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Post by prcgorman2 on Jul 25, 2023 19:15:29 GMT -5
bones1026 - I think agedhippie knows way more about a lot of the subjects we’re interested in than most of us lay people. I suspend my normal skeptical outlook where agedhippie is concerned. You might think he is only giving us 1 side of the story, and you might be right to think that, but that’s 1 more side than we often have available and I am grateful. I respect your outlook and don’t want to stifle you either. Just offering my viewpoint for your consideration.
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Post by porkini on Jul 25, 2023 19:27:00 GMT -5
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? , there is nothing in the board rules ( mnkd.proboards.com/post/27/thread) requiring members to be invested in MNKD in a material sense. Members who wish to participate in a thoughtful and civil manner are welcome to contribute to the discussion that occurs on the board ( mnkd.proboards.com/post/31/thread). |
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Post by cretin11 on Jul 25, 2023 19:31:28 GMT -5
aged has explained his presence here before. bones says he is “just checking in again” with aged on this. Perhaps bones could be more straightforward and simply state what he suspects is the real reason aged is here.
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Post by sportsrancho on Jul 25, 2023 19:47:02 GMT -5
aged has explained his presence here before. bones says he is “just checking in again” with aged on this. Perhaps bones could be more straightforward and simply state what he suspects is the real reason aged is here. I want to know what the real reason is that he’s here🤣 who is bones ..and is he long or not, maybe that’s the real question…. just kidding. Seriously I don’t care:-) |
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Post by mymann on Jul 25, 2023 19:59:55 GMT -5
Focus people, don't go down the rabbit hole.
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Post by sayhey24 on Jul 26, 2023 6:28:42 GMT -5
For me I would just like to see MNKD at $100 pps which is what Al told me it would be. Of course that was pre split. At this point I will take $100 post split. I know many of us are not big supporters of glp1s for T2s but the reality is for the dieters they are going to take it until the next best thing shows up on tiktok.
If glp1s are really a $100B potential in the diet market I am all for trying to provide a better option with technosphere and grab a piece of that market.
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Post by MnkdWASmyRtrmntPlan on Jul 26, 2023 17:41:19 GMT -5
Very graceful and effective snatch from the rabbit hole, sayhey.  |
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Post by sayhey24 on Jul 27, 2023 18:42:30 GMT -5
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Post by prcgorman2 on Aug 9, 2023 10:36:37 GMT -5
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Post by agedhippie on Aug 9, 2023 17:34:51 GMT -5
There was an interesting article on Bloomberg today looking at Novo Nordisk bemoaning the fact that they literally cannot make Ozempic/Wegovy fast enough to keep in stock. There was one other interesting point; while a monthly dose in the US costs around $900 the NHS in the UK is paying $94 per month. The component cost is around $40 apparently. This does mean that stock is diverted to the US because it's so much more profitable here. |
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Post by ktim on Aug 9, 2023 19:24:02 GMT -5
For me I would just like to see MNKD at $100 pps which is what Al told me it would be. Of course that was pre split. At this point I will take $100 post split. I know many of us are not big supporters of glp1s for T2s but the reality is for the dieters they are going to take it until the next best thing shows up on tiktok. If glp1s are really a $100B potential in the diet market I am all for trying to provide a better option with technosphere and grab a piece of that market. It was also pre huge dilution. $100/share... that would mean about $2B in annual profit. I'll be taking profits long before then  |
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Post by sayhey24 on Aug 9, 2023 19:39:20 GMT -5
If you want $2B in profit, how about putting a molecule on TS in a $100B market. Do you really think once the kids are approved and no pre auths for Medicare, BP is going to stop afrezza? Add afrezza sales to a Victoza DPI and $2B in profit will be in the rear view mirror. What was the margin on afrezza they mentioned on Monday 72%+ including the V-Go loss.
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Post by ktim on Aug 9, 2023 20:17:03 GMT -5
Though as reference, 2022 global market for rapid acting insulin was only $7.4B. Though I guess if Afrezza were to capture 100% of that market it would then be around $5B in profit. Please feel free to say "I told you so" once we hit $2B in Afrezza profit  I may have sold all my shares, but I may check in here to say congrats. |
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Post by sayhey24 on Aug 10, 2023 7:13:51 GMT -5
Though as reference, 2022 global market for rapid acting insulin was only $7.4B. Though I guess if Afrezza were to capture 100% of that market it would then be around $5B in profit. Please feel free to say "I told you so" once we hit $2B in Afrezza profit I may have sold all my shares, but I may check in here to say congrats. Lets be clear. Afrezza is not an RAA. The RAA market is mostly T1s. Afrezza's real power is in the T2 market. How big is the diabetes GLP1 plus SGLT2 market? Then add the RAA market to it. Thats the "blended" T1 and T2 afrezza market. For T2s afrezza should be the first treatment. I am pretty sure we have heard that from Bill from VDex and Al Mann. After and with metformin the reality is GLP1s are becoming the go to for many T2s if nothing else they are taking the pounds off for awhile. However they are only being used for a year or 2 by most. Afrezza needs to be positioned to add to the GLP1. Of course Mike needs the trial for that which he said they were going to at least start the pilot months ago. Of course it was on no slide on Monday. For Medicare both Abbott and Dexcom want to sell CGMs but the PWD needs to take insulin. This flips the GLP1 usage a little. The real power of the CGM is with prandial insulin but what T2 wants to take injections when they can inhale and have better control? The CGM vendors don't care if the PWD takes a basal or prandial. All they care about is the PWD is using insulin. Icodec will fit the bill but whats the CGM going to tell them - most likely, they have no meal time control and need afrezza. |
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Post by agedhippie on Aug 10, 2023 8:05:16 GMT -5
... For Medicare both Abbott and Dexcom want to sell CGMs but the PWD needs to take insulin. This flips the GLP1 usage a little. The real power of the CGM is with prandial insulin but what T2 wants to take injections when they can inhale and have better control? The CGM vendors don't care if the PWD takes a basal or prandial. All they care about is the PWD is using insulin. Icodec will fit the bill but whats the CGM going to tell them - most likely, they have no meal time control and need afrezza. Prandial insulin is a long way down the treatment steps so CGM makers are not going to help because by the time the patient is on a prandial insulin they are already on a basal and so eligible for a CGM. Their focus is on getting CGMs for GLP-1 users and that's where they are spending their energy. If they were going to promote an insulin it would be Icodec or similar alongside a GLP-1 because that fits the SoC. Short of a change in the SoC the idea of getting CGM makers to push Afrezza is going nowhere. |
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I may have sold all my shares, but I may check in here to say congrats.