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Post by cppoly on May 16, 2024 10:03:37 GMT -5
What impact does the Inhale-3 17 week data readout at the ADA have on the SP?
What is a potential best case readout and what impact would that have?
Thanks
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Post by sayhey24 on May 16, 2024 12:00:20 GMT -5
What impact does the Inhale-3 17 week data readout at the ADA have on the SP? What is a potential best case readout and what impact would that have? Thanks Not much on SP. This presentation is more about changing how the diabetes community views afrezza and laying the ground work for SoC changes. We may not have the 1927 Yankee lineup doing the presentation but its pretty good. |
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Post by ktim on May 16, 2024 12:10:38 GMT -5
I doubt there would be any results that would make it impossible for insurance companies to leave Afrezza off formularies, and if it is possible for them to do so they will continue to. So, I don't think that would impact the SP in any meaningful sustainable way. If there is some spike, probably an opportunity to sell and then buy back lower.
Readout will likely show that Afrezza is an effective insulin that is faster than alternatives. No real surprises positive or negative.
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Post by prcgorman2 on May 17, 2024 15:13:43 GMT -5
What impact does the Inhale-3 17 week data readout at the ADA have on the SP? What is a potential best case readout and what impact would that have? Thanks The impact on the share price is unknown.
The goal of the ADA conference as I understand it is to make a credible pitch for Afrezza by endocrinologists for endocrinologists.
MannKind appears to have invested substantially to acquire floor space, booth, advertising, and of course the presentations that make up the mini-symposium "readout" of the data they've been collecting as a result of their Inhale-3 trial.
Endocrinologists are the diabetes treatment subject matter experts amongst medical professionals. Last I checked there were ~4,000 practicing endocrinologists in the US (as compared to ~225,000 primary care physicians). More than 12,000 physicians, scientists, and healthcare professionals may attend ADA. (That was the number published for the 2023 Scientific Sessions.) If even 400 of the 12,000 are U.S. endocrinologists, it will represent 10% of the US community.
I think it is reasonable to speculate the MannKind effort this year is "move the needle" in terms of gaining mind share amongst "Key Opinion Leaders" to convert some of them to be influential prescribers of Afrezza.
I don't know how many insurance underwriters attend ADA, but I'm not expecting the effort to be focused on that audience.
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Post by radgray68 on May 17, 2024 15:40:24 GMT -5
We haven’t bothered much with the ADA in recent years. Part of the necessary cutting of dead tissue to save the patient. To go big with trials at this late stage says a little something about our confidence in the science of Afrezza. I’ve always believed it’s all about the monomers.
If we’ve invested this much time and effort to have our new results presented in this fashion, then I say the goal IS to move the needle. (Or, “remove” the needles, tongue in cheek haha)
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