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Post by sportsrancho on Jun 24, 2017 7:58:00 GMT -5
Thanks sla!
If I had move money to invest I'd find a way to invest it in Vdex.
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Post by audiomr on Jun 24, 2017 13:48:40 GMT -5
Sayhey, If I am not mistaken, someone posting on this mb is affiliated with VDEX, (owner possibly?) And again, if my memory serves me correctly, this person stated that the original plan was to open a few locations slowly and ramp up as you stated in your post. Then came the Sanofi debacle, major upheval, and understandably some investors backed out, putting an end to Plan A.Hopefully, once MNKD gets AFREZZA a bit more secured n the marketplace, the investors in Vdex will revisit their original plan and start opening more Vdex locations. If/when AFREZZA becomes a success, Vdex should become a hot commodity! Wendy's started with just one location too! As investors and/or supporters of MNKD, none of this has gone according to any of our plan and definitely not in our time line. At least now, people are finally learning about the benefits and the revolutionary potential of AFREZZA! Albeit very slowly, but IMHO, we are finally headed in the right direction! Let's hope!! GLTA! my memory is different. vdex came after sanofi dropped MNKD. I too got the impression somewhere, that perhaps vdex could buy afrezza directly from mnkd. Trying to remember, who, what, when, where and why? I can not remember. Was it something mike C said to a conference call regarding people buying directly from MNKD? I can not remember when the possibility of vdex buying directly from MNKD became something that I think could be a possibility. Was it, afrezza could be ordered from MNKD directly, bypassing pharmacy, and MNKD would send the afrezza out?
I think the idea of direct buying came from message-board speculation, not Mannkind. I don't think VDEX could distribute anything other than samples without being a licensed pharmacy. Much more likely they just write scrips to be filled at regular pharmacies. |
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Post by ramile on Jun 28, 2017 3:42:02 GMT -5
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Post by ripano on Jul 11, 2017 15:43:33 GMT -5
Is no news good news on what's happening in the VDEX center ?
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Post by Deleted on Jul 11, 2017 15:48:02 GMT -5
Is no news good news on what's happening in the VDEX center ? I dont think that saying applies here |
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Post by ripano on Jul 12, 2017 7:04:36 GMT -5
So in your opinion exactly what applies to the VDEX center ?
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Post by sportsrancho on Jul 12, 2017 7:27:19 GMT -5
So in your opinion exactly what applies to the VDEX center ? I think they are doing fine. They needed more space. Good reviews. But ( I'm guessing ) it would make sense if they were in a wait and see...before they expand in a big way. Although they maybe are aware of things we are not. |
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Post by dreamboatcruise on Jul 12, 2017 16:05:37 GMT -5
The latest comments I've seen from the company on the timeline indicated sometime in 2018, though first in EU, so unclear whether expectation is still 2018 for US or later. |
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Post by Deleted on Jul 12, 2017 16:08:25 GMT -5
So in your opinion exactly what applies to the VDEX center ? Stay Tuned! :clickselflike |
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Post by agedhippie on Jul 12, 2017 18:33:50 GMT -5
The latest comments I've seen from the company on the timeline indicated sometime in 2018, though first in EU, so unclear whether expectation is still 2018 for US or later. On that sort of topic. I just noticed that Roche bought mySugr at the end of last month (courtesy of Diatribe - link) and is looking at creating a similar operation to One Drop. Their first market will be Germany with VKB (Germany's largest public sector insurer) rolling it out to patients. This could be a problem for One Drop since Roche is a medical device manufacturer rather than a reseller so their operating costs should be a lot lower. There is potential there. The mySugr app is very nice and well established as well. And of course Roche is a known quantity for the various hospital groups and insurers. |
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Post by sayhey24 on Jul 12, 2017 20:59:20 GMT -5
The latest comments I've seen from the company on the timeline indicated sometime in 2018, though first in EU, so unclear whether expectation is still 2018 for US or later. On that sort of topic. I just noticed that Roche bought mySugr at the end of last month (courtesy of Diatribe - link) and is looking at creating a similar operation to One Drop. Their first market will be Germany with VKB (Germany's largest public sector insurer) rolling it out to patients. This could be a problem for One Drop since Roche is a medical device manufacturer rather than a reseller so their operating costs should be a lot lower. There is potential there. The mySugr app is very nice and well established as well. And of course Roche is a known quantity for the various hospital groups and insurers. This entire market is going to get really exciting in the next few months. What was the take away from this years ADA meeting? No new drugs but lots of monitoring and cloud services. The fact is the big boys did not even show up - Google, Apple and IBM. When Roche enters the cloud/monitoring business I guess they are saying the problem of making a faster insulin has been solved and the T2 meds on the market and in the pipelines are a mess so they better do something else. Onduo should be rolling out their product offering soon. God only knows what Apple is doing but that Dachis guy seems to hanging around Cook so I would not sell One Drop short. One thing about Dachis he is high energy. Maybe its the afrezza he takes. And then we have IBM Watson, what is taking them so long? Then again we have Amazon Prime. Maybe for some low price Dachis through Amazon gives you the monitoring and all the afrezza you need. At least that's what he said at the ASM. The good news is once all these monitoring companies are online, hiding meal time spikes will no longer be possible and will need to be addressed by something which works like the pancreas. |
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Post by agedhippie on Jul 12, 2017 21:21:23 GMT -5
Roche has a distribution agreement with Senseonics for their 'CGM' (more Libre competitor) in EMEA. At some point I could see that being offered as an alternative to meters and strips. This is the sort of thing that will cause One Drop problems simply because they don't have the resources to compete at scale. The One Drop idea is good, but that market is going to get awfully crowded - my guess is that One Drop wants to get bought.
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Post by sayhey24 on Jul 13, 2017 5:16:01 GMT -5
Roche has a distribution agreement with Senseonics for their 'CGM' (more Libre competitor) in EMEA. At some point I could see that being offered as an alternative to meters and strips. This is the sort of thing that will cause One Drop problems simply because they don't have the resources to compete at scale. The One Drop idea is good, but that market is going to get awfully crowded - my guess is that One Drop wants to get bought. Good info - I am not familiar with the senseonics. Maybe I will try and get one if its as cheap as the Libre and give it a try. MNKD has mentioned in the past about doing studies with the Libre. San Meditech has a great CGM which has very low manufacturing costs and they tell me they have a non-invasive unit - which I have never seen. As far as One Drop - Dachis knows his test strips are going the way of the land-line. He has a nice S/W platform which could provide a basis of an Apple offering. Hey - if he can get a $1B from Apple for One Drop like he did for Razorfish, good for him. |
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Post by sayhey24 on Jul 13, 2017 5:31:19 GMT -5
Aged - is this what you are talking about - healthline.com/diabetesmine/senseonics-implantable-cgm-late-stage-study. I think I will pass on getting something implanted. I do like the Verily M&M sensor though verily.com/ The IWatch would be even better. I wonder what VDEX is looking at besides Dexcom? |
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Post by kimi on Jul 13, 2017 5:37:07 GMT -5
agedhippie: .....their first market will be Germany with VKB (Germany's largest public sector insurer) rolling it out to patients. This could be a problem for One Drop......
VKB germany's largest insurer ? (lol)
VKB is located in Bayern (Versicherungskammer Bayern)only for people working in the public sector in Bayern and by far one of the smallest insurers in Germany.
I'm living in Germany and never heard of VKB before
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