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Post by peppy on Mar 7, 2023 2:26:51 GMT -5
I believe you are correct. People with insurance will co-pay 35 dollars, insurance will pay out and get rebates. Nothing has changed on the insurance front. The uninsured have a website and a process for 35 dollar a month insulin, Humalog. ( regular insulin can be bought at Walmart for 35 dollars a vial) Medicare part D will cover Humalog insulin at 35 dollars month. Afrezza should be status quo. lennymnkd wrote, " The vendors are not supplying all these insulins for $35. They are supplying them at whatever their price is - it could be $1000 for a box of afrezza. CMS through the bid process is picking up the cost for the Plan D insurers. The U.S. tax payers are picking up the cost. So pharma is being subsidized… we had this discussion " Of topic side note, NVO made a new 52 week high today. |
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Post by peppy on Mar 6, 2023 16:09:31 GMT -5
MNKD Nasdaq real time volume, 2,355,698 shares. MNKD Nasdaq summary volume, 2,328,003 Avg. Volume 3,899,627 $4.8000. -0.0700 schrts.co/UBfYEAssOne other thing, this whole Market is Chopping, price is chopping around. $INDU a possible bear flag in its chop pattern. schrts.co/IqeYVnQQDitto $SPX, chopping and possible bear flag. schrts.co/qrzkuNaSDitto $COMPQ chopping and possible bear flag. schrts.co/mBENJGQG |
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Post by peppy on Mar 6, 2023 16:05:03 GMT -5
If people think I am here to drive down the stock price they can only have a tenuous grip on reality - nothing that happens here affects the price regardless of what people may think. Nailed it!  I do not think that at all. this board is addictive. You are super knowledgeable. Here we are. |
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Post by peppy on Mar 6, 2023 14:08:45 GMT -5
Agree. Trying to hang your hat on one or two references in legislation and regulatory language is not recommended. sayhey is right. Affirmative advocacy is appropriate.I don't even know what that means. Is that a campaign slogan? Insulin and Outsulin? www.michelizzi.com/inhaled-insulin-afrezza-outsulin/ |
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Post by peppy on Mar 6, 2023 10:33:07 GMT -5
I didn't tell you tresiba cost $10 per vial to make.
Tresiba was a new basal a few years ago correct? all the rage, a smoother basal.
The only reason Lilly is good, is it cost Lilly very little to make, their MEAL TIME insulin.
Fermenters and all.
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Post by peppy on Mar 6, 2023 10:10:32 GMT -5
I think the Gov't screwed this up. They should have clarified which insulin gets the $35 price tag. They should have said any insulin that has been on the market for 7+ years will cost $35. I don't see the BIG 3 offering their latest and greatest insulin at $35. This will kill innovation to make better insulin in the future. When Biden said it costs $10 bucks to make a vial he was talking about Humulin N/R which is over 40 years old. I'm sure the new drugs cost more to produce. No wonder MNKD is down. So much for the days of 90% Profit Margins. That was short lived. No matter what the advertisement says, there is very little difference between insulin on the market for greater than 7 years and now. Humalog, Novolog, FIASP, a different adjuvant, changing the time from subq to blood stream by nothing very noticeable. The reason afrezza is different is it's delivery. the alveoli, the left atrium, the left ventricle, the blood stream. |
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Post by peppy on Mar 6, 2023 10:04:24 GMT -5
One would hope that a PhD in Pharmacy Science would be exactly the right background to navigate through this quagmire. Are you suggesting the CEO should be checking government language in regulations? Or, that MannKind needs to hire or assign a PharmaD to the job? Mike C is a Pharm D, or Mike C has a diploma that makes him a pharm D. |
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Post by peppy on Mar 3, 2023 16:08:42 GMT -5
MNKD nasdaq real time volume, 2,892,455 shares. MNKD Nasdaq summary volume, 2,821,325 Avg. Volume 3,900,665 $4.87. +0.06 (+1.25%) Charts, MNKD weekly, schrts.co/NpVuQGBAMNKD daily..... schrts.co/ExcekpUK |
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Post by peppy on Mar 3, 2023 14:33:38 GMT -5
MNKD walked up 10 cents between 2 est and 2:30est.
on 260,000 shares.
4.9650+0.1550 (+3.2225%)
As of 02:31PM EST. Market open.
Volume 1,663,747
Avg. Volume 3,900,665
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Post by peppy on Mar 3, 2023 4:50:55 GMT -5
[Disclaimer: pure speculation and guesses] The $35 cap is per month not per quantity. This could be a good loophole for mnkd. We don't know for certain but if a person used afrezza for all of their mealtime insulin, the cost to mnkd for that quantity is probably more than $35/month. However, if a person used afrezza as a supplemental insulin for stubborn highs, then it is possible that this quantity of insulin costs mnkd less than $35/month. Does this make any sense or is this just nonsense? That makes sense. Didn't Mannkind offer a capped insulin cost at one point? They could just use that with a new price point.Good idea Aged. It was Mannkind Direct Purchase program. "Are you paying full price for your mealtime insulin? Sign up for the MannKind direct purchase program during the month of January to lock in your mealtime insulin costs for as little as $4 a day for the next 12 months.* Find out how you can try inhaled insulin at a reduced cost. If you are paying retail prices or high out of pocket copay for your mealtime insulin, register now to start saving. Register at the above website." the website was www.insulinsavings.comIt was 99 dollars a month. The person was lined up with Afrezza help and insurance coverage was worked on. mnkd.proboards.com/post/169905 |
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Post by peppy on Mar 2, 2023 16:18:03 GMT -5
MNKD Nasdaq real time volume, 4,065,775 shares. MNKD Nasdaq summary volume, 4,034,993 Avg. Volume 3,897,810 $4.8100. -0.0200. (-0.41%) hopefully price will stabilize here. MNKD daily, schrts.co/QtSRrPWBMNKD weekly ....... schrts.co/sqEGcmYTCOMPQ daily, schrts.co/nEAEyrZp$COMPQ weekly, schrts.co/MRANHTrD these charts update, to monthly's scroll up. |
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Post by peppy on Mar 2, 2023 10:30:25 GMT -5
MNKD volume at 1 hour of trade,
563,249
Avg. Volume 3,897,810
4.7100-0.1200 (-2.4845%)
As of 10:30AM EST. Market open.
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Post by peppy on Mar 2, 2023 3:58:46 GMT -5
Limo, may I please ask with statements like this please post the financial page and the quarterly filing in support. I assume you are referring to NVO and Sanofi? ![]() cant work out how to drop a picture in, but the financial highlights section show North America representing 52% of sales & Growth. Basically LLY and NOVOs are the same size and share the diabetes and obesity mkt globally. 52% sales and growth in North America. www.novonordisk.com/investors/annual-report.htmlExplore financials Strategic Aspirations 2025 1. Deliver solid sales and operating profit growth: – Deliver 6-10% sales growth in International Operations – Transform 70% of sales in the US (from 2015 to 2022) 2. Drive operational efficiencies across the value chain to enable investments in future growth assets |
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Post by peppy on Mar 1, 2023 16:49:56 GMT -5
I don't think the $170M short play on MNKD would touch the anticipated revenue hit from this price cap. No, they just might need something else to actualky sell in their (US or Worldwide) bag. Help me out here - Lilly is now giving away Humalog, how is that impacting afrezza? It kills Novolog both on Medicare and commercially. CMS (Medicare) will still need to include forms "vial, pen and inhaled" in their bid package and there is only one "inhaled" vendor. We have already seen from the ABC study, afrezza kicks butt on the RAAs and once the Big study is done should be the Standard of Care. CGMs are positioned to be approved for once daily insulin which will expose the GLP1s for what they are post meal and we already know the RAAs lose to afrezza. If Medicare is 40% of the market thats 40% more than afrezza has today. By killing Humalog and Novolog there is no incentive to sell them so the reps won't be buying free lunches for the doctors and could careless if afrezza replaces them. Whats the afrezza impact or does this help afrezza? Seems to me MNKD has to match the $35 price at least for the four unit pack. That said, subq insulin at $35 a month the pharmacy purchasing managers can't be expecting a rebate for prescription can they? If pharmacy purchasing managers are no longer getting a rebate, why would they care, Humalog at $35 or Afrezza at $35? sayhey24 , the amount of insulin type twos need, and endo's reluctant to put them on insulin.... Type 1's at $35 dollars a month, insured, non-insured, old, what is the barrier now? The Rx? The desire? At $35 dollars, try it, you'll like it? See if Mikey likes it, he'll try anything? |
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Post by peppy on Mar 1, 2023 16:16:55 GMT -5
MNKD Nasdaq real time volume, 6,337,466 shares. MNKDNasdaq summary volume, 6,307,507 Avg. Volume 3,859,916 $4.8300-0.4500 (-8.52%) Charts, a visual. MNKD MONTHLY on the first day of the month. schrts.co/HUFjUAdW. $4.75 needs to hold. MNKD weekly, schrts.co/BRBzyyKSMNKD daily, schrts.co/tEndIJud |
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