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Post by peppy on Feb 28, 2023 19:25:16 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)Doctor Pettus in this afrezza overview mentioned, some people know exactly how much a 4 unit cartridge will bring their blood glucose down. I realized, that is what Afrezza guy was doing, every time his blood glucose hit 120, he took a 4 unit. A timestamp would allow the diabetic to see exactly what their blood glucose level does/dose/time |
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Post by sayhey24 on Mar 1, 2023 7:41:43 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. Was it really Toujeo or was it really Adlyxin? At the time that was what they were saying but it never made any sense. They licensed afrezza for the T2 market and they were 100% focused on Toujeo for the T1s. What I have been told is they thought they thought they were getting Adlyxin approved much quicker than it did and GLP-1s were the new hot thing. At the same time Brandicourt did not want to be one upped after Al stuck it to him on Exubera. I would take a Sanofi again if they did what they were suppose to do. They bet the farm on Adlyxin and lost in the T2 market. NVO is next up. They are losing market share to Mounjaro and if CGMs gets approved for once daily insulin, the post meal spikes are going to need a solution as they will be exposed. On going it alone, lets review what Mike said - sell something, can we work with you. I can 100% say take Mike serious on this. Will they partner on afrezza, I sure hope so. Going to the tape, here is what Mike said. "But that does not mean every -- like every day, the last couple of weeks, I've had an inbound business development whether it's can we work with you? Can we work? Do you want to sell something? But there's a lot of activity out there happening." |
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Post by hellodolly on Mar 1, 2023 9:12:58 GMT -5
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. Was it really Toujeo or was it really Adlyxin? At the time that was what they were saying but it never made any sense. They licensed afrezza for the T2 market and they were 100% focused on Toujeo for the T1s. What I have been told is they thought they thought they were getting Adlyxin approved much quicker than it did and GLP-1s were the new hot thing. At the same time Brandicourt did not want to be one upped after Al stuck it to him on Exubera. I would take a Sanofi again if they did what they were suppose to do. They bet the farm on Adlyxin and lost in the T2 market. NVO is next up. They are losing market share to Mounjaro and if CGMs gets approved for once daily insulin, the post meal spikes are going to need a solution as they will be exposed. On going it alone, lets review what Mike said - sell something, can we work with you. I can 100% say take Mike serious on this. Will they partner on afrezza, I sure hope so. Going to the tape, here is what Mike said. " But that does not mean every -- like every day, the last couple of weeks, I've had an inbound business development whether it's can we work with you? Can we work? Do you want to sell something? But there's a lot of activity out there happening."In context to the comment made above, Mike said, "I would say, in general, MannKind, we've gone through a pretty deep assessment with our Board in the second half of last year around how much energy do we want to continue to put in platform in terms of going out and seeking partnerships through large pharma, midsize pharma versus continue to innovate our own assets. And we decided that our real focus is bringing our assets forward as fast as possible a decade to double down on new ideas within our platform or other platforms that we see out there and less so on trying to drive more portions. So of course, everything is the next door deal, but I think we've picked a lot of the key opportunities already to develop inhaled therapeutics that we think can make a difference. And now our focus is really on even earlier stage innovation as we get out there and think about 2030 and beyond, it's probably not a repurposed asset. It's probably an NCE in some more time condition. And that's kind of -- people look and say, where are you in '23? These decisions we made three years ago, in '24 made three years ago. So we're working on focus for 2030, 2028. We feel like the pipeline is enough to drive a lot of innovation forward in the next couple of years. But that does not mean every -- like every day, the last couple of weeks, I've had an inbound business development whether it's can we work with you? Can we work? Do you want to sell something? But there's a lot of activity out there happening. There's a lot of companies out of money or refocusing their strategy and divesting noncore assets.And so we'll keep looking, but we feel pretty good about where we stand and driving that future for value." I took all of that to mean they're seeking assets from other companies that are looking to sell to MNKD, either because company XYZ is low on cash or, refocusing their efforts towards developing other parts of their pipeline, and are willing to sell an asset. This, to stay within MNKD Board's most recent "deep assessment" to innovate their own assets, including going out and making deals for more of them. I didn't take it that Mike was telling investors they are getting calls from BP asking how they can partner with MNKD. That's just my perception. |
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Post by cretin11 on Mar 1, 2023 11:31:34 GMT -5
Thanks for trying to untangle those words, dolly. Your interpretation seems reasonable. The V-Go purchase might sorta kinda fall into that category.
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Post by hellodolly on Mar 1, 2023 12:06:25 GMT -5
Thanks for trying to untangle those words, dolly. Your interpretation seems reasonable. The V-Go purchase might sorta kinda fall into that category. That's why I kind of chuckled to myself after I posted in another thread that MNKD is now a predatory BP, LOL. All kidding aside, the global macro-economic impact on the hundreds and hundreds of pipelines holding thousands of molecules are at play. This period of economic uncertainty for those early small and micro-cap biotechnology R&D focused platforms, that the MNKD team identified as " ...out of money or refocusing their strategy and divesting noncore assets" presents ample opportunities for MNKD to go out and be selective with their acquisitions, from a position of strength. Let's give credit where credit is due. MNKD is currently in a position that not too long ago, was unthinkable for some and doubted by plenty. All the usual players are still here and we have plenty of new investors as well. So, I expect we'll all just keep plowing ahead as MNKD continues to grow. |
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Post by cretin11 on Mar 1, 2023 13:16:56 GMT -5
Hopefully you are correct dolly. Growing would be better than resting, but it would be concerning if we went on a spending spree without a sound strategy. Our financial position isn't that strong, our share price action the past few days is a reminder. Would rather see us inking more pipeline deals rather than purchasing struggling assets a la V-Go. If not for Martine and UTHR we would be on thin ice, we're on safe ground as long as that arrangement remains solid. JMO.
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Post by sayhey24 on Mar 1, 2023 16:42:45 GMT -5
Was it really Toujeo or was it really Adlyxin? At the time that was what they were saying but it never made any sense. They licensed afrezza for the T2 market and they were 100% focused on Toujeo for the T1s. What I have been told is they thought they thought they were getting Adlyxin approved much quicker than it did and GLP-1s were the new hot thing. At the same time Brandicourt did not want to be one upped after Al stuck it to him on Exubera. I would take a Sanofi again if they did what they were suppose to do. They bet the farm on Adlyxin and lost in the T2 market. NVO is next up. They are losing market share to Mounjaro and if CGMs gets approved for once daily insulin, the post meal spikes are going to need a solution as they will be exposed. On going it alone, lets review what Mike said - sell something, can we work with you. I can 100% say take Mike serious on this. Will they partner on afrezza, I sure hope so. Going to the tape, here is what Mike said. " But that does not mean every -- like every day, the last couple of weeks, I've had an inbound business development whether it's can we work with you? Can we work? Do you want to sell something? But there's a lot of activity out there happening."In context to the comment made above, Mike said, "I would say, in general, MannKind, we've gone through a pretty deep assessment with our Board in the second half of last year around how much energy do we want to continue to put in platform in terms of going out and seeking partnerships through large pharma, midsize pharma versus continue to innovate our own assets. And we decided that our real focus is bringing our assets forward as fast as possible a decade to double down on new ideas within our platform or other platforms that we see out there and less so on trying to drive more portions. So of course, everything is the next door deal, but I think we've picked a lot of the key opportunities already to develop inhaled therapeutics that we think can make a difference. And now our focus is really on even earlier stage innovation as we get out there and think about 2030 and beyond, it's probably not a repurposed asset. It's probably an NCE in some more time condition. And that's kind of -- people look and say, where are you in '23? These decisions we made three years ago, in '24 made three years ago. So we're working on focus for 2030, 2028. We feel like the pipeline is enough to drive a lot of innovation forward in the next couple of years. But that does not mean every -- like every day, the last couple of weeks, I've had an inbound business development whether it's can we work with you? Can we work? Do you want to sell something? But there's a lot of activity out there happening. There's a lot of companies out of money or refocusing their strategy and divesting noncore assets.And so we'll keep looking, but we feel pretty good about where we stand and driving that future for value." I took all of that to mean they're seeking assets from other companies that are looking to sell to MNKD, either because company XYZ is low on cash or, refocusing their efforts towards developing other parts of their pipeline, and are willing to sell an asset. This, to stay within MNKD Board's most recent "deep assessment" to innovate their own assets, including going out and making deals for more of them. I didn't take it that Mike was telling investors they are getting calls from BP asking how they can partner with MNKD. That's just my perception. Dolly - did I say 50% or 99% or 100%? hmmmm My key words were sell something, can we work with you and I was talking afrezza. I can't speak for anything else Mike rolled into his reference. I am sure there are lots of companies running out of money and other things but I don't really care much about them. |
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Post by agedhippie on Mar 1, 2023 18:10:15 GMT -5
Was it really Toujeo or was it really Adlyxin? At the time that was what they were saying but it never made any sense. They licensed afrezza for the T2 market and they were 100% focused on Toujeo for the T1s. What I have been told is they thought they thought they were getting Adlyxin approved much quicker than it did and GLP-1s were the new hot thing. At the same time Brandicourt did not want to be one upped after Al stuck it to him on Exubera. I would take a Sanofi again if they did what they were suppose to do. They bet the farm on Adlyxin and lost in the T2 market. NVO is next up. They are losing market share to Mounjaro and if CGMs gets approved for once daily insulin, the post meal spikes are going to need a solution as they will be exposed. ... Definitely Toujeo. Adlyxin had already been on sale for a year everywhere in the world except the US (the FDA hates diabetics). Lantus was coming up to end of patent and there were biosiliars just waiting for the expiry. Sanofi dominated the basal insulin market, NVO was a distant second and Lilly didn't have a basal, and Sanofi wanted to keep it that way. That meant they needed to get as many people as possible off Lantus and onto Toujeo. That's where the effort went and why Afrezza didn't get what it needed. Sanofi wanted Afrezza as an RAA replacement so it would be wrong to say they licensed Afrezza for the T2 market. It was the RAA users in general regardless of diabetes Type. You are pinning a lot of faith in peoples reaction to the CGM. Right now they can see the spike by simply taking a meter reading an hour or two after the meal. This is what you see described as "eat to the meter". People are told to note what they ate, the size, and how they reacted then modify accordingly. You will find that advice on most diabetes forums when people ask for advice. The only difference will be a CGM instead of a meter. |
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Post by lennymnkd on Mar 1, 2023 18:17:07 GMT -5
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Post by sayhey24 on Mar 1, 2023 18:33:19 GMT -5
Was it really Toujeo or was it really Adlyxin? At the time that was what they were saying but it never made any sense. They licensed afrezza for the T2 market and they were 100% focused on Toujeo for the T1s. What I have been told is they thought they thought they were getting Adlyxin approved much quicker than it did and GLP-1s were the new hot thing. At the same time Brandicourt did not want to be one upped after Al stuck it to him on Exubera. I would take a Sanofi again if they did what they were suppose to do. They bet the farm on Adlyxin and lost in the T2 market. NVO is next up. They are losing market share to Mounjaro and if CGMs gets approved for once daily insulin, the post meal spikes are going to need a solution as they will be exposed. ... Definitely Toujeo. Adlyxin had already been on sale for a year everywhere in the world except the US (the FDA hates diabetics). Lantus was coming up to end of patent and there were biosiliars just waiting for the expiry. Sanofi dominated the basal insulin market, NVO was a distant second and Lilly didn't have a basal, and Sanofi wanted to keep it that way. That meant they needed to get as many people as possible off Lantus and onto Toujeo. That's where the effort went and why Afrezza didn't get what it needed. Sanofi wanted Afrezza as an RAA replacement so it would be wrong to say they licensed Afrezza for the T2 market. It was the RAA users in general regardless of diabetes Type. You are pinning a lot of faith in peoples reaction to the CGM. Right now they can see the spike by simply taking a meter reading an hour or two after the meal. This is what you see described as "eat to the meter". People are told to note what they ate, the size, and how they reacted then modify accordingly. You will find that advice on most diabetes forums when people ask for advice. The only difference will be a CGM instead of a meter. Aged - I can say with 100% confidence Sanofi wanted afrezza for the T2 market or at least that is what MNKD was told. Its possible they lied but I doubt it. Al Mann did not see a big market with afrezza for the T1s. He saw afrezza as a near cure for T2 diabetes and he thought afrezza would be the greatest selling drug of all time. That was Viehbacher's mission. Adlyxin did not get approved in the US until 2016 and by that time they missed the market and ended up being Number 6. The bottom line is Brandicourt blew it. I would take Sanofi back in a heartbeat if Viehbacher was there. Aged - have you ever gone to a T2 educational seminar? If so have you asked how many T2s are checking their BG with a meter? Unless they are on insulin they are told it is not necessary not even once a day to check with a meter. The thing is that it true because none of the junk they are taking can change their post prandial numbers. The last thing the doctors want are people calling with questions about what can they do. All they know is in 3 months they go get an A1c update from the doctor and the doctor gets another payday. If the CGM can't save afrezza then what I told Mike in 2016 will be wrong. I don't think I will be. I think we might be waiting until Apple's fitness device comes out in a couple of years for mass adoption. Once people see the BG is off with the watch they will go to their doctors and get a real CGM prescribed. The day is coming but its taking a lot longer than I would have liked. |
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Post by agedhippie on Mar 1, 2023 18:50:40 GMT -5
.. Aged - have you ever gone to a T2 educational seminar? If so have you asked how many T2s are checking their BG with a meter? Unless they are on insulin they are told it is not necessary not even once a day to check with a meter. ... You need to go to better T2 educational seminars then. Around the hospital groups NYC that is no-longer the case and hasn't been for a couple of years. I can believe that there are parts of the country where they are not as current, but I would question in that case if they are going to promote CGMs either. |
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Post by sayhey24 on Mar 1, 2023 19:07:32 GMT -5
.. Aged - have you ever gone to a T2 educational seminar? If so have you asked how many T2s are checking their BG with a meter? Unless they are on insulin they are told it is not necessary not even once a day to check with a meter. ... You need to go to better T2 educational seminars then. Around the hospital groups NYC that is no-longer the case and hasn't been for a couple of years. I can believe that there are parts of the country where they are not as current, but I would question in that case if they are going to promote CGMs either. Maybe you are right. The ones I go to are run by UPenn Medicine. I am sure NYU is much better. Its not about the seminar its about what the GPs are telling their T2s. The other problem is the SoC says there is little value. The instructor has to mention that there are mixed opinions on their use with T2s. IMO (but I am jaded) the real reason is what Richard Bernstein was told when they tried to stop his meter being approved. The doctors want the payday and they don't want to take questions on something they can't fix. Without afrezza you are not fixing post prandial spikes without risking hypos and thats the last thing a GP wants which is to kill their patient. |
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