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Post by dreamboatcruise on Nov 14, 2017 16:49:52 GMT -5
I guess we can agree to disagree, we can check back in a few days to see where that dashed line ends up on the scale. Have you been using google trends to track Afrezza long enough that you're disagreeing with me that often the dash line bares little resemblance to the finalized data... or just disagreeing about this particular time because of thinking advertising should produce an increase? I actually agree with the latter if that is your point. I am hopeful, but based on my experience the dashed lines means next to nothing. I certainly wouldn't bet against an increase, however.
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Post by sellhighdrinklow on Nov 14, 2017 16:51:27 GMT -5
Dr. Steve Edelman, ( isn't he the endocrinologist with Type 1 AND an Afrezza user?) is in the Dexcom ad, 2nd row far right, featuring the lady in the peach sweater.
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Post by sellhighdrinklow on Nov 14, 2017 17:19:23 GMT -5
MNKD and DXCM (Mannkind, Afrezza and Dexcom) are an obvious perfect one-two punch for type 1's controlling their blood sugar levels. DXCM is a $4.5 billion company.
As reported on this board, both DXCM and MNKD have started running TV ad campaigns very recently. I'm not savvy enough to figure out if there's a possibility of these two companies working together somehow ( DXCM taking a financial stake in MNKD). Can anybody else? Could the additional 100 million+ shares requested come into play in such a scenario?
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Post by sportsrancho on Nov 14, 2017 18:26:20 GMT -5
MNKD and DXCM (Mannkind, Afrezza and Dexcom) are an obvious perfect one-two punch for type 1's controlling their blood sugar levels. DXCM is a $4.5 billion company. As reported on this board, both DXCM and MNKD have started running TV ad campaigns very recently. I'm not savvy enough to figure out if there's a possibility of these two companies working together somehow ( DXCM taking a financial stake in MNKD). Can anybody else? Could the additional 100 million+ shares requested come into play in such a scenario? Thats what I’m thinking. For many reasons. ( STAT study for one:-) I think they are behind us, so to speak.
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Post by peppy on Nov 14, 2017 18:32:53 GMT -5
MNKD and DXCM (Mannkind, Afrezza and Dexcom) are an obvious perfect one-two punch for type 1's controlling their blood sugar levels. DXCM is a $4.5 billion company. As reported on this board, both DXCM and MNKD have started running TV ad campaigns very recently. I'm not savvy enough to figure out if there's a possibility of these two companies working together somehow ( DXCM taking a financial stake in MNKD). Can anybody else? Could the additional 100 million+ shares requested come into play in such a scenario? DXCM does not make money. finance.google.com/finance?q=NASDAQ%3ADXCM&ei=6HwLWqngIYeKerb5ncgM
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Post by golfeveryday on Nov 14, 2017 18:48:38 GMT -5
MNKD and DXCM (Mannkind, Afrezza and Dexcom) are an obvious perfect one-two punch for type 1's controlling their blood sugar levels. DXCM is a $4.5 billion company. As reported on this board, both DXCM and MNKD have started running TV ad campaigns very recently. I'm not savvy enough to figure out if there's a possibility of these two companies working together somehow ( DXCM taking a financial stake in MNKD). Can anybody else? Could the additional 100 million+ shares requested come into play in such a scenario? Thats what I’m thinking. For many reasons. ( STAT study for one:-) I think they are behind us, so to speak. i think they are one of many potentially behind mnkd. It makes sense for a Afrezza, a cgm company, and a BP to team up.
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Post by dreamboatcruise on Nov 14, 2017 19:03:40 GMT -5
Thats what I’m thinking. For many reasons. ( STAT study for one:-) I think they are behind us, so to speak. i think they are one of many potentially behind mnkd. It makes sense for a Afrezza, a cgm company, and a BP to team up. According to some people, most of pharma industry and half of the technology companies are behind us, so to speak. Often what "makes sense" tends to be heavily colored by our own financial interest. Often one needs to think carefully about how each party would or wouldn't benefit financially to see if something truly makes sense. Rarely in business does something like a three way "teaming up" in a market make sense because rarely is it in all parties' interest to have exclusivity (implied or otherwise).
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Post by sayhey24 on Nov 14, 2017 19:26:10 GMT -5
MNKD and DXCM (Mannkind, Afrezza and Dexcom) are an obvious perfect one-two punch for type 1's controlling their blood sugar levels. DXCM is a $4.5 billion company. As reported on this board, both DXCM and MNKD have started running TV ad campaigns very recently. I'm not savvy enough to figure out if there's a possibility of these two companies working together somehow ( DXCM taking a financial stake in MNKD). Can anybody else? Could the additional 100 million+ shares requested come into play in such a scenario? DXCM does not make money. finance.google.com/finance?q=NASDAQ%3ADXCM&ei=6HwLWqngIYeKerb5ncgM
Will DXCM every make money? The competition is building. The libre will be in every major pharmacy by Christmas for a fraction of the price. On deck they have the G6 but right behind that is the Verily M&M verily.com/projects/ which is googles. One big question has always been what is his relationship with MNKD? After all he worked as Al's accountant for years. IMO MNKD has a significantly better chance of making money long term as the CGMs will become a commodity market and all the monitoring companies will need to do more than monitor, they are going to need to do real time dosing. However, MNKD's current problem is $473.73. www.goodrx.com/afrezza I did feel a little better when I saw $550.16 www.goodrx.com/humalog?drug-name=humalog and www.goodrx.com/novolog?drug-name=novolog but they seem to have a deal at Walgreens. It sure would be nice to go direct for $49.95 and by pass all the leeches.
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Post by mnholdem on Nov 14, 2017 19:44:29 GMT -5
Agreements can be written without exclusivity clauses. DexCom primarily services the T1 diabetes market but Afrezza offers the potential for DexCom (and other CGM companies) to expand its presence in the lucrative T2 diabetes treatment market. The same could be said about Libre and OneDrop. There is currently an active clinical study with Afrezza + DexCom (STAT) and another with Afrezza + OneDrop (A-ONE). Perhaps there will be an Afrezza + Libre study before much longer. Forget exclusivity because it won't happen. What might happen is that the MOU between OneDrop and Afrezza may evolve into a collaboration where the MannKind sales force sells OneDrop along with Afrezza. As far as a BP getting involved, that's a separate issue.
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Post by sayhey24 on Nov 14, 2017 20:02:31 GMT -5
I wasn't thinking of a partnership with DXCM but rather Sayer should have bought MNKD last year. Now I think the ship has sailed and we a seeing it in their pps. Also the future in diabetes is not the BPs its the tech companies. Diabetes is a real time flow control problem which is really easy to address when you have real time sensors and a way to adjust insulin levels almost real time.
Prior to having the sensors and afrezza it was a really really hard problem. It was like landing a plane VFR in fog. Most of the Ondou work and most of the SugarIQ work can be thrown right in the trash as soon as afrezza starts getting prescribed.
Also - I though Ray said the clamp study was done with the Libre.
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Post by agedhippie on Nov 14, 2017 20:14:22 GMT -5
Will DXCM every make money? The competition is building. The libre will be in every major pharmacy by Christmas for a fraction of the price. On deck they have the G6 but right behind that is the Verily M&M verily.com/projects/ which is googles. One big question has always been what is his relationship with MNKD? After all he worked as Al's accountant for years. IMO MNKD has a significantly better chance of making money long term as the CGMs will become a commodity market and all the monitoring companies will need to do more than monitor, they are going to need to do real time dosing. The agreement between Verily and Dexcom gives Dexcom an exclusive license to the M&M sensor so I doubt Dexcom is worried. I would be happy to see CGMs as a commodity item though, but I don't see that happening in the US any time soon. The Libre might fill some of the gap but it's not continuous so doesn't have alarms, lags real reading by 10 to 15 minutes, and only samples every 15 minutes. I would not see the Libre replacing a CGM, but I could see it being used where insurance wouldn't pay for a CGM. Although getting insurance to pay may not be easy, it definitely fails the Medicare test that Dexcom got through on.
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Post by dreamboatcruise on Nov 14, 2017 20:22:37 GMT -5
Agreements can be written without exclusivity clauses. DexCom primarily services the T1 diabetes market but Afrezza offers the potential for DexCom (and other CGM companies) to expand its presence in the lucrative T2 diabetes treatment market. The same could be said about Libre and OneDrop. There is currently an active clinical study with Afrezza + DexCom (STAT) and another with Afrezza + OneDrop (A-ONE). Perhaps there will be an Afrezza + Libre study before much longer. Forget exclusivity because it won't happen. What might happen is that the MOU between OneDrop and Afrezza may evolve into a collaboration where the MannKind sales force sells OneDrop along with Afrezza. As far as a BP getting involved, that's a separate issue. What would Mannkind sales force be selling to doctors with regard to OneDrop... merely trying to convince them to recommend it to patients?
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Post by dreamboatcruise on Nov 14, 2017 20:28:23 GMT -5
Will DXCM every make money? The competition is building. The libre will be in every major pharmacy by Christmas for a fraction of the price. On deck they have the G6 but right behind that is the Verily M&M verily.com/projects/ which is googles. One big question has always been what is his relationship with MNKD? After all he worked as Al's accountant for years. IMO MNKD has a significantly better chance of making money long term as the CGMs will become a commodity market and all the monitoring companies will need to do more than monitor, they are going to need to do real time dosing. The agreement between Verily and Dexcom gives Dexcom an exclusive license to the M&M sensor so I doubt Dexcom is worried. I would be happy to see CGMs as a commodity item though, but I don't see that happening in the US any time soon. The Libre might fill some of the gap but it's not continuous so doesn't have alarms, lags real reading by 10 to 15 minutes, and only samples every 15 minutes. I would not see the Libre replacing a CGM, but I could see it being used where insurance wouldn't pay for a CGM. Although getting insurance to pay may not be easy, it definitely fails the Medicare test that Dexcom got through on. Unless the technology stagnates for some strange reason it shouldn't become a commodity. There certainly could be tons of improvement... smaller, longer life, better accuracy, less invasive, non-invasive. There likely is at least a decade of improvements in store for BG monitoring tech.
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Post by sayhey24 on Nov 14, 2017 20:40:11 GMT -5
My understanding and maybe incorrect is Dexcom has exclusive rights to the G6 but the M&M and the contact lens were not Dexcoms. They also have rights to the non-invasive sometimes called the band-aid CGM which is discussed here verily.com/projects/sensors/miniaturized-gcm/ The target market for this is the T2. For some reason I thought Ondou was in the M&M mix. Hopefully we will know soon what Ondou is doing and how this shakes out. Actually what you are saying about the Libre is incorrect. The last 16 minutes are available on the sensor by minute. It then stores 15 minute chunks. The limiting factor is the Abbott reader which will probably be further hacked up for the FDA imposed 10 day limit and the 12 hour startup. If you want continuous updates and alarms use this www.ambrosiasys.com/ and get the Glimp. You can do this today and my guess is you will be able to get 17 days out of the 10 day U.S. Libre. I am planning on getting one of the first available and try it out. Now some T1s are saying all the alarming drives them crazy and they won't miss it at all. To each his own but if the sensor is running $20 a week its getting pretty affordable and ideal for performance based insurance which is coming faster and faster. The sensor pill was approved today which will pick up the velocity even more.
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Post by sayhey24 on Nov 14, 2017 20:50:32 GMT -5
The agreement between Verily and Dexcom gives Dexcom an exclusive license to the M&M sensor so I doubt Dexcom is worried. I would be happy to see CGMs as a commodity item though, but I don't see that happening in the US any time soon. The Libre might fill some of the gap but it's not continuous so doesn't have alarms, lags real reading by 10 to 15 minutes, and only samples every 15 minutes. I would not see the Libre replacing a CGM, but I could see it being used where insurance wouldn't pay for a CGM. Although getting insurance to pay may not be easy, it definitely fails the Medicare test that Dexcom got through on. Unless the technology stagnates for some strange reason it shouldn't become a commodity. There certainly could be tons of improvement... smaller, longer life, better accuracy, less invasive, non-invasive. There likely is at least a decade of improvements in store for BG monitoring tech. Dexcom had to hire Google to figure out the G6 bugs and they had a snowball's chance in hell of ever developing the band-aid without Google. However Tim Cook has been walking around the Bay Area since January with the CGM IWatch and I hear its pretty darn good and more of a marketing decision not to release yet. When it is it will be a fitness device not requiring FDA approval. At the same time Fitbit is playing catch-up and recently partnered with Dexcom and OneDrop. For me its a thing a beauty coming together as the only thing which will save afrezza is technology. Not until everyone has a CGM IWatch or similar and can see the BG levels all the time will they start caring they are 180, 220 or 250 or more.
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