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Post by biotec on Jan 13, 2015 18:32:17 GMT -5
Not happy with Sanofi presentation. Ill get some hate for this. But Techosphere technology will only move forward if Afrezza is blockbuster (or just a great seller). If Afrezza don't sell no one will take the chance to use it for their drug. We all know the the facts, Via the lungs is the way to go, But many are very scared to inhale anything. Hope we get some info tomorrow, We need a bone.
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Post by babaoriley on Jan 13, 2015 18:44:26 GMT -5
biotec, so many people would like to use Afrezza and other products, like inhalable pain meds that work really fast, that I'm not too worried if even a material percentage of them don't use it cuz it's inhaled. If we were talking about 500,000 potential users, and 150,000 won't bite, that might be very meaningful, as you only have 350,000 potential customers. But we still end up with millions and millions of customers that will inhale, probably a good 1/3 of which have inhaled a lot worse in their lives and remain in good health otherwise. And if Afrezza isn't a blockbuster, we're pretty much dead meat anyway; I don't look at any other application as a savior if A flops, I view them as a sweetener if it sells like most of us believe it will. Guys like Spiro and Mannmade even think of A as a petite appetizer for the main course, which is the rest of technosphere. I admit, however, those two are a bit out of control!  |
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Post by biotec on Jan 13, 2015 18:57:16 GMT -5
Clinton did not inhale. Anyway we need some info! No CEO talk with Sanofi! Hope MNKD says something!
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Post by brentie on Jan 13, 2015 19:07:35 GMT -5
I've seen a few people on the diabetic forums say that they won't try Afrezza because it's inhaled but that's three times a day for the rest of their lives. I doubt if many would have those same concerns for medication for pain, migraine, IBS, etc. since it's only used occasionally.
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Post by BlueCat on Jan 13, 2015 19:11:57 GMT -5
I've seen a few people on the diabetic forums say that they won't try Afrezza because it's inhaled but that's three times a day for the rest of their lives. I doubt if many would have those same concerns for medication for pain, migraine, IBS, etc. since it's only used occasionally. Yea. They already use inhaled vaccines for kids. |
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Post by shortslaver on Jan 13, 2015 19:12:26 GMT -5
I've seen a few people on the diabetic forums say that they won't try Afrezza because it's inhaled but that's three times a day for the rest of their lives. I doubt if many would have those same concerns for medication for pain, migraine, IBS, etc. since it's only used occasionally. It isn't right for everyone to be sure. However, I've read a lot of positive feedback too from users on forums. There's also a lot of misunderstanding out there. My thesis is sticking yourself with a needle is just the tip of the iceberg (no pun intended). There are mid and late adopters in every tech. When these kinds of folks quickly hear from early adopters that they feel better when they use it due to its efficacy and that they have also lost some weight, they will begin to ask their doctor about it too and it snowballs in popularity. Making me feel more normal and making me lose some weight are why this is 10X better than existing therapies. |
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Post by BlueCat on Jan 13, 2015 19:19:17 GMT -5
I think I posted somewhere on ST some days back that an application that I believe would way overshoot the market potential for Afrezza is ..... Midol.
Think on it. Over 50% of the population, large percentage of which looking for instant discomfort relief for many years, on very regular basis.
And it could become OTC, yet patented for years.
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Post by biotec on Jan 13, 2015 19:25:57 GMT -5
I've seen a few people on the diabetic forums say that they won't try Afrezza because it's inhaled but that's three times a day for the rest of their lives. I doubt if many would have those same concerns for medication for pain, migraine, IBS, etc. since it's only used occasionally. I few! Brentie its been many! Poor Afrezzauser was on a diabetic forum saying all the good stuff and talking his heart out but he was jumped all over, Saying he was an invester thats why he was there! I read all his positive facts ( Yes facts his real life with Afrezza) Any way he got so much heat. |
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Post by jpg on Jan 13, 2015 20:10:50 GMT -5
I've seen a few people on the diabetic forums say that they won't try Afrezza because it's inhaled but that's three times a day for the rest of their lives. I doubt if many would have those same concerns for medication for pain, migraine, IBS, etc. since it's only used occasionally. I few! Brentie its been many! Poor Afrezzauser was on a diabetic forum saying all the good stuff and talking his heart out but he was jumped all over, Saying he was an invester thats why he was there! I read all his positive facts ( Yes facts his real life with Afrezza) Any way he got so much heat. I think Sanofi knows it's customers enough to market Afrezza well and avoid those who are 'pro slow injectable prandial insulin' and anti 'quick acting inhaled insulin'. These patients 'enjoy' meticulously counting calories and working hard to manage their diabetes with the not so great tools they currently use. I say this because I know these patients. They write blogs and are great patients to have but they are a bit (out of necessity) obsessive/ compulsive and often think they know more then MDs (and sometimes do know more then their MDs...). Some if these patients will not budge no matter what. Their disease becomes almost a religious thing. Some will continue to work very hard to manage their diabetes and forgo any new innovations for multiple various reasons. Inhalation will come up but I suspect it is much more complex then that. I would speculate that even if an injectable insulin with exactly the same characteristics as Afrezza was made available many of these anti Afrezza posters would be anti this new insulin. I saw this first hand when the first 'rapid' human insulins came out. There wasn't any Internet then so it was harder to notice push back. We had similar types of arguments and push back. 'Made by a bacteria': disgusting! How many people now inject pig or cow insulin? How many type 1s use NPH for mealtime coverage? Many patients and endos (yes endos) were against these retrospectively obvious innovations. I would say the diehard 'insulin micromanagers' represent 1-2% of all diabetics but a far bigger % of those who post on boards. Of this group of diligent prandial insulin users I would also say a big proportion will be convincible to use Afrezza later when they see others use it and with data driven demonstration of superior efficacy and outcome. These studies will be done with Toujeo and that could be a second or third phase of the marketing campaign. JPG PS: I've been consistently reading different diabetic forums/ patient publications and do not share (as usual I guess...) your panic as to what is being said on these forums. Much of the negative comments are simply based on a poor understanding of insulins and how they work. Patients (and many doctors) have never thought about it because there were no physiological insulins out there. Now there is one: they will think about it and most will eventually understand. Again like when human 'rapid' acting insulins came our. History does not repeat itself but it does rhyme. |
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Post by spiro on Jan 13, 2015 20:18:44 GMT -5
Biotec, if you suffer from migraines, you will be one off the first people to use Technosphere for migraine headaches, after you hear it provides almost immediate relief.
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Post by obamayoumama on Jan 13, 2015 20:19:48 GMT -5
I've seen a few people on the diabetic forums say that they won't try Afrezza because it's inhaled but that's three times a day for the rest of their lives. I doubt if many would have those same concerns for medication for pain, migraine, IBS, etc. since it's only used occasionally. How many of "those people" are shorts posing as diabetics. The short went into cafe pharma and tried there. Watch the Adcomm where we know who was speaking. NVO also doesn't want AFREZZA to succeed, and their reps have been posing as well. There is a lot of money involved, but in the end survey anyone who needs insulin, and I think you will find most don't want the shots. |
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Post by biotec on Jan 13, 2015 20:29:07 GMT -5
I've seen a few people on the diabetic forums say that they won't try Afrezza because it's inhaled but that's three times a day for the rest of their lives. I doubt if many would have those same concerns for medication for pain, migraine, IBS, etc. since it's only used occasionally. How many of "those people" are shorts posing as diabetics. The short went into cafe pharma and tried there. Watch the Adcomm where we know who was speaking. NVO also doesn't want AFREZZA to succeed, and their reps have been posing as well. There is a lot of money involved, but in the end survey anyone who needs insulin, and I think you will find most don't want the shots. Um With Afrezza you still need shots (type 1, This is a meal time insulin!) |
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Post by babaoriley on Jan 13, 2015 20:43:46 GMT -5
JPG, you wrote:
"They write blogs and are great patients to have but they are a bit (out of necessity) obsessive/ compulsive and often think they know more then MDs (and sometimes do know more then their MDs...). Some if these patients will not budge no matter what. Their disease becomes almost a religious thing."
And you followed up later in that post with, "I would say the diehard 'insulin micromanagers' represent 1-2% of all diabetics but a far bigger % of those who post on boards.
"
I could not agree with you more, JPG.
For Biotech: Forget about any short posers on those diabetes boards, there may be some, but put them aside. Yes, those who are so meticulous and then post on diabetes boards and offer advice and support, etc., are the vast majority. Now there are surely many that go there to learn stuff and never post, then there are those who no longer, or never did, frequent those boards. But the ones who post constantly, they have at least a mild form of OCD when it comes to management of their disease. They want to take the exact amount of insulin - taking Afrezza may seem tantamount to cheating in their eyes.
All you have to do is look at those of us who post frequently here, if you missed the OCD element among several of us, when it comes to MNKD, then you're not looking very hard! The vast majority of long monetary interest in MNKD surely does not post on this board.
Plenty will try it, and if it works well for them, they will spread the word.
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Post by jpg on Jan 13, 2015 20:49:07 GMT -5
How many of "those people" are shorts posing as diabetics. The short went into cafe pharma and tried there. Watch the Adcomm where we know who was speaking. NVO also doesn't want AFREZZA to succeed, and their reps have been posing as well. There is a lot of money involved, but in the end survey anyone who needs insulin, and I think you will find most don't want the shots. Um With Afrezza you still need shots (type 1, This is a meal time insulin!) Hi Biotech, I would have thought you, as a long term MNKD investor, would be beyond the black and white scenarios but I guess not. As a premise do keep in mind that type 1's are a small % of the total diabetic population and that all type 1s inject a lot (or use pumps or are in really really bad shape if they don't). No one is trying to sell them a binary all or no needles type of deal. From their perspective the injecting issue is a convenience and quality of disease management issue. Look at it from the perspective of a type 1. A well managed type 1 not using a pump would need: 2 shots of Lantus a day (relatively easy to do privately and to inject 'when wanted') and 3-5 'prandial' injections that need very precise timing, often in awkward situations (work, meetings, dates or simply a late or early pizza guy). Last meal before bedtime thing (see below). Vs 2 shots of Lantus with 3-5 inhalations of Afrezza that can be taken with much less obsessive timing and precision. And corrections are easier (especially when smaller doses will become available). Last meal before bedtime is a lot less stressful (that dying of hypoglycemia thing when the fat tail of injectable prandials overlap with basals overnight when the last meal was to late). so yes you are right. Type 1s still need insulin shots but which one seem to have an improved quality of life? JPG |
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Post by jpg on Jan 13, 2015 20:52:21 GMT -5
I like the' cheating' thing. It really describes how I see many of these micromanagers thinking...
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