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Post by Thundersnow on Jan 14, 2023 14:50:19 GMT -5
Glp1 for diet. Maybe if you eliminate the nausea you also eliminate the weight loss? I don't think so. The GLP1 suppresses appetite with the feeling of being full. The nausea (diarrhea, constipation) are side effects. |
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Post by agedhippie on Jan 14, 2023 15:36:54 GMT -5
Glp1 for diet. Maybe if you eliminate the nausea you also eliminate the weight loss? I don't think so. The GLP1 suppresses appetite with the feeling of being full. The nausea (diarrhea, constipation) are side effects. That's what I thought, that's even what Mannkind's scientists thought! However, reading the paper they published it seems you don't get the nausea, although they don't know why. They have data on a small sample set for the nausea, but they have nothing on weight loss because they weren't looking for that. The focus was on using GLP-1 to trigger insulin secretion. |
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Post by nylefty on Jan 14, 2023 17:00:33 GMT -5
One patient could receive a dozen or more "new" prescriptions. A doc could write three different prescriptions in the first year as he or she adjusts the dosages and then more "new" scripts every year. Those 125,000 prescriptions do not represent 125,000 patients. As Liane said, they're the number of prescriptions that have ever been written (for a much smaller number of patients).
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Post by mymann on Jan 14, 2023 20:36:46 GMT -5
125000 patients or 125000 prescriptions, does it really matter? After 7 years it is a failure to launch. Tyvaso DPI looks like the only success so far.
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Post by akemp3000 on Jan 14, 2023 21:27:17 GMT -5
And what a success Tyvaso DPI is turning out to be. Can't wait on the 4Q call to hear the latest numbers.
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Post by nylefty on Jan 14, 2023 21:46:27 GMT -5
125000 patients or 125000 prescriptions, does it really matter? After 7 years it is a failure to launch. Tyvaso DPI looks like the only success so far. Yes, it would matter. If we could get 125,000 patients on Afrezza our stock price would be considerably higher. |
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Post by mymann on Jan 14, 2023 21:53:53 GMT -5
If we had 125,000 patients on Afrezza, we wouldn't have to sell our factory to fund our operations.
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Post by sayhey24 on Jan 15, 2023 8:18:51 GMT -5
I don't think so. The GLP1 suppresses appetite with the feeling of being full. The nausea (diarrhea, constipation) are side effects. That's what I thought, that's even what Mannkind's scientists thought! However, reading the paper they published it seems you don't get the nausea, although they don't know why. They have data on a small sample set for the nausea, but they have nothing on weight loss because they weren't looking for that. The focus was on using GLP-1 to trigger insulin secretion. What was Viagra for - hypertension? As we have chatted many time I have little interest in GLP1s for T2 treatment. To quote Bill from VDex it should be "afrezza first, afrezza always". You posted something awhile back which got looking more into the GLP1s and I went down a rat hole for weeks learning what I could. I even asked again what ever happened with the TS GLP1. Back when Lilly was doing the trials for Mounjaro and Kendall left I noticed they seemed to be getting even greater weight loss with Mounjaro than what had been seen with Ozempic. I thought this was really interesting and started wondering what ever happened to TS GLP1. If you look at the patent description you will see weight loss was known and was cited as a potential benefit. patentscope.wipo.int/search/en/detail.jsf?docId=US380592972&_cid=P12-LBJLGP-79119-1I also half remember Peter mentioning the weight loss so I think it was something he was seeing. The reality is we need a partner and some follow-up studies. Based on Mike's slides its not in the 2023 plan. Could that change? I sure hope so. What I do know is Mike had no interest in TS GLP1 before last year but then we have a patent application date of 15.08.2022. The good news is things can change. Could Mike do a deal with Nova Nordisk and do a deal for Wegovy DPI? I sure hope he has already made that phone call and just did not mention it at JP Morgan. We will see. Nova is going to be up against some tuff competition with Mounjaro but if they can remove the needle and nausea who knows. He has a great story with the Tyvaso DPI history and now what UTHR is seeing with sales and user acceptance. I would settle for Wegovy DPI being the greatest selling drug of all time and not afrezza. I would still want that $40B T2 market for afrezza but that's not in the 2023 plan. www.nbcnews.com/health/health-news/weight-loss-drug-affordability-rcna60422 |
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Post by akemp3000 on Jan 15, 2023 10:19:26 GMT -5
If we had 125,000 patients on Afrezza, we wouldn't have to sell our factory to fund our operations. Just to clarify in case a newby were to read this and think it true. Mannkind has not sold the factory. They entered into a lease-back agreement to raise and guarantee enough funds would be available if desired or needed. Once sufficient funds become available, the company will likely exercise the right to terminate the lease back agreement and re-own the factory or possibly even sell it to UTHR or another BP. IMO, there's no concerning issues that exist with the current lease-back. |
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Post by phdedieu12 on Jan 15, 2023 10:59:58 GMT -5
I love the chatter here on this board as the back and forth is exciting reading where posters give their opinion on what course the CEO should take to resolve MannKind's dilemma. I'm not an expert on the issues, but I have noted one issue that baffles me, so I hope someone can give me a 25-word or less explanation. Don't confuse me with multisyllabic words. In the CEO's JP Morgan presentation, he showed a slide that indicated that Mannkind had secured 125,000 prescriptions with Afrezza. Since diabetes is a disease that requires patients to dose their prescripted medication constantly, this means the prescriptions must be refilled. Using a rudimentary application of math, these 125,000 prescriptions must be replenished constantly. Since the significant reporting agency issues weekly data for new prescriptions and refills, on the back of a napkin calculation, this would be 52 weeks in a year. Dividing the 125,000 by 52 weeks that would indicate that to refill the 125,000 prescriptions, the weekly average would be about 2,400 refills. Instead, it is reported that the average weekly refills are in the 400 range. Why aren't we seeing the other 2,000 being refilled? It represents the scripts between 2016-2020 |
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Post by cedafuntennis on Jan 15, 2023 15:49:07 GMT -5
If we had 125,000 patients on Afrezza, we wouldn't have to sell our factory to fund our operations. For posters like you I wished this board would have an ignore user or at least a down thumb. |
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Post by liane on Jan 15, 2023 16:02:35 GMT -5
If we had 125,000 patients on Afrezza, we wouldn't have to sell our factory to fund our operations. For posters like you I wished this board would have an ignore user or at least a down thumb. If that's what you want to do, click on the member's name. Then from the drop down menu on the right, select "Block member". |
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Post by cedafuntennis on Jan 15, 2023 22:11:04 GMT -5
For posters like you I wished this board would have an ignore user or at least a down thumb. If that's what you want to do, click on the member's name. Then from the drop down menu on the right, select "Block member". Done, thank you. Just a note that one has to be in Desktop mode to have the Block option available. |
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Post by longliner on Jan 15, 2023 23:24:08 GMT -5
I really think you all will be surprised at how close Afrezza is to breaking out. The numbers ARE still climbing. Pediatric trials are a year out but the India trial results are almost here. Sometime in Q2, those results should seriously open eyes, especially for your much-desired T2 market. Mike said it in this presentation. I’m paraphrasing because I’ve only listened to it 4 or 5 times but something to the effect of “We are 12 months from proving why we’ve spent so much on Afrezza and developing the platform over 30 years.” He basically acknowledged your frustration at the 17 minute mark by saying we haven’t spent as much as we could on Afrezza because we had to preserve the company as a going concern with this pesky Orphan Lung pipeline. Long story short: patience grasshopper, he’s heard you. The pediatric trials will move the needle. What child (or parent) would begin with less (or no injections) then opt for slower speed and needles? |
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Post by hopingandwilling on Jan 16, 2023 11:00:40 GMT -5
When I asked what I thought was a simple question where I was seeking a simple answer, I had several responses to my query about what the 125,000 number cited by the CEO, represented.
1- Any RX for Afrezza. A second person agreed with this first responders’ answer.
2- Another stated that the 125,000 number was refills per month.
3- Another stated that the 125,000 number was NOT the number of monthly refills.
4- Another stated it didn’t matter. If we could get 125,000 patients, the stock would be much higher.
5- It represents scripts between 2016-2020.
Now I see the danger of getting your answers from an internet board--appears everybody has a different answer. With this impetus, I'm going to seek my answer.
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