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Post by uvula on May 25, 2023 11:32:07 GMT -5
EOFlow is an insulin patch company. Does it compete with V-Go? It sounds to me like it does the same thing but EOFlow might be smarter.
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Post by awesomo on May 25, 2023 11:42:42 GMT -5
For comparison sake...
MannKind acquired V-Go for $10M
Medtronic acquired EOFlow for $738M
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Post by sayhey24 on May 25, 2023 13:10:17 GMT -5
EOFlow is an insulin patch company. Does it compete with V-Go? It sounds to me like it does the same thing but EOFlow might be smarter. When Al Mann talked about afrezza, he always thought of it as a game changer for T2s. For the T1s he knew afrezza could be a big part of the puzzle but the T1s would still need a basal. EOFlow was what he imagined combining with afrezza for the T1s. V-Go is not even approved for T1s and never will be. V-Go is more of a direct competitor to afrezza than it is to EOFlow. However EOFlow can also be used by T2s once its approved. IMO, if Mike is correct about icodec, the future is not pumps even though Aged loves the AID. The future is icodec and afrezza for the T1s. Icodec nearly solves the problem Al struggled with. One shot a week is not too bad and a lot better than wearing one of those things glued to the body. |
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Post by peppy on May 25, 2023 13:43:49 GMT -5
EOFlow is an insulin patch company. Does it compete with V-Go? It sounds to me like it does the same thing but EOFlow might be smarter. When Al Mann talked about afrezza, he always thought of it as a game changer for T2s. For the T1s he knew afrezza could be a big part of the puzzle but the T1s would still need a basal. EOFlow was what he imagined combining with afrezza for the T1s. V-Go is not even approved for T1s and never will be. V-Go is more of a direct competitor to afrezza than it is to EOFlow. However EOFlow can also be used by T2s once its approved. IMO, if Mike is correct about icodec, the future is not pumps even though Aged loves the AID. The future is icodec and afrezza for the T1s. Icodec nearly solves the problem Al struggled with. One shot a week is not too bad and a lot better than wearing one of those things glued to the body.Abstract Here, we describe the molecular engineering of insulin icodec to achieve a plasma half-life of 196 h in humans, suitable for once-weekly subcutaneously administration. Insulin icodec is based on re-engineering of the ultra-long oral basal insulin OI338 with a plasma half-life of 70 h in humans. This systematic re-engineering was accomplished by (1) further increasing the albumin binding by changing the fatty diacid from a 1,18-octadecanedioic acid (C18) to a 1,20-icosanedioic acid (C20) and (2) further reducing the insulin receptor affinity by the B16Tyr → His substitution. Insulin icodec was selected by screening for long intravenous plasma half-life in dogs while ensuring glucose-lowering potency following subcutaneous administration in rats. The ensuing structure–activity relationship resulted in insulin icodec. In phase-2 clinical trial, once-weekly insulin icodec provided safe and efficacious glycemic control comparable to once-daily insulin glargine in type 2 diabetes patients. The structure–activity relationship study leading to insulin icodec is presented here. Chemistry ARTICLE SECTIONSJump To Reagents for acylation of insulin were prepared as described previously. (6) Insulin analogs were acylated at the epsilon amino group of the lysine in position B29 of the insulin analogs, as previously described. (6) Carbamoylation of α-amino groups (12) was performed on insulin analogs with preattached acylation moieties in B29Lys, pubs.acs.org/doi/10.1021/acs.jmedchem.1c00257 |
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Post by agedhippie on May 25, 2023 15:35:18 GMT -5
EOFlow is an insulin patch company. Does it compete with V-Go? It sounds to me like it does the same thing but EOFlow might be smarter. It competes with the VGO in the same way that a Ferrari competes with a bicycle. The EOPatch pump is controlled from you smart phone and supports multiple basal profiles, the V-Go is driven by a spring and the profile is fixed by the spring strength. The EOPatch is more of a competitor for the Omnipod Dash. The point of the EOFlow purchase for Medtronics is that it is a potential closed loop system (EOPancreas) and has FDA breakthrough device designation in that class. More importantly; I suspect that Medtronics wants a patch pump to compete with Omnipod. The Tandem and Medtronics pumps have a large upfront cost, and the Omnipod doesn't. Over the life of the device the costs are pretty much a wash, but Medtronics wants a product to compete in Omnipod's disposable pump market. |
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Post by RainbowUnicorn on May 25, 2023 16:51:32 GMT -5
For comparison sake... MannKind acquired V-Go for $10M Medtronic acquired EOFlow for $738M "Price is what you pay, value is what you get." Warren Buffett |
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Post by sayhey24 on May 26, 2023 9:16:27 GMT -5
For comparison sake... MannKind acquired V-Go for $10M Medtronic acquired EOFlow for $738M "Price is what you pay, value is what you get." Warren Buffett As Aged said we did not get the Ferrari we got the bicycle. We did not even get the Cervelo. I don't think we even got a new Huffy from Walmart. I am thinking maybe a used Huffy someone didn't want. Sometimes the cost of trying to fix-up the used bicycle is just not worth it. |
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Post by akemp3000 on May 26, 2023 10:18:39 GMT -5
It's noticed from this morning's report that V-Go scripts seem to be climbing nicely. Hopefully, Afrezza's will soon.
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Post by cretin11 on May 26, 2023 10:49:12 GMT -5
It's noticed from this morning's report that V-Go scripts seem to be climbing nicely. Hopefully, Afrezza's will soon. One goes a little up, the other goes a little down. They seem to alternate each week which is which. |
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Post by agedhippie on May 26, 2023 12:42:31 GMT -5
It's noticed from this morning's report that V-Go scripts seem to be climbing nicely. Hopefully, Afrezza's will soon. If you look at the long term chart you can see that the trend is downwards. This product peaked back in late 2019/early 2020 and has more or less halved since then. Since MNKD bought V-Go in May 2022 the monthly TRx has dropped 17% (5.37k to 4.46k). That said, legacy products can be very profitable even as they decline as Computer Associates proved if manufacturing costs are managed. |
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