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Post by lennymnkd on Jan 26, 2022 21:33:53 GMT -5
So I guess what your saying is they (BP) doesn’t see it as a disruptive technology
And will stick to what they have (SOC) so what’s their worry ? (PEPPY)
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Post by sayhey24 on Jan 27, 2022 8:27:47 GMT -5
I don’t doubt what your saying about BP being in the picture and having a negative effect. But you would think at this point if they truly were so concerned after all this time, wouldn’t you think Some sort of deal would have already been put together. And at such a great value at this time 🤔 or has it ! At this point I don't think BP is concerned at all about afrezza. One thing MNKD has proven since approval in 2014 is they can not figure out how to sell it. Until afrezza starts taking sales away from Trulicity or Jardiance or the others, BP could care less. I am sure there was more concern back in 2008 when that crazy man Al Mann was running around saying he has a near cure for T2 diabetes. Back then Pfizer kills the inhaled insulin business by announcing Exubera may cause cancer. Well since what we know is afrezza has shown no indication for causing cancer and in some cases PWDs have seen improved lung function. Does anyone really think Sanofi had any intention of selling afrezza? Maybe before Brandicourt showed up but clearly not after. At that time they had one focus and that was Toujeo. Their initial excuse for not selling afrezza was spirometry testing while nearly every PCP has a spirometer sitting in their office. MNKD needs a partner who really wants to change health care. The #1 cause of death in the U.S. is heart disease. Its also a leading profit center for the health industry, some would call it a cost. #1 leading cause of death for PWDs is heart disease. If you stop T2 progression early its probable to have a real impact here. Of course there are also all the other issues PWDs have. If we are to believe Bill's VDex papers he has demonstrated a repeatable process which has huge impacts. The question is who really wants to try and change the medical industry? This goes beyond diabetes because high glucose effects so many other health issues like heart and eye disease. I don't think MNKD's partner can be a BP. It has to be the Tesla of health care. Maybe Elon Musk is looking for a down to earth challenge. |
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Post by lennymnkd on Jan 27, 2022 8:43:22 GMT -5
At one point, I might of thought Amazon would be that Tesla for us …
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Post by peppy on Jan 27, 2022 9:00:51 GMT -5
At one point, I might of thought Amazon would be that Tesla for us … Amazon's pharmacy services are in the works? How much operation at present? I know it from the news papers. What I really think would be Afrezza's Tesla. Afrezza is human insulin. Human insulin is generic. Perhaps the work MNKD should do is get Afrezza labeled generic and over the counter. Rather than MNKD trying to work Afrezza into the insurance coverage prescription pharmaceutical framework. My understanding is I can buy a vial of regular insulin at Walmart with out prescription... same old long shot possibility, different day. |
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Post by lennymnkd on Jan 27, 2022 9:26:48 GMT -5
Would be great .. but the inhalation learning curve comes
Into play . Would a pcp be willing to get involved with a non
Prescription drug .. ? . maybe the VDEX ROUTE 🤔
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Post by sayhey24 on Jan 27, 2022 10:50:13 GMT -5
Mike said on the last call MNKD will be making a partnership announcement with a pharmaceutical in the very near future. After many years of learning the hard way I think Mike finally understands what some of us tried to tell him 6 years ago. Then again we have all learned. I had great hope for Dave Kendall and his efforts only to watch him crash and burn in the "easiest job" he said he ever had. Where would Tesla be today without Elon Musk - bankrupt? Eberhard and Tarpenning IMO would never have changed an entire industry. Here we have Musk come in with $6.5M 18 years ago and he changes a 100+ year old industry. IMO Mike need's a Musk just like the original Tesla guys did. Back in the day GE had the chance to change the industry with a project to electrify highways. When Immelt was running GE, he didn't want to take on the industry. Musk did and did it with batteries only. GE could have been the leader but is now a shadow of its former self. Peppy - why afrezza needs to be a prescription drug is still a mystery to me. From the insulin nation article - "So, in the existing regulatory environment, as pharmaceutical developers introduce diabetes products that have undergone exotic manipulations of amino-acid chains to achieve better patient outcomes" Afrezza is human insulin, not some Frankenstein RAA. Does it even need to be sold with the inhaler? We know a straw or rolled up dollar bill works pretty good. I tried to get Mike to sell it as dietary supplement years ago but then again I am a bit crazy. I am sure a lot of the body builders using afrezza would like to be able to buy it in GNC in bulk powder. insulinnation.com/treatment/why-is-some-insulin-available-over-the-counter/ |
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Post by prcgorman2 on Jan 27, 2022 13:46:00 GMT -5
Afrezza OTC. I like it.
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Post by lennymnkd on Jan 27, 2022 14:01:02 GMT -5
Imagine, Walmart cvs , Amazon ,ECT … OTC AND VDEX With a great retail presents … cgm’s point of purchase on the shelves …( VDEX is established and real ..head start )
And a MASSIVE add campaign like the vegetable pills … and pillows 😀. Now ! I think we would give BP SOMETHING TO WORRY ABOUT .
NOT SO FAR FETCHED WHEN YOU THINK ABOUT . It’s almost all there.. just needs to be implemented.
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Post by awesomo on Jan 27, 2022 14:02:13 GMT -5
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Post by cretin11 on Jan 27, 2022 15:06:34 GMT -5
Ouch, that is brutal. I like sayhey’s version better. But I guess it turns out Thirona is what MC was referencing there. |
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Post by prcgorman2 on Jan 27, 2022 15:29:19 GMT -5
Ouch, that is brutal. I like sayhey’s version better. But I guess it turns out Thirona is what MC was referencing there. It remains to be seen whether it is mock-worthy, but don’t let that stop you. It is kind of amusing though, pessimism or not. Did we just assume the partnership hinted at was going to be for Afrezza? I didn’t listen to the last earnings report. |
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Post by sayhey24 on Jan 27, 2022 15:41:03 GMT -5
If this is what Mike meant then I totally misunderstood what he said. He said this pharmacy partnership would also be offering $45 telemedicine support. I think/hope Thiron Bio is a separate "minor" deal. My hope is this pharmacy partner could offer CGM's through the telemedicine and maybe even coaching. I sure hope Mike comes through with a big deal or has Elon Musk's phone number and gives him a call. Where is his office, Palo Alto? This afrezza is a big deal but is going to take some out of the box big thinking to have it realize its potential. |
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Post by sayhey24 on Jan 27, 2022 16:02:52 GMT -5
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Post by nylefty on Jan 27, 2022 16:37:49 GMT -5
He was obviously talking about UpScript www.upscriptdermatology.com/about-upscript/. A bout Upscript
We know your time is valuable. That’s why we created UpScript—because when you need medicine, you deserve to get it easily, quickly, and discreetly.
Thanks to UpScript, you now have access to the prescriptions, medications, and medical advice you need using a private, hassle-free solution.
With more than 17 years of experience prescribing medications online, UpScript is a brand you can trust. With U.S. licensed physicians writing your prescription and our U.S. licensed pharmacy shipping your medication you can always be confident you are getting first rate care and authentic medications. And our first-class customer service team is always available to help you with any questions or problems you might have. |
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Post by lennymnkd on Jan 27, 2022 16:41:34 GMT -5
I guess going otc is out of the question .
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