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Post by idreamofbuyingaboat on May 20, 2015 13:34:40 GMT -5
Hello All,
I really enjoy this board. I am not sure what to think about MNKD and Afrezza. I am long and in the green. I have bought stock and CALL options that expire in 2017. I have some questions about NFIT - Needle Free Injection Technology. I read the post about (wish i could afford the report for 2 grand) this at it got me thinking.. Why would anyone want to inhale medication (risk lungs) when they can have NFIT. It looks like other companies are moving forward with this tech. Can anyone comment on it.
These 6 companies are moving into this space. Why is Afrezza or inhaler delivery a better choice. I guess I am just worried that this might never pan out (gain traction )as there are better ways to deliver insulin. I hope I am wrong. What would happen if one of these NFIT hits the market and it works as well as needle insulin...will inhale able insulin go to the waste side.
• Antares Pharma
• Zogenix
• 3M
• BD
• PharmaJet
• Bioject Medical Technologies
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Post by jpg on May 20, 2015 13:52:30 GMT -5
Hello All, I really enjoy this board. I am not sure what to think about MNKD and Afrezza. I am long and in the green. I have bought stock and CALL options that expire in 2017. I have some questions about NFIT - Needle Free Injection Technology. I read the post about (wish i could afford the report for 2 grand) this at it got me thinking.. Why would anyone want to inhale medication (risk lungs) when they can have NFIT. It looks like other companies are moving forward with this tech. Can anyone comment on it. These 6 companies are moving into this space. Why is Afrezza or inhaler delivery a better choice. I guess I am just worried that this might never pan out (gain traction )as there are better ways to deliver insulin. I hope I am wrong. What would happen if one of these NFIT hits the market and it works as well as needle insulin...will inhale able insulin go to the waste side. • Antares Pharma • Zogenix • 3M • BD • PharmaJet • Bioject Medical Technologies PK/PD |
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Post by Deleted on May 20, 2015 14:31:04 GMT -5
another person claiming to be long then disputing every aspect of the tired argument. So old and trite.
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Post by mnkdorbust on May 20, 2015 14:33:26 GMT -5
Good luck with your boat!
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Post by mnholdem on May 20, 2015 14:53:39 GMT -5
jpg nailed it with PK/PD. No other insulin or analog mimics a healthy pancreas. Only Afrezza.
No other drug company can make the same claim.
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Post by nemzter on May 20, 2015 14:58:22 GMT -5
Hmm, for someone whose long, have you done enough DD to understand why you should be long?
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Post by gomnkd on May 20, 2015 15:40:21 GMT -5
My simple argument would be, it'll take those companies a minimum of 1+ billion USD, 3-4 years to come to market if everything goes according to plan. Then they face stiff competition from generic RAA and Afrezza. The only competition I expect in prandial market now is emergence of VRAA, "injectable" very rapid acting analogs that differentiates itself with RAA. Hello All, I really enjoy this board. I am not sure what to think about MNKD and Afrezza. I am long and in the green. I have bought stock and CALL options that expire in 2017. I have some questions about NFIT - Needle Free Injection Technology. I read the post about (wish i could afford the report for 2 grand) this at it got me thinking.. Why would anyone want to inhale medication (risk lungs) when they can have NFIT. It looks like other companies are moving forward with this tech. Can anyone comment on it. These 6 companies are moving into this space. Why is Afrezza or inhaler delivery a better choice. I guess I am just worried that this might never pan out (gain traction )as there are better ways to deliver insulin. I hope I am wrong. What would happen if one of these NFIT hits the market and it works as well as needle insulin...will inhale able insulin go to the waste side. • Antares Pharma • Zogenix • 3M • BD • PharmaJet • Bioject Medical Technologies |
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Post by Deleted on May 20, 2015 15:44:45 GMT -5
Hello All, I really enjoy this board. I am not sure what to think about MNKD and Afrezza. I am long and in the green. I have bought stock and CALL options that expire in 2017. I have some questions about NFIT - Needle Free Injection Technology. I read the post about (wish i could afford the report for 2 grand) this at it got me thinking.. Why would anyone want to inhale medication (risk lungs) when they can have NFIT. It looks like other companies are moving forward with this tech. Can anyone comment on it. These 6 companies are moving into this space. Why is Afrezza or inhaler delivery a better choice. I guess I am just worried that this might never pan out (gain traction )as there are better ways to deliver insulin. I hope I am wrong. What would happen if one of these NFIT hits the market and it works as well as needle insulin...will inhale able insulin go to the waste side. • Antares Pharma • Zogenix • 3M • BD • PharmaJet • Bioject Medical Technologies "The idea of delivering an injection without the use of a needle may seem preposterous. However, the use of needle-free injections has actually been around since the 1930s and has successfully been used in humans since its introduction. It has only been recently that needle-free injection has been adapted for on-farm use. This technology has been slow to gain a foothold because needle-syringe injections are fairly inexpensive and easy to use. The start-up cost of the equipment — which ranges from $2,500 to $3,000 — gas-storage infrastructure (for systems using compressed air, carbon dioxide or nitrogen), operator training and maintenance of the units may be discouraging to some." I just lost the website I copied that from, but, do "cost of needle free injections" and you have your answer as to why this tech hasn't taken off yet and isn't showing signs of improving the cost factor. Are you really posting questions that you could easily answer yourself through a little reading? |
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Post by thsloppy on May 20, 2015 15:48:48 GMT -5
Careful...Afrezza can't legally make that claim either...YET
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Post by esstan2001 on May 20, 2015 15:57:37 GMT -5
Hello All, I really enjoy this board. I am not sure what to think about MNKD and Afrezza. I am long and in the green. I have bought stock and CALL options that expire in 2017. I have some questions about NFIT - Needle Free Injection Technology. I read the post about (wish i could afford the report for 2 grand) this at it got me thinking.. Why would anyone want to inhale medication (risk lungs) when they can have NFIT. It looks like other companies are moving forward with this tech. Can anyone comment on it. These 6 companies are moving into this space. Why is Afrezza or inhaler delivery a better choice. I guess I am just worried that this might never pan out (gain traction )as there are better ways to deliver insulin. I hope I am wrong. What would happen if one of these NFIT hits the market and it works as well as needle insulin...will inhale able insulin go to the waste side. • Antares Pharma • Zogenix • 3M • BD • PharmaJet • Bioject Medical Technologies in addition to the issues with commercial viability of some of these systems, there is likely no more elegant method of delivery than the pulmonary route considering the tennis court sized surface area, the low dose density per unit area, and the fast direct route into the bloodstream. This is key to the ultra rapid glucose level response. Inject a pool of enough insulin hormone for the whole body in one localized site- that to me is more fraught with concern than the lungs which are equipped to deal with all sorts of foreign chemicals and particulates and keep us living, and then that dose has to distribute through the entire system. No, I'll place my bet here any day, and there is one hell of a deep moat that will take a long while to cross. |
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Post by BlueCat on May 20, 2015 15:58:48 GMT -5
Why bother when you can just inhale?
What Davinci said. And well, why bother?
I suppose that could be useful for pediatrics and other circumstances (e.g. pulmonary concerns) where inhaled technology is not feasible, but I wouldn't connect it as a viable competitor here …..
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Post by idreamofbuyingaboat on May 20, 2015 16:02:23 GMT -5
thanks for you answers. They were very helpful. I will read more on the topic.
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