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Post by peppy on Nov 7, 2023 18:25:06 GMT -5
I saw Mike C on this board this am. One of the slides Mike had for the Earnings call was, "GLP-1's are not impacting Afrezza." What he needs to outline is HOW is afrezza going to leverage the GLP1. GLP1 are huge and not for BG control. He needs to make GLP1 and afrezza like peanut butter and jelly. He is also sitting on TS and we know Peter Richardson had great success with TS and native GLP1. With Saxenda coming off patent June 2024 I would hope for an announcement July 1. I see what you are saying NOW. Sayhey, that is one expensive peanut butter and jelly sandwich. Something like the whole GDP, if all type 2's were treated. |
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Post by sayhey24 on Nov 7, 2023 18:46:50 GMT -5
What he needs to outline is HOW is afrezza going to leverage the GLP1. GLP1 are huge and not for BG control. He needs to make GLP1 and afrezza like peanut butter and jelly. He is also sitting on TS and we know Peter Richardson had great success with TS and native GLP1. With Saxenda coming off patent June 2024 I would hope for an announcement July 1. I see what you are saying NOW. Sayhey, that is one expensive peanut butter and jelly sandwich. Something like the whole GDP, if all type 2's were treated. He needs to get ready for 2025 when he said afrezza would get Medicare coverage without pre auths. That would be $35 for afrezza which is not bad. Even if they are paying out of pocket its $99 thats not too bad. The reality is 80% stop using the GLP1 by 1 year but they still need blood glucose control. Even now if people knew about the $99 program thats not too bad especially if the PWDs are paying $1200 for the GLP1. Mike mentioned today its taking 7 years until the PWD is getting the GLP1 with the current SoC. Lets get GLP1 plus afrezza as step 1 and skip the lost time with metformin. |
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Post by peppy on Nov 7, 2023 18:59:24 GMT -5
I see what you are saying NOW. Sayhey, that is one expensive peanut butter and jelly sandwich. Something like the whole GDP, if all type 2's were treated. He needs to get ready for 2025 when he said afrezza would get Medicare coverage without pre auths. That would be $35 for afrezza which is not bad. Even if they are paying out of pocket its $99 thats not too bad. The reality is 80% stop using the GLP1 by 1 year but they still need blood glucose control. Even now if people knew about the $99 program thats not too bad especially if the PWDs are paying $1200 for the GLP1. Mike mentioned today its taking 7 years until the PWD is getting the GLP1 with the current SoC. Lets get GLP1 plus afrezza as step 1 and skip the lost time with metformin.Sayhey, the powers that be will never give up metformin. It's a step drug, step 1. $4.00/month. You know how the powers that be like their steps. You know insurance makes more money with denials. |
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Post by celo on Nov 7, 2023 19:39:21 GMT -5
10k patients Tyvaso DPI = 250-300 million revs.
We are at 33 million so 4-5k patients for the last quarter.
Really like to see that at the 7k -10k amount we are expected to do by the end of 2023. That would be 60 to 70 million revs for the quarter. I was hoping to see something close to that this quarter.
But 25k -35k in patients for 2024 is 625 - 900 million on the low side of the estimate. That's 150 - 225 a quarter! One can only dream. At a billion market cap that would be ridiculous.
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Post by sayhey24 on Nov 7, 2023 19:48:45 GMT -5
He needs to get ready for 2025 when he said afrezza would get Medicare coverage without pre auths. That would be $35 for afrezza which is not bad. Even if they are paying out of pocket its $99 thats not too bad. The reality is 80% stop using the GLP1 by 1 year but they still need blood glucose control. Even now if people knew about the $99 program thats not too bad especially if the PWDs are paying $1200 for the GLP1. Mike mentioned today its taking 7 years until the PWD is getting the GLP1 with the current SoC. Lets get GLP1 plus afrezza as step 1 and skip the lost time with metformin.Sayhey, the powers that be will never give up metformin. It's a step drug, step 1. $4.00/month. You know how the powers that be like their steps. You know insurance makes more money with denials. Peppy - hope springs eternal. One day maybe the doctors will learn and do the right thing. Part of the problem is many do not know what the right the way to treat a new PWD is. They sure are not getting it in medical school. On the other hand others want the 3 month check-up and not the annual. I remember how Richard Bernstein use to get kicked out of the medical meetings when he was first pushing the glucose meter because the doctors wanted the monthly check-up to do the blood test. Back when Ralph DeFronzo was pushing metformin there were not many options. You had the sulfonylureas or insulin shots. Metformin helped delay sulfonylureas which delayed having the PWD take shots. Its a different world now. Maybe VDex can change the world with Bill's new approach. |
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Post by peppy on Nov 7, 2023 19:57:24 GMT -5
Sayhey, the powers that be will never give up metformin. It's a step drug, step 1. $4.00/month. You know how the powers that be like their steps. You know insurance makes more money with denials. Peppy - hope springs eternal. One day maybe the doctors will learn and do the right thing. Part of the problem is many do not know what the right the way to treat a new PWD is. They sure are not getting it in medical school. On the other hand others want the 3 month check-up and not the annual. I remember how Richard Bernstein use to get kicked out of the medical meetings when he was first pushing the glucose meter because the doctors wanted the monthly check-up to do the blood test. Back when Ralph DeFronzo was pushing metformin there were not many options. You had the sulfonylureas or insulin shots. Metformin helped delay sulfonylureas which delayed having the PWD take shots. Its a different world now. Maybe VDex can change the world with Bill's new approach. I am not arguing with you. I have become cynical, Perhaps we have been incorrect in our thinking. If what is desired is a repeat customer.....One other thing about metformin. For $4.00 a month diabetic can be added to your problem list. . |
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Post by longliner on Nov 7, 2023 20:02:51 GMT -5
10k patients Tyvaso DPI = 250-300 million revs. We are at 33 million so 4-5k patients for the last quarter. Really like to see that at the 7k -10k amount we are expected to do by the end of 2023. That would be 60 to 70 million revs for the quarter. I was hoping to see something close to that this quarter. But 25k -35k in patients for 2024 is 625 - 900 million on the low side of the estimate. That's 150 - 225 a quarter! One can only dream. At a billion market cap that would be ridiculous. That, is it. |
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Post by peppy on Nov 7, 2023 20:10:54 GMT -5
10k patients Tyvaso DPI = 250-300 million revs. We are at 33 million so 4-5k patients for the last quarter. Really like to see that at the 7k -10k amount we are expected to do by the end of 2023. That would be 60 to 70 million revs for the quarter. I was hoping to see something close to that this quarter. But 25k -35k in patients for 2024 is 625 - 900 million on the low side of the estimate. That's 150 - 225 a quarter! One can only dream. At a billion market cap that would be ridiculous. celo wrote, Midcap had to begin buy down as of Sept 1. We have had 1 month of buy down of the loan in the third quarter which amounted to 1,667,000 in the CASH FLOWS and FINANCING LIABILITIES. This will be a quarterly draw of 5 million or 20 million annually for the next 2 years. |
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Post by longliner on Nov 7, 2023 20:13:49 GMT -5
10k patients Tyvaso DPI = 250-300 million revs. We are at 33 million so 4-5k patients for the last quarter. Really like to see that at the 7k -10k amount we are expected to do by the end of 2023. That would be 60 to 70 million revs for the quarter. I was hoping to see something close to that this quarter. But 25k -35k in patients for 2024 is 625 - 900 million on the low side of the estimate. That's 150 - 225 a quarter! One can only dream. At a billion market cap that would be ridiculous. celo wrote, Midcap had to begin buy down as of Sept 1. We have had 1 month of buy down of the loan in the third quarter which amounted to 1,667,000 in the CASH FLOWS and FINANCING LIABILITIES. This will be a quarterly draw of 5 million or 20 million annually for the next 2 years. Chump change. |
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Post by shake34 on Nov 7, 2023 20:18:01 GMT -5
Steve B. said next 3 to 4 quarters we would be right around breakeven. I don't understand why. Our revenues should continue to increase every quarter so why won't profits increase also? I get expenses go up with more volume but it shouldn't be a wash.
I did hear him say there could be exchange issue with paying for insulin which could be difference of couple mil. I've seen some predictions we will be around 60 mil in revs for 4th quarter, I hope we're better than break even at 60.
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Post by ktim on Nov 7, 2023 20:33:04 GMT -5
Steve B. said next 3 to 4 quarters we would be right around breakeven. I don't understand why. Our revenues should continue to increase every quarter so why won't profits increase also? I get expenses go up with more volume but it shouldn't be a wash. I did hear him say there could be exchange issue with paying for insulin which could be difference of couple mil. I've seen some predictions we will be around 60 mil in revs for 4th quarter, I hope we're better than break even at 60. Seem like they are likely planning spending on pipeline and studies. They likely have lots of things they'd like to do, and do faster, but are prioritizing and pacing so that they hover right around breakeven in order to develop a sense of financial stability with roughly neutral cash flow for institutional investors. |
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Post by biffn on Nov 7, 2023 20:37:18 GMT -5
I thought it was fascinating that they complained about the recent share price movement. Was that a hint that they are taking it to the SEC?
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Post by longliner on Nov 7, 2023 20:44:16 GMT -5
I thought it was fascinating that they complained about the recent share price movement. Was that a hint that they are taking it to the SEC? South Korea? Now wouldn't that be a shock! At least to some folks here.  |
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Post by peppy on Nov 7, 2023 21:00:59 GMT -5
Steve B. said next 3 to 4 quarters we would be right around breakeven. I don't understand why. Our revenues should continue to increase every quarter so why won't profits increase also? I get expenses go up with more volume but it shouldn't be a wash. I did hear him say there could be exchange issue with paying for insulin which could be difference of couple mil. I've seen some predictions we will be around 60 mil in revs for 4th quarter, I hope we're better than break even at 60. wrote; Midcap had to begin buy down as of Sept 1. We have had 1 month of buy down of the loan in the third quarter which amounted to 1,667,000 in the CASH FLOWS and FINANCING LIABILITIES. This will be a quarterly draw of 5 million or 20 million annually for the next 2 years. mnkd.proboards.com/post/256911Steve B handles interest expensive. I would enjoy seeing him work a calculator. Hopefully Steve will get rid of the debt. |
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Post by shake34 on Nov 7, 2023 21:10:40 GMT -5
Steve B. said next 3 to 4 quarters we would be right around breakeven. I don't understand why. Our revenues should continue to increase every quarter so why won't profits increase also? I get expenses go up with more volume but it shouldn't be a wash. I did hear him say there could be exchange issue with paying for insulin which could be difference of couple mil. I've seen some predictions we will be around 60 mil in revs for 4th quarter, I hope we're better than break even at 60. wrote; Midcap had to begin buy down as of Sept 1. We have had 1 month of buy down of the loan in the third quarter which amounted to 1,667,000 in the CASH FLOWS and FINANCING LIABILITIES. This will be a quarterly draw of 5 million or 20 million annually for the next 2 years. mnkd.proboards.com/post/256911Steve B handles interest expensive. I would enjoy seeing him work a calculator. Hopefully Steve will get rid of the debt. I did see that and I thought they were paying that with shares. If not why the increase in shares? |
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