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Post by lennymnkd on Feb 27, 2023 9:21:03 GMT -5
And the stock price 😀👍
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Post by hellodolly on Feb 27, 2023 9:50:45 GMT -5
Yes, especially the younger generation that were born with them in their hands and use them for everything. Phone...how long until you hold your watch up and ask Siri what your current BG level is and she answers you, "You're current BG level is XXX. Would you like your V-GO device to administer XX dose of insulin" and get a follow up confirmation text that the dose was administered? The dialogue I've had with @agedhippe in this thread has taught me that the AIDs are a tool that provides plenty of convenience, security, peace of mind and an improvement to managing the disease. I had not taken the time to really discover how valuable a tool an AID can be for PWDs and how it can be leveraged to maximize the time spent managing diabetes. With that said, we can't ignore the same traits of convenience, security, peace of mind and improvement to managing diabetes for those who use Afrezza, either at meal time or to chase a pesky excursion. Whether one decides to wear an AID or not, or whether want to make Afrezza part a of their insulin therapy or not...they can be mutually inclusive at the discretion of the users. That's just one of the many attributes of Afrezza. It can be used with anything available on the market, AIDs, CGMs, an assortment of various types of insulins, in adults & children, as many times a day as needed, etc. It fits in every lifestyle. Dolly - for whats its worth if MNKD does follow-up and actually does the large study this time - the last time they never followed up with Kendalls work If the Tresiba numbers are close to the afrezza plus AID - IMO we are looking at the new Standard of Care. Of course MNKD will need a partner to strong arm the community. BTW - "Would you like your V-GO device to administer XX dose of insulin" is never happening. " The V-Go is a dumb device with a spring which provides a fixed dose. You can push the button to bolus but its 100% manual.Forward thinking...but, yes as it presently stands you're correct. Love to see that larger follow on study. They should have plenty of users by now. Some are saying that because they don't retain users for long enough periods, they are able to do the larger "follow on" study. |
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Post by sayhey24 on Feb 27, 2023 11:11:12 GMT -5
Mike - mentioned that they were only seeing a 3% drop rate which I think was with Eagle (I don't known what they are called now that it was sold). It will be very interesting to see what the Medicare retention rate is at $35. I would think very good. Few were going to pay $1700 a month so nearly everyone did not refill.
I have set my expectations with V-Go very low. It also sounded like Mike pulled back on his expectations about repurposing it for other things but we will see. It has no electronics. Its a spring. Its actually different springs (devices) depending on the daily dose required.
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Post by hellodolly on Feb 28, 2023 6:37:30 GMT -5
Mike - mentioned that they were only seeing a 3% drop rate which I think was with Eagle (I don't known what they are called now that it was sold). It will be very interesting to see what the Medicare retention rate is at $35. I would think very good. Few were going to pay $1700 a month so nearly everyone did not refill. I have set my expectations with V-Go very low. It also sounded like Mike pulled back on his expectations about repurposing it for other things but we will see. It has no electronics. Its a spring. Its actually different springs (devices) depending on the daily dose required. Play along here: My response was a projection into the future for what delivery devices could look like and operate...even V-GO if it were gussied up to a V-GO 5.0 version. It was a response to the comment made that it's already too much to be looking at your phone to check your BG and why an AID is better, for some. I was aiming for simplicity to make your argument that checking our phones isn't a nuisance factor today, much less what it can look like in the future. Get past the mechanical systems of the device and think ahead, like me. LOL. |
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Post by neil36 on Feb 28, 2023 7:55:31 GMT -5
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Post by celo on Feb 28, 2023 8:11:19 GMT -5
After watching the video it is just another reminder of how in the hell is this still under 1000 scrips a week?? Maybe Bluhale interacting with a CGM will open the eyes of a lot more endocrinologist. I mean come on, time to step into the future.
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Post by sayhey24 on Feb 28, 2023 8:26:36 GMT -5
Mike - mentioned that they were only seeing a 3% drop rate which I think was with Eagle (I don't known what they are called now that it was sold). It will be very interesting to see what the Medicare retention rate is at $35. I would think very good. Few were going to pay $1700 a month so nearly everyone did not refill. I have set my expectations with V-Go very low. It also sounded like Mike pulled back on his expectations about repurposing it for other things but we will see. It has no electronics. Its a spring. Its actually different springs (devices) depending on the daily dose required. Play along here: My response was a projection into the future for what delivery devices could look like and operate...even V-GO if it were gussied up to a V-GO 5.0 version. It was a response to the comment made that it's already too much to be looking at your phone to check your BG and why an AID is better, for some. I was aiming for simplicity to make your argument that checking our phones isn't a nuisance factor today, much less what it can look like in the future. Get past the mechanical systems of the device and think ahead, like me. LOL. I will play but here is the issue and when I take my ball and go home. You can't gussy up V-Go. It is what it is. Its not a pump. Its more like a syringe with a spring loaded plunger. Its preset and to change the setting you need a different device model with a different spring tension. This device will never be anything like an Omnipod. In fact it is covered under Medicare Part D as a diabetic supply. When thinking ahead Mike has to make this purchase breakeven by year end. He already said afrezza was but he has a board mandate to make both breakeven by year end. I don't see it happening but we will see as Mike has a lot to lose if he does not. This is his first big acquisition. My old boss had a saying; fix; close; or sell. The previous owner sold. If he can't fix then its most likely close. |
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Post by sayhey24 on Feb 28, 2023 8:41:49 GMT -5
After watching the video it is just another reminder of how in the hell is this still under 1000 scrips a week?? Maybe Bluhale interacting with a CGM will open the eyes of a lot more endocrinologist. I mean come on, time to step into the future. Please don't let Aged watch the video. I don't want his/her head exploding as they seem to be saying a lot of what we have been saying for years. I am not so sure about the BluHale. Its more of a gimmick. The tracking app only needs to know what color cartridge was taken - small; medium; or large and what kind of meal is being eaten. You would think after some tracking and learning it would be able to automatically know if a small; medium or large cartridge was taken based on the BG profile based on the type of meal. Afrezza is not subq. Unlike Aged's subq it is highly predictable. This tracking app needs to be auto learning which is why I think they should be talking with Nutrisense to partner. IDK, maybe this is what Lane is working on in addition to the MTTD models. If they want to use BluHale in a doctors office for "training" OK. Inhaling afrezza is not really that hard after getting some tips from a 5 minute video and trying it a few times. |
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Post by porkini on Feb 28, 2023 11:15:10 GMT -5
Play along here: My response was a projection into the future for what delivery devices could look like and operate...even V-GO if it were gussied up to a V-GO 5.0 version. It was a response to the comment made that it's already too much to be looking at your phone to check your BG and why an AID is better, for some. I was aiming for simplicity to make your argument that checking our phones isn't a nuisance factor today, much less what it can look like in the future. Get past the mechanical systems of the device and think ahead, like me. LOL. I will play but here is the issue and when I take my ball and go home. You can't gussy up V-Go. It is what it is. Its not a pump. Its more like a syringe with a spring loaded plunger. Its preset and to change the setting you need a different device model with a different spring tension. This device will never be anything like an Omnipod. In fact it is covered under Medicare Part D as a diabetic supply. When thinking ahead Mike has to make this purchase breakeven by year end. He already said afrezza was but he has a board mandate to make both breakeven by year end. I don't see it happening but we will see as Mike has a lot to lose if he does not. This is his first big acquisition. My old boss had a saying; fix; close; or sell. The previous owner sold. If he can't fix then its most likely close. (Earliest version I could find w/comments, 02/02/2015, web.archive.org/web/20150202060103/https://www.healthline.com/diabetesmine/v-go-dissecting-a-new-breed-of-patch-pump-for-type-2s) (Most recent version I could find web.archive.org/web/20210116121952/https://www.healthline.com/diabetesmine/v-go-dissecting-a-new-breed-of-patch-pump-for-type-2s#1) An article posted just about a year ago by dh4mizzou . I cannot find the article in the original place, so I found it in the Internet Archive WaybackMachine. The article's author actually disassembled a V-Go (twice) to see if it was more than it appeared on the surface. From the article: There is a picture of the assembled V-Go at the top of the article and one of the disassembled V-Go near article's end. I recommend reading the article as opposed to just looking at the pictures. Omnipod, does it really have the life span of a fruit fly (3 days) as the article says and must be replaced? |
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Post by sayhey24 on Feb 28, 2023 11:45:33 GMT -5
Yes - 3 days for the Omnipod and 1 day for the V-Go. These things are not carefree. IMO its a lot easier taking 3 or even 6 puffs of afrezza a day and 1 jab of Tresiba. The bottom line is afrezza kicks butt on any pump or "hydraulic needle" at mealtime as the ABC Study demonstrates.
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Post by sayhey24 on Feb 28, 2023 12:49:19 GMT -5
On the topic of the ABC Study here is a video with Gary Scheiner called Loop and Learn. Its really a video on dealing with the mealtime challenge and associated hypos and having insulin onboard. IMO, the discussion goes against the concept that with the AID everything is carefree and the AID releases the PWD of all worries. As some background, Gary was one of the first users of the Minimed from Al Mann. He is also one of the first guys to use afrezza which he still does but you would never know it from this video. From time to time he was doing some paid educational talks on afrezza but I don't know if he still does. He also has a really good Chinese restaurant in the shopping center where his office is. Maybe Stevil can get his MNKD rep to get him lunch from there. youtu.be/h_rXcH1xPnQ |
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Post by akemp3000 on Feb 28, 2023 13:03:56 GMT -5
It sure seems from the many recent posts following the Q4 report, Afrezza might just be on a good path to possibly break the cartel firewall. Going it alone hasn't worked after many various attempts. The countless reasons are now known in hindsight. IMO, attaching Afrezza and its use to existing entities in the diabetes space (BPs and basals) may turn out to be a brilliant strategy to finally achieve acceptance. Let's hope.
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Post by agedhippie on Feb 28, 2023 18:21:18 GMT -5
...
Omnipod, does it really have the life span of a fruit fly (3 days) as the article says and must be replaced? Yes, it's designed to be disposable. You wear it for three days, toss it and slap on another one. No maintenance, and no other parts. It's why it's available from pharmacies and other pumps are not. |
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Post by agedhippie on Feb 28, 2023 18:37:50 GMT -5
My takeaways from that video; - you have to pick solutions patients want (3:00) - Bluhale will be here in the next couple of months. It will tell the dose from the color of the cartridge. Records timestamp and dose. (Missed my timestamp!) - Nice comment about the endo asking how can they not be completely focused on their insulin and dosing, but people are busy and this stuff takes second place. Hence need for timestamps to see how dosing really happened. (7:40) |
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Post by agedhippie on Feb 28, 2023 18:48:56 GMT -5
It sure seems from the many recent posts following the Q4 report, Afrezza might just be on a good path to possibly break the cartel firewall. Going it alone hasn't worked after many various attempts. The countless reasons are now known in hindsight. IMO, attaching Afrezza and its use to existing entities in the diabetes space (BPs and basals) may turn out to be a brilliant strategy to finally achieve acceptance. Let's hope. The problem is that the only company of the cartel with basal but no new RAA is Sanofi  None of the big three insulin makers is going to pick up Afrezza, and that cartel has the RAA market sewn up. Right now NVO and LLY are both focused on getting their weekly basal insulins past the FDA and to market so that's where their focus is. Do we want a replay of Sanofi and Afrezza where they focused on bring Toujeo to market over Afrezza? Afrezza has to do this alone which is why it need a big trial. |
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