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Post by sweedee79 on Oct 2, 2022 20:26:13 GMT -5
stevil ... I have a question for you.. I respect your point of view.. and what you are adding to the conversation.. So you say you have more shares in Mnkd than you should.. So why do you continue to hold those shares? What are the positives... are you still invested because of technosphere and future molecules?
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Post by stevil on Oct 2, 2022 20:44:19 GMT -5
stevil ... I have a question for you.. I respect your point of view.. and what you are adding to the conversation.. So you say you have more shares in Mnkd than you should.. So why do you continue to hold those shares? What are the positives... are you still invested because of technosphere and future molecules? I have been buying (what I consider to be) pretty heavily over the past few years. I think it's a little tacky to post how many shares I own publicly, but if you're curious, I have no problem answering in a message. I have been buying because I think MNKD is undervalued at these levels and comes with the added bonus of being a growth company as well. So I should, in theory, make a decent return over the next few years while I re-evaluate what the future looks like after I've hopefully made at least 2-3x over that time. Right now I'm holding because I have faith in UTHR and Tyvaso DPI and MNKD has some potentially lucrative prospects waiting in the wings that I want to see if anything materializes... Namely the clofazamine treatment. If it ends up being what they think it will, I think that has the potential to be a multi hundred million dollar molecule that MNKD hopefully gets to keep the vast majority. |
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Post by sweedee79 on Oct 2, 2022 21:23:37 GMT -5
Thank you!!!!
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Post by agedhippie on Oct 2, 2022 22:51:26 GMT -5
Aged - I think I said "proper" - if "afrezza had its proper place in the SoC". I think we agree Mike needs to get some trials done. First, Mike needs a plan. The problem is if you look at figure 9.4 where is afrezza? The subsection you mention is under insulin therapy. Really, is afrezza just another insulin and gets a subsection??? There my friend is the issue. Afrezza is a game changer. Afrezza should be the first thing in figure 9.3 and then there would be no need for figure 9.4. That is Mike's job. When he does that we are $100+pps but more likely $500+pps. The good news is the community is starting to feel pressure to recognize afrezza. The kids study will help more. The problem is that moving Afrezza to a first drug position would require a radical rewrite of the treatment of diabetes. I am not saying that it cannot or should not be done but you are looking at a 1,000+ multi-year trial to do that. Look at DCCT, UKPDS, or VADT for the sort of thing it would take. While I don't see the entire community I don't hear a lot of people saying they want to try Afrezza. I wouldn't hold my breath waiting for the community to apply pressure - nobody has been given reason to care that much. And bear in mind that the kids study is for kids, it's not for adults. The medical world is not going to say "it works well for kids, it will work well for adults also", they are going to say the only trial to date for adults doesn't show the same results as for kids. You are correct, this will take a large study or be ready to hear ". .. although results from a larger study are needed for confirmation" again. |
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Post by akemp3000 on Oct 3, 2022 6:45:35 GMT -5
IMO, the serious community pressure will begin once Afrezza is approved for kids. It will come from parent-to-parent interaction both in-person and on social media. I cannot imagine any parent opting for shots when inhalation is a much better option. Separately and aside from a proposed massive long-term trial, the community, including Endos, PCs and the entire healthcare community (many of which haven't heard of Afrezza or maybe question its safety) will finally learn Afrezza is acceptable and safe. Until then, there are many other reasons to believe the trajectory of the company will be on a really good path.
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Post by sportsrancho on Oct 3, 2022 6:55:21 GMT -5
It’s already started because of the parents that have kids in the trials. They are posting about it on Facebook.
It’s all good reports. Most people wouldn’t be able to see it because it’s in threads in the comment section.
I am on the private thread as VDex so I don’t feel right about sharing their stuff.
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Post by agedhippie on Oct 3, 2022 12:35:17 GMT -5
It’s already started because of the parents that have kids in the trials. They are posting about it on Facebook. It’s all good reports. Most people wouldn’t be able to see it because it’s in threads in the comment section. I am on the private thread as VDex so I don’t feel right about sharing their stuff. You shouldn't share them if they are private, but it would be very useful if post-trial there could be a new group that was open so Google searches could find posts. I would also look at moving out of facebook and into reddit or similar for visibility. |
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Post by agedhippie on Oct 3, 2022 12:45:12 GMT -5
...I cannot imagine any parent opting for shots when inhalation is a much better option.... The competition is pumps rather than shots. That said shots still make up around 40% of the market for older kids (pre-schoolers are almost entirely on pumps) and a nice chunk of that market would do very well. |
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Post by phdedieu12 on Oct 7, 2022 8:41:27 GMT -5
The pump switch study results are coming soon!!!
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Post by sayhey24 on Oct 7, 2022 15:49:43 GMT -5
It’s already started because of the parents that have kids in the trials. They are posting about it on Facebook. It’s all good reports. Most people wouldn’t be able to see it because it’s in threads in the comment section. I am on the private thread as VDex so I don’t feel right about sharing their stuff. I have read the comments. It all seems too good to be true. Hopefully it is not. I am not even seeing complaints about coughing. I see the primary completion date is April 2023 which should allow for some great news at ADA 2023 in June. I am not a big LA guy but maybe San Diego would be OK. |
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Post by agedhippie on Oct 7, 2022 17:25:52 GMT -5
The pump switch study results are coming soon!!! Is the pump switch study NCT05243628 ( clinicaltrials.gov/ct2/show/NCT05243628)? If so it's still in the recruitment phase so I would say we are a minimum of 6 months from publication if the entry is accurate. |
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Post by letitride on Oct 20, 2022 22:39:25 GMT -5
Spoke with a young GP in private practice today who had never heard of Afrezza, she was more than passively interested when I showed her the PK PD and left her with the brochure. Lack of awareness still amazes me. How is it 8 years later and there are GPs out here that have no idea Afrezza exist. They cant write a script for it if they dont even know it exist.
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Post by sportsrancho on Oct 21, 2022 6:26:19 GMT -5
Spoke with a young GP in private practice today who had never heard of Afrezza, she was more than passively interested when I showed her the PK PD and left her with the brochure. Lack of awareness still amazes me. How is it 8 years later and there are GPs out here that have no idea Afrezza exist. They cant write a script for it if they dont even know it exist. What I don’t understand is why it’s so hard to keep up with the new things. I probably know every new option that has popped up within the diabetic space because I scan articles so that I can post intelligent content. |
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Post by akemp3000 on Oct 21, 2022 6:57:19 GMT -5
In many industries, facts learned in the lab take about five more years to reached a point where those facts are integrated into codes, legislation, etc. Then it takes another five years for the information in the codes, legislation, etc. to become commonly known by officials, inspectors and the mainstream. The only means to expedite this process requires money or policy which have always been giant road blocks for Mannkind. I remain hopeful a financially strong and reputable partner will step in once Afrezza is approved for pediatrics and doctors will learn what they were all taught in school about insulin being the last resort because of the potential of hypos and death is now outdated with TS.
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Post by prcgorman2 on Oct 21, 2022 7:12:06 GMT -5
In many industries, facts learned in the lab take about five more years to reached a point where those facts are integrated into codes, legislation, etc. Then it takes another five years for the information in the codes, legislation, etc. to become commonly known by officials, inspectors and the mainstream. The only means to expedite this process requires money or policy which have always been giant road blocks for Mannkind. I remain hopeful a financially strong and reputable partner will step in once Afrezza is approved for pediatrics and doctors will learn what they were all taught in school about insulin being the last resort because of the potential of hypos and death is now outdated with TS. From the outside looking in, the world of PWDs is divided into insulin and non-insulin using diabetics in which the population of non-insulin using diabetics or pre-diabetics far exceeds those who use insulin. And, of the insulin users, the T1 diabetics are the most knowledgeable (as compared to T2s) of the critical importance of managing their diabetes using insulin. And both groups have users who suffer from an insulin on-board management fatigue which leads to problems with long-term comorbidity and/or glycemic events that are sometimes life-threatening or tragically, deadly. So akemp3000’s emphasis on the importance of the Afrezza pediatric trials, especially for young T1s really resonates with me because as I have said so many times the most important benefit of using Afrezza is the safety, SAFETY, SAFETY!!! Focusing on young T1s as the wellspring from which the awareness and adoption of Afrezza can have most traction and acceleration is spot on, and I like it when folks like akemp, mango, and others remind me of the potential benefit to young PWDs and of course by extension, MNKD shareholders, of a successful Afrezza pediatric trial. |
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