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Post by mango on Mar 5, 2024 12:07:14 GMT -5
A1c is a proxy and not an accurate reflection of glucose homeostasis. RAAs may give a great low A1c number but what they don't tell you is it was at the expense of significant hypos. Hypos dramatically lower A1c. This is one primary reason why A1c is an outdated gold standard metric. It doesn't tell you anything useful other than an average number. This is why TIR is the new Gold Standard. TIR is the most common sense measurement of glucose homeostasis in the person with diabetes.
Afrezza doesn't cause hypos like RAAs do which is often times why you may see the RAAs have a "lower" A1c compared to Afrezza but the TIR is all over the place with RAAs and the number of hypos is significantly more (hypos=lower A1c).
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Post by Clement on Mar 5, 2024 14:23:36 GMT -5
Binder said on the earnings call: "Collaborations and services revenue for the 2023 full year period was $53 million, an increase of 90% versus 2022, which was primarily due to the start of commercial manufacturing in the second quarter of 2022, and the increase in production and sales of Tyvaso DPI semi-finished product to United Therapeutics in 2023."
What does UT do with semi-finished product?
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Post by peppy on Mar 5, 2024 14:27:06 GMT -5
Binder said on the earnings call: "Collaborations and services revenue for the 2023 full year period was $53 million, an increase of 90% versus 2022, which was primarily due to the start of commercial manufacturing in the second quarter of 2022, and the increase in production and sales of Tyvaso DPI semi-finished product to United Therapeutics in 2023." What does UT do with semi-finished product? By memory and just a guess, Martine took the quality assurance in house. (?) |
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Post by prcgorman2 on Mar 5, 2024 14:56:44 GMT -5
Binder said on the earnings call: "Collaborations and services revenue for the 2023 full year period was $53 million, an increase of 90% versus 2022, which was primarily due to the start of commercial manufacturing in the second quarter of 2022, and the increase in production and sales of Tyvaso DPI semi-finished product to United Therapeutics in 2023." What does UT do with semi-finished product? I assumed packaging and shipment to distribution. |
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Post by sayhey24 on Mar 5, 2024 17:40:30 GMT -5
The first CGMs came out around 1999. Minimed was somehow involved in CGMs. Medtronic bought Minimed in 2001. Because of the time frame, it is extremely likely that Dr. Mann was involved in the early development of CGMs even if he didn't technically invent them. Before today I thought Minimed just did pumps so I learned something. Sorry to derail the thread. Back to the full year results... As I said Al Mann invented the CGM. Kevin Sayer was Al's accountant and is now CEO of Dexcom. He also "perfected" the solar panel which was invented at Bell labs but the geniuses there could not get the arrays to stop burning up so the government asked the genius of geniuses to solve the problem. His company is still around Spectrolabs - here is a picture of Al from 1956 www.spectrolab.com/company.html#historySpeaking of Dexcom they had an interesting PR today about ATTD finance.yahoo.com/news/dexcom-showcases-leadership-aid-power-080000213.htmlI seems they are finally starting to look at the T2 market so they did a GLP1 study. Mike needs to pick up the phone and give Kevin a call to do the study Mike mentioned on the last call adding afrezza to GLP1s. DXCM would be able to tell a hell of a lot better story adding afrezza and the value of CGMs with afrezza and GLPs than just the GLPs alone. Then again as long as the PBMs are blockading afrezza the T2s won't be able to afford it no matter how great it is. Maybe DXCM could bundle a month supply of afrezza with 2 sensors and a buy 1 get one free Big Mac coupon. They could call it the "T2 bundle box". |
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Post by agedhippie on Mar 5, 2024 18:15:32 GMT -5
... Speaking of Dexcom they had an interesting PR today about ATTD finance.yahoo.com/news/dexcom-showcases-leadership-aid-power-080000213.htmlI seems they are finally starting to look at the T2 market so they did a GLP1 study. Mike needs to pick up the phone and give Kevin a call to do the study Mike mentioned on the last call adding afrezza to GLP1s. DXCM would be able to tell a hell of a lot better story adding afrezza and the value of CGMs with afrezza and GLPs than just the GLPs alone. ... Dexcom are already covered for insulin using T2, they want to get it for non-insulin users as well now. Adding insulin to GLP-1 would defeat that aim. |
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Post by peppy on Mar 5, 2024 18:29:52 GMT -5
... Speaking of Dexcom they had an interesting PR today about ATTD finance.yahoo.com/news/dexcom-showcases-leadership-aid-power-080000213.htmlI seems they are finally starting to look at the T2 market so they did a GLP1 study. Mike needs to pick up the phone and give Kevin a call to do the study Mike mentioned on the last call adding afrezza to GLP1s. DXCM would be able to tell a hell of a lot better story adding afrezza and the value of CGMs with afrezza and GLPs than just the GLPs alone. ... Dexcom are already covered for insulin using T2, they want to get it for non-insulin users as well now. Adding insulin to GLP-1 would defeat that aim. aged, I have a question. March 5 (Reuters) - The U.S. Food and Drug Administration (FDA) has cleared the use of Dexcom's device, making it the first continuous glucose monitor to be available over the counter, the health regulator said on Tuesday. Dexcom's device, known as Stelo, www.dexcom.com/en-us/stelo. It takes me to a G6 or G7? Are the over the counter continuous glucose monitors a G6 or G7 being marketed under Stelo? thoughts? . |
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Post by sayhey24 on Mar 5, 2024 18:37:37 GMT -5
... Speaking of Dexcom they had an interesting PR today about ATTD finance.yahoo.com/news/dexcom-showcases-leadership-aid-power-080000213.htmlI seems they are finally starting to look at the T2 market so they did a GLP1 study. Mike needs to pick up the phone and give Kevin a call to do the study Mike mentioned on the last call adding afrezza to GLP1s. DXCM would be able to tell a hell of a lot better story adding afrezza and the value of CGMs with afrezza and GLPs than just the GLPs alone. ... Dexcom are already covered for insulin using T2, they want to get it for non-insulin users as well now. Adding insulin to GLP-1 would defeat that aim. You are correct but how many T2s are on insulin? They want to expand Medicare coverage for non-insulin T2s early in the diagnosis because afrezza is blockaded. A CGM with a GLP or even a basal is more like trying to control the spikes by looking in the rear view mirror. As they said in the release "We also continue to see studies confirm that whilst GLP1s are an effective initial treatment for those living with Type 2 diabetes the use of Dexcom CGM can strengthen their impact and provide an alternative for sustained long-term metabolic health improvement. The bottom line is GLPs can't do what afrezza can so bundle them. Maybe I should copyright the "T2 Bundle Box". If afrezza was not blockaded Sayer would be all over promoting afrezza in the T2 Medicare world to sell more CGMs. Then again so would Robert Ford. |
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Post by sayhey24 on Mar 5, 2024 18:40:18 GMT -5
Dexcom are already covered for insulin using T2, they want to get it for non-insulin users as well now. Adding insulin to GLP-1 would defeat that aim. aged, I have a question. March 5 (Reuters) - The U.S. Food and Drug Administration (FDA) has cleared the use of Dexcom's device, making it the first continuous glucose monitor to be available over the counter, the health regulator said on Tuesday. Dexcom's device, known as Stelo, www.dexcom.com/en-us/stelo. It takes me to a G6 or G7? Are the over the counter continuous glucose monitors a G6 or G7 being marketed under Stelo? thoughts? . Its a new product for T2s - the Stelo. Its coming this summer. I don't know price. www.pharmacytimes.com/view/fda-clears-first-otc-continuous-glucose-monitoring-dexcom-stelo-glucose-biosensor-system |
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Post by peppy on Mar 5, 2024 18:55:50 GMT -5
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Post by sayhey24 on Mar 5, 2024 19:03:29 GMT -5
The picture is here with the new logo - www.dexcom.com/en-us/steloThey have a sign-up page if you want to get info as its available. I know the one guy in the press release so I am going to see if I can get one early but if not I am getting one as soon as its publicly available. What are the diet companies besides Ro and levels? There are going to be a ton more of these diet companies now. Too bad afrezza is not available for them. The FDA just made the market for afrezza in the T2 space. |
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Post by mango on Mar 5, 2024 19:05:14 GMT -5
if it’s an OTC glucose sensor then anyone can buy one. I’ll probably get one if it’s not too expensive
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Post by peppy on Mar 5, 2024 19:05:26 GMT -5
yes, so back to my question.... Is it a G6 or G7 under a different name for over the counter sale? |
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Post by sayhey24 on Mar 5, 2024 19:09:18 GMT -5
yes, so back to my question.... Is it a G6 or G7 under a different name for over the counter sale? Its neither. Its a new product. It does not provide features like alerting for hypos. Its is not FDA approved for T1s. Here is the problem. Few doctors currently have T2s check their blood, at all. When I have gone to T2 educational sessions and I take a survey of how many check their blood on a daily basis maybe 10% do. I always get the same answer - my doctor never told me to. Doctors and BP are not going to want T2s using the Stelo and getting their AGP and then and raising questions about the post meal spike and telling the doctor metformin and the GLP do nothing to stop the spike. |
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Post by mango on Mar 5, 2024 19:12:49 GMT -5
Irl Hirsch has a paper coming out in Diabetes Technology and Therapeutics titled: Should we Bury the HbA1c?
Fascinating title for a paper.
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