3 is.
Tim Cook personally has great results with the glucose reading watch a few years ago. I am told the technology is solid enough when the time is right to release.
Two years for the Libre 3 in the U.S. is probably the correct timeframe. Two years will be here in the blink of an eye which is why I started the thread.
I guess the reality is Sayer could just retire and not worry about it.
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Post by itellthefuture777 on Jun 28, 2021 21:56:00 GMT -5
Hmm...maybe now is the time 😊
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Post by sayhey24 on Jun 29, 2021 8:44:21 GMT -5
Maybe - options are opening up for Mike with sensor technology starting to catch up in the CGM space and the medicare announcement. Its nice to finally see things starting to come together after all these years. The great thing is lots and lots of monitoring companies but only one thing which can address high BG in near real time.
Mike just needs to start telling that story to the world and the dangers of high BG.
I am seeing reports on the increase in kids with T2 as a result of the virus. It would be great to get those kids on afrezza ASAP and stop/reverse the damage. Maybe Sayer can work a deal with Washington and get some Covid money to put a special program together with afrezza.
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Post by MnkdWASmyRtrmntPlan on Jun 29, 2021 10:03:52 GMT -5
Maybe - options are opening up for Mike with sensor technology starting to catch up in the CGM space and the medicare announcement. Its nice to finally see things starting to come together after all these years. The great thing is lots and lots of monitoring companies but only one thing which can address high BG in near real time. Mike just needs to start telling that story to the world and the dangers of high BG. I am seeing reports on the increase in kids with T2 as a result of the virus. It would be great to get those kids on afrezza ASAP and stop/reverse the damage. Maybe Sayer can work a deal with Washington and get some Covid money to put a special program together with afrezza. Sounds nice, but that would require real leadership of MNKD. I think MNKD first needs to fund a study to show that Afrezza use by early T2's can actually reverse diabetes, and I doubt that MC even knows that Afrezza can do that. |
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Post by sayhey24 on Jun 29, 2021 10:12:31 GMT -5
There is always room for another study. If properly executed with CGMs and 24/7 monitoring such a study could be a huge win. Having a partner like DXCM or Abbott funding such a study would be another huge win.
However in the mean time we have a zillion studies showing early insulin intervention can slow/stop progression. I also think Dave Kendall had a nugget of gold from a small afrezza study.
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Post by mango on Jun 29, 2021 10:50:31 GMT -5
The HbA1c hypothesis has been proven wrong and falsified numerous times for years now. The most recent study demonstrating this, and perhaps one of the most significant in regards to mealtime insulin and time-in-range with CGMs is the STAT study using Afrezza and Dexcom CGM. The time has come for MannKind to take center stage in this new era. It is dangerous to continue allowing HbA1c to be the Gold Standard in assessing glucose homeostasis. It is time MannKind marry Afrezza with the CGM through partnership(s) and spread the truth within the medical and scientific communities. We have mountains of evidence and data falsifying the HbA1c hypothesis and proving Time in Range to be the true assessor of glucose homeostasis. It’s time to show the world that Afrezza is the only mealtime insulin capable of achieving and maintaining incredible TIR, many times far greater than that of a non-diabetic person, restoring post-prandial glucose homeostasis and matching physiologic insulin. It’s time to put an end to HbA1c and begin the dawn of a new era of employing the true measurement tool for assessing glucose homeostasis, the CGM, with the world’s only insulin capable of managing diabetes in real time, Afrezza.   |
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Post by sellhighdrinklow on Jun 29, 2021 12:12:53 GMT -5
Maybe - options are opening up for Mike with sensor technology starting to catch up in the CGM space and the medicare announcement. Its nice to finally see things starting to come together after all these years. The great thing is lots and lots of monitoring companies but only one thing which can address high BG in near real time. Mike just needs to start telling that story to the world and the dangers of high BG. I am seeing reports on the increase in kids with T2 as a result of the virus. It would be great to get those kids on afrezza ASAP and stop/reverse the damage. Maybe Sayer can work a deal with Washington and get some Covid money to put a special program together with afrezza. Where are you seeing reports of kids getting Type 2 because of Covid? |
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Post by mango on Jun 29, 2021 12:15:38 GMT -5
Maybe - options are opening up for Mike with sensor technology starting to catch up in the CGM space and the medicare announcement. Its nice to finally see things starting to come together after all these years. The great thing is lots and lots of monitoring companies but only one thing which can address high BG in near real time. Mike just needs to start telling that story to the world and the dangers of high BG. I am seeing reports on the increase in kids with T2 as a result of the virus. It would be great to get those kids on afrezza ASAP and stop/reverse the damage. Maybe Sayer can work a deal with Washington and get some Covid money to put a special program together with afrezza. Where are you seeing reports of kids getting Type 2 because of Covid? Reports are out that T2D nearly doubled with kids during the pandemic. |
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Post by sayhey24 on Jun 29, 2021 12:54:29 GMT -5
Reports are all over. I just saw something on CBS news. Just google - here is something from medpage www.medpagetoday.com/meetingcoverage/ada/93306It makes sense when you look at Joslin's virus research from years ago but in this case the Covid virus which is attacking the beta cells. IMO - These kids need immediate CGM monitoring and afrezza when required based on post prandial BG. The problem is explaining this to the medical community. The CBS doctor thought is was from them having more time to do video games and being more inactive. |
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Post by olderteampt on Jun 29, 2021 14:24:44 GMT -5
IF DXCM were to partner with MNKD DXCM could start off by offering free afrezza for the first 3 months under one condition that they allow their personal information(time in range) in the future to be downloaded and used by DXCM. After tracking a set number of patient's DXCM could start using the results for a massive advertising campaign where they start touting that their patient's have the highest time in range vs. their competitors. They could use the time in range data to set themselves apart from their competition.
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Post by sayhey24 on Jun 29, 2021 14:39:32 GMT -5
Now that is what I thought Ondou was suppose to do but I have no idea whats going on there.
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