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Post by agedhippie on May 1, 2024 18:22:33 GMT -5
Why should Mike care to partner with Clofazimine (outside of an Asia Pacific region partner which is necessary)? Why should he partner for Nintedanib DPI (again, outside of any international partnership)? Why would you want Mike to give away huge percentages of revenue to partners from those two products when we have the capability to go solo and reap all, or majority, of the rewards? That’s how you move the needle. And before you or someone else mentions Afrezza as an example of why, let’s all remember that the SoC for NTM and IPF aren’t red taped like diabetes. There is very few effective treatments and they aren’t that great anyway, right? That’s why they’re in our pipeline. This is exactly what Mike said. The way to riches is not from licensing deals, it's from owning the drug and that is his strategy - identify and develop orphan drugs since by definition it's an under-served market.
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Post by agedhippie on May 1, 2024 18:31:27 GMT -5
... We have ADA2024 happening next month. There seems to be some interesting movement in the industry toward afrezza. If you look at the Inhale-3 speaker lineup its an interesting list. Why after 10 years is this group coming forward and most likely going to say great things about afrezza? They have had 10 years. They are suppose to be experts. My guess is they are going to say nothing new to anyone who has been reading proboards. So why now? ... Why now is the easiest question I have had to answer for a long time. Because there was a decently sized clinical trial so they have data to speak about. There are a lot of things they do and try that the public never gets to hear about because there isn't clinical trial data to support it.
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Post by cretin11 on May 1, 2024 19:47:39 GMT -5
I’d rather have 10% of a watermelon than 100% of a raisin.
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Post by sayhey24 on May 2, 2024 6:42:24 GMT -5
... We have ADA2024 happening next month. There seems to be some interesting movement in the industry toward afrezza. If you look at the Inhale-3 speaker lineup its an interesting list. Why after 10 years is this group coming forward and most likely going to say great things about afrezza? They have had 10 years. They are suppose to be experts. My guess is they are going to say nothing new to anyone who has been reading proboards. So why now? ... Why now is the easiest question I have had to answer for a long time. Because there was a decently sized clinical trial so they have data to speak about. There are a lot of things they do and try that the public never gets to hear about because there isn't clinical trial data to support it. Hmmm. Let me get this straight - all it took was the Inhale-3 study? For 20+ years these experts did not understand the 171, 118 and all the other studies and the NC results in the 171 yet here on proboards we could? Is that right? I thought these were experts not run of the mill endos. Maybe they should be reading Proboards more? I am not buying it. The Inhale-3 results were too predictable since we are using Bill from VDex's "pocket pancreas". I am sticking with my theory that its "the kids" thats really driving this sudden interest. Its going to be really hard stopping the moms. I just saw a post from a mom with two college kids that were on afrezza, came off and went on the Omnipod and are now going back on afrezza. Think of the mom of the 10 year old. These experts are not going to be able to stop the mom's demands. The only thing I think that can stop the moms is cost and insurance denials. However, if we can get some movement on the SoC then we might have just made some progress which then explains all these experts finally discovering "human insulin" which works like pancreatic released "human insulin.
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Post by mango on May 2, 2024 6:57:53 GMT -5
Who are all the experts talking about Afrezza at ADA this year? This is the first I’m seeing this. No mention in the recent earnings call that I remember.
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Post by Clement on May 2, 2024 8:28:34 GMT -5
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Post by agedhippie on May 2, 2024 9:29:52 GMT -5
Why now is the easiest question I have had to answer for a long time. Because there was a decently sized clinical trial so they have data to speak about. There are a lot of things they do and try that the public never gets to hear about because there isn't clinical trial data to support it. Hmmm. Let me get this straight - all it took was the Inhale-3 study? For 20+ years these experts did not understand the 171, 118 and all the other studies and the NC results in the 171 yet here on proboards we could? Is that right? ... Yes. If you don't produce data then nobody has anything to talk about so don't be shocked when you are ignored. The trials you cite show that Afrezza gives worse outcomes than RAA for Type 1, and is better than nothing for Type 2. That was 10 years ago and since then it's been crickets, just occasional tiny studies. Getting publications is not rocket science, you just need data to present.
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Post by agedhippie on May 2, 2024 9:34:56 GMT -5
There is one thing that seems to get overlooked. In Type 1 pediatrics and adults have separate endos, they do not cross over. You switch endos from a pediatric endo to and adult endo when you are about 18 years old. The pediatrics trial will interest the pediatrics endos, but be far less important to the adult endos.
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Post by prcgorman2 on May 2, 2024 9:40:34 GMT -5
If an adolescent T1 has a routine of using Afrezza, I expect it will help an adult endo to pay more attention.
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Post by Clement on May 2, 2024 9:57:09 GMT -5
There is one thing that seems to get overlooked. In Type 1 pediatrics and adults have separate endos, they do not cross over. You switch endos from a pediatric endo to and adult endo when you are about 18 years old. The pediatrics trial will interest the pediatrics endos, but be far less important to the adult endos. Thinking years down the road. A happy Afrezza patient turns 18yo and goes to his new adult endo. What then?
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Post by MnkdWASmyRtrmntPlan on May 2, 2024 10:50:33 GMT -5
There is one thing that seems to get overlooked. In Type 1 pediatrics and adults have separate endos, they do not cross over. You switch endos from a pediatric endo to and adult endo when you are about 18 years old. The pediatrics trial will interest the pediatrics endos, but be far less important to the adult endos. Thinking years down the road. A happy Afrezza patient turns 18yo and goes to his new adult endo. What then? Then, the doctor learns from his new patient that Afrezza has been a game-changer in his/her life. The doctor may also learn from their new patient how to successfully titrate Afrezza. And the doctor becomes another expert Afrezza super-prescriber, who may be one of next year's ADA speakers. ... And another snow-ball roll down a hill, where all the MNKD investors patiently wait at the bottom with their pocket-books open, collecting deposits to the sound of ... cha-ching!
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Post by agedhippie on May 2, 2024 13:11:16 GMT -5
There is one thing that seems to get overlooked. In Type 1 pediatrics and adults have separate endos, they do not cross over. You switch endos from a pediatric endo to and adult endo when you are about 18 years old. The pediatrics trial will interest the pediatrics endos, but be far less important to the adult endos. I probably wasn't very clear there. When they switch to the adult endo there will be a review of the existing treatment, but if Afrezza is working for them the endo is very unlikely to change it. My comment was more along the lines of not expecting the pediatric trial results to have a lot of impact with endos treating adults since there seemed to be an idea that the pediatrics trial could change the adult SoC.
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Post by prcgorman2 on May 2, 2024 13:40:46 GMT -5
There is one thing that seems to get overlooked. In Type 1 pediatrics and adults have separate endos, they do not cross over. You switch endos from a pediatric endo to and adult endo when you are about 18 years old. The pediatrics trial will interest the pediatrics endos, but be far less important to the adult endos. I probably wasn't very clear there. When they switch to the adult endo there will be a review of the existing treatment, but if Afrezza is working for them the endo is very unlikely to change it. My comment was more along the lines of not expecting the pediatric trial results to have a lot of impact with endos treating adults since there seemed to be an idea that the pediatrics trial could change the adult SoC. I've never been to an ADA conference but I assume Irl Hirsch is somewhat of an industry celebrity and might draw attention from endocrinologists regardless of their adult/child specialization, but your point is a good one and I'm glad you educated us about it.
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Post by porkini on May 2, 2024 13:54:17 GMT -5
Pediatric trial questions: 1. Are participants under the care of both the study medical team and their own doctor/endo or just the study team? 2. How many in the trial are in the 16-18 age group that will be taking trial results to a new endo in the next couple of years? 3. Assuming favorable trial results, would a pediatric endo help refer and pass along trial info to an adult endo?
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Post by sayhey24 on May 2, 2024 15:17:21 GMT -5
Who are all the experts talking about Afrezza at ADA this year? This is the first I’m seeing this. No mention in the recent earnings call that I remember. Aged posted this a week or so ago. Its a who's who list of "experts" and Aged said he is really interested in what Carol Levy says. My question is why did it take them 20+ years to discover afrezza when all they had to do is read Proboards? You knew how great afrezza is and so did I. Why did the "expert" Carol not? Aged says its all about the Inhale-3 study when we already had the 171, 118 and a whole bunch of other studies 10+ years ago. I am not buying that but at least we will have them in June saying afrezza is the greatest thing since sliced bread. ADA is in Orlando this year so after seeing Carol and Irl you can pop over and see Mickey. I bet he read Proboards 10 years ago. Symposium - The Efficacy and Safety of Inhaled Insulin Used with Insulin Degludec Compared with Automated Insulin Delivery or Mulitple Daily Insulin Injections in Adults with Type 1 Diabetes—Results of the INHALE-3 Randomized Trial (Includes Livestream) Sat, Jun 22 W320 (Chapin Theater) 8:00am - 9:30am (Eastern) Symposium - Chair Roy W Beck Presentation Symposium - Inhaled Insulin’s History and Study Rationale 8:00am-8:10am Jun 22 (Eastern) Halis K Akturk Presentation Symposium - Study Methods and Participant Baseline Characteristics 8:10am-8:20am Jun 22 (Eastern) Yogish C Kudva Presentation Symposium - Study Results I—Comparison of Inhaled Insulin vs. Rapid-Acting Analogue Insulin in Users of Automated Insulin Delivery or Multiple Daily Insulin Injections during Standardized In-Clinic Meal Challenges 8:20am-8:30am Jun 22 (Eastern) Ruth S Weinstock Presentation Symposium - Study Results II—Primary Efficacy, Safety, and Quality of Life Outcomes 8:30am-8:40am Jun 22 (Eastern) Carol J Levy Presentation Symposium - Study Results III—Effect of Inhaled Insulin-Degludec Compared with Automated Insulin Delivery and in Subgroups According to Participant Characteristics 8:40am-8:50am Jun 22 (Eastern) Grazia Aleppo Presentation Symposium - Critique of Study Design and Results 8:50am-9:00am Jun 22 (Eastern) Irl B Hirsch Presentation Symposium - Use of Inhaled Insulin in Clinical Practice 9:00am-9:10am Jun 22 (Eastern) Thomas Blevins Presentation Symposium - Question and Discussion Period 9:10am-9:30am Jun 22 (Eastern)
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