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Post by MnkdWASmyRtrmntPlan on Aug 7, 2017 9:10:02 GMT -5
You all kept asking what was going on with both party's working together. We are still asking. It sounds like the answer is that not much was going on. "Hey, let's do a study". "Okay". Right, Sports, I also wanted to know what they were doing. But, this, I'm afraid, does not answer that question. This study should have been announced along with the One Drop/Afrezza partnership announcement months ago. Or, maybe the very next week after that announcement. This announcement is just step number 2 (step #1 being the drawing board). We need an immediate financial solution, and for that, this is just too little too late. One Drop and Mannkind both know that they can't be dragging their feet like this. I'm still optimistic, but, God, I hope there is at least " SOME" substantially good news in the 5:00 call. SP is down 6 cents to $1.16, so nobody else is impressed with this announcement, either.
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Post by peppy on Aug 7, 2017 9:14:42 GMT -5
From the article: One-Drop isn't interested getting in the middle of a competition between different treatments for diabetics. Why should they? They want to grow their business of helping PWDs by proving that they get results. If, for example, that study shows a greater A1c drop and more time in range with Afrezza than just coaching, then they have a basis on which to launch an Afrezza-based service. The study will also help them get more coaches trained up on methods for using Afrezza We've seen before that many people really need coaching to make Afrezza work at the start. One-Drop looks like it's willing to be that coach. They're also collecting motivated PWDs. This is good news, but will take 3 months to show results. This study will allow one touch to be covered by insurance plans?
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Post by kc on Aug 7, 2017 9:47:28 GMT -5
You all kept asking what was going on with both party's working together. I think they are trying to create a Paradigm shift in treatment that can be done easier than at a doctors office but perhaps at a clinic like VEDEX. If their trial turns out the way they want it to then they can sell it as a solution to diabetes clinics that might be online monitored or set up in a Drugstore type clinic. Make treatment more accessible to the masses or even treating Pre-Diabetes with giving the pancreas a break.
Insulin for a type two if monitored more precisely could be mealtime only.
Smart move on MannKind's part as they get more visibility being tied to One-Touch. Jeff is a much more Raw marketer than MannKind and we need that visibility he brings.
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Post by straightly on Aug 7, 2017 9:54:06 GMT -5
You are overseeing a VERY IMPORTANT thing the fact that one drop is just a monitoring tools for better management of you HA1C; Hence there is no need to mention others insulin type. This trial is Inhaled insulin again the other insulin option. One drop assist a patient in monitoring and the patient need INSULIN. So this trial is design to Compare the use of one-drop with Afrezza or without meaning one-drop with any others form insulin The trial is " Afrezza® with One Drop | Premium – or – One Drop | Premium alone". So it's insulin vs nothing - if we can't win that we really are out of business. It's difficult to say what the studies design is because they don't seem to have given it, and it's not in Clinical Trials (which makes publication later tricky). Questions would be: - Recritment and selection criteria - Randomization into arms - Number of participants - Secondary endpoints (I read the primary endpoint as HbA1c) - Duration Things to watch for include whether the Afrezza arm is all motivated individuals and hence not typical of the wider audience, and whether there is only a small group of participants. On the plus side - anyone who cannot get Afrezza on their insurance should consider joining as supplies are free in trials so it may be worth asking. Many on this board did suggest that one of the most important use of Afrezza is before doctors think Insulin are necessay, with the hope of even cure it. This could be a game changer dependent on the outcome. Details are lacking and timing of the announcement is suspecting, though.
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Post by straightly on Aug 7, 2017 9:56:53 GMT -5
You are overseeing a VERY IMPORTANT thing the fact that one drop is just a monitoring tools for better management of you HA1C; Hence there is no need to mention others insulin type. This trial is Inhaled insulin again the other insulin option. One drop assist a patient in monitoring and the patient need INSULIN. So this trial is design to Compare the use of one-drop with Afrezza or without meaning one-drop with any others form insulin I say smoke and mirrors. And while we are lapping up this so called partnership we are going to get hit dilution. I only pray Mike has the juevos to be frank and upfront with us about the direction of Afrezza 3.0. I expect heavy dilution. Cash is needed. A partnership that does not help our situation is only a distraction at this point. Anyone who disagrees has to be smoking some righteous sh!t. Dilution is not too bad, just somebody buying stocks, instead of buying it from the street, it is buying it from the company. What matters is the price. I am holding tight.
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Post by orlon on Aug 7, 2017 10:03:42 GMT -5
I see the market is beside itself with joy over the One Drop joint venture...MNKD is only down a nickel! I would rather see news that scripts were up!!
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Post by sportsrancho on Aug 7, 2017 10:47:52 GMT -5
The companies reported that they are enrolling people with Type II diabetes and randomizing them in two treatment arms. One group of patients will use Afrezza with One Drop Premium and the other group will use just One Drop Premium. Researchers plan to measure changes in hemoglobin A1C, quality of life, self-care and treatment satisfaction.
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Post by babaoriley on Aug 7, 2017 10:50:01 GMT -5
If I read this correctly they are not comparing afrezza to another insulin or melformin, they are comparing afrezza to nothing. The results won't say anything about the effectiveness of afrezza. The results will merely show that insulin lowers a1c. They also did not explain how either company will pay for the study. At least mnkd did not put out bad news. They just had their standard pre-cc fluff statement. Which is what I expected. That's cuz Afrezza is "incomparable!"
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Post by broncolife on Aug 7, 2017 11:04:54 GMT -5
u·vu·la
ˈyo͞ovyələ/Submit
nounANATOMY
a fleshy extension at the back of the soft palate that hangs above the throat. a fleshy hanging structure in any organ of the body, particularly one at the opening of the bladder.
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Post by dreamboatcruise on Aug 7, 2017 11:25:48 GMT -5
We are still asking. It sounds like the answer is that not much was going on. "Hey, let's do a study". "Okay". Right, Sports, I also wanted to know what they were doing. But, this, I'm afraid, does not answer that question. This study should have been announced along with the One Drop/Afrezza partnership announcement months ago. Or, maybe the very next week after that announcement. This announcement is just step number 2 (step #1 being the drawing board). We need an immediate financial solution, and for that, this is just too little too late. One Drop and Mannkind both know that they can't be dragging their feet like this. I'm still optimistic, but, God, I hope there is at least " SOME" substantially good news in the 5:00 call. SP is down 6 cents to $1.16, so nobody else is impressed with this announcement, either. There isn't any "immediate financial solution" to be had with One Drop. That was simply wishful thinking here on PB. And the way medicine works in US (financially and regulations) the idea of having Afrezza subscription through One Drop will take a long time to get going and even longer to slowly grow. So the next step we might hear about would be MNKD paying One Drop to do targeted advertising to their users.
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Post by dreamboatcruise on Aug 7, 2017 11:29:34 GMT -5
I see the market is beside itself with joy over the One Drop joint venture...MNKD is only down a nickel! I would rather see news that scripts were up!! We do have news of scripts going up. Look at Symphony data over in that thread. It's not shooting up, but we know what it is already and it is up.
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Post by dreamboatcruise on Aug 7, 2017 11:33:37 GMT -5
From the article: One-Drop isn't interested getting in the middle of a competition between different treatments for diabetics. Why should they? They want to grow their business of helping PWDs by proving that they get results. If, for example, that study shows a greater A1c drop and more time in range with Afrezza than just coaching, then they have a basis on which to launch an Afrezza-based service. The study will also help them get more coaches trained up on methods for using Afrezza We've seen before that many people really need coaching to make Afrezza work at the start. One-Drop looks like it's willing to be that coach. They're also collecting motivated PWDs. This is good news, but will take 3 months to show results. This study will allow one touch to be covered by insurance plans? Nothing currently would disallow any insurer to partner with One Drop and covering it. It's a business decision.
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Post by wgreystone on Aug 7, 2017 12:59:00 GMT -5
We are still asking. It sounds like the answer is that not much was going on. "Hey, let's do a study". "Okay". Right, Sports, I also wanted to know what they were doing. But, this, I'm afraid, does not answer that question. This study should have been announced along with the One Drop/Afrezza partnership announcement months ago. Or, maybe the very next week after that announcement. This announcement is just step number 2 (step #1 being the drawing board). We need an immediate financial solution, and for that, this is just too little too late. One Drop and Mannkind both know that they can't be dragging their feet like this. I'm still optimistic, but, God, I hope there is at least " SOME" substantially good news in the 5:00 call. SP is down 6 cents to $1.16, so nobody else is impressed with this announcement, either. The announcement probably indicates that One Drop has their titration instructions ready for Afrezza. If that's the case, it's a good accomplishment in 3 months. The titration guidance is crucial to keep patients on Afrezza. If the titration guidance from One Drop works great, then any PWD with Afrezza prescription can subscribe to One Drop's service.
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Post by mnholdem on Aug 7, 2017 14:58:27 GMT -5
The cost of insulin treatment is an issue. Jeff Dachis makes a point. Insurers are not currently covering Continuous Glucose Monitors for early (aka pre-) diabetes treatment. Until a low-cost CGM comes to market, One-Drop fills an unmet medical need.
Also, the merit of treating early diabetes with human insulin may be gaining traction among the diabetes medical community. Safety risks and lack of adherence has long been the Achilles heel of injected insulin and insulin analogs.
The section of the recently published VDEX white paper, which emphasizes Afrezza's remarkable safety (demonstrated with non-diabetes subject) and avoidance of hypoglycemic excursions, may have provided a clue as to where MannKind is going with this remarkable insulin.
Multiple assaults are unfolding: DTC advertising, education (patients and HCPs) and challenging an unwieldy and inflexible diabetes care system that ISN'T WORKING to address this epidemic disease.
A lot is being accomplished.
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Post by itellthefuture777 on Aug 10, 2017 12:43:52 GMT -5
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