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Post by uvula on Aug 10, 2024 16:48:39 GMT -5
1. MC better reach out to them immediately.
2. I wonder how many other diabetes coaching clinics are out there. We are all aware of Vdex but there could be others doing similar things.
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Post by agedhippie on Aug 10, 2024 19:15:17 GMT -5
... I constantly wonder when will our healthcare model move away from favoring treatment and start working toward prevention? Sounds like a VDEX type approach, without the doctors or focus no medication. She really underscored what we on this board already know, which is T-1s do not get the education they really need from the current healthcare system to combat this disease. ... This New York Times article is well worth reading: In the Treatment of Diabetes, Success Often Does Not Payhis article is a bit old now, but still valid. It describes how the diabetes clinics in New York largely died. At core the insurers do not reimburse the hospital systems at a rate that covers their costs. The insurers don't believe they will be holding the baby when the music stops so there is no incentive to pay. |
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Post by olebob1 on Aug 11, 2024 17:43:45 GMT -5
Dylan Ratigan (former CNBC host who became famous from his 2008 banking crisis rant) hosts a program on YouTube called Bootstrapping and today his guest was Lauren Bongiorno from Riley Health. It was a very interesting conversation about coaching people with Type 1. Ridley Health is a healthcare group that coaches people with T1. They have a list of 42 factors that they coach on. She claimed that less than 21% of Type 1s have an A1c below 7 and they are able to triple that number with their patients. Amazingly, only 2 insurance companies cover their coaching and even at that they cover less than 50% of the cost of the program. If Riley achieves the results she claims, I find it utterly ridiculous that insurance companies wouldn't be beating a path to their door as it would save them money in the long run. I guess what insurance companies are saying is they have no way of quantifying how much they won't payout in benefits if 2x the number of people on their plans with Type 1 consistently had an A1c below 7. I constantly wonder when will our healthcare model move away from favoring treatment and start working toward prevention? Sounds like a VDEX type approach, without the doctors or focus no medication. She really underscored what we on this board already know, which is T-1s do not get the education they really need from the current healthcare system to combat this disease. Also of note is that only once during the entire program did she mention medicating with insulin, which surprised me. I would bet dollars to donuts Riley probably knows very little about Afrezza. For those interested in watching here is the link - www.tastylive.com/episodes/240809_bootstrapping-with-dylan-ratigan-- (Corrected the link to be just this episode)Their Website is Risleyheath.com The web site is very good. I look them up on Reddit r/diabetes_t1. Some sceptics that did not do the course because of expense, about $3,500. One individual that did take the course was extremely positive. See below. "I'm newly T1D and decided to try the Risely DCB program after learning about it from my pump manufacturer, Omnipod. I could not be happier to have put my money into this program. I learned BEYOND anything my diabetic educator or diabetic dietitian has taught me, which should be concerning to the healthcare system honestly. So while those were covered by insurance I wasn't getting much value out of them. Risely is not in any way an MLM or associated as one, you don't become a coach or recruit anyone through their programs. They are a sophisticated group of coaches and T1 diabetics that have created an extremely supportive and truly life changing program. My A1C decreased after the program but more importantly I now have so many tools to take on T1D with any life changes that go along with having this chronic illness. I opted to do 1:1 coaching after the 3 month group coaching program after uncovering some areas I needed more help with around my diabetes management. It's an investment for their services but one that is in yourself and the freedom around living with T1D. I will be forever grateful to Lauren and the team for what they have done and offer as coaches and a community. It's next level!!!! When you call them, just be honest that you feel this way about it and I'm sure they will be more than willing to talk you through those fears. Good luck and keep going, T1D is so hard but there is actual help and community out there <3" |
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Post by olebob1 on Aug 11, 2024 17:47:01 GMT -5
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Post by olebob1 on Aug 11, 2024 17:47:50 GMT -5
Dylan Ratigan (former CNBC host who became famous from his 2008 banking crisis rant) hosts a program on YouTube called Bootstrapping and today his guest was Lauren Bongiorno from Riley Health. It was a very interesting conversation about coaching people with Type 1. Ridley Health is a healthcare group that coaches people with T1. They have a list of 42 factors that they coach on. She claimed that less than 21% of Type 1s have an A1c below 7 and they are able to triple that number with their patients. Amazingly, only 2 insurance companies cover their coaching and even at that they cover less than 50% of the cost of the program. If Riley achieves the results she claims, I find it utterly ridiculous that insurance companies wouldn't be beating a path to their door as it would save them money in the long run. I guess what insurance companies are saying is they have no way of quantifying how much they won't payout in benefits if 2x the number of people on their plans with Type 1 consistently had an A1c below 7. I constantly wonder when will our healthcare model move away from favoring treatment and start working toward prevention? Sounds like a VDEX type approach, without the doctors or focus no medication. She really underscored what we on this board already know, which is T-1s do not get the education they really need from the current healthcare system to combat this disease. Also of note is that only once during the entire program did she mention medicating with insulin, which surprised me. I would bet dollars to donuts Riley probably knows very little about Afrezza. For those interested in watching here is the link - www.tastylive.com/episodes/240809_bootstrapping-with-dylan-ratigan-- (Corrected the link to be just this episode)Their Website is Risleyheath.com The web site is very good. I look them up on Reddit r/diabetes_t1. Some sceptics that did not do the course because of expense, about $3,500. One individual that did take the course was extremely positive. See below. "I'm newly T1D and decided to try the Risely DCB program after learning about it from my pump manufacturer, Omnipod. I could not be happier to have put my money into this program. I learned BEYOND anything my diabetic educator or diabetic dietitian has taught me, which should be concerning to the healthcare system honestly. So while those were covered by insurance I wasn't getting much value out of them. Risely is not in any way an MLM or associated as one, you don't become a coach or recruit anyone through their programs. They are a sophisticated group of coaches and T1 diabetics that have created an extremely supportive and truly life changing program. My A1C decreased after the program but more importantly I now have so many tools to take on T1D with any life changes that go along with having this chronic illness. I opted to do 1:1 coaching after the 3 month group coaching program after uncovering some areas I needed more help with around my diabetes management. It's an investment for their services but one that is in yourself and the freedom around living with T1D. I will be forever grateful to Lauren and the team for what they have done and offer as coaches and a community. It's next level!!!! When you call them, just be honest that you feel this way about it and I'm sure they will be more than willing to talk you through those fears. Good luck and keep going, T1D is so hard but there is actual help and community out there <3" |
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Post by prcgorman2 on Aug 13, 2024 8:24:39 GMT -5
I thought of another reason for MannKind to consider partnering with Boehringer-Ingelheim on nintedanib DPI (could be known as Ofev DPI).
This was probably obvious to many others but it hit home for me yesterday after a short conversation with an attorney who knows a thing or two about drug company litigation, and who said something along the lines of "drug companies routinely file (suit) when an FDA decision doesn't go there way either to permit sales or prevent sales of a drug".
I immediately thought of LQDA's situtation vis-a-vis UTHR. LQDA had the option of being purchased by UTHR but turned it down. Many believe LQDA will ultimately prevail but it is worth remembering we're in mid-August for an approval that was thought to come in January and there's plenty of courtroom hi-jinks left to play out. It is almost hard to imagine MNKD will avoid similar difficulties.
Regardless, if nintedanib DPI Phase 1 results show it works significantly better than Ofev oral, MannKind will be in a much better position to negotiate as compared to the Tyvaso DPI deal they made with United Therapeutics. And, while LQDA is burning through cash and holding on for a small portion of the market for their Yutrepia product, MannKind is no longer "holding on" and is in a superior situation both with respect to negotiating or holding out like LQDA, and their drug (nintedanib DPI) being capable of taking the lion's share of the market that is currently served by Ofev and predicted to be $7B+ by 2030.
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Post by agedhippie on Aug 13, 2024 8:55:32 GMT -5
I thought of another reason for MannKind to consider partnering with Boehringer-Ingelheim on nintedanib DPI (could be known as Ofev DPI). This was probably obvious to many others but it hit home for me yesterday after a short conversation with an attorney who knows a thing or two about drug company litigation, and who said something along the lines of "drug companies routinely file (suit) when an FDA decision doesn't go there way either to permit sales or prevent sales of a drug". ... I expect Boehringer-Ingelheim to wait until nearer launch before they sue. I would also watch for spurious patents like the UTHR '327 patent coming from Boehringer-Ingelheim to protect and extend the Ofev exclusivity and provide the basis for more frivolous suits. Basically the BP playbook that UTHR is using with LQDA. |
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Post by cppoly on Aug 13, 2024 9:47:32 GMT -5
Aged, speaking of UTHR / LQDA, what's the latest from your perspective? It really is amazing that we are coming up on an 8 month delay for Yutrepia (hey I'm not complaining). It seems every time there's some general consensus that it'll be approved within a week, that week turns into several months. So..... what's the latest and greatest??
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Post by prcgorman2 on Aug 13, 2024 10:57:04 GMT -5
I thought of another reason for MannKind to consider partnering with Boehringer-Ingelheim on nintedanib DPI (could be known as Ofev DPI). This was probably obvious to many others but it hit home for me yesterday after a short conversation with an attorney who knows a thing or two about drug company litigation, and who said something along the lines of "drug companies routinely file (suit) when an FDA decision doesn't go there way either to permit sales or prevent sales of a drug". ... I expect Boehringer-Ingelheim to wait until nearer launch before they sue. I would also watch for spurious patents like the UTHR '327 patent coming from Boehringer-Ingelheim to protect and extend the Ofev exclusivity and provide the basis for more frivolous suits. Basically the BP playbook that UTHR is using with LQDA. Good point about "spurious patents". There was a similar legal-gamesmanship comment made by the attorney. |
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Post by ryster505 on Aug 13, 2024 11:15:00 GMT -5
I thought of another reason for MannKind to consider partnering with Boehringer-Ingelheim on nintedanib DPI (could be known as Ofev DPI). This was probably obvious to many others but it hit home for me yesterday after a short conversation with an attorney who knows a thing or two about drug company litigation, and who said something along the lines of "drug companies routinely file (suit) when an FDA decision doesn't go there way either to permit sales or prevent sales of a drug". ... I expect Boehringer-Ingelheim to wait until nearer launch before they sue. I would also watch for spurious patents like the UTHR '327 patent coming from Boehringer-Ingelheim to protect and extend the Ofev exclusivity and provide the basis for more frivolous suits. Basically the BP playbook that UTHR is using with LQDA. Aged, how does it compare re: UT/Liq as Ofev is NOT dpi? I see how United is fighting liquids against identical delivery/makeup etc. Not sure how Boeringher would compare to Mannkind techno. |
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Post by agedhippie on Aug 13, 2024 16:37:57 GMT -5
I expect Boehringer-Ingelheim to wait until nearer launch before they sue. I would also watch for spurious patents like the UTHR '327 patent coming from Boehringer-Ingelheim to protect and extend the Ofev exclusivity and provide the basis for more frivolous suits. Basically the BP playbook that UTHR is using with LQDA. Aged, how does it compare re: UT/Liq as Ofev is NOT dpi? I see how United is fighting liquids against identical delivery/makeup etc. Not sure how Boeringher would compare to Mannkind techno. They don't need a valid case they just need a case (see UTHR). This is about delaying, not winning, to the point where MNKD either go away, or pay to be allowed to play. The best result here would be if BI decide that they don't care about this market and just let it go. The down side is that they would not do that if the market was significant (again, see UTHR). |
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Post by agedhippie on Aug 13, 2024 16:55:21 GMT -5
Aged, speaking of UTHR / LQDA, what's the latest from your perspective? It really is amazing that we are coming up on an 8 month delay for Yutrepia (hey I'm not complaining). It seems every time there's some general consensus that it'll be approved within a week, that week turns into several months. So..... what's the latest and greatest?? That letter should be the three day warning the FDA was required to give the court so look for a PR Friday It is likely to be at least a partial yes. I think the PAH indication is pretty much certain, and the that the PH-ILD indication is likely but not certain (a SWAG in the region of 90%?) If it is an approval, and the court doesn't issue an injunction, then I would expect LQDA to immediately start selling since there would be no legal restriction. They have sales staff visiting the major clinics already so i would expect a short transition. This will be fun to watch as there is going to be a mad scramble to get out of short positions. Usually there is a bit of time to unwind these positions so it's not to bad, but in this case they must be out by the end of Friday so they have to get clear in three days. |
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Post by Clement on Aug 14, 2024 7:06:29 GMT -5
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Post by cretin11 on Aug 14, 2024 7:30:27 GMT -5
Seems like a great addition to the Board. Probably a number of current members who could be “upgraded” so it would be nice to see more news releases of this nature.
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Post by mymann on Aug 14, 2024 9:05:38 GMT -5
Kent retirement must be bad news. Sp below 5.
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