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Post by anderson on Jan 11, 2016 23:28:55 GMT -5
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Post by agedhippie on Jan 12, 2016 8:22:43 GMT -5
One thing that is worth pointing out is that using less basal insulin is not unique to Afrezza, it also happens with pumps. There is research into why and the answer is that people tend to use the very long tail on basal insulin to offset some of their meal time insulin needs. That's bad practice but very common because basal testing is often done badly or not at all.
I think the two are unrelated though. Pumps require you to more accurately set your basal profile which lowers the basal requirement. Afrezza is faster acting so there is less need for an assist to apparently get into range.
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Post by mnkdmorelong on Jan 12, 2016 8:41:08 GMT -5
One thing that is worth pointing out is that using less basal insulin is not unique to Afrezza, it also happens with pumps. There is research into why and the answer is that people tend to use the very long tail on basal insulin to offset some of their meal time insulin needs. That's bad practice but very common because basal testing is often done badly or not at all. I think the two are unrelated though. Pumps require you to more accurately set your basal profile which lowers the basal requirement. Afrezza is faster acting so there is less need for an assist to apparently get into range. If infusion systems and Afrezza lead to less basal insulin usage, why would any insulin company be interested in a partnership? Perhaps the SNY-MNKD JV was doomed from the get-go. Therefore if there is another JV in the cards, the new partner should not be in the business already. TEVA has been mentioned. All this is good rational thinking but..... A salesperson who does not sell into the insulin market may not call on endos. So we need to find a company whose salespeople already call on docs that prescribe insulin. I think this is more than possible. There will be much more training required to teach the diabetes disease and needs.
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Post by kbrion77 on Jan 12, 2016 8:59:27 GMT -5
One thing that is worth pointing out is that using less basal insulin is not unique to Afrezza, it also happens with pumps. There is research into why and the answer is that people tend to use the very long tail on basal insulin to offset some of their meal time insulin needs. That's bad practice but very common because basal testing is often done badly or not at all. I think the two are unrelated though. Pumps require you to more accurately set your basal profile which lowers the basal requirement. Afrezza is faster acting so there is less need for an assist to apparently get into range. If infusion systems and Afrezza lead to less basal insulin usage, why would any insulin company be interested in a partnership? Perhaps the SNY-MNKD JV was doomed from the get-go.Therefore if there is another JV in the cards, the new partner should not be in the business already. TEVA has been mentioned. All this is good rational thinking but..... A salesperson who does not sell into the insulin market may not call on endos. So we need to find a company whose salespeople already call on docs that prescribe insulin. I think this is more than possible. There will be much more training required to teach the diabetes disease and needs. There had to have been a strategy MNKD signed up for when they did the deal with Viehbacher that was beneficial to both MNKD and SNY. If MNKD had no other discussions with potential partners and had absolutely no other choice but SNY than Afrezza as a product might not ever be as big as we had all thought, or simply might just be way too ahead of its time right now. I know the cards have been and are stacked against MNKD and maybe we just follow the stock way too much but I've never seen so many fumbles by an executive management group before. Just seems like they have absolutely no idea how to bring this awesome technology into commercialization. I'm hoping Urbanski has created a Technosphere licensing business model and his presentation knocks it out of the park. Again for me too many times have I used the word hope and just haven't seen any execution on their end.
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Post by jurystillout on Jan 12, 2016 13:55:27 GMT -5
Not trying to sound negative- but is this all speculation? Welcome to Proboards: MNKD Edition. Everything here is speculation! That's what makes it so interesting.
I have many ideas about the future of MNKD. You'd be amazed. But the first thing I want to hear is the presentation on Wednesday.
My suggestion to Matt is to let it all hang out. He doesn't have the option of screwing up and he could hit a Home Run.
Not everything is speculation, it's only speculation if it has a potential positive spin on it, it's "FUD" if it has a potential negative spin.
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Post by prosper on Jan 12, 2016 14:34:55 GMT -5
Dreamboat is a device. It carries insulin just like a Medtronic pump carries insulin
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Post by agedhippie on Jan 12, 2016 16:54:24 GMT -5
If infusion systems and Afrezza lead to less basal insulin usage, why would any insulin company be interested in a partnership? Perhaps the SNY-MNKD JV was doomed from the get-go. Therefore if there is another JV in the cards, the new partner should not be in the business already. TEVA has been mentioned. All this is good rational thinking but..... A salesperson who does not sell into the insulin market may not call on endos. So we need to find a company whose salespeople already call on docs that prescribe insulin. I think this is more than possible. There will be much more training required to teach the diabetes disease and needs. Pumps move a lot of rapid acting insulin because they use that instead as a basal (it's a constant drip feed of rapid acting to mimic long acting insulin) so insulin manufacturers love pumps. It might not do anything for their basal sales but it does wonders for their rapid insulin sales. TEVA would be a good partner. We need someone with a strong sales presence because otherwise they are not going to get to the doctors that are needed. Sanofi had their problems, but that was one area they were very strong in because of their drug range.
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