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Post by peppy on Mar 5, 2024 19:05:26 GMT -5
yes, so back to my question.... Is it a G6 or G7 under a different name for over the counter sale? |
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Post by peppy on Mar 5, 2024 18:55:50 GMT -5
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Post by peppy on Mar 5, 2024 18:29:52 GMT -5
... Speaking of Dexcom they had an interesting PR today about ATTD finance.yahoo.com/news/dexcom-showcases-leadership-aid-power-080000213.htmlI seems they are finally starting to look at the T2 market so they did a GLP1 study. Mike needs to pick up the phone and give Kevin a call to do the study Mike mentioned on the last call adding afrezza to GLP1s. DXCM would be able to tell a hell of a lot better story adding afrezza and the value of CGMs with afrezza and GLPs than just the GLPs alone. ... Dexcom are already covered for insulin using T2, they want to get it for non-insulin users as well now. Adding insulin to GLP-1 would defeat that aim. aged, I have a question. March 5 (Reuters) - The U.S. Food and Drug Administration (FDA) has cleared the use of Dexcom's device, making it the first continuous glucose monitor to be available over the counter, the health regulator said on Tuesday. Dexcom's device, known as Stelo, www.dexcom.com/en-us/stelo. It takes me to a G6 or G7? Are the over the counter continuous glucose monitors a G6 or G7 being marketed under Stelo? thoughts? . |
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Post by peppy on Mar 5, 2024 14:27:06 GMT -5
Binder said on the earnings call: "Collaborations and services revenue for the 2023 full year period was $53 million, an increase of 90% versus 2022, which was primarily due to the start of commercial manufacturing in the second quarter of 2022, and the increase in production and sales of Tyvaso DPI semi-finished product to United Therapeutics in 2023." What does UT do with semi-finished product? By memory and just a guess, Martine took the quality assurance in house. (?) |
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Post by peppy on Mar 5, 2024 8:20:36 GMT -5
The only metric you need is the AGP from the CGM with the food profile/diary. Until Al Mann invented the CGM we had no idea what was going on. Its was like driving a car without a speedometer. Now we know. Diabetes is more of an engineering problem. How many doctors prescribe the newly diagnosed T2 with a CGM? The answer is near zero. The A1c is like you average miles per hour when you are driving on a long trip. Its interesting but not much help when you are doing 64 through the 45 zone and the local sheriff pulls you over. Back when Richard Bernstein was trying to figure things out he would ask each of the sales reps who came to see him if he could test their blood. From that he determined the 30ish male non-diabetic had a fasting BG of 87. Thats was his number. No one knew. Everyone one is a little different but it seems 140 is the magic number for vascular degeneration. Your T1 relatives are usually doing what their doctor told them. CGMs and things like afrezza are still very new to medical schools. Ask them if you can see their 2 week AGP. Gary Scheiner has a pretty good book mostly for T1s called "Think like a pancreases". I can't remember if Gary mentions afrezza in the book but Gary too is an afrezza user. I have not looked in a long time but VDex use to have some really interesting white papers on their website. IMO those are worth reading as they relate to afrezza. dosing: www.seventhform.com/vdexdownloads/vdex-whitepaper-072817.pdfpage 22. Comments Afrezza’s speed of action is both a blessing and a curse. Clearly, it is a large factor in the safety of the product, but for longer meals, you may need more Afrezza to keep the post prandial levels in check. We recommend follow-on doses. For example, we advise with a standard meal to dose Afrezza 15-20 minutes after the start of the meal, and then another dose of the same size about 45 minutes later. With very long meals, we have even advised patients to administer two follow-on doses, for very tight control. |
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Post by peppy on Mar 4, 2024 19:34:54 GMT -5
There seems to be affection for superior a1c AND improved Time In Range (TIR). The affection for TIR is being able to better know impact from excursions although I think there ought to be a further qualification, and it may exist and I'm just ignorant, the ratio of excursions high versus low. FWIW, I assume excursions on the high-side (e.g., above 170) are the dominant pattern, but for treating any given person with diabetes, the ratio (and specifics) would be even better. Kind of rambling, but my experience has me obsess about performance metrics.  The HbA1c result is still taken as the primary result because there is a few decades of data mapping HbA1c levels to complications. This means you can say with a reasonable degree of certainty what will happen on what timescale for a given HbA1c. The issue with HbA1c results is that there things that can lead to inaccuracy, but for the majority it works. This is why HbA1c is primary. The better approach is HbA1c and GMI. This is where the CGM result is averaged to calculate what the HbA1c result should be the HbA1c is a proxy for the average of the last three months. The benefit is that if eliminates the variables that can cause problems with an HbA1c, plus you only need two weeks of numbers. The problem is that it's not clear how accurately it mirrors your HbA1c (my GMI is a lot lower) and as such it may not map to the outcomes properly. The jury is still out but it's gaining traction. TIR is really just a breakdown of the GMI showing the percentage of time in various bands. And in answer to the earlier question I break high far more often than you break low, but with a low carb diet that may not be true (I do not eat low carb). The catch with all of this, and why outcomes are important, is that you do not need a non-diabetic HbA1c. At around 6.5% the rate of complications more or less goes flat. It means that there is little real value in getting below that (not saying that people shouldn't try if they want to.) The absolute difference in the rate of complications between 6.5 and non-diabetic is negligible. This is why doctors settle for sub 7.0 and don't push non-diabetic numbers- you are well into diminishing returns (personally I think 6.5 is a better target as 7.0 is still has a small but noticeably elevated risk) ... more than you ever wanted to know about metrics and T1 diabetes  Look at the differences in care we are talking about. Time in range. To me it saids, we are watching blood glucose closely. Afrezza makes time in range doable, because it peak action is 30 mins after inhale and out in 90 mins. Second dose may be required after 1 hour if above 120gm/dl. at what medicine has gotten it down to. "The better approach is HbA1c and GMI. This is where the CGM result is averaged to calculate what the HbA1c result should be the HbA1c is a proxy for the average of the last three months." then the studies to back up, it will not make a bit of difference....this is good. What a bunch of hogwash. Physicians offices, I see them using that spray disinfectant and not washing their hands. Some bacterial study was done I am sure saying less bacteria with the disinfectant. The disinfectant has Phthalates. Many nurses are in their child bearing years.... . . |
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Post by peppy on Mar 3, 2024 13:06:23 GMT -5
More nickel, blah, blah, lah. MNKD share price moved 95 cents last week which was a 26% move.
Just looking. another 26% move is now = $1.17.
$4.50 + 1.17 = $5.67. Point of break out.
Just looking.
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Post by peppy on Mar 3, 2024 12:17:08 GMT -5
Blah, blah, blah..... I have a nickel in me.
Thinking it through this way.
MNKD has a few days now with 10% moves, the one on Friday held the 10%.
Presently MNKD is trading at $4.50. a 10% move is $4.95. Let's see if MNKD can go another 10% tomorrow on increasing volume.
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Post by peppy on Mar 3, 2024 11:56:51 GMT -5
No. I need agedhippie . A veritable fountain of knowledge. BTW have you ALL been to the MNKD trading and technical analysis thread? Let's see 108 members yesterday....were able to read that thread. A shame that thread is locked to account holders only. Could be some vital information to potential shareholders. Being that the cup and handle break out, that has been watched now forever is going to happen, The word about cup and handles I had heard, was people are so exhausted, they give up just prior to the break. Mentally, I need to turn the events to mean..... there was my counter indicator.... the darkness.... prior to the dawn. I have kept my Phalanges under control. |
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Post by peppy on Mar 3, 2024 10:15:56 GMT -5
" Celebrations may be in order for MannKind Corporation (NASDAQ:MNKD) shareholders, with the analysts delivering a significant upgrade to their statutory estimates for the company. The consensus statutory numbers for both revenue and earnings per share (EPS) increased, with their view clearly much more bullish on the company's business prospects. Investors have been pretty optimistic on MannKind too, with the stock up 27% to US$4.50 over the past week. Could this upgrade be enough to drive the stock even higher? Following the upgrade, the latest consensus from MannKind's six analysts is for revenues of US$284m in 2024, which would reflect a major 43% improvement in sales compared to the last 12 months. Losses are expected to turn into profits real soon, with the analysts forecasting US$0.20 in per-share earnings. Prior to this update, the analysts had been forecasting revenues of US$246m and earnings per share (EPS) of US$0.088 in 2024. So we can see there's been a pretty clear increase in analyst sentiment in recent times, with both revenues and earnings per share receiving a decent lift in the latest estimates." " Despite these upgrades, the analysts have not made any major changes to their price target of US$7.08, suggesting that the higher estimates are not likely to have a long term impact on what the stock is worth. Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that MannKind's rate of growth is expected to accelerate meaningfully, with the forecast 43% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 28% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 18% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that MannKind is expected to grow much faster than its industry." |
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Post by peppy on Mar 3, 2024 5:45:07 GMT -5
" I honestly don't know how you can spend upwards of $35,000 on ER costs for treating hypoglycemia." First time visiting this country? hahahaha. Thank you for the coarse. Have you ever given yourself glucagon at home? It is IM correct..... How does that go Aged? ...And really, why not start an IV drip at home, D 5, or 2.5%? stick a butter fly in a foot vein, two hands, and some tape, get the insulin taper correct. I'm sorry, but did you just tell Aged to GFH peppy? If so, timely. No. I need agedhippie . A veritable fountain of knowledge. BTW have you ALL been to the MNKD trading and technical analysis thread? Let's see 108 members yesterday....were able to read that thread. |
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Post by peppy on Mar 3, 2024 4:53:55 GMT -5
How does it lower their costs??? A diabetic can spend upwards of $35,000 in costs every time they go to the Emergency Room for a Hypoglycemic Event. As you know Afrezza has a very LOW HYPO history and insurance companies will notice. I have an ER doctor friend and he says he sees about 2 patients a week with Hypoglycemic problems. Add in LESS EFFECTS of High BG....they will save money on comorbidity problems. I honestly don't know how you can spend upwards of $35,000 on ER costs for treating hypoglycemia. Hypoglycemia in the ER is treated by a glucagon shot which provokes a liver glucose dump and fixes the problem. Worst case it is an IV drip with glucose and possibly potassium. Maybe there are other treatments but nobody I know has ever had anything else - maybe they were just lucky. My suspicion is that to run up a large bill the primary issue is going to be something other than hypoglycemia although hypoglycemia could be in the mix. Looking at the numbers though, 2 people per shift per week is a tiny number given the size of the insulin using population. It would be very easy to comfortably exceed any saving by the higher insulin cost of using Afrezza. It would probably be more cost effective to look at what caused that hypo and how to manage it next time (misjudging a dose size is the most common one I have heard of and Afrezza will not help there.) Right now the only outcomes data is from the phase 3 trial and Afrezza has the same results as RAA so the comorbidity benefit is not something insurers are going to accept. Long term trial data would fix that.
" I honestly don't know how you can spend upwards of $35,000 on ER costs for treating hypoglycemia." First time visiting this country? hahahaha. Thank you for the coarse. Have you ever given yourself glucagon at home? It is IM correct..... How does that go Aged? DKA ...And really, why not start an IV drip at home, D 5, or 2.5%? stick a butter fly in a foot vein, two hands, and some tape, get the insulin taper correct. |
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Post by peppy on Mar 3, 2024 4:47:21 GMT -5
Not to mention they may die from it.................................. They are unlikely to die from it, they are far more likely to die from DKA which is high (and no insulin)anaerobic metabolism. 1 glucose molecule in the presence of oxygen is 33 ATP and the electron transport. Lub Dub. 0 glucose molecules in the presence of oxygen = 0 ATP 1 glucose molecule in absence of oxygen = 2 ADP molecule. It is difficult to transport any electrons and the electron chain..... Lub....da. Anaerobic metabolism is considerably less efficient than oxidative metabolism. A single glucose molecule generates only 2 ATP molecules while being metabolized to 2 pyruvate molecules via anaerobic glycolysis, whereas subsequent oxidative metabolism of the pyruvates via the tricarboxylic acid cycle yields 34 ATP. |
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Post by peppy on Mar 1, 2024 14:21:43 GMT -5
So 30% growth would mean ~$60M more for 2024. That means $260M total for the year which would put us at $65M+ average revenues per quarter at the very least ? Again, chump change move so far since Q4 earnings call. Market cap seems extremely undervalued. What are Liquidia's total revenues again ? Revenue was $3.7 million for the three months ended September 30, 2023, compared to $3.2 million for the three months ended September 30, 2022. liquidia.com/news-releases/news-release-details/liquidia-corporation-reports-third-quarter-2023-financial Net loss and comprehensive loss $ (15,790 ) $ (9,092 ) Net loss per common share, basic and diluted $ (0.24 ) $ (0.14 ) Weighted average common shares outstanding, basic and diluted 64,857,508 64,458,741 |
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Post by peppy on Mar 1, 2024 13:08:12 GMT -5
Were any of these actually raises in estimates? Even with a lot of "risk on" "FOMO" action in the overall market, this is a huge move in MNKD over the last few day. Doesn't seem like EC alone should have moved the needle this much. Hopefully our trading range has been reset higher. MNKD share price is going to be taken over 5 dollars. MNKD revenue doubled, with another double in the cards for revenue. and they are getting rid of debt. 3 and 1/2 years of share price meandering chop and now, in these moments share price is being taken up. Binder, on the balance sheet. |
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