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Post by mango on Feb 22, 2023 6:32:47 GMT -5
MannKind to Give Oral Presentation on Meal Challenge Results From the Afrezza® With Basal Combination (ABC Study) at 16th Annual ATTD Conference• Inhaled Technosphere® Insulin (TI) lowered peak glucose levels 30 minutes faster than injectable rapid-acting insulin delivered through an AID insulin pump and significantly lowered post-prandial glucose (PPG) from 45-120 minutes after a controlled meal challenge test • MannKind is planning a larger switch study in type 1 diabetes (T1D) to evaluate inhaled insulin with once-daily basal insulin in patients that switch from rapid-acting insulin given through multiple daily injections or any insulin pump delivery system investors.mannkindcorp.com/news-releases/news-release-details/mannkind-give-oral-presentation-meal-challenge-results-afrezzar
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Post by mango on Feb 22, 2023 6:35:01 GMT -5
I’m very excited about the results from this trial, but even more excited about the large trial they are planning to do! If successful in the larger trial, this would be SoC changing data.
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Post by sayhey24 on Feb 22, 2023 7:06:37 GMT -5
I am not sure Aged will be so excited.
He has told us the new pumps are just as good as afrezza but afrezza lowered peak glucose levels 30 minutes faster than injectable rapid-acting insulin delivered through an AID insulin pump and significantly lowered post-prandial glucose (PPG) from 45-120 minutes after a controlled meal challenge test.
I guess we will hear how much better the pump is than afrezza while the PWD is sleeping.
I am hoping we get a press release tomorrow on the partner Mike mentioned.
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Post by mango on Feb 22, 2023 7:39:57 GMT -5
I am not sure Aged will be so excited. He has told us the new pumps are just as good as afrezza but afrezza lowered peak glucose levels 30 minutes faster than injectable rapid-acting insulin delivered through an AID insulin pump and significantly lowered post-prandial glucose (PPG) from 45-120 minutes after a controlled meal challenge test. I guess we will hear how much better the pump is than afrezza while the PWD is sleeping. I am hoping we get a press release tomorrow on the partner Mike mentioned. Well, this study demonstrates Afrezza + Basal is superior to a pump. Aged will not be pleased 😉 Which basal did they use in the trial? |
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Post by sayhey24 on Feb 22, 2023 7:52:30 GMT -5
Novo Nordisk - Tresiba
This is why I keep hoping the partner is NVO which also makes icodec and Novolog/Fiasp. I doubt it will be but I can hope.
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Post by mango on Feb 22, 2023 7:59:44 GMT -5
Novo Nordisk - Tresiba This is why I keep hoping the partner is NVO which also makes icodec and Novolog/Fiasp. I doubt it will be but I can hope. I’d assume Novo would also like to partner knowing their basal is being used in an up and coming significant trial. A Novo/MannKind partnership would benefit both companies greatly! I could also see Novo not wanting to pursue that though since Afrezza directly competes with Fiasp. |
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limo
Researcher
Posts: 82
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Post by limo on Feb 22, 2023 8:07:52 GMT -5
Novo Nordisk - Tresiba This is why I keep hoping the partner is NVO which also makes icodec and Novolog/Fiasp. I doubt it will be but I can hope. I’d assume Novo would also like to partner knowing their basal is being used in an up and coming significant trial. A Novo/MannKind partnership would benefit both companies greatly! I could also see Novo not wanting to pursue that though since Afrezza directly competes with Fiasp. if it is NOVO (which would be mega) i think they'll keep it private "for competitive reasons" simply because it goes head to head with their RAA. |
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Post by sayhey24 on Feb 22, 2023 8:12:18 GMT -5
Correct - this is also why I threw out the idea of putting insulin aspart on Technosphere and let them own it and follow the UTHR model for Fiasp DPI or Novolog DPI or whatever NVO wants to call it.
I think NVO could do $4B+ in Fiasp DPI sales and if we got the manufacturing and 22% royalty I would probably stop posting here and that might make Aged happy.
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Post by sayhey24 on Feb 22, 2023 8:13:17 GMT -5
I’d assume Novo would also like to partner knowing their basal is being used in an up and coming significant trial. A Novo/MannKind partnership would benefit both companies greatly! I could also see Novo not wanting to pursue that though since Afrezza directly competes with Fiasp. if it is NOVO (which would be mega) i think they'll keep it private "for competitive reasons" simply because it goes head to head with their RAA. How do you keep a registered study private? |
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Post by akemp3000 on Feb 22, 2023 8:28:08 GMT -5
If NOVO now knows Afrezza plus basal is the better solution, it's difficult to understand why NOVO might sit back and do nothing knowing Afrezza would likely partner with a competitor. IMO, the fact that Afrezza competes with their current offering is not as important as seeing the future.
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Post by mango on Feb 22, 2023 8:49:42 GMT -5
What would be an even better alternative is Novo buying the rights for Afrezza to phase out their RAA franchises and replace them with the modern, safest, best mealtime insulin on the market. Keep some RAA on hand for those who wish to stay on a pump or use injectable mealtime insulin for whatever reason.
Novo must know Afrezza Peds approval is likely next year as well, and no kid wants to be injected multiple times a day, and no kid wants a pump attached to him/her.
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Post by MnkdWASmyRtrmntPlan on Feb 22, 2023 8:56:37 GMT -5
Its all about the highest bidder.  ... And we've got 27 billion. Do I hear 28? |
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Post by sayhey24 on Feb 22, 2023 8:59:27 GMT -5
I guess NVO is seeing the future as icodec but that would cut into Tresiba sales. It would take some significant muscle to get the industry to "dump the pump". NVO could and has no vested interest in pumps. If NVO can get similar ABC results with icodec going after the T1 pump market would make sense.
I think the original market for icodec was the T2 market as an adder to Ozempic. Afrezza could be an adder to both. IDK, lots of options. Maybe MNKD really does have an "Embarrassment of Riches".
I think Mike should file a patent for Aspart DPI today.
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Post by akemp3000 on Feb 22, 2023 11:55:33 GMT -5
Isn't the patent for DPI holding up nicely with or without attaching Aspart or something else? Just wondering.
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Post by sayhey24 on Feb 22, 2023 12:45:30 GMT -5
Isn't the patent for DPI holding up nicely with or without attaching Aspart or something else? Just wondering. I would think if they put insulin aspart on Technosphere they have a new patentable product and a new timeline for patent protection. Call it Fiasp DPI. If NVO paid MNKD to do this just like UTHR did for Tyvaso then NVO would own the product. The PK profile should look about the same as insulin human on TS. Why would NVP want to do this??? It looks like they want icodec approved which would eat into Tresiba sales but would open up the T2 market. Icodec and Ozempic are nice for A1c reduction but adding Fiasp DPI further reduces the A1c and provides post prandial control which the other two don't. With Fiasp DPI and icodec they could go directly at the SGLT2 market but of course would sacrifice Rybelsus. Ozempic is still there for weight loss. They could however effect changes to the T2 SoC and own the T2 market but at the same time they would blow it up for the other BPs. |
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... And we've got 27 billion. Do I hear 28?