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Post by cyn on Nov 6, 2015 14:41:12 GMT -5
Rockstar writes... "The share price is a victim to the time it takes to launch a paradigm changing drug like Afrezza, the shorts obviously knew this would happen and have taken full advantage of it." WELL SAID!
Ripano writes..."We are investing in a company that has the worlds FIRST AND ONLY MONOMERIC INSULIN. We have to keep repeating that statement to ourselves, because if you do you will feel "humbled" to continue to have the opportunity to BUY shares of MNKD." SPOT ON!
My comment: Three key take away points ... 1) PARADIGM changing; and 2) World's first and "only" MONOMERIC Insulin ... 3) that MIRRORS THE PANCREAS!!!!!
PS: My "humility" grows exponentially each day as I continue to accumulate shares of MNKD. Thanks shorts for the buying opportunity
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Post by dreamboatcruise on Nov 6, 2015 14:57:23 GMT -5
Sanofi stated in their Meet the Management presentation this morning that they are targeting 1.1 million patients for Afrezza, and that's just in the U.S. That doesn't sound like sandbagging to me, IMHO. Though that is meant to be addressable market not captured market. Also, it is only one segment of what they used to say was a target pool of over 3 million (from memory). I was a little disappointed in the presentation... though certainly breathing a sigh of relief that there wasn't anything explicitly negative in tune or content regarding their commitment. The disappointed was clearly leaving Afrezza out of the focus 6. Who knows why that was done. <---- rhetorical... I don't think any of us do.
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Post by mnholdem on Nov 6, 2015 15:22:56 GMT -5
One "irk" I get from that slide is that the target is only those patients who need insulin intensification. In other words, diabetics on basal + metformin.
Why aren't they taking on RAA's? A million patients is just the tip of the iceberg... perhaps Sanofi knows that the insurers are going to continue to force patients to be prescribed with the current standard of orals first, until scientific testing proves otherwise?
Is Sanofi simply rolling with the punches being dealt by the FDA and 3rd party payers until they can improve the label?
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Post by suebeeee1 on Nov 6, 2015 15:31:47 GMT -5
Sanofi stated in their Meet the Management presentation this morning that they are targeting 1.1 million patients for Afrezza, and that's just in the U.S. That doesn't sound like sandbagging to me, IMHO. Though that is meant to be addressable market not captured market. Also, it is only one segment of what they used to say was a target pool of over 3 million (from memory). I was a little disappointed in the presentation... though certainly breathing a sigh of relief that there wasn't anything explicitly negative in tune or content regarding their commitment. The disappointed was clearly leaving Afrezza out of the focus 6. Who knows why that was done. <---- rhetorical... I don't think any of us do. My guess is that Afrezza was left out of the "focus" 6 because they don't actually own Afrezza. It is down on their priorities. Doesn't mean much though. This will be huge. When doctors realize they can prescribe this drug to type 2s that are moving to needing insulin (or even earlier), that their patients don't need the intensive education about dosing and hypoglycemia and that patients LOVE it (us too!), it will be a no brainer. Watch it move from being out of their "focus 6" to being their FOCUS #1
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Post by rockstarrick on Nov 6, 2015 16:03:03 GMT -5
One "irk" I get from that slide is that the target is only those patients who need insulin intensification. In other words, diabetics on basal + metformin.
Why aren't they taking on RAA's? A million patients is just the tip of the iceberg... perhaps Sanofi knows that the insurers are going to continue to force patients to be prescribed with the current standard of orals first, until scientific testing proves otherwise?
Is Sanofi simply rolling with the punches being dealt by the FDA and 3rd party payers until they can improve the label?
MN, check out this video about Toujeo m.youtube.com/watch?v=Sm2EdoGSolokind of hard to watch I was hoping to get opinions on Toujeo, and the fact that it takes considerably more Toujeo to achieve the same results as Lantus. I would imagine the larger, (or intensified) dose would possibly increase insulin resistance. It seems like I remember a new drug that reverses insulin resistance, could be helpful to Toujeo if the information is correct. Thoughts from anybody Thanks
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Post by peppy on Nov 6, 2015 16:09:17 GMT -5
One "irk" I get from that slide is that the target is only those patients who need insulin intensification. In other words, diabetics on basal + metformin.
Why aren't they taking on RAA's? A million patients is just the tip of the iceberg... perhaps Sanofi knows that the insurers are going to continue to force patients to be prescribed with the current standard of orals first, until scientific testing proves otherwise?
Is Sanofi simply rolling with the punches being dealt by the FDA and 3rd party payers until they can improve the label?
MN, check out this video about Toujeo m.youtube.com/watch?v=Sm2EdoGSolokind of hard to watch I was hoping to get opinions on Toujeo, and the fact that it takes considerably more Toujeo to achieve the same results as Lantus. I would imagine the larger, (or intensified) dose would possibly increase insulin resistance. It seems like I remember a new drug that reverses insulin resistance, could be helpful to Toujeo if the information is correct. Thoughts from anybody Thanks I can give you an opinion. the ph is 4. something. How would you like injecting an acid every day and then hoping you do not die.
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Post by rockstarrick on Nov 6, 2015 16:25:23 GMT -5
MN, check out this video about Toujeo m.youtube.com/watch?v=Sm2EdoGSolokind of hard to watch I was hoping to get opinions on Toujeo, and the fact that it takes considerably more Toujeo to achieve the same results as Lantus. I would imagine the larger, (or intensified) dose would possibly increase insulin resistance. It seems like I remember a new drug that reverses insulin resistance, could be helpful to Toujeo if the information is correct. Thoughts from anybody Thanks I can give you an opinion. the ph is 4. something. How would you like injecting an acid every day and then hoping you do not die.
I remember that post, you were trying to find the pH of Afrezza. As a Water Treatment Plant Operator I work with Hydrochloric Acid and Sodium Hudroxide every day, nasty stuff. Im not sure of the pH of Afrezza during the "adsorption" process, (for lack of a better word) but I know the reaction is reversed at pH 7. I did try to find it though. Another thing I noticed during my search was Afrezza seems to be the only "insulin human". The others are either reversed, "human insulin" or "insulin aspart". I may be nitpicking a little here, but the "insulin human" for EMA approval is still on my poor brain.
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