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Post by agedhippie on Jun 18, 2023 9:21:19 GMT -5
... If we have "No" pre auths requirement in 2024 Medicare maybe we can get some help lobbying the ADA as a few companies want to sell CGMs to T2s. The CGM companies won their change! There is no incentive for them to lobby the CMS because they already have what they want, CGM use with the earliest possible insulin use (basal). Pushing Afrezza before basal would gain them nothing since they would sell a CGM either way. |
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Post by agedhippie on Jun 18, 2023 9:38:44 GMT -5
An ADA related post! (It overlaps into GLP-1...)
One of the big announcements at ADA 83 will be the Phase 2 trial readout from Lilly's retatrutide drug which is the evolution of Mounjaro. Retatrutide is a triple therapy made up of GLP-1/GIP/glucagon. This is the arms race, and why Mannkind is better off with Technosphere and farming royalties. There is scope for the development work to replaform some drugs (Clofazimine for example), but the big markets like GLP-1 would be a money pit because MNKD cannot fund the development needed to compete.
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Post by sayhey24 on Jun 19, 2023 7:17:51 GMT -5
Is Retatrutide a "oral" or sbuq drug? "Pfizer CEO Albert Bourla, Ph.D., sees his company being able to compete in a major GLP-1 diabetes and obesity market he believes will be dominated by a need for oral drugs" www.fiercepharma.com/marketing/pfizer-ceo-talks-experimental-oral-glp-1-diabetesobesity-hopeful-90b-lilly-novo-battleI am pretty sure Albert said he believes it to be a $90B market, if its oral. Sure lets focus on Clofazimine and not try and partner to get a piece of this market. Maybe a puff before each meal could get a piece of the market. I still have dreams of Mike picking up his new phone and trying to use it. |
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Post by agedhippie on Jun 19, 2023 11:02:02 GMT -5
Is Retatrutide a "oral" or sbuq drug? "Pfizer CEO Albert Bourla, Ph.D., sees his company being able to compete in a major GLP-1 diabetes and obesity market he believes will be dominated by a need for oral drugs" www.fiercepharma.com/marketing/pfizer-ceo-talks-experimental-oral-glp-1-diabetesobesity-hopeful-90b-lilly-novo-battleI am pretty sure Albert said he believes it to be a $90B market, if its oral. Sure lets focus on Clofazimine and not try and partner to get a piece of this market. Maybe a puff before each meal could get a piece of the market. I still have dreams of Mike picking up his new phone and trying to use it. It's subq. I take all numbers with a pinch of salt. Independent researchers put the GLP-1 market at $50B by 2028. The truth is nobody know and the Pfizer number is their aim for the total market size - but sometimes that market size doesn't pan out (Exubera.) The issue for the oral market is that it doesn't work as well, and it is the previous generation - GLP-1 only. That doesn't mean nobody is chasing it, Novo Nordisk has Rybelsus already on sale, Lilly has orforglipron just exiting phase 2 (this is the one Pfizer is targeting as the competition), and Pfizer has two and it's not sure which to push but neither will hit phase 3 before 2024 at the earliest. None of them come near Retatrutide for weight loss though. As an aside, what is the Pfizer CEO meant to say about GLP-1? We completely screwed the pooch and don't have a GLP-1 on the market? No, switch the message to oral and talk that up - those healthcare conferences are sales pitches to investors and he doesn't have any options. |
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Post by Thundersnow on Jun 19, 2023 12:44:40 GMT -5
I’m expecting a Press Release tomorrow about their ADA presentations.
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Post by sayhey24 on Jun 19, 2023 15:25:57 GMT -5
Is Retatrutide a "oral" or sbuq drug? "Pfizer CEO Albert Bourla, Ph.D., sees his company being able to compete in a major GLP-1 diabetes and obesity market he believes will be dominated by a need for oral drugs" www.fiercepharma.com/marketing/pfizer-ceo-talks-experimental-oral-glp-1-diabetesobesity-hopeful-90b-lilly-novo-battleI am pretty sure Albert said he believes it to be a $90B market, if its oral. Sure lets focus on Clofazimine and not try and partner to get a piece of this market. Maybe a puff before each meal could get a piece of the market. I still have dreams of Mike picking up his new phone and trying to use it. It's subq. I take all numbers with a pinch of salt. Independent researchers put the GLP-1 market at $50B by 2028. The truth is nobody know and the Pfizer number is their aim for the total market size - but sometimes that market size doesn't pan out (Exubera.) The issue for the oral market is that it doesn't work as well, and it is the previous generation - GLP-1 only. That doesn't mean nobody is chasing it, Novo Nordisk has Rybelsus already on sale, Lilly has orforglipron just exiting phase 2 (this is the one Pfizer is targeting as the competition), and Pfizer has two and it's not sure which to push but neither will hit phase 3 before 2024 at the earliest. None of them come near Retatrutide for weight loss though. As an aside, what is the Pfizer CEO meant to say about GLP-1? We completely screwed the pooch and don't have a GLP-1 on the market? No, switch the message to oral and talk that up - those healthcare conferences are sales pitches to investors and he doesn't have any options. I love it - "The issue for the oral market is that it doesn't work as well, and it is the previous generation - GLP-1 only." No kidding. Pfizer had a 34% drop out rate. Put it on technospshere and I bet we have a new ballgame. Lets hope Mike picked up his brand new phone. I do think Pete was on to something with just using native GLP-1 at mealtime to suppress the appetite. This mealtime "puff" market maybe the right marketing approach for someone like Weight Watchers. I bet if we combine it with CGM remote monitoring for the diet market we might have a winner. Then again - I am a dreamer. I don't want to put words in Alberts mouth. I have a feeling Mike knows him and who knows maybe they will get together at ADA2023. |
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Post by Thundersnow on Jun 23, 2023 12:42:38 GMT -5
Can’t believe MNKD has not released any news. WTF is Castagna doing???
You have LQDA surfing because they have the big boys of Wall Street backing them. WTF
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Post by prcgorman2 on Jun 23, 2023 12:53:52 GMT -5
Can’t believe MNKD has not released any news. WTF is Castagna doing??? You have LQDA surfing because they have the big boys of Wall Street backing them. WTF Do you assume releasing news guarantees increases in stock price?
Sounds like your mood could improve if you bought LQDA. Go for it. Best of luck, sincerely. Won't knock your investing choices.
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Post by agedhippie on Jun 23, 2023 13:39:58 GMT -5
Can’t believe MNKD has not released any news. WTF is Castagna doing??? You have LQDA surfing because they have the big boys of Wall Street backing them. WTF LQDA is a speculative stock, and right now the back of the envelope calculation looks reasonable - they are going to split the DPI market with UTHR and especially the PH-ILD market. |
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Post by sportsrancho on Jun 23, 2023 16:48:45 GMT -5
Yes, press releases pump the stock, although sometimes they don’t last, so they need to be spread out consistently.
That's gets the interest of the institutional investors, then if the press releases keep coming, that gets the interest of the people that make the videos about “What’s up with Mannkind stock.”
That gets the interest of the retail investors ..and guess what, they buy the stock:-))
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Post by porkini on Jun 23, 2023 17:12:13 GMT -5
Yes, press releases pump the stock, although sometimes they don’t last, so they need to be spread out consistently. That's gets the interest of the institutional investors, then if the press releases keep coming, that gets the interest of the people that make the videos about “What’s up with Mannkind stock.” That gets the interest of the retail investors ..and guess what, they buy the stock:-)) I remember back in the day (2014'ish), when I owned TASR (now AXON) instead of MNKD. There were any number of message board folks who seemed to consistently bemoan the fact that TASR had so many press releases and thought the company was pumping. Seems to have worked out fine for TASR/AXON. Me? I decided that investing in a company with an FDA approved novel approach to insulin delivery was a better place for my money. Boy, I should have stuck with my original investment and bought the insulin company today instead. Life should be that easy.  |
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Post by peppy on Jun 23, 2023 17:41:10 GMT -5
Yes, press releases pump the stock, although sometimes they don’t last, so they need to be spread out consistently. That's gets the interest of the institutional investors, then if the press releases keep coming, that gets the interest of the people that make the videos about “What’s up with Mannkind stock.” That gets the interest of the retail investors ..and guess what, they buy the stock:-)) I remember back in the day (2014'ish), when I owned TASR (now AXON) instead of MNKD. There were any number of message board folks who seemed to consistently bemoan the fact that TASR had so many press releases and thought the company was pumping. Seems to have worked out fine for TASR/AXON. Me? I decided that investing in a company with an FDA approved novel approach to insulin delivery was a better place for my money. Boy, I should have stuck with my original investment and bought the insulin company today instead. Life should be that easy. Ah, However you would have missed the opportunity of the fun of this board. And TASR's are a bit hurtful. In the news, TASR can cause heart attacks. |
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ADA 2023
Jun 23, 2023 18:23:30 GMT -5
via mobile
Post by cretin11 on Jun 23, 2023 18:23:30 GMT -5
Can’t believe MNKD has not released any news. WTF is Castagna doing??? You have LQDA surfing because they have the big boys of Wall Street backing them. WTF Do you assume releasing news guarantees increases in stock price?
Sounds like your mood could improve if you bought LQDA. Go for it. Best of luck, sincerely. Won't knock your investing choices. Thundersnow, please be polite and thank gorman for his investing and emotional advice. It’s phenomenal! 😅 |
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Post by agedhippie on Jun 24, 2023 5:04:35 GMT -5
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Post by sayhey24 on Jun 24, 2023 5:39:18 GMT -5
Why are they not good? This seems pretty great and the reason for the large study for 2 hour ppg control. Results: The figure shows in study part 1, TI led to significantly lower post-prandial glucose than AID control for the standardized meal. In study part 2, comparable HbA1c reduction from baseline was observed in all 3 groups. No events of severe hypoglycemia and one episode of diabetic ketoacidosis not related to TI per investigator were reported. Conclusion: This initial evaluation indicates that 1) TI had a more favorable glycemic response for 2 hours after the meal compared to AID control, and 2) HbA1c baseline to 90 days was comparable for the AID and the TI arms without serious safety issues. Adding TI for meals or switching to TI and basal insulin may provide comparable safety and efficacy to AID alone |
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