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Post by sayhey24 on Jul 11, 2023 19:11:43 GMT -5
Aged - its a good thing you did not know Jack Welch. He was all about "agile" before "agile" was a development fad. There use to be this "thing" know as "Welch's Mummies". I don't know if Drucker ever wrote about it. With that "can't do" and "stuck in the box" attitude you may have been a prime candidate for Jack. The crazy thing is I actually witnessed a guy being hid.
If I am a guy with a problem and someone says "hey, I might have a solution for you", I am probably going to listen. With some 15 year old studies and a little selling and the success Martine has had with Tyvaso DPI I bet a pretty good story could be told to spent a few $M. The risk/reward upside if TS actually works with his glp1 are huge.
Whats the downside? He is already losing 10's maybe 100's $millions doing the same thing over and over and not having it work.
BTW - its July. Did Mike get done the one thing he needed to with Medicare?
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Post by ktim on Jul 11, 2023 20:49:24 GMT -5
Worked for GE briefly during the Blackjack era. Most of our division was very high end graphics processing for military applications like fighter simulations. Had a group working on the very cutting edge (at the time) idea of using homogenous arrays of programmable processors (lets call them GPUs) for graphics rather than pipelines of specialized circuitry. Being agile, Welch nuked the division (I guess not realizing what was "in the box" would be the future). Many of those engineers got picked up as part of the founding team of a little startup now known as Nvidia. At the time Welch thought capital was better dedicated to getting into things like financing (GE Capital). Doing lots of "bold" (rash) things, which Welch did, doesn't necessarily mean making wise decisions. www.gatesnotes.com/Lights-Out |
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Post by agedhippie on Jul 11, 2023 22:09:37 GMT -5
Aged - its a good thing you did not know Jack Welch. He was all about "agile" before "agile" was a development fad. There use to be this "thing" know as "Welch's Mummies". I don't know if Drucker ever wrote about it. With that "can't do" and "stuck in the box" attitude you may have been a prime candidate for Jack. The crazy thing is I actually witnessed a guy being hid. If I am a guy with a problem and someone says "hey, I might have a solution for you", I am probably going to listen. With some 15 year old studies and a little selling and the success Martine has had with Tyvaso DPI I bet a pretty good story could be told to spent a few $M. The risk/reward upside if TS actually works with his glp1 are huge. Whats the downside? He is already losing 10's maybe 100's $millions doing the same thing over and over and not having it work. BTW - its July. Did Mike get done the one thing he needed to with Medicare? Jack Welch hired Drucker as an advisor. Drucker is generally credited with Jack Welch's outsourcing strategy. As it turns out that was a huge mistake in the longer term. Drucker always was better at the academic than practical side. It depends if Pfizer sees a 66% retention rate as a problem. Somehow I think not. No CEO is going to have an open door to every passing salesman trying to sell him random things - his time is far to valuable to deal with a stream of crackpot ideas. |
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Post by sportsrancho on Jul 12, 2023 6:23:41 GMT -5
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Post by sportsrancho on Jul 12, 2023 6:34:27 GMT -5
So now the doctor on CNBC is advocating only staying on these drugs a year at most to get yourself used to healthier eating habits....believe me this is only the beginning.
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Post by sayhey24 on Jul 12, 2023 6:39:29 GMT -5
Worked for GE briefly during the Blackjack era. Most of our division was very high end graphics processing for military applications like fighter simulations. Had a group working on the very cutting edge (at the time) idea of using homogenous arrays of programmable processors (lets call them GPUs) for graphics rather than pipelines of specialized circuitry. Being agile, Welch nuked the division (I guess not realizing what was "in the box" would be the future). Many of those engineers got picked up as part of the founding team of a little startup now known as Nvidia. At the time Welch thought capital was better dedicated to getting into things like financing (GE Capital). Doing lots of "bold" (rash) things, which Welch did, doesn't necessarily mean making wise decisions. www.gatesnotes.com/Lights-OutIts always better to be lucky than good. For Bill Gates he is just lucky Gary Kildall decided to go flying the day IBM wanted to meet. Having lived through it Immelt was just the wrong guy. It was pretty clear after a year. How he stayed that long to me was shocking. Welch did a lot of things. If you were a life long RCA employee like Bob Luongo who rose through the ranks and became the Sr VP of Finance and comptroller, you hated Welch. As he told me, Jack destroyed "his" company and he was right. At the same time, Jack sold off pieces of RCA for more than he paid for it and kept pieces like NBC and Aerospace. The thing about Welch was he was agile and was big about "starting your own company, in the company". During Welch's time our simulation group was out of Daytona Beach. It was always hire and lay-off there based on government contracts won. I thought we sold the technology to Sega. What division did Welch "nuke". The simulation group is now in Orlando as part of Lockheed/Martin. Like many of these CEO's they have egos but they are just guys. The thing is unless you try, who knows. Maybe you can do a deal, maybe not. IMO MNKD has a great story and sad story at the same time but they do have great technology. I think MNKD's technology can be applied to the right glp1 analog. Maybe not but until we try who knows. One thing I do know is selling V-Gos is not going to do it. |
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Post by sayhey24 on Jul 12, 2023 6:41:31 GMT -5
So now the doctor on CNBC is advocating only staying on these drugs a year at most to get yourself used to healthier eating habits....believe me this is only the beginning. Agreed and sad but the thing is people are still going to buy them like hotcakes. Maybe we can provide a better version which won't solve the problem but maybe can help. |
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Post by akemp3000 on Jul 12, 2023 8:49:12 GMT -5
Just when it looked like this GLP-1 discussion was a dead and severely beaten horse, a new twist arises  |
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Post by prcgorman2 on Jul 12, 2023 9:07:58 GMT -5
I owned GE stock. My company and the company my wife worked for worshiped Jack Welch. From the stories I heard, I thought he was an egotistical ass, so definitely fit right in with the likes of Steve Jobs and others, but the difference is Jack Welch destroyed an American icon of the Dow. I'm ok not patterning our management after Jack's style, no matter how charismatic. I agree with sayhey24 that GLP-1 analog of some form on TS is worth considering. What I don't know is whether the consideration would put it in the pipeline. If it's dependent upon a UTHR-like partner, agedhippie has persuaded me that could be a very hard sell, which then is why I wish sayhey24 worked at Mannkind. His endless creativity is energizing. :-)
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Post by sayhey24 on Jul 25, 2023 16:25:08 GMT -5
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Post by beardawg on Jul 25, 2023 17:29:32 GMT -5
Would need to hurry before we have an Exubera type situation on our hands where by the time we bring TS GLP-1 t market, the previous drug is so badly spoken of that it's hard to make inroads with a "newer version". |
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Post by agedhippie on Jul 25, 2023 17:55:07 GMT -5
How doctors originally didn't connect Knight's stomach concerns to the Ozempic is frankly disturbing since that is how it works for weight loss. I wonder what bit of slowing gastric emptying they failed to understand. My advice to her would be find a doctor who understands what they are prescribing. For what it's worth you could probably address her problem by following the same approach that you do with gastroparesis; eat more smaller meals, and avoid fiber and fats. If you eat large meals you are going to suffer. There are drugs for treating the nausea from gastroparesis with ondansetron being the favorite. |
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Post by sayhey24 on Jul 25, 2023 18:13:01 GMT -5
I don't think its just her. Its now become a national story.
I think what may have been happening is the T2s stop using it which we saw in the insurance study - about 80% within 2 years. With Wegovy the dosage is a bit higher and these people wanting to lose the weight want to lose the weight. If the T2 gave up in 6 months maybe the dieter tried to push through the pain until it became too bad.
I have the feeling these people are too sick to eat much let alone smaller meals. If they were eating large meals I would be surprised.
I really hope Mike is firing up the afrezza/glp1 study he mentioned last call for the T2s. I also hope he has changed his mind on putting liraglutide on technosphere and try it out the the dieters. I also hope he picked up the phone and called Albert Bourla.
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Post by agedhippie on Jul 25, 2023 18:43:06 GMT -5
I don't think its just her. Its now become a national story. I think what may have been happening is the T2s stop using it which we saw in the insurance study - about 80% within 2 years. With Wegovy the dosage is a bit higher and these people wanting to lose the weight want to lose the weight. If the T2 gave up in 6 months maybe the dieter tried to push through the pain until it became too bad. I have the feeling these people are too sick to eat much let alone smaller meals. If they were eating large meals I would be surprised. I seriously doubt it's just her. You seem to have a lot of people demanding the drug without understanding how it works and that's leading to this sort of fall out. Here you have a drug that says it works by slowing gastric emptying and people are shocked when it does just that. You eat smaller meals because then your stomach doesn't get so full. It's full stomachs that cause the problem as then you get bloating and nausea. GLP-1 mimics gastroparesis and the management of that is well understood. The problem here is that it's being prescribed by doctors who lack experience in managing complications that behave like gastroparesis. Don't get hung up on the extreme cases, the majority of people have no or minimal side effects. |
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Post by bones1026 on Jul 25, 2023 18:50:48 GMT -5
I don't think its just her. Its now become a national story. I think what may have been happening is the T2s stop using it which we saw in the insurance study - about 80% within 2 years. With Wegovy the dosage is a bit higher and these people wanting to lose the weight want to lose the weight. If the T2 gave up in 6 months maybe the dieter tried to push through the pain until it became too bad. I have the feeling these people are too sick to eat much let alone smaller meals. If they were eating large meals I would be surprised. I seriously doubt it's just her. You seem to have a lot of people demanding the drug without understanding how it works and that's leading to this sort of fall out. Here you have a drug that says it works by slowing gastric emptying and people are shocked when it does just that. You eat smaller meals because then your stomach doesn't get so full. It's full stomachs that cause the problem as then you get bloating and nausea. GLP-1 mimics gastroparesis and the management of that is well understood. The problem here is that it's being prescribed by doctors who lack experience in managing complications that behave like gastroparesis. Don't get hung up on the extreme cases, the majority of people have no or minimal side effects. Just checking in again..you are neither invested in MNKD, or short the stock, yet you spend your days discussing diabetes( bc you are a T1), on a stocktwits? Nobody ever questioned your intelligence…just the common sense/logic aspect of why you would like to have these discussions on a investing site? |
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