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Post by agedhippie on Jul 25, 2016 7:07:31 GMT -5
Nice video! However I have a quick question.. this video shows, how a long term sensor and an insulin pump can be used.. Assuming www.diabetes.co.uk/insulin/basal-bolus.html"A basal-bolus routine involves taking a longer acting form of insulin to keep blood glucose levels stable through periods of fasting and separate injections of shorter acting insulin to prevent rises in blood glucose levels resulting from meals." is true and Afrezza happens to be the best solution for the boreal insulin, the DexCom monitor does not change much for the boreal part, as it is mainly useful to detect/reduce basal problems, right!? It's just amazing how much time it all takes. Especially the bit where you push the plunger down. What they don't show is the great big inch long needle that the plunger is pushing into you! It takes me a minute of two to pluck up my courage to do that bit. |
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Post by trondisc on Jul 25, 2016 10:23:33 GMT -5
Tron, You missed the opportunity to buy at around $10 per share. Now that is a reason to be pissed of. Intrinsicbullish, ROFLMAO. At this point the only way Afrezza/MannKind survives is through a partnership or buyout. I said that the moment Sanofi the Saboteur declined a future contract continuation. When all is said and done this stock may see $4-5 from nothing short of a miracle several years down the road. The real damn shame (other than me losing 33 grand) is that Technosphere could have gone on to blossom and treat different types of patient ailments. After Al Mann passed, Pfeffer has gone onto pure auto-pilot mode. PPS is truth; today's movement went from +0.01 to -0.02...what does that tell you? I will continue to stay pissed until I sell at $4.00...IF EVER. |
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Post by sayhey24 on Jul 25, 2016 18:10:04 GMT -5
It was great to see the Adcom support Dexcom got last week but their chance of getting the Verily developed non-invasive CGM prior to 2019 is probably more hope than reality. The CGM market is changing rapidly and will soon turn into a commodity market. At Dexcom's manufacturing costs it is hard to see them being a going concern by 2020. Outside the US a lot is happening. In China, San Meditech has sold about 50k units which are made for pennies on the Dexcom dollar and perform better than Dexcom's units. CNOGA out of Israel has developed a true non-invasive unit which really works and it appears they may now be partnering with San Meditech. Both the existing San Meditech CGM and CNOGA's are now cloud connected. About the only hope I see for Dexcom is to quickly capture the cloud market with Verily and afrezza and hope Verily can get the new non-invasive unit to market before San Meditech/CNOGA partners with a BP like J&J or Bayer. BTW did I mention CNOGA is working on a ring unit? |
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Post by peppy on Jul 25, 2016 19:19:24 GMT -5
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Post by bioexec25 on Jul 25, 2016 19:40:52 GMT -5
Peppy, exactly. Same invasive cgm tech aligns with needles in general in my mind strategically.
Ok Dexcom G5 for tactical calibration and twice a year checking in the near term. Eventually a natural steady state drug like Afrezza once zoned in, a watch based unit and algorithmic (possibly FDA approved) would be very likely.
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Post by sayhey24 on Jul 25, 2016 20:18:54 GMT -5
My understanding is glucowise is still in development but they are another great example of companies working towards non-invasive CGM technology. Now the two big gorilla's are Verily and IBM and they will force change in how diabetes care is managed. Right now, I am not aware of anything better for mealtime control than afrezza, nothing. I sure hope Mike is calling both IBM and Verily every day, maybe twice a day to do a deal. IBM can pick and choose the CGM vendor or vendors for 24/7 real-time monitoring but they need afrezza. With the Verily/Dexcom deal Verily may not have that flexibility but Andy Conrad should be doing a deal direct with MNKD and if I were Kevin Sayers I would be trying to do a deal asap with MNKD to try and lock them up while MNKD is cash poor and a pps of $1. Dexcom needs to do a deal now before CGMs are being sold in Walmart for $50 and I hope Mike has enough sense not to do an exclusive with Dexcom but is calling IBM and a few others who are getting into the cloud based medical services business who are all targeting diabetes. |
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Post by patten1962 on Jul 25, 2016 22:49:43 GMT -5
My understanding is glucowise is still in development but they are another great example of companies working towards non-invasive CGM technology. Now the two big gorilla's are Verily and IBM and they will force change in how diabetes care is managed. Right now, I am not aware of anything better for mealtime control than afrezza, nothing. I sure hope Mike is calling both IBM and Verily every day, maybe twice a day to do a deal. IBM can pick and choose the CGM vendor or vendors for 24/7 real-time monitoring but they need afrezza. With the Verily/Dexcom deal Verily may not have that flexibility but Andy Conrad should be doing a deal direct with MNKD and if I were Kevin Sayers I would be trying to do a deal asap with MNKD to try and lock them up while MNKD is cash poor and a pps of $1. Dexcom needs to do a deal now before CGMs are being sold in Walmart for $50 and I hope Mike has enough sense not to do an exclusive with Dexcom but is calling IBM and a few others who are getting into the cloud based medical services business who are all targeting diabetes. Google Life sciences has been talked about before as a possible connection to RLS. Google has put a lot of Money into Dexcom. Just saying. |
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Post by sayhey24 on Jul 26, 2016 5:33:20 GMT -5
I have never heard "Google Life sciences has been talked about before as a possible connection to RLS." IMO RLS is trying to put CBD om technosphere. Look at what GWPH is doing with the difference being technosphere solves the spray dosing issue GWPH may face for approval. Also MSFT entered the pot business a few months back which may just have an RLS connection.
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Post by patten1962 on Jul 26, 2016 6:42:01 GMT -5
I have never heard "Google Life sciences has been talked about before as a possible connection to RLS." IMO RLS is trying to put CBD om technosphere. Look at what GWPH is doing with the difference being technosphere solves the spray dosing issue GWPH may face for approval. Also MSFT entered the pot business a few months back which may just have an RLS connection. Google Life Sciences is a partner with Dexcom. Some people have speculated/wondering if they may have a connection with MannKind? Honestly, no one knows for sure. Myself, I have had many ideas on who RLS is: 1. Google Life Sciences, 2. Perle Bioscience, 3. AMGEN, 4. Microsoft, 5. Dexcom, My gut tells me it's Perle, I hope it's Google with Amgen as a overseas partner. |
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Post by Deleted on Jul 26, 2016 10:22:27 GMT -5
My understanding is glucowise is still in development but they are another great example of companies working towards non-invasive CGM technology. Now the two big gorilla's are Verily and IBM and they will force change in how diabetes care is managed. Right now, I am not aware of anything better for mealtime control than afrezza, nothing. I sure hope Mike is calling both IBM and Verily every day, maybe twice a day to do a deal. IBM can pick and choose the CGM vendor or vendors for 24/7 real-time monitoring but they need afrezza. With the Verily/Dexcom deal Verily may not have that flexibility but Andy Conrad should be doing a deal direct with MNKD and if I were Kevin Sayers I would be trying to do a deal asap with MNKD to try and lock them up while MNKD is cash poor and a pps of $1. Dexcom needs to do a deal now before CGMs are being sold in Walmart for $50 and I hope Mike has enough sense not to do an exclusive with Dexcom but is calling IBM and a few others who are getting into the cloud based medical services business who are all targeting diabetes. Google Life sciences has been talked about before as a possible connection to RLS. Google has put a lot of Money into Dexcom. Just saying. Wall Street would know if there was a connection. That news would not be kept under wraps. |
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Post by dreamboatcruise on Jul 26, 2016 10:57:02 GMT -5
My understanding is glucowise is still in development but they are another great example of companies working towards non-invasive CGM technology. Now the two big gorilla's are Verily and IBM and they will force change in how diabetes care is managed. Right now, I am not aware of anything better for mealtime control than afrezza, nothing. I sure hope Mike is calling both IBM and Verily every day, maybe twice a day to do a deal. IBM can pick and choose the CGM vendor or vendors for 24/7 real-time monitoring but they need afrezza. With the Verily/Dexcom deal Verily may not have that flexibility but Andy Conrad should be doing a deal direct with MNKD and if I were Kevin Sayers I would be trying to do a deal asap with MNKD to try and lock them up while MNKD is cash poor and a pps of $1. Dexcom needs to do a deal now before CGMs are being sold in Walmart for $50 and I hope Mike has enough sense not to do an exclusive with Dexcom but is calling IBM and a few others who are getting into the cloud based medical services business who are all targeting diabetes. I've never quite understood what the logic is of statements like above "they need Afrezza". Afrezza is available on the market. What you are talking about is a business relationship, correct? Whey would IBM, Verily or Dexcom need to buy or invest in Mannkind. Even if Afrezza is a unique product in its ability to provide great control for PWD... why does that make a business case for a company wanting to be in health analytics forming a business partnership with a drug company? Do you think Verily and IBM's model will be to acquire best in class drugs for most major drug indications to become big pharmas themselves? Seems unlikely. Seems much more likely that they'd want to remain relatively agnostic and open to relatively low level R&D efforts with any and all comers in the pharma segment. |
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Post by audiomr on Jul 26, 2016 11:20:32 GMT -5
My understanding is glucowise is still in development but they are another great example of companies working towards non-invasive CGM technology. Now the two big gorilla's are Verily and IBM and they will force change in how diabetes care is managed. Right now, I am not aware of anything better for mealtime control than afrezza, nothing. I sure hope Mike is calling both IBM and Verily every day, maybe twice a day to do a deal. IBM can pick and choose the CGM vendor or vendors for 24/7 real-time monitoring but they need afrezza. With the Verily/Dexcom deal Verily may not have that flexibility but Andy Conrad should be doing a deal direct with MNKD and if I were Kevin Sayers I would be trying to do a deal asap with MNKD to try and lock them up while MNKD is cash poor and a pps of $1. Dexcom needs to do a deal now before CGMs are being sold in Walmart for $50 and I hope Mike has enough sense not to do an exclusive with Dexcom but is calling IBM and a few others who are getting into the cloud based medical services business who are all targeting diabetes. I've never quite understood what the logic is of statements like above "they need Afrezza". Afrezza is available on the market. What you are talking about is a business relationship, correct? Whey would IBM, Verily or Dexcom need to buy or invest in Mannkind. Even if Afrezza is a unique product in its ability to provide great control for PWD... why does that make a business case for a company wanting to be in health analytics forming a business partnership with a drug company? Do you think Verily and IBM's model will be to acquire best in class drugs for most major drug indications to become big pharmas themselves? Seems unlikely. Seems much more likely that they'd want to remain relatively agnostic and open to relatively low level R&D efforts with any and all comers in the pharma segment. Exactly. I don't understand how any of these postulated deals would work. Afrezza is a prescription drug. Even if one of these companies were to buy Afrezza outright from Mannkind, it couldn't prevent the drug from being prescribed separately from its own products. And even if that were possible, it certainly would not be to Mannkind's benefit to enter into an agreement that would severely restrict distribution. It's just white-knight fever talking. |
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Post by audiomr on Jul 26, 2016 11:28:10 GMT -5
I have never heard "Google Life sciences has been talked about before as a possible connection to RLS." IMO RLS is trying to put CBD om technosphere. Look at what GWPH is doing with the difference being technosphere solves the spray dosing issue GWPH may face for approval. Also MSFT entered the pot business a few months back which may just have an RLS connection. Google Life Sciences is a partner with Dexcom. Some people have speculated/wondering if they may have a connection with MannKind? Honestly, no one knows for sure. Myself, I have had many ideas on who RLS is: 1. Google Life Sciences, 2. Perle Bioscience, 3. AMGEN, 4. Microsoft, 5. Dexcom, Paul Allen. One thing we do know about RLS is that it's Seattle-based. That rules out everyone on your list except Microsoft, which to the best of my knowledge has not shown any interest in pursuing bioscience. Allen, on the other hand, has. He's Seattle-based and has the money, plus the person running the company has previous connections with him. |
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Post by Deleted on Jul 26, 2016 12:09:56 GMT -5
Google Life Sciences is a partner with Dexcom. Some people have speculated/wondering if they may have a connection with MannKind? Honestly, no one knows for sure. Myself, I have had many ideas on who RLS is: 1. Google Life Sciences, 2. Perle Bioscience, 3. AMGEN, 4. Microsoft, 5. Dexcom, Paul Allen. One thing we do know about RLS is that it's Seattle-based. That rules out everyone on your list except Microsoft, which to the best of my knowledge has not shown any interest in pursuing bioscience. Allen, on the other hand, has. He's Seattle-based and has the money, plus the person running the company has previous connections with him. If Paul Allen were behind RLS why would his backing need to be kept in the dark? Especially when his name would help with the outlook of the company, a better share price, and then a better offering then what took place a couple of months ago. |
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Post by dictatorsaurus on Jul 26, 2016 13:29:13 GMT -5
The success of a company should not be completely reliant on another different entity. The sour deal with Sanofi gave up all the cards. Dexcom, google, Paul Allen or anyone else for that matter is not going to come and save Mannkind. The core management is extremely weak. Still waiting for a turn around. Mike C. is a breath of fresh air. But he's only one person and can't expect him to pull a miracle.
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