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Post by centralcoastinvestor on Sept 17, 2015 14:52:31 GMT -5
Many longs, including myself, have spent considerable time trying to figure out what the grand Sanofi plan looks like. Clearly, the slow rollout was intentional. Is the rollout going as expected or going too slow? I don't know. Will traction in script numbers come due to grass roots efforts or DTC efforts or both? Is better insurance the answer? There are lots and lots of unanswered questions hanging out there. Which is why I really like this board. It's a great place to wrestle and debate the evidence and try to draw reasonable conclusions. And someday make a little money too.  Well I have another question for the board that I have been considering recently. When will the diabetic associations weigh in on Afrezza? Afrezza has been available for 8 months now, so not quite a year. I remember one of the panel experts from the ADCOM say that the diabetic community needed Afrezza. The indication from many of these experts is that there needed to be new ways to treat diabetes. This was in the face of FDA officials that were, in my opinion, negatively biased against Afrezza. The final ADCOM vote was almost an admonishment to the FDA staff. I loved it. It is my opinion that the American Diabetic Association (ADA) and the Juvenile Diabetes Research Foundation (JDRF) among others will not let Afrezza fail if it is within their power. I wonder how these associations feel about the rollout of Afrezza. Are they as nervous as shareholders of Mnkd? Anyway, wouldn't it be a huge shot in the arm for Mnkd to have either the ADA or JDRF come out with a recommendation to use Afrezza in the arsenal of diabetic treatments. Or is that kind of endorsement years away? |
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Post by mssciguy on Sept 17, 2015 14:58:01 GMT -5
centralcoastinvestor Short answer is I think that for diabetes in children and the elderly, there is nothing better than Afrezza after a very short learning curve. Kids hate needles, the elderly have problems with skin healing quickly (I just got through years of elder care for my parents, have seen that in both, the skin gets very thin and brittle with age, lots of bruising too). I posted some conference and publication links earlier today from fofos2000 (stocktwits) -- read between the lines on those programs and pubs... it's so freaking obvious why Al said this is potentially the biggest Rx ever. Gotta go meeting.
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Post by peppy on Sept 17, 2015 15:07:51 GMT -5
good point. I looked. History and mission Formed in 1940, the ADA was founded by 28 physicians.[2] During its first 30 years, the Association limited its membership to physicians, health professionals and corporations. In 1970, the Association underwent a reorganization during which membership was expanded to include general members. Now the ADA is a volunteer-driven organization based in Alexandria, Virginia, with about 90 local offices across the United States.[3] The mission of the ADA is to prevent and cure diabetes and to improve the lives of all people affected by diabetes.[1] To fulfill this mission, the Association funds research, publishes scientific findings, provides information and other services to people with diabetes, their families, health professionals and the public. The Association is also actively involved in advocating for scientific research and for the rights of people with diabetes.[1] The Association acts on its mission through a number of critical programs and activities that are directed to a broad range of constituents, including consumers, research scientists, health care professionals, corporations and communities. In 1994, the Chronicle of Philanthropy, an industry publication, study showed that the American Diabetes Association was ranked as the 18th "most popular charity/non-profit in America" from over 100 charities researched with 33.8% of Americans over the age of 12 choosing Love and Like A Lot for the American Diabetes Association.[4] On June 1, 2015, the Association welcomed a new CEO, Kevin L. Hagan. Hagan came from the international relief organization Feed the Children, which he had led for about three years. I think afrezza could be viewed as in the guidelines when the guidelines say, add insulin, in steps. Also, add prandial (meal time) insulin. AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS AND AMERICAN COLLEGE OF ENDOCRINOLOGY – CLINICAL PRACTICE GUIDELINES FOR DEVELOPING A DIABETES MELLITUS COMPREHENSIVE CARE PLAN – 2015 www.aace.com/files/dm-guidelines-ccp.pdf |
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Post by bradleysbest on Sept 17, 2015 15:34:29 GMT -5
I am amazed at the lack of news (60 minutes, Today Show etc...) coverage Afrezza has generated in general. The millions of diabetics in the USA & around the world are in desperate need for help. The product has drawn rave reviews so far. Would be nice if the head of the ADA & other diabetes organizations would voice their approval for Afrezza. I am also intrigued by the silence of Al himself & thought he would have done numerous TV interviews talking about the great benefits Afrezza will have on the diabetic community.
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Post by mssciguy on Sept 17, 2015 15:49:23 GMT -5
I am amazed at the lack of news (60 minutes, Today Show etc...) coverage Afrezza has generated in general. The millions of diabetics in the USA & around the world are in desperate need for help. The product has drawn rave reviews so far. Would be nice if the head of the ADA & other diabetes organizations would voice their approval for Afrezza. I am also intrigued by the silence of Al himself & thought he would have done numerous TV interviews talking about the great benefits Afrezza will have on the diabetic community. Sanofi will be giving Afrezza more exposure soon enough, I'll try to capture more of those developments, put them all in a blogspot so that I don't clutter the board, I know who to follow on various other boards, some are docs or insiders (possibly both), nobody else knows this stuff and it's not like it will ever appear in a google search result. All good things in all good time. Mannkind just added all those extra lines for at least triple capacity plus the 12u cartridge, all while reducing costs. That is not easy, anywhere and it would not have been done without reasonable demand expectations. Feeling a lot better after seeing these posts and others this morning on ST (scroll down, just before peppy 's post mnkd.proboards.com/thread/3519/sanofi-building-mannkinds-afrezza?page=2 ) |
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Post by centralcoastinvestor on Sept 17, 2015 15:55:29 GMT -5
good point. I looked. History and mission Formed in 1940, the ADA was founded by 28 physicians.[2] During its first 30 years, the Association limited its membership to physicians, health professionals and corporations. In 1970, the Association underwent a reorganization during which membership was expanded to include general members. Now the ADA is a volunteer-driven organization based in Alexandria, Virginia, with about 90 local offices across the United States.[3] The mission of the ADA is to prevent and cure diabetes and to improve the lives of all people affected by diabetes.[1] To fulfill this mission, the Association funds research, publishes scientific findings, provides information and other services to people with diabetes, their families, health professionals and the public. The Association is also actively involved in advocating for scientific research and for the rights of people with diabetes.[1] The Association acts on its mission through a number of critical programs and activities that are directed to a broad range of constituents, including consumers, research scientists, health care professionals, corporations and communities. In 1994, the Chronicle of Philanthropy, an industry publication, study showed that the American Diabetes Association was ranked as the 18th "most popular charity/non-profit in America" from over 100 charities researched with 33.8% of Americans over the age of 12 choosing Love and Like A Lot for the American Diabetes Association.[4] On June 1, 2015, the Association welcomed a new CEO, Kevin L. Hagan. Hagan came from the international relief organization Feed the Children, which he had led for about three years. I think afrezza could be viewed as in the guidelines when the guidelines say, add insulin, in steps. Also, add prandial (meal time) insulin. AMERICAN ASSOCIATION OF CLINICAL ENDOCRINOLOGISTS AND AMERICAN COLLEGE OF ENDOCRINOLOGY – CLINICAL PRACTICE GUIDELINES FOR DEVELOPING A DIABETES MELLITUS COMPREHENSIVE CARE PLAN – 2015 www.aace.com/files/dm-guidelines-ccp.pdfGreat post peppy, very informative. I am continually amazed at the research capabilities of people on this board. |
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Post by kball on Sept 17, 2015 15:59:46 GMT -5
I am amazed at the lack of news (60 minutes, Today Show etc...) coverage Afrezza has generated in general. The millions of diabetics in the USA & around the world are in desperate need for help. The product has drawn rave reviews so far. Would be nice if the head of the ADA & other diabetes organizations would voice their approval for Afrezza. I am also intrigued by the silence of Al himself & thought he would have done numerous TV interviews talking about the great benefits Afrezza will have on the diabetic community. Has he done ANY high profile interview since launch in Feb? Must be a gag order |
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Post by compound26 on Sept 17, 2015 16:06:28 GMT -5
For that matter, I do not think Al has ever done any high profile interview (like ABC, 60 minutes, that level). We can see a few interviews from LA times, etc. on him and there are a few youtube videos on him. See the links below. But even if Al does a few of them, in the grand scheme of things, that won't change things much. Of course, if Al does it like Elon Musk does it, everyday, 24/7, that's another matter.  www.afrezzajustbreathe.com/interviews-of-al-mann/www.afrezzajustbreathe.com/videos-of-al-mann/ |
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Post by mssciguy on Sept 17, 2015 16:10:58 GMT -5
centralcoastinvestor "Great post peppy, very informative. I am continually amazed at the research capabilities of people on this board." lol, birds of a feather flock together :-) And everyone likes a good conspiracy theory (or better--medical fact) served up fresh daily, come on, admit it Hmmm this is refreshing too:
"frumenti: $MNKD Total Rx growth from week one:14 to week 32: 585 the CARG is 12.35% per week.In 1 yr: 249,434 per wk. Buffett compounding"
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Post by notamnkdmillionaire on Sept 17, 2015 17:22:26 GMT -5
For that matter, I do not think Al has ever done any high profile interview (like ABC, 60 minutes, that level). We can see a few interviews from LA times, etc. on him and there are a few youtube videos on him. See the links below. But even if Al does a few of them, in the grand scheme of things, that won't change things much. Of course, if Al does it like Elon Musk does it, everyday, 24/7, that's another matter. www.afrezzajustbreathe.com/interviews-of-al-mann/www.afrezzajustbreathe.com/videos-of-al-mann/one thing for sure is that Al isn't Donald Trump and not interested in stroking his own ego to self promote himself. Al has always been about his businesses and making life better for others (with the exception so far for Mannkind shareholders). As I have stated elsewhere, I don't hold this against Al because he has never wavered from his core mission of helping others. Al is truly a great humanitarian. He just hasn't been great for Mannkind investors to date. Sure, there have been periods where the stock has made a run and traders who have been good at timing the stock have done well but long term investors have been treated like Bill Clinton treated Juanita Broaddrick. |
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Post by mssciguy on Sept 17, 2015 21:21:52 GMT -5
centralcoastinvestor peppy --- my last post today... the constant stress from manipulation of stock price seems to be bringing out some very insightful posts elsewhere, this from ymb (unverified) onwardskyward • 2 hours 47 minutes ago Flag From Capt Karl Denninger on Diabetes [who is this guy? en.wikipedia.org/wiki/Karl_Denninger ] The ADA Scam Blows Up In Their Face There may be a valid purpose to social media after all. The American Diabetes Association, which promotes a diet rich in carbohydrates for diabetics, "chasing" same with insulin and other drugs up and down on a daily basis, recently asked people to post their most-recent blood glucose numbers. I doubt they expected what they got. The comments are an utter and complete destruction of the ADA. While the plural of anecdote is not "data" what is in their comment stream strongly suggests that the ADA ought to be investigated for intentional harm to people that they allegedly claim to "help." In short those who are claiming solid baseline and consistent 24 hour blood glucose control are almost to an individual also stating that they have completely discarded the ruinously bad ADA recommendations for diet and instead are eating high fat, low carb, moderate protein. What's worse is that the people posting bad numbers are all eating the "recommended" diet, more or less, and that diet fails to work. The only good news is that some of them are being educated -- but the question ought to be why their doctors are not educating them and instead are chasing their results with more drugs and shots. The entire medical establishment, in short, promotes eating a diet that results in both much higher drug use and fails to control A1c and instant blood sugar at the same time. The result is all of the complications of diabetes at a materially higher rate than would otherwise be the case and billions of spending on said drugs that otherwise would not need to be consumed as well as outrageous morbidity and all the medical interventions that come with it (e.g. blindness, limb amputations, etc.) That eating low-carb, high-fat, moderate protein is effective in controlling blood sugar in diabetics, in many cases to the point of removing all need for both drugs and supplemental insulin for Type 2 and dramatically reducing insulin requirements for Type 1 patients, has been known since long before drugs to treat diabetes were invented. That's because prior to the pharmaceutical company bonanza with this disease if you didn't eat this way you would die with certainty, and probably quite quickly too. Yet despite this known fact (for a time period now coming up on a century), despite the known fact that there is no dietary requirement found in carbohydrate-rich foods (that is, there is no need for them in the human body) the ADA and virtually the entire damned medical establishment continues to tell people afflicted with this condition that they ought to eat foods that do direct, known, documented and material harm to their blood glucose stability and then chase same with drugs. Never mind the point that for Type 2 diabetics not only may this mode of eating control the disease (while at the same time causing them to lose the extra weight that is probably part of their condition) many of them may not have developed diabetes at all! Diabetes is the 7th leading cause of death in the United States, afflicting roughly 9% of the US population and killing nearly 70,000 a year in the United States alone. Worse, many other deaths (e.g. heart disease) are probably contributed to by diabetes but the other condition gets the blame on the death certificate, so the toll is likely materially higher than reported. I have just one question in light of the above: How does this not constitute intentional malpractice and in fact a recommendation, in diabetics, that they literally poison themselves and then take an "antidote" -- all inuring to the profit of both the physicians who wind up treating the results and the pharmaceutical industry? And, by the way, where are the damned cops -- and handcuffs -- to slap on both the doctors and everyone else in the medical and pharmaceutical industry involved in this #$%$? How many people have we shoved in the hole with their ruinous "recommendations" and how many billions of dollars have those in this industry siphoned off from these people who have suffered unnecessarily? Less Sentiment: Strong Buy thoughts?
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Post by traderdennis on Sept 18, 2015 17:25:39 GMT -5
Agreed the ADA tends to recommend to the bottom end of the scale, not those that seek optimal control. Their diet is less in carbs than the normal American diet, and I hear my parents complaining about the restrictions on this diet. YMMV. The key is to transition T2's to Afrezza early. Unfortunately I think big health care is going to fight this tooth and nail. Metformin plus exercise and diet changes is an extremely cheap first line treatment. The real costs of type 2 does not happen until the patient is older and most likely on medicare. It really is in the Insurance Companies best interest to keep kicking the can down the road. JMHO centralcoastinvestor peppy --- my last post today... the constant stress from manipulation of stock price seems to be bringing out some very insightful posts elsewhere, this from ymb (unverified) onwardskyward • 2 hours 47 minutes ago Flag From Capt Karl Denninger on Diabetes [who is this guy? en.wikipedia.org/wiki/Karl_Denninger ] The ADA Scam Blows Up In Their Face There may be a valid purpose to social media after all. The American Diabetes Association, which promotes a diet rich in carbohydrates for diabetics, "chasing" same with insulin and other drugs up and down on a daily basis, recently asked people to post their most-recent blood glucose numbers. I doubt they expected what they got. The comments are an utter and complete destruction of the ADA. While the plural of anecdote is not "data" what is in their comment stream strongly suggests that the ADA ought to be investigated for intentional harm to people that they allegedly claim to "help." In short those who are claiming solid baseline and consistent 24 hour blood glucose control are almost to an individual also stating that they have completely discarded the ruinously bad ADA recommendations for diet and instead are eating high fat, low carb, moderate protein. What's worse is that the people posting bad numbers are all eating the "recommended" diet, more or less, and that diet fails to work. The only good news is that some of them are being educated -- but the question ought to be why their doctors are not educating them and instead are chasing their results with more drugs and shots. The entire medical establishment, in short, promotes eating a diet that results in both much higher drug use and fails to control A1c and instant blood sugar at the same time. The result is all of the complications of diabetes at a materially higher rate than would otherwise be the case and billions of spending on said drugs that otherwise would not need to be consumed as well as outrageous morbidity and all the medical interventions that come with it (e.g. blindness, limb amputations, etc.) That eating low-carb, high-fat, moderate protein is effective in controlling blood sugar in diabetics, in many cases to the point of removing all need for both drugs and supplemental insulin for Type 2 and dramatically reducing insulin requirements for Type 1 patients, has been known since long before drugs to treat diabetes were invented. That's because prior to the pharmaceutical company bonanza with this disease if you didn't eat this way you would die with certainty, and probably quite quickly too. Yet despite this known fact (for a time period now coming up on a century), despite the known fact that there is no dietary requirement found in carbohydrate-rich foods (that is, there is no need for them in the human body) the ADA and virtually the entire damned medical establishment continues to tell people afflicted with this condition that they ought to eat foods that do direct, known, documented and material harm to their blood glucose stability and then chase same with drugs. Never mind the point that for Type 2 diabetics not only may this mode of eating control the disease (while at the same time causing them to lose the extra weight that is probably part of their condition) many of them may not have developed diabetes at all! Diabetes is the 7th leading cause of death in the United States, afflicting roughly 9% of the US population and killing nearly 70,000 a year in the United States alone. Worse, many other deaths (e.g. heart disease) are probably contributed to by diabetes but the other condition gets the blame on the death certificate, so the toll is likely materially higher than reported. I have just one question in light of the above: How does this not constitute intentional malpractice and in fact a recommendation, in diabetics, that they literally poison themselves and then take an "antidote" -- all inuring to the profit of both the physicians who wind up treating the results and the pharmaceutical industry? And, by the way, where are the damned cops -- and handcuffs -- to slap on both the doctors and everyone else in the medical and pharmaceutical industry involved in this #$%$? How many people have we shoved in the hole with their ruinous "recommendations" and how many billions of dollars have those in this industry siphoned off from these people who have suffered unnecessarily? Less Sentiment: Strong Buy thoughts? |
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Post by harrys on Sept 18, 2015 17:42:25 GMT -5
centralcoastinvestor peppy --- my last post today... the constant stress from manipulation of stock price seems to be bringing out some very insightful posts elsewhere, this from ymb (unverified) onwardskyward • 2 hours 47 minutes ago Flag From Capt Karl Denninger on Diabetes [who is this guy? en.wikipedia.org/wiki/Karl_Denninger ] The ADA Scam Blows Up In Their Face There may be a valid purpose to social media after all. The American Diabetes Association, which promotes a diet rich in carbohydrates for diabetics, "chasing" same with insulin and other drugs up and down on a daily basis, recently asked people to post their most-recent blood glucose numbers. I doubt they expected what they got. The comments are an utter and complete destruction of the ADA. While the plural of anecdote is not "data" what is in their comment stream strongly suggests that the ADA ought to be investigated for intentional harm to people that they allegedly claim to "help." In short those who are claiming solid baseline and consistent 24 hour blood glucose control are almost to an individual also stating that they have completely discarded the ruinously bad ADA recommendations for diet and instead are eating high fat, low carb, moderate protein. What's worse is that the people posting bad numbers are all eating the "recommended" diet, more or less, and that diet fails to work. The only good news is that some of them are being educated -- but the question ought to be why their doctors are not educating them and instead are chasing their results with more drugs and shots. The entire medical establishment, in short, promotes eating a diet that results in both much higher drug use and fails to control A1c and instant blood sugar at the same time. The result is all of the complications of diabetes at a materially higher rate than would otherwise be the case and billions of spending on said drugs that otherwise would not need to be consumed as well as outrageous morbidity and all the medical interventions that come with it (e.g. blindness, limb amputations, etc.) That eating low-carb, high-fat, moderate protein is effective in controlling blood sugar in diabetics, in many cases to the point of removing all need for both drugs and supplemental insulin for Type 2 and dramatically reducing insulin requirements for Type 1 patients, has been known since long before drugs to treat diabetes were invented. That's because prior to the pharmaceutical company bonanza with this disease if you didn't eat this way you would die with certainty, and probably quite quickly too. Yet despite this known fact (for a time period now coming up on a century), despite the known fact that there is no dietary requirement found in carbohydrate-rich foods (that is, there is no need for them in the human body) the ADA and virtually the entire damned medical establishment continues to tell people afflicted with this condition that they ought to eat foods that do direct, known, documented and material harm to their blood glucose stability and then chase same with drugs. Never mind the point that for Type 2 diabetics not only may this mode of eating control the disease (while at the same time causing them to lose the extra weight that is probably part of their condition) many of them may not have developed diabetes at all! Diabetes is the 7th leading cause of death in the United States, afflicting roughly 9% of the US population and killing nearly 70,000 a year in the United States alone. Worse, many other deaths (e.g. heart disease) are probably contributed to by diabetes but the other condition gets the blame on the death certificate, so the toll is likely materially higher than reported. I have just one question in light of the above: How does this not constitute intentional malpractice and in fact a recommendation, in diabetics, that they literally poison themselves and then take an "antidote" -- all inuring to the profit of both the physicians who wind up treating the results and the pharmaceutical industry? And, by the way, where are the damned cops -- and handcuffs -- to slap on both the doctors and everyone else in the medical and pharmaceutical industry involved in this #$%$? How many people have we shoved in the hole with their ruinous "recommendations" and how many billions of dollars have those in this industry siphoned off from these people who have suffered unnecessarily? Less Sentiment: Strong Buy thoughts? The ADA must follow along with government reccomendations; no one dare question the status-quo within a beauracracy lest they lose their position. The reason why these reccomendations are in place is a mix of complex political reasons and self serving science. The lack of interest in personal preventative health among the American people allows dogma to be perpetuated through false recommendation's year after year. The larger issue is humans have become inept at taking knowledge and applying it to their own lives; the major advancements in biosciences over the next few decades will not benefit 99% of the masses. |
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Post by thekindaguyiyam on Sept 19, 2015 17:11:09 GMT -5
Too political a link. I removed it.
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Post by compound26 on Sept 19, 2015 17:26:00 GMT -5
I think the diabetic associations will be careful on what they say this time. See what happened with Exubera. Convincing Diabetics They Need Exubera (below is content quoted from that blog). FRIDAY, MAY 11, 2007 "At the end of March, we learned that Dr. John Buse, president-elect of the American Diabetes Association had caught hell for his comments about Exubera. His now-infamous quote was:
"I think Pfizer will wish they had never gotten into this. I doubt they'll regain their investment. There is no advantage to Exubera and there may be a safety risk. I see it as my job to talk people out of (using) it."
The Wall Street Journal Health Blog spoke with Buse, and he told them that last part of his quote was taken out of context. He said he was talking about risks for patients who contract diabetes early in life and spend decades on insulin. (Clinical tests showed Exubera can hurt lung function a bit.) Also, it can be hard for Type 1 diabetics, who tend to be younger and whose bodies don't make insulin, to use Exubera, because they may need a more precise dose than the inhaled system can deliver, Buse said. For younger patients, Buse said, "I'm going to make it sound pretty bad: A., You may have to take it for a long time and we only have 3-year safety data. B. You're going to carry this crazy thing that's the size of a can of Coke. You're going to be mixing packets before meals. People are going to think you're doing drugs. Why would you do that?" However, Buse did say that for some older patients with Type 2 diabetes, in which the body doesn't make sufficient insulin and/or becomes insensitive to it, they may be good candidates for Exubera." |
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