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Post by Deleted on May 18, 2022 6:40:39 GMT -5
You have to ask yourself why would MNKD buy a company that makes a disposable insulin delivery system that uses a competitor's insulin? What does Mike have up his sleeve? What are we missing??
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Post by cretin11 on May 18, 2022 12:25:21 GMT -5
You have to ask yourself why would MNKD buy a company that makes a disposable insulin delivery system that uses a competitor's insulin? What does Mike have up his sleeve? What are we missing?? Hopefully he does, otherwise it’s a head scratcher. The market certainly loves it from ZEAL’s perspective so far, based on its share price action. |
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Post by RainbowUnicorn on May 18, 2022 22:38:59 GMT -5
We don't know what we don't know, yet still the obscure suppositions are rife...  |
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Post by sportsrancho on May 19, 2022 0:54:09 GMT -5
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Post by sweedee79 on May 19, 2022 0:59:13 GMT -5
You have to ask yourself why would MNKD buy a company that makes a disposable insulin delivery system that uses a competitor's insulin? What does Mike have up his sleeve? What are we missing?? Hopefully he does, otherwise it’s a head scratcher. The market certainly loves it from ZEAL’s perspective so far, based on its share price action. I don't believe Mike has anything up his sleeve.... No liquid Afrezza etc... I sure hope that Mnkd can do better with it than the last 2 companies that owned it... It's another wait and see... |
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Post by anderson on May 19, 2022 7:14:28 GMT -5
I follow politics pretty closely. Scott from florida, has a plan to phase out social security and medicare over the next 5 years. Insurance isn't paying. perhaps that's why Mike bought V-Go. Vials of generic basal at Walmart for $25 bucks. V-Go does not use long acting insulin. It uses U-100 fast-acting insulin and was tested with Humalog and NovoLog to simulate basal. So the price is at least double what you quoted. Still not bad.
But also what other fast-acting insulin do we know of that could be tested for future applications?
Or for that matter what suspensions of Technosphere produces could they use with this device?
Hmm wonder if they could do Tyvaso DPI
I think this is a great addition if you need a continuous delivery of a fast acting drug(ie simulated basal for insulin) and you can use the inhaled for those times when you need a spike of medicine.
Now all we need is money and time for trials to get Techonosphere approved for subq delivery.
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Post by agedhippie on May 19, 2022 7:27:09 GMT -5
...
I think this is a great addition if you need a continuous delivery of a fast acting drug(ie simulated basal for insulin) and you can use the inhaled for those times when you need a spike of medicine.
...
The problem here is that the V-Go is a dumb device with the rate of delivery set by the spring strength. It can only deliver a steady supply of insulin which is exactly what the basal insulins do to day with less fuss, more reliability, and cheaper. The ONLY advantage of the V-Go is that it can deliver a bolus of insulin if you push the button, and that role is already taken by Afrezza. |
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Post by Clement on May 19, 2022 7:31:54 GMT -5
Suspensions and pumps. Tricky business. Many suspensions have to be stirred or shaken in the supply reservoir to be delivered consistently by a pump over time. And clogging or gumming up is a continual problem. I'm not saying impossible that VGO can pump a TG suspension, but I am saying it's unlikely to work for patients.
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Post by agedhippie on May 19, 2022 7:31:55 GMT -5
Aged - the reason you would swap Tresiba for this if you were on afrezza is to solve the sleeping TIR period you talk about. I don't think buying V-Go makes much sense unless Dave Kendall thinks they can sell it into the T1 market which would require a trial. The trial would need to combine this patch with afrezza. However, on the "talk" today Mike made no mention of that so I am at a loss. I never see this as a money maker. Unless Mike has a secret plan he did not disclose today he should be trying to figure out how to get out of this deal. This absolutely does not solve the sleeping TIR problem. The device is has no smarts at all as it is driven by the strength of the spring which means it delivers a steady and unvarying stream of insulin which is exactly what a basal insulin does. Even a basic pump today will have basal profiles for different times of day (peak at dawn, high during the day, low at night to match the basal glucose output) - this pump cannot do that. |
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Post by anderson on May 19, 2022 7:57:07 GMT -5
Suspensions and pumps. Tricky business. Many suspensions have to be stirred or shaken in the supply reservoir to be delivered consistently by a pump over time. And clogging or gumming up is a continual problem. I'm not saying impossible that VGO can pump a TG suspension, but I am saying it's unlikely to work for patients. You are right that suspensions are not as good as solutions, maybe TI can be dissolved into a solution instead, I wonder...... www.ncbi.nlm.nih.gov/pmc/articles/PMC2769873/ |
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Post by sayhey24 on May 19, 2022 8:12:11 GMT -5
Aged - the reason you would swap Tresiba for this if you were on afrezza is to solve the sleeping TIR period you talk about. I don't think buying V-Go makes much sense unless Dave Kendall thinks they can sell it into the T1 market which would require a trial. The trial would need to combine this patch with afrezza. However, on the "talk" today Mike made no mention of that so I am at a loss. I never see this as a money maker. Unless Mike has a secret plan he did not disclose today he should be trying to figure out how to get out of this deal. This absolutely does not solve the sleeping TIR problem. The device is has no smarts at all as it is driven by the strength of the spring which means it delivers a steady and unvarying stream of insulin which is exactly what a basal insulin does. Even a basic pump today will have basal profiles for different times of day (peak at dawn, high during the day, low at night to match the basal glucose output) - this pump cannot do that. Aged - I think you are making my point. Buying V-Go does not make much sense. There is a reason this thing is a money loser. Maybe Elon Musk can give Mike some advice on how to get out of a bad deal. For the question on afrezza being used in it, if afrezza could have been used in a pump Al would have done it as that is what he was in search of when afrezza was invented, a faster insulin for his pump. |
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Post by Deleted on May 19, 2022 9:42:31 GMT -5
This absolutely does not solve the sleeping TIR problem. The device is has no smarts at all as it is driven by the strength of the spring which means it delivers a steady and unvarying stream of insulin which is exactly what a basal insulin does. Even a basic pump today will have basal profiles for different times of day (peak at dawn, high during the day, low at night to match the basal glucose output) - this pump cannot do that. Aged - I think you are making my point. Buying V-Go does not make much sense. There is a reason this thing is a money loser. Maybe Elon Musk can give Mike some advice on how to get out of a bad deal. For the question on afrezza being used in it, if afrezza could have been used in a pump Al would have done it as that is what he was in search of when afrezza was invented, a faster insulin for his pump. I have to take Mike's word....If they do nothing with V-Go MNKD would be fine. It sounds like they have enough customers (10,000) for it to be self sufficient. They only paid $10M so it's not a huge hurdle to jump over. But I think Mike has plans for V-GO. I'm excited to what they are. |
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Post by Deleted on May 19, 2022 11:53:13 GMT -5
Can you imagine the packaging for V-GO?? A one month supply must come in a huge box. The device is not small like the G6 transmitter. Hopefully MNKD can reengineer it into a smaller footprint. |
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Post by dh4mizzou on May 19, 2022 12:00:21 GMT -5
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Post by porkini on May 19, 2022 12:15:40 GMT -5
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