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Post by Thundersnow on Jun 6, 2022 11:13:28 GMT -5
What are the odds LILY calls upon MNKD to convert MOUNJARO into a DPI??
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Post by uvula on Jun 6, 2022 11:33:32 GMT -5
What are the odds LILY calls upon MNKD to convert MOUNJARO into a DPI?? 0. Quick acting is meaningless for a timed release drug that lasts for more than a week. (It is dosed once a week and they want a constant amount in the bloodstream so each dose probably lasts longer than the dosing interval.) And the autoinjector tiny needle is not a big deal. Lily might be interested in 12 years (?) when they lose patent protection. (This is just my opinion as an unqualified armchair ceo.) |
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Post by Deleted on Jun 6, 2022 12:41:39 GMT -5
What are the odds LILY calls upon MNKD to convert MOUNJARO into a DPI?? 0. Quick acting is meaningless for a timed release drug that lasts for more than a week. (It is dosed once a week and they want a constant amount in the bloodstream so each dose probably lasts longer than the dosing interval.) And the autoinjector tiny needle is not a big deal. Lily might be interested in 12 years (?) when they lose patent protection. (This is just my opinion as an unqualified armchair ceo.) Good point. I think Mounjaro is going to be marketed as a weightloss drug with the added benefit of putting your diabetes into remission. |
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Post by dh4mizzou on Jun 6, 2022 13:05:03 GMT -5
Anyone else get the feeling we're going to bounce around in the $4-$5 range until the August Earnings Report?
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Post by akemp3000 on Jun 6, 2022 13:10:40 GMT -5
I did until I saw there's already been over 14.5M shares traded today. Something's going on. Shorts closing out maybe?
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Post by Deleted on Jun 6, 2022 14:57:47 GMT -5
I did until I saw there's already been over 14.5M shares traded today. Something's going on. Shorts closing out maybe? Nah It could be the ATM being used. 3 trades went thru at $4.43 for 3.4M shares Each. Thats about $45M CASH. Always remember someone SOLD and someone BOUGHT |
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Post by uvula on Jun 7, 2022 7:31:17 GMT -5
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Post by Deleted on Jun 7, 2022 8:03:24 GMT -5
This looks like an Afrezza killer for the Type 2 market. You get 2 benefits from taking Mounjaro....Weight Loss and Diabetes is put into remission. No need for Afrezza... |
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Post by anderson on Jun 7, 2022 8:42:50 GMT -5
This looks like an Afrezza killer for the Type 2 market. You get 2 benefits from taking Mounjaro....Weight Loss and Diabetes is put into remission. No need for Afrezza... Got to love this line
"People in the study also received counseling sessions to help them stay on a healthy diet with a daily 500-calorie deficit, as well as at least 150 minutes of physical activity each week. While that certainly helped, it does not explain the magnitude of the weight loss seen in the study, Gabbay said."
Losing weight is easier if you have someone telling you what to do and keeping you motivated. If you are serious about losing weight you probably already have the will power to stick with dieting and exercise, but wait those people probably don't need the drug for weight loss.
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Post by mango on Jun 7, 2022 11:54:48 GMT -5
This looks like an Afrezza killer for the Type 2 market. You get 2 benefits from taking Mounjaro....Weight Loss and Diabetes is put into remission. No need for Afrezza...
Mounjaro carries a boxed warning about thyroid tumors and should not be used by people with a family history of certain thyroid conditions.This is being marketed more for weight loss than diabetes. Directly from the article, “ “These results are an important step forward in potentially expanding effective therapeutic options for people with obesity.” This is an endocrine disruptor and people are losing weight in an unnatural, unhealthy fashion. This is certainly no, “Afrezza killer.” Thanks for the doom porn. 😁 |
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Post by sayhey24 on Jun 7, 2022 12:51:33 GMT -5
This looks like an Afrezza killer for the Type 2 market. You get 2 benefits from taking Mounjaro....Weight Loss and Diabetes is put into remission. No need for Afrezza... Casper - if you have read some of my posts since Mounjaro's approval, I think I predicted a lot of press at ADA2022 for Mounjaro. I actually look at this as a positive for afrezza and I will explain. The big problem T2s face is they lose post prandial control. When properly dosed afrezza should be able to stop the post meal spike and get the PWD below 140. Since there is little fear of severe hypos a target of 100 post meal should be doable in most cases. That would be an A1C of 5.1. In theory if the PWD is making enough fasting insulin they should be able to maintain that level give/take. If they can not we have them take an additional puff during fasting. If I remember correctly Mounjaro was delighted to get an average 6.9 A1C which is about 152 mg/dl. Mounjaro is being toted as the new T2 Champ. It now provides a single focus for a Mounjaro/afrezza head to head trial. Does anyone on this board not think if properly dosed afrezza can not beat Mounjaro's A1C? To be honest, I don't fully understand the weight loss they are claiming. They reduced the caloric intake and provided diet coaches. They also lost up to 8% of the PWDs because they kept throwing up. I guess making the PWD sick to their stomach so they are not hungry is one way to have them lose weight but I am not sure this is the best way. I bet if we ran a combo trial with Mounjaro/afrezza this would do as well as the Mounjaro/GLP1 arm for weight loss. |
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Post by peppy on Jun 7, 2022 13:03:09 GMT -5
This looks like an Afrezza killer for the Type 2 market. You get 2 benefits from taking Mounjaro....Weight Loss and Diabetes is put into remission. No need for Afrezza... Got to love this line
"People in the study also received counseling sessions to help them stay on a healthy diet with a daily 500-calorie deficit, as well as at least 150 minutes of physical activity each week. While that certainly helped, it does not explain the magnitude of the weight loss seen in the study, Gabbay said."
Losing weight is easier if you have someone telling you what to do and keeping you motivated. If you are serious about losing weight you probably already have the will power to stick with dieting and exercise, but wait those people probably don't need the drug for weight loss.
Additionally, Tirzepatide enhances first- and second-phase insulin secretion, and reduces glucagon levels, both in a glucose- dependent manner. www.ncbi.nlm.nih.gov/pmc/articles/PMC4020673/ |
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Post by stevil on Jun 7, 2022 17:33:09 GMT -5
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Post by stevil on Jun 7, 2022 17:45:04 GMT -5
I bet if we ran a combo trial with Mounjaro/afrezza this would do as well as the Mounjaro/GLP1 arm for weight loss. I would take that bet. One thing I don't think you realize is that diabetes is a metabolic disease. It's not just a dysfunction of glucose/insulin secretion and absorption, which is all Afrezza addresses. There is a reason GLP-1's use a different mechanism of action and is still relatively successful with glucose control. Insulin is not the only glucose modulating hormone in the body. Multiple systems (in type 2 anyway) are disrupted. You say that no additional tests are needed... Long term data would be needed to prove Afrezza is superior to GLP-1s with improved outcomes. We already see improved cardiovascular outcomes with GLP-1s and have not seen the same with previous insulins. You are quick to point out how different Afrezza is from other insulins, yet you want to pick and choose when to use the former understanding of insulin for your argument. Either Afrezza is similar enough to other insulins that we can use previous understanding and data about insulin treatment, or it's different enough that we need to see- through new data- its differences and nuances. I don't think anyone would argue that anything would be better than insulin at controlling serum glucose levels. That's not really the question anyone is trying to answer. The real question is "which treatment will produce the best outcomes for diabetes as a chronic disease?" We don't have enough information at this point in time to answer that. The benefits of GLP-1s extend beyond glucose control and appear to, at least partially, address the underlying metabolic dysfunction of the disease. For the record, I'm team Afrezza. I've been accumulating shares of MNKD from Sept 2020 until now. I had completely lost faith in the stock and got out, but now am back in for the long haul. I just haven't been convinced that Afrezza is the best or only way to treat the disease. I see how it could be, but I also see how it couldn't. |
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Post by sayhey24 on Jun 7, 2022 17:59:48 GMT -5
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