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Post by celo on Mar 6, 2018 12:25:56 GMT -5
Española? Why did they pick that location? Anyone have any insights? It's 30 mins north of Santa Fe and Los Alamos (relatively close) and 90 mins from Albuquerque.
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Post by seanismorris on Mar 6, 2018 12:28:17 GMT -5
seanismorris ... Just because they changed the way you access maps to me doesn't imply they've changed anything about the actual locations. Of course I have no idea what the locations were like before... shared, not shared, etc. One is actually only a mile or so away, but I guess I've never really had that much curiosity to just stop by. I'd love to hear about volume of patients they are seeing and profitability... but can't tell that by looking at the storefront. Maybe... I could have sworn that on their site, their was a nice building with VDex out front. That is now gone from their site... (or I’m imagining things) I don’t think VDex still exists as it was conceptualized... it’s now just a few docs working out of their own locations. In other words, VDex docs are no different with any other doc on MannKind’s list.
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Post by seanismorris on Mar 6, 2018 12:32:48 GMT -5
That list (in my mind) convinces me, I’m correct. From the list: Through his association with Vdex in his own office in Beverly Hills, California, Dr. Huizenga has helped refine the Vdex treatment protocols. The result is better care for patients and greater patient compliance with therapy.
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Post by sportsrancho on Mar 6, 2018 12:37:45 GMT -5
That list (in my mind) convinces me, I’m correct. From the list: Through his association with Vdex in his own office in Beverly Hills, California, Dr. Huizenga has helped refine the Vdex treatment protocols. The result is better care for patients and greater patient compliance with therapy. I’m sorry correct about what? There are 3 different models.
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Post by zuegirdor on Mar 6, 2018 12:37:55 GMT -5
She’s a T1. As I read it, she did not say she obtained the low from Afrezza She said she over treated the low and then subsequently and consequently used Afrezza to quickly get her down from the high that resulted from the over treatment of the low My son experiences Lows most frequently at night - as do many people who use Lantus. Lantus has a peak about 4-5 hours after you take it. Typically folks take an evening and a morning split dose because Lantus also only lasts about 20- 22 hours. Not ideal but for years it has been the best basal available. (Will be asking son's new Endo to let us try Tresiba soon-no peak plus 40+ hour duration) So this user may have experienced the low from Lantus and an unusually active day which accelerated the alternative non-insulin glucose uptake pathway. OTOH you can go low from Afrezza. Have to be pretty egligent or deliberate to do so. Son says the lows on Afrezza don't feel as jagged as humalog. CGM traces seem to show a native recovery response occurs from Afrezza low. I think you may only rely so much on that though since insulin in the right does can kill anyone with normal islet response.
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Post by sportsrancho on Mar 6, 2018 12:41:36 GMT -5
Española? Why did they pick that location? Anyone have any insights? It's 30 mins north of Santa Fe and Los Alamos (relatively close) and 90 mins from Albuquerque. It’s a secret and baba’s not telling:-))
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Post by joeypotsandpans on Mar 6, 2018 12:47:11 GMT -5
I'm reading this thread wondering how much due diligence some of these people do when investing, that's IF they are in fact investors
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Post by seanismorris on Mar 6, 2018 12:58:47 GMT -5
That list (in my mind) convinces me, I’m correct. From the list: Through his association with Vdex in his own office in Beverly Hills, California, Dr. Huizenga has helped refine the Vdex treatment protocols. The result is better care for patients and greater patient compliance with therapy. I’m sorry correct about what? There are 3 different models. There is no VDex “office”. (Original model - centralized) VDex Doctors work out of their own practices. They’re the VDex “group or association” that prescribe Afrezza. (Current model) My understanding is VDex tried to create a “franchise” but that’s just getting your name and location listed on the VDex website. (Desired model) The original VDex business model failed, and they’re just trying to recoup some costs. But there isn’t much point for anyone to sign up...
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Post by seanismorris on Mar 6, 2018 13:08:17 GMT -5
I'm reading this thread wondering how much due diligence some of these people do when investing, that's IF they are in fact investors I originally thought VDex was interesting (1st location). But then the didn’t do anything they said they were going to do, so I stopped paying attention. After seeing this huge thread, I looked back into it and realized VDex isn’t relevant to really anything. If people are looking for VDex to drive sales of Afrezza, they’re going to wait a long time. The thing that I find confusing is why does VDex get attention from MannKind Investors...
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Post by sportsrancho on Mar 6, 2018 13:55:05 GMT -5
I'm reading this thread wondering how much due diligence some of these people do when investing, that's IF they are in fact investors I originally thought VDex was interesting (1st location). But then the didn’t do anything they said they were going to do, so I stopped paying attention. After seeing this huge thread, I looked back into it and realized VDex isn’t relevant to really anything. If people are looking for VDex to drive sales of Afrezza, they’re going to wait a long time. The thing that I find confusing is why does VDex get attention from MannKind Investors... You’re got that bass ass backwards but you’re just gonna have to wait-and-see:-)
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Post by Omega on Mar 6, 2018 13:55:59 GMT -5
I'm reading this thread wondering how much due diligence some of these people do when investing, that's IF they are in fact investors I originally thought VDex was interesting (1st location). But then the didn’t do anything they said they were going to do, so I stopped paying attention. After seeing this huge thread, I looked back into it and realized VDex isn’t relevant to really anything. If people are looking for VDex to drive sales of Afrezza, they’re going to wait a long time. The thing that I find confusing is why does VDex get attention from MannKind Investors... But yet you've found a reason to post 7 times into this thread in the past 24 hours. Mostly spreading FUD about this supposed failed biz model as you see it. I don't see how already having 4 Locations with more on the way is failing in your eyes. When you have no idea of how many clients they see, their costs or profits.
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Post by joeypotsandpans on Mar 6, 2018 14:59:48 GMT -5
I'm reading this thread wondering how much due diligence some of these people do when investing, that's IF they are in fact investors I originally thought VDex was interesting (1st location). But then the didn’t do anything they said they were going to do, so I stopped paying attention. After seeing this huge thread, I looked back into it and realized VDex isn’t relevant to really anything. If people are looking for VDex to drive sales of Afrezza, they’re going to wait a long time. The thing that I find confusing is why does VDex get attention from MannKind Investors... I believe the 95% retention rate says it all, investors will understand that validates the effectiveness and pretty much confirms that the dosing/titration issues with lazy/too busy (ok I know they run tight schedules and that is not directed towards all of course as we know full well Liane would disrupt that thesis ) or uninformed physicians are a BIG reason for the falloff of renewed scripts and insurance and cost being the other. So being that they (VDEX) has possibly a higher success rate with both the results for their customers along with the insurance that says quite a bit and most likely why they recently expanded. This is where SO really lost quite a bit of respect and credibility with me when he stated something to the effect that VDEX doesn't make a pimple regarding scripts....he loses sight of the importance of their retention rate and what that means regarding the discrepancy in scripts and/or script renewals. Without getting too redundant (BD can I use too and redundant together? lol) that is why even thought it can't be used formally, the white paper they did speaks volumes as I mentioned not just to investors but more importantly to the potential PWD population as a whole. The statement I made regarding due diligence or lack thereof is half meant (the other half was directed at those that have no investment and troll) in a constructive manner regarding how much or rather how little some investors don't really investigate where they are putting their $$ relative to not just risk/reward but just looking at face value ie., past results as opposed to future potential and the cause/effect nature of why something may be under or overvalued. Reading between the lines like the results of VDEX for example and their observations is paramount and an integral part to successful investing. The lack of any real accumulation in the script numbers is so telling and VDEX IMO helps one understand the fundamental problem with the current providers/writers outside of VDEX not understanding how to best take advantage of the superiority Afrezza has over the other current treatments. Hope that helps clear up some of your confusion.
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Post by mytakeonit on Mar 6, 2018 17:32:28 GMT -5
VDex VDex VDex ... MannKind Investors love to say that ... because it drives seanismorris nuts !!! VDex VDex VDex
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Post by olebob1 on Mar 6, 2018 18:16:04 GMT -5
twitter.com/meggersmckinleyWorst blood sugar night ever. Brain is mush. I’d have been dead at midnight, barely found kitchen, overtreated the low, jumped so high that my eyes were broken. #Afrezza got me down quickly. Feels like someone kicked my head. I owe my life to #Dexcom. Gonna be a tough day. 6:59 AM - 5 Mar 2018 She is on Afrezza and she got that sort of low? I don't know anything more about how things got out of whack. Just liked testimonial of the real-life troubles, of a very active person. See her quote below: "Had an epically awesome-brutal- rainstorm- soccer game tonight. ⚽️❤️⚽️. Doesn’t matter but we did win 1-0. Oh...and perfect blood sugars (thx #Dexcom and #Afrezza). #T1D will not stop me.Getting carried away in a landslide on the way home almost did though " 😬
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Post by rossomalley on Mar 6, 2018 18:57:32 GMT -5
VDEX claims very high (95%?) retention but I don’t think we have any way of verifying that. Likely also true for the info about health of VDEX business being given to members of board in private communications. At this point Sean’s skepticism seems a lot more like DD than the knee jerk defense of what remains a black box like our our white knight RLS.
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