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Post by cretin11 on Sept 28, 2023 23:40:25 GMT -5
That exponential was qtr over qtr not day over day if thats possible? Not to beat a dead horse, but “exponential” does not fit the situation no matter what units of time are used. But these days it’s likely many people don’t know what the word means anyway… |
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Post by wyattdog on Sept 29, 2023 0:04:10 GMT -5
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Post by letitride on Sept 29, 2023 0:11:48 GMT -5
That exponential was qtr over qtr not day over day if thats possible? Not to beat a dead horse, but “exponential” does not fit the situation no matter what units of time are used. But these days it’s likely many people don’t know what the word means anyway… Did you listen to the call? It looks possible to me. Just with his statement of our fill finish capacity now being 5 to 6 weeks going to 1 week in Qtr 4 would look like exponential growth from Qtr 2 |
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Post by mytakeonit on Sept 29, 2023 0:31:57 GMT -5
prcgorman2 is drinking something stronger than wine. So I guess he'll wake up with a buzz ...
But, that's mytakeonit
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Post by cretin11 on Sept 29, 2023 0:44:34 GMT -5
prcgorman2 is drinking something stronger than wine. So I guess he'll wake up with a buzz ... Then I have another thing in common with him. For me, it’s soju today and it is indeed stronger than wine. Cheers! …or… 건배 !!! |
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Post by jkendra on Sept 29, 2023 6:08:58 GMT -5
prcgorman2 is drinking something stronger than wine. So I guess he'll wake up with a buzz ... Then I have another thing in common with him. For me, it’s soju today and it is indeed stronger than wine. Cheers! …or… 건배 !!!
Soju is a hallucinogen. This makes a lot more sense now. |
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Post by celo on Sept 29, 2023 9:06:10 GMT -5
Maybe the exponent is a decimal.
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Post by prcgorman2 on Sept 29, 2023 10:24:16 GMT -5
Maybe the exponent is a decimal. I love your response. But it's a good technical point.
Using an exponent greater than 1 and less than 2, and keeping it close to 1 like maybe X1.05 could yield a technically correct but semantically embarrassing example of "growing exponentially".
All griping and kidding about using hyperbolic math terms in casual statements aside, I do need to listen to the presentation. Mike's enthusiasm is evident in his choice of words and sounds like it borders on "giddy" so that's probably worth taking the time to listen.
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Post by Clement on Sept 29, 2023 10:33:02 GMT -5
Maybe the exponent is a decimal. I love your response. But it's a good technical point.
Using an exponent greater than 1 and less than 2, and keeping it close to 1 like maybe X1.05 could yield a technically correct but semantically embarrassing example of "growing exponentially".
All griping and kidding about using hyperbolic math terms in casual statements aside, I do need to listen to the presentation. Mike's enthusiasm is evident in his choice of words and sounds like it borders on "giddy" so that's probably worth taking the time to listen.
Exponential growth has exponents that are integers which correspond to each recurring iteration. |
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Post by letitride on Sept 29, 2023 12:16:11 GMT -5
In this Cantor conference Mike mentions he has hired a new marketer and moved marketing from west coast to east coast interesting move. This conference is loaded with info.
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Post by agedhippie on Sept 29, 2023 12:30:37 GMT -5
In this Cantor conference Mike mentions he has hired a new marketer and moved marketing from west coast to east coast interesting move. This conference is loaded with info. That was one of the more interesting bits for me. Mike was explaining why he thought Afrezza hadn't taken off. The chief blocker he and the advisory board see isn't safety but rather it's access. Mike's view is that Medicare fixes that, but I think it's only a partial fix. While it's going to address the people over 65 that leaves all the others who are the bulk of the meal time insulin users. The follow up was that they would put money into physician education to get Afrezza top of mind - my immediate though was what has there sales force been doing to date then? There is the concession that market has been poorly handled to date, hence the new marketer in time for pediatrics next year. |
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Post by sayhey24 on Sept 30, 2023 7:53:50 GMT -5
In this Cantor conference Mike mentions he has hired a new marketer and moved marketing from west coast to east coast interesting move. This conference is loaded with info. That was one of the more interesting bits for me. Mike was explaining why he thought Afrezza hadn't taken off. The chief blocker he and the advisory board see isn't safety but rather it's access. Mike's view is that Medicare fixes that, but I think it's only a partial fix. While it's going to address the people over 65 that leaves all the others who are the bulk of the meal time insulin users. The follow up was that they would put money into physician education to get Afrezza top of mind - my immediate though was what has there sales force been doing to date then? There is the concession that market has been poorly handled to date, hence the new marketer in time for pediatrics next year. I think Mike has learned from his Medicare experience over the last year and now understands the importance of insurance coverage especially if he expects to sell into the T2 market. Since half of the T2s are covered by Medicare that is a huge untapped market for afrezza. As Mike mentioned a few calls back the pre auth process may not go away until 2025. If what I previewed yesterday is correct then Mike was correct and afrezza will still need pre auths for coverage in 2024. The new marketer will have a few new tools to leverage; the kids study; the India study; and the pump switch. The new marketer will have new tools for both the T1 market and the T2 market. I don't view the T2 market as part of the "meal time insulin users". I view that as mainly T1s. To crack the T2 market MNKD will need to redefine how T2 is treated from Day 1 not 10 years after diagnosis. For the T1 market its pretty simple - leverage the kids study and get as many kids on afrezza from day 1. The only issue there is insurance/cost if the trial results are as good as they appear. For the adult T1s on a pump they can do what they want. I think the lesson being learned and what Mike mentioned is they hop from pump to pump trying to get better control but in the end the RAA is too damn slow at meal time regardless of the pump type. Of course with the trial results it will be time to finally submit for FDA label updates later next year. I see they just added a warning to Ozempic about blocked intestines and killing people. The trial results should also provide enough data to start the SoC discussions. Its been a long road and will take another 2 years to start cracking the market but its a well defined path now for T1s and some calculated decisions for the T2s. |
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Post by uvula on Sept 30, 2023 8:24:39 GMT -5
Purchasing VGo seems to have been MC's idea. If MC tries to push Afrezza for T2D it would be equivalent to admitting he was wrong about VGo and no CEO would ever admit they made a bad decision.
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Post by cretin11 on Sept 30, 2023 8:48:54 GMT -5
Would give him credit if he does, but certainly not expecting it.
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Post by prcgorman2 on Sept 30, 2023 11:37:26 GMT -5
V-Go and Afrezza are complimentary I think. Nothing wrong with pushing both and I don’t see that as needing to admit a mistake.
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