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Post by sandman on Feb 15, 2023 17:46:11 GMT -5
Todays chat @4:17 Mike said Q4 in a few weeks. I hope he miss spoke
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Post by sayhey24 on Feb 15, 2023 17:54:36 GMT -5
He mentioned a successful first study with Tresiba for a pump replacement combination a little earlier. Maybe a follow on with Novo Nordisk? Who the partner is and what they are partnering for should be interesting. Nova Nordisk makes both Tresiba and icodec. Mike has mentioned a lot in the past that he is excited about the once weekly basal. Novo Nordisk would probably like to replace the pumps with Tresiba/icodec. On the other hand they also make Ozempic. Afrezza could replace that or be added to it. Mike mentioned they did proper dosing in India so results should be even better than Affinity 2. I am not sure Novo Nordisk wants Ozempic replaced unless they think Mounjaro will significantly eat into the GLP1 market. Maybe they show Ozempic plus afrezza beat Mounjaro. |
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Post by peppy on Feb 15, 2023 17:54:40 GMT -5
mnkd.proboards.com/post/248057I was hoping MNKD would report right after UTHR. United Therapeutics Corporation to Report Fourth Quarter and Full Year 2022 Financial Results Before the Market Opens on Wednesday, February 22, 2023 United Therapeutics will host a public webcast Wednesday, February 22, 2023, at 9:00 a.m. Eastern Time.
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Post by lennymnkd on Feb 15, 2023 18:49:23 GMT -5
www.go-vgo.com/instructions-for-patient-use/ What am I missing… mike had that dump the pump, once a week basal / Afrezza/ CGM direction.. Even for type two’s how is this any more effective/ simpler .. he seems pretty excited about it I’m not about to second guess him , but it seems pretty tedious.. he can get patients to adopt this More easily than AFREZZA.
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Post by peppy on Feb 15, 2023 18:55:38 GMT -5
www.go-vgo.com/instructions-for-patient-use/ What am I missing… mike had that dump the pump, once a week basal / Afrezza/ CGM direction.. Even for type two’s how is this any more effective/ simpler .. he seems pretty excited about it I’m not about to second guess him , but it seems pretty tedious.. he can get patients to adopt this More easily than AFREZZA. It is a care plan. |
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Post by runner on Feb 15, 2023 18:59:18 GMT -5
mnkd.proboards.com/post/248057I was hoping MNKD would report right after UTHR. United Therapeutics Corporation to Report Fourth Quarter and Full Year 2022 Financial Results Before the Market Opens on Wednesday, February 22, 2023 United Therapeutics will host a public webcast Wednesday, February 22, 2023, at 9:00 a.m. Eastern Time. When I look up the stock price on yahoo finance, it says earnings are Feb 22. Might just be an estimated date though. |
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Post by lennymnkd on Feb 15, 2023 18:59:57 GMT -5
What type of insulin does it take ? Will we supply it
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Post by peppy on Feb 15, 2023 19:08:32 GMT -5
What type of insulin does it take ? Will we supply it who.. what corporation is making once a week basal insulin? Approved? The label and all? (Nova Nordisk makes both Tresiba and icodec. ?) |
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Post by sayhey24 on Feb 16, 2023 7:31:01 GMT -5
What type of insulin does it take ? Will we supply it who.. what corporation is making once a week basal insulin? Approved? The label and all? (Nova Nordisk makes both Tresiba and icodec. ?)Yes NN makes both. They also make Ozempic and Wegovy. At the same time the Big 3 CGM vendors are expecting CMS approval for Medicare approval by July for basal only usage which they hope will open up the T2 market. Robert Ford has done numerous interviews on this. Up until now the antiglycemics have never been exposed for post prandial control but if CMS approves they will. Might it make sense for NN to be MNKD's partner Mike referred to? It does make sense since Mounjaro is taking Ozempic market share and if they want to sell afrezza as an add on to Ozempic they could do a large scale study and show Ozempic and afrezza beat Mounjaro A1c and are pretty close on weight loss. Adding afrezza to Tresiba or icodec is a no-brainer and no matter what Aged says few like wearing a pump and if Tresiba/afrezza get them close (75% TIR instead of 76%) and no concerns the pump goes bad while they sleep and better post prandial control. IDK I think its a winner. It makes sense for NN to go after the T1s first and then figure out the T2 plan. This is 180degress different than Sanofi's plan was. I think this could be a winner. |
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Post by sayhey24 on Feb 16, 2023 7:45:29 GMT -5
www.go-vgo.com/instructions-for-patient-use/ What am I missing… mike had that dump the pump, once a week basal / Afrezza/ CGM direction.. Even for type two’s how is this any more effective/ simpler .. he seems pretty excited about it I’m not about to second guess him , but it seems pretty tedious.. he can get patients to adopt this More easily than AFREZZA. lenny - V-Go is a gimmick. Mike said the ceiling on sales prior with 80 reps was $10M. It is a device which got free RAA on Medicare Plan B. As Mike said the passing of the Inflation Reduction Act blindsided him. Now with all insulin at $35 on Plan D the gimmick is no longer needed. By the time they cover the 20% on Plan B they could have gotten the insulin and not go through all the hassle of filing, pasting and replacing daily. The thing now is he needs to make the best of it. A few calls back he said afrezza was already breakeven. Last call he said there was a board mandate for afrezza and V-Go to be break even by Q4. At the time when he bought it he thought it would be something he could add to the sales reps "bag" to get the reps in the door. Now IDK if NVO is the partner neither NVO nor MNKD make the RAA which goes inside. Heck, MNKD does not even make the device. Mike said yesterday its made offshore. |
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limo
Researcher
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Post by limo on Feb 16, 2023 8:25:18 GMT -5
sayhey24 who.. what corporation is making once a week basal insulin? Approved? The label and all? (Nova Nordisk makes both Tresiba and icodec. ?) Yes NN makes both. They also make Ozempic and Wegovy. At the same time the Big 3 CGM vendors are expecting CMS approval for Medicare approval by July for basal only usage which they hope will open up the T2 market. Robert Ford has done numerous interviews on this. Up until now the antiglycemics have never been exposed for post prandial control but if CMS approves they will. Might it make sense for NN to be MNKD's partner Mike referred to? It does make sense since Mounjaro is taking Ozempic market share and if they want to sell afrezza as an add on to Ozempic they could do a large scale study and show Ozempic and afrezza beat Mounjaro A1c and are pretty close on weight loss. Adding afrezza to Tresiba or icodec is a no-brainer and no matter what Aged says few like wearing a pump and if Tresiba/afrezza get them close (75% TIR instead of 76%) and no concerns the pump goes bad while they sleep and better post prandial control. IDK I think its a winner. It makes sense for NN to go after the T1s first and then figure out the T2 plan. This is 180degress different than Sanofi's plan was. I think this could be a winner. Its pretty exciting what Novo's are up to. the trial for Idcodec "onwards 6" involved Icodec + injectable RAA. I don't have the exact specifics but patients were found to be at higher risk of experiencing lows which gave Novo some negative press when they released the results. Now im no doctor but i wonder if the lows were a result of "stacking" due to the long duration of the RAA, if however they used afrezza for the meal time control my assumption would be that the likelihood of lows would be greatly reduced because of the "fast out" nature of afrezza. Novo are now bigger that LLY in mkt cap. culture wise i see MNKD working better with NOVOB than LLY. IMO |
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Post by hopingandwilling on Feb 16, 2023 8:33:25 GMT -5
One must remember that as part of the price they paid for buying V-go they got all of the inventory of insulin and the device. When this inventory is gone then MannKind must start paying the cost of creating the devices that are made in Asia. When this happens it will be interesting what the COG reveals.
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Post by agedhippie on Feb 16, 2023 12:38:43 GMT -5
He mentioned a successful first study with Tresiba for a pump replacement combination a little earlier. Maybe a follow on with Novo Nordisk? Who the partner is and what they are partnering for should be interesting. Nova Nordisk makes both Tresiba and icodec. Mike has mentioned a lot in the past that he is excited about the once weekly basal. Novo Nordisk would probably like to replace the pumps with Tresiba/icodec. On the other hand they also make Ozempic. Afrezza could replace that or be added to it. Mike mentioned they did proper dosing in India so results should be even better than Affinity 2. I am not sure Novo Nordisk wants Ozempic replaced unless they think Mounjaro will significantly eat into the GLP1 market. Maybe they show Ozempic plus afrezza beat Mounjaro. I heartily agree with this. There is no way I can see Novo Nordisk is the partner since in addition to the Ozempic (the largest selling GLP-1 and 6th largest prescription drug by Rx dollars last I looked), but they also make Novolog and Fiasp which which pretty much split the RAA market with Lilly. I cannot see them encouraging the use of Afrezza. |
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Post by agedhippie on Feb 16, 2023 12:58:06 GMT -5
... Adding afrezza to Tresiba or icodec is a no-brainer and no matter what Aged says few like wearing a pump and if Tresiba/afrezza get them close (75% TIR instead of 76%) and no concerns the pump goes bad while they sleep and better post prandial control. IDK I think its a winner. It makes sense for NN to go after the T1s first and then figure out the T2 plan. This is 180degress different than Sanofi's plan was. I think this could be a winner. Lets keep this honest, I have never said that anyone likes wearing a pump just as nobody likes wearing a CGM. What I have said is that the trade off can make a pump worthwhile, but LIKE? Nah, not even close. As for pumps going bad; the real risk is occlusions (the rest is just noise) - blockage in the tube stopping the insulin flow. That's why I would go for the Omnipod even though I don't like the idea of something stuck to me, but I got over the CGM so I dare say I could get over the pump if I had to. |
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Post by agedhippie on Feb 16, 2023 13:03:27 GMT -5
... Now im no doctor but i wonder if the lows were a result of "stacking" due to the long duration of the RAA, if however they used afrezza for the meal time control my assumption would be that the likelihood of lows would be greatly reduced because of the "fast out" nature of afrezza. ... No, it's not due to stacking since both arms use the same RAA, only the basal was changed. |
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