|
|
Post by cm5 on Apr 30, 2016 14:33:24 GMT -5
Plus, the knowledgeable/caring/enlightened physicians will discuss Afrezza with their patients.
|
|
|
|
Post by peppy on May 1, 2016 10:31:45 GMT -5
Plus, the knowledgeable/caring/enlightened physicians will discuss Afrezza with their patients. So far that has been the pipe dream. 
|
|
|
|
Post by cm5 on May 1, 2016 11:35:48 GMT -5
"When an idea reaches critical mass there is no stopping the shift its presence will induce."
Marianne Williamson
|
|
|
|
Post by kball on May 1, 2016 12:01:10 GMT -5
"When an idea reaches critical mass there is no stopping the shift its presence will induce."
Marianne Williamson
"Overcoming a critical flop will take a while. Critical mass is a long way away" -kball |
|
|
|
Post by sportsrancho on May 1, 2016 13:25:17 GMT -5
"When an idea reaches critical mass there is no stopping the shift its presence will induce."
Marianne Williamson
"Overcoming a critical flop will take a while. Critical mass is a long way away" -kball If we can get the doc's on board, I believe almost every newly diagnosed T1and T2 ( that have to start shots) will choose the dreamboat! I've started carrying it in my purse. It makes a big difference when they see it. Because it looks as easy as it is. The T2's I've talked to are willing to listen, but say they are used to shots. So then I tell them how much better it is for them. Their eyes light up and they say they will ask their doc's. When Tom's son found out he was T1 like his sister he went into his bedroom and locked the door and beat his head against the wall until it bled! The thought of going through what he has seen his sister and the whole family go through was to much to bear! Lucky he didn't have to! And is even using less Afrezza than he was a first. Think of the people everyday that are told the same thing. Afrezza is a no-brainer for them! Once people see others use it they will want to try it. I don't know if it's a women thing, but I like less steps. I like easy. Fast. Much less steps when using the dreamboat compared to shots! |
|
|
|
Post by peppy on May 1, 2016 15:48:45 GMT -5
The thread, Mannkind a growing threat to the status quo.
who and what the status quo is ?
Ranked by Revenue. The search was for list pharmaceutical companies by revenue. Novartis 47 billion dollars a year.
Lilly and Phizer make insulin. sanofi insulin. other injectable for insulin control. Johnson and Johnson orals.
www.pmlive.com/top_pharma_list/global_revenues
|
|
|
|
Post by peppy on May 1, 2016 16:25:03 GMT -5
"When an idea reaches critical mass there is no stopping the shift its presence will induce." Marianne Williamson I like this. I agree. I agree With sports, given a choice, the choice would be a dream boat. A dream boat and a non invasive CGM (continuous glucose monitor ) when the world get it off the manufacturing line. Insurance coverage with the above, critical mass?
That should be a new thread. What will it take to hit critical mass.
|
|
|
|
Post by cm5 on May 1, 2016 16:59:51 GMT -5
Generic Insulin in Late Stage Development-----more disruption coming for the major US pharmaceutical producers of insulin:
Lannett To Co-Develop Generic Insulin Product For $21 Billion U.S. Market
Lannett Has Exclusive U.S. Marketing Rights to Insulin Product; Fifth Project with Strategic Partner--
|
|
|
|
Post by agedhippie on May 1, 2016 19:28:13 GMT -5
Generic Insulin in Late Stage Development-----more disruption coming for the major US pharmaceutical producers of insulin:
Lannett To Co-Develop Generic Insulin Product For $21 Billion U.S. Market
Lannett Has Exclusive U.S. Marketing Rights to Insulin Product; Fifth Project with Strategic Partner--
This is not going to be disruptive to the insulin market in the US. The press release is talking about generic (Regular) insulin and they ignore one important fact - Regular insulin is declining and forms less than 2% of the US insulin market with the bulk of that is in pre-mixed insulins where the Chinese lack the basal analogs needed to compete. The big three (Sanofi, Novo Nordisk, and Lilly) already compete in the Chinese market so if they had to they could match this Chinese pharma prices in the US as well. More likely they would simply ignore the Chinese pharmas in the US market since the the Chinese cannot compete in the remaining Regular market for pre-mix insulins. The simple Regular market they would probably abandon since the value is not worth competing for. |
|
|
|
Post by lakon on May 3, 2016 12:50:59 GMT -5
Generic Insulin in Late Stage Development-----more disruption coming for the major US pharmaceutical producers of insulin:
Lannett To Co-Develop Generic Insulin Product For $21 Billion U.S. Market
Lannett Has Exclusive U.S. Marketing Rights to Insulin Product; Fifth Project with Strategic Partner--
The press release is talking about generic (Regular) insulin and they ignore one important fact - Regular insulin is declining and forms less than 2% of the US insulin market with the bulk of that is in pre-mixed insulins where the Chinese lack the basal analogs needed to compete. The big three ( Sanofi, Novo Nordisk, and Lilly) already compete in the Chinese market so if they had to they could match this Chinese pharma prices in the US as well. More likely they would simply ignore the Chinese pharmas in the US market since the the Chinese cannot compete in the remaining Regular market for pre-mix insulins. The simple Regular market they would probably abandon since the value is not worth competing for. I would not be so confident if I were you. Also, Asian cultures tend to dislike needles, and historically, the Chinese take a persistent long-term view of the world... mnkd.proboards.com/post/68216/threadThanks for the last part about competing in the Chinese market and lowering prices. I needed a good laugh. Made me think of US Steel. Good one!  |
|
|
|
Post by agedhippie on May 3, 2016 13:18:33 GMT -5
This is not going to be disruptive to the insulin market in the US. The press release is talking about generic (Regular) insulin and they ignore one important fact - Regular insulin is declining and forms less than 2% of the US insulin market with the bulk of that is in pre-mixed insulins where the Chinese lack the basal analogs needed to compete. The big three ( Sanofi, Novo Nordisk, and Lilly) already compete in the Chinese market so if they had to they could match this Chinese pharma prices in the US as well. More likely they would simply ignore the Chinese pharmas in the US market since the the Chinese cannot compete in the remaining Regular market for pre-mix insulins. The simple Regular market they would probably abandon since the value is not worth competing for. I would not be so confident if I were you. Also, Asian cultures tend to dislike needles, and historically, the Chinese take a persistent long-term view of the world... mnkd.proboards.com/post/68216/threadThanks for the last part about competing in the Chinese market and lowering prices. I needed a good laugh. Made me think of US Steel. Good one! Right now the big three have the majority of the Chinese market so they are competing quite effectively.  To achieve that they do their manufacturing in China as the bidding process for the regional health authorities favors Chinese manufactured drugs. I am not sure Afrezza is ready to transfer their IP to China and set up manufacturing just yet. The authorities are having problems with health care costs so an expensive (compared to local insulin) Afrezza is not going to get traction. |
|
|
|
Post by lakon on May 3, 2016 14:23:20 GMT -5
I would not be so confident if I were you. Also, Asian cultures tend to dislike needles, and historically, the Chinese take a persistent long-term view of the world... mnkd.proboards.com/post/68216/threadThanks for the last part about competing in the Chinese market and lowering prices. I needed a good laugh. Made me think of US Steel. Good one! Right now the big three have the majority of the Chinese market so they are competing quite effectively. To achieve that they do their manufacturing in China as the bidding process for the regional health authorities favors Chinese manufactured drugs. I am not sure Afrezza is ready to transfer their IP to China and set up manufacturing just yet. The authorities are having problems with health care costs so an expensive (compared to local insulin) Afrezza is not going to get traction. There you go again -- what confidence. LOL. If the Chinese cannot copy it and need it, one can compete. As soon as the Chinese can copy it, well, game over. No, there will be no transfer of IP to China. You do know what Mann and Kresa used to do, right? LOL. The point was that the Chinese could make coin in the US as a supplier to MNKD. The US IS the market for pharma, all BS aside. Just like all regulated industries have become, like Defense. Of course, the Chinese will sell it cheap in China. That's what China does. They are just taking market share everywhere else by undercutting prices. If you take the long-term view, like China does, they are a monopoly. If you think prices stay low, then, you need a history lesson. The US is heading down the wrong path... On the other hand, the Chinese seem interested in ORMP. There's another laugh. I figure it can be shorted into oblivion as MNKD takes off. It's a cruel world after all. |
|
|
|
Post by agedhippie on May 3, 2016 14:54:08 GMT -5
If the Chinese cannot copy it and need it, one can compete. As soon as the Chinese can copy it, well, game over. No, there will be no transfer of IP to China. You do know what Mann and Kresa used to do, right? LOL. The point was that the Chinese could make coin in the US as a supplier to MNKD. Point is the Chinese don't need it, for them it's a nice to have but not a need and given the cost pressure on their health budget combined with no local manufacturing that's where it is going to stay. Opening manufacturing there is the equivalent of IP transfer as I think we both know... The Chinese cannot make money as a supplier to Mannkind currently since Mannkind is tied into a supplier contract with Amphastar with a two year notice period and a minimum committed annual and total spend. Using a Chinese source would require certification of the Chinese factory. |
|
|
|
Post by lakon on May 3, 2016 15:24:54 GMT -5
If the Chinese cannot copy it and need it, one can compete. As soon as the Chinese can copy it, well, game over. No, there will be no transfer of IP to China. You do know what Mann and Kresa used to do, right? LOL. The point was that the Chinese could make coin in the US as a supplier to MNKD. Point is the Chinese don't need it, for them it's a nice to have but not a need and given the cost pressure on their health budget combined with no local manufacturing that's where it is going to stay. Opening manufacturing there is the equivalent of IP transfer as I think we both know... The Chinese cannot make money as a supplier to Mannkind currently since Mannkind is tied into a supplier contract with Amphastar with a two year notice period and a minimum committed annual and total spend. Using a Chinese source would require certification of the Chinese factory. Personally, I don't particularly look forward to selling to the Chinese market, but I would not presume to speak for their needs, as you do. Actually, Afrezza could be far cheaper when you consider all costs. Manufacturing Afrezza in China is not needed when MNKD can ship dry powder over as I think we both know... As I said, I don't recall reading any exclusive supplier arrangement, just guaranteed minimums, that AMPH has been graciously ignoring for the time being. I said to think long-term, like the Chinese. MNKD seems to think long-term too, or at least Mann did. None of this discussion was intended for the short-term view. There was a time when MNKD was considering a Chinese alternative... |
|
|
|
Post by agedhippie on May 3, 2016 17:15:49 GMT -5
Manufacturing Afrezza in China is not needed when MNKD can ship dry powder over as I think we both know... I don't think I am explaining this right. You can manufacture insulin anywhere and ship it without problem, Afrezza or analogs. The manufacturing issue with China is that the government health systems buys local products where possible which is why the big three manufacture there for the domestic market. |
|
