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Post by babaoriley on Jun 16, 2014 9:29:45 GMT -5
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Post by Chris on Jun 16, 2014 20:45:54 GMT -5
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Post by liane on Jun 21, 2014 10:20:39 GMT -5
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Post by coco on Jun 21, 2014 17:31:53 GMT -5
We are on the for front of something big here. Coco  |
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Post by seanismorris on Jun 21, 2014 20:40:43 GMT -5
I agree the artificial pancreas is the future of diabetes care. This isn't something new though, Al Mann started the revolution over twenty years ago with minimed. Adding glucagon is part of the evolution of the idea.
But, there are problems for investors looking for opportunities.
I for one, can't tell who is going to be the winner of 'best in breed' for this improved artificial pancreas. There are so many players it could anyone.
What investors should make a note of, is the Dexcom continuous glucose monitor being used. I do think it is 'best in breed' and is also an important innovation. If you look at the recovery in the DXCM stock recently you will see it coincides with FDA news (pushing data into the cloud making it available to doctors or outside monitors for analysis) and this news release.
I will also point out that my perspective (bullishness) on Afrezza hasn't changed. I continue to think the future of diabetes care is Dexcom + Afrezza + an artificial pancreas (AP). ....ride Dexcom until something better arrives.
I currently favor someone buying Dexcom and integrating it's technology into their AP. The future is one device...
Dexcom's future looks bright (today) perhaps they should be developing their own AP or buy one. The problem there is they would be competing with their current collaborators.
Eventually Afrezza may be eliminated but that's going to take many years and predictive capabilities of the sensor (CGM) far beyond today's technology. Currently the CGM performs the test every 5 minutes, even if it took one every second how do you account for meals? Also, battery life becomes an issue.
If an ultra rapid insulin could be added to the AP that would be ideal, but I don't see anything in anyone's pipeline...in other words your MNKD is still a good one.
Another issue is glucagon is really expensive, so even this AP advancement needs improvement cost wise...perhaps a cheaper alternative to glucagon?
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Post by liane on Jul 16, 2014 19:06:19 GMT -5
I was intrigued by the pumps mentioned in this study article; one for insulin and one for glucagon (the "antidote" for too much insulin), all controlled by an iPhone. Made by Tandem Diabetes Care (TNDM). JDRF is funding development of the dual pump plus CGM. diatribe.org/issues/50/new-now-next/2One major detail to be worked out is a stable solution of glucagon (it currently is reconstituted immediately prior to use and is stable for a day or so). Testing of a final version should come in 2015 and 2016. This is a microcap company (307M MC) with only 23M shares and an 8.4M float. It would make a nice acquisition to many BPs. The flavor du jour is Abbott as is mentioned here today: www.bloomberg.com/news/2014-07-16/abbott-asset-sale-gives-ammunition-for-perrigo-real-m-a.html?cmpid=yhooThe next earnings report and cc is 7/31. Full disclosure - I dipped my toes in yesterday. |
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