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Post by peppy on Mar 1, 2023 16:08:00 GMT -5
Well ! Is todays drop Lilly ? Big pharma will selling insulin As a lost leader .all the time complying with the administration’s wishes At Lilly, insulin-making E. coli is grown in 50,000-liter tanks called fermentors. There are more than 5,000 tanks on site.According to Lilly, a batch of insulin from one fermentor could produce a year's supply of insulin for thousands of people. Small tubes of the bacteria have been stored in a freezer at minus 70 degrees Celsius (minus 94 degrees Fahrenheit) for decades. Whenever Lilly wants a fresh stash of Humulin, workers go to the freezer, pull out a tube from the master cell bank, thaw it out, and stimulate the bacteria to grow. Starting with a mere half gram of bacteria, the microorganisms begin to replicate prodigiously, doubling their numbers every 20 minutes or so. To jump-start insulin production, the researchers free up the insulin gene by adding a chemical called an inducer to the giant vat of teeming bacteria. The critters promptly begin to churn out insulin, holding the protein in clumps inside themselves. the purification scheme is to separate the bacteria from the broth. That's done with a centrifuge, a machine that spins very fast, forcing the bacteria into a pellet at the bottom of a vessel. The broth is then removed and replaced with a liquid containing a substance that breaks down cell membranes, helping release the insulin from its bacterial prison. At this point, the insulin still isn't actually insulin. It's "proinsulin," a longer inactive precursor of insulin. Insulin makers use an enzyme to carve out a section of proinsulin, leaving behind just the 51 amino acids of insulin proper. (The part that is snipped out is called C-peptide. columns are filled with various substances designed to separate insulin from other molecules based on differences in their electrical charge, acidity, size, and other characteristics. The insulin emerges from the columns alone. ============================================================================================================== |
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Post by peppy on Mar 1, 2023 15:39:48 GMT -5
Sorry no the US is their largest market for insulin 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? |
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Post by peppy on Mar 1, 2023 15:29:08 GMT -5
Not a PWDs so, tell me, if you're on this $25 insulin, how much do you need per day/week/month to control your diabetes and how does that stack up with what you get from MNKD, each month? What are the dollars and cents here? , pipe up and I know you use pens. My understanding is a type 1 will use 1 vial of insulin a month. is that 10 millilitters or cc a month. Insulin vials have U-100 insulin. That means there are 100 units of insulin in each milliliter (mL) of insulin. Humalog® insulin comes in 3 mL (300 units) vials or 10 mL (1000 units) vials. The last I calculated Afrezza was selling for $1.09 a unit. Up from .79 a unit after Sanofi drop and sales force start. |
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Post by peppy on Mar 1, 2023 15:16:59 GMT -5
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Post by peppy on Mar 1, 2023 15:10:07 GMT -5
NOVO NORDISK – Eli Lilly news small for Novo's. New York Times says ‘’Eli Lilly said it would cut the price of insulin, capping the monthly out-of-pocket cost of the lifesaving drug at $35’’. WE say: US insulin business is less than 5% of revenue for NOVO (It’s all about GLP, and Obesity). And Eli's price cut is on list prices not net prices. Not important for the growth case in Novo. (Broker comment from one of their analysts) Yes, Novo Nordisk and Sanofi have the EU contracts. |
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Post by peppy on Mar 1, 2023 14:35:51 GMT -5
liane, I thought it was NVO but was working with the radio in the background so it could have been NVAX. And based on its price action it probably was.NVO doesn't make a COVID vaccine. NVAX does/did. dh4mizzou said, "I can't figure this out. I thought heard a piece on the radio today about NVO contemplating BK because of they built up their Covid Vaccine stockpile to the tune of billions and no-one is getting boosters anymore. And for Lilly dropping their Insulin to $ 35 it sure isn't hitting THEM at all today. Both NVO and Lilly are up today." ==================================================================================== I am going to take a guess, you are a man. |
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Post by peppy on Mar 1, 2023 14:07:12 GMT -5
I can't figure this out. I thought heard a piece on the radio today about NVO contemplating BK because of they built up their Covid Vaccine stockpile to the tune of billions and no-one is getting boosters anymore. And for Lilly dropping their Insulin to $ 35 it sure isn't hitting THEM at all today. Both NVO and Lilly are up today.they are buying themselves back. |
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Post by peppy on Mar 1, 2023 13:58:38 GMT -5
Maybe we could sell them V-Go for their bag!  The surest sign of no concern for those with invested interest is playing the fiddle while Rome burns.Per CNBC, Novo Nordisk and Sanofi are not following the Eli Lilly $35 dollar insulin price cap. ================================================================= Jan 24, 2020 Novo Nordisk recently rolled out its promised insulin price cuts, along with a new free emergency supply option. The diabetes drug maker delivered on two earlier announced plans—generic options and a $99-per-month, with-or-without insurance plan—along with an “Immediate Supply” program. Novo's new free, one-time emergency supply would give three vials or two packs of pens, or about a one-month supply, to people with prescriptions who may be at risk of rationing. The My$99Insulin program offers a similar three vials or two packs of pens on any Novo Nordisk insulins at a cost of $99 per month, while the generic or follow-on insulin is priced between $145 and $279 depending on the brand. |
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Post by peppy on Mar 1, 2023 13:07:14 GMT -5
It's good news for diabetics. I am curious to see if it can start a price war with Novo Nordisk and Sanofi. If we see a significant decline in (or even flatter) sales of Afrezza, we can see why that might happen. Afrezza is so much better than the competitor mealtime insulin products, it can command a premium, but not sure how much. Frankly, if MannKind could compete on price, I would be delighted. Not sure if they can, but cost of manufacture is dropping and likely to drop further, so we'll see. The pharmacy purchasing managers in the US will need to contract LLY. all of them. No more notices from pharmacy purchasing managers to insured that people will need to switch to Novolog because of the contract? |
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Post by peppy on Mar 1, 2023 12:48:01 GMT -5
MNKD volume at the half day of sale. 3,344,387 shares. Avg. Volume 3,859,916 4.8465-0.4335 (-8.2102%) As of 12:45PM EST. Market open. when we look at Earl Grey charts, MNKD has been raising prices on insulin. MNKD will need to reduce insulin prices. |
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Post by peppy on Mar 1, 2023 12:38:17 GMT -5
Did the fire breathing dragon just got peed on by a squire? We need Sir Fartsalot to save mankind. yes, Lilly Cuts Insulin Prices by 70% and Caps Patient Insulin Out-of-Pocket Costs at $35 Per Month investor.lilly.com/news-releases/news-release-details/lilly-cuts-insulin-prices-70-and-caps-patient-insulin-out-pocketToday, Lilly is reducing the list price of insulins by: Cutting the list price of its non-branded insulin, Insulin Lispro Injection 100 units/mL, to $25 a vial. Effective May 1, 2023, it will be the lowest list-priced mealtime insulin available, and less than the price of a Humalog® vial in 1999. Cutting the list price of Humalog® (insulin lispro injection) 100 units/mL1, Lilly's most commonly prescribed insulin, and Humulin® (insulin human) injection 100 units/mL2 by 70%, effective in Q4 2023. Launching RezvoglarTM (insulin glargine-aglr) injection, a basal insulin that is biosimilar to, and interchangeable with, Lantus® (insulin glargine) injection, for $92 per five pack of KwikPens®, a 78% discount to Lantus, effective April 1, 2023. Effective immediately, Lilly will automatically cap out-of-pocket costs at $35 at participating retail pharmacies for people with commercial insurance using Lilly insulin.3 People who don't have insurance can continue to go to InsulinAffordability.com and immediately download the Lilly Insulin Value Program savings card to receive Lilly insulins for $35 per month. |
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Post by peppy on Mar 1, 2023 11:22:12 GMT -5
An hour and 45 mins into the trading day, MNKD monthly low last month was $5.02, that needs to hold. MNKD volume running high 1,290,942 Avg. Volume 3,859,916 5.06-0.22 (-4.17%) MNKD. schrts.co/MSTqujuRThe $SPX has taken out last months lows. 3943. schrts.co/jcgWBHDSThe $COMPQ last months low 11,334. has not broken yet. schrts.co/PjJWiMvUThe $INDU has taken out last months low. schrts.co/euGBukdZMonthly sell signals with stop, last months high. 2 hours of trade, MNKD just broke, $5.02 1,472,456 shares Avg. Volume 3,859,916 5.02-0.26 (-4.92%) As of 11:30AM EST. Market open. |
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Post by peppy on Feb 28, 2023 19:25:16 GMT -5
My takeaways from that video; - you have to pick solutions patients want (3:00) - Bluhale will be here in the next couple of months. It will tell the dose from the color of the cartridge. Records timestamp and dose. (Missed my timestamp!) - Nice comment about the endo asking how can they not be completely focused on their insulin and dosing, but people are busy and this stuff takes second place. Hence need for timestamps to see how dosing really happened. (7:40)Doctor Pettus in this afrezza overview mentioned, some people know exactly how much a 4 unit cartridge will bring their blood glucose down. I realized, that is what Afrezza guy was doing, every time his blood glucose hit 120, he took a 4 unit. A timestamp would allow the diabetic to see exactly what their blood glucose level does/dose/time |
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Post by peppy on Feb 28, 2023 15:16:48 GMT -5
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Post by peppy on Feb 27, 2023 21:02:45 GMT -5
It was 5.37 for 1 day in December. By that logic it's been flat since December 2015. But I hope you bought in the dips as the company has become financially stronger over the last few years. Are you suggesting I should be fine with the stock price being unable to move up for 2 months on better analyst coverage and materially improved earnings because it was in the toilet for most of the 7+ years since 2015? In this moment, yes schrts.co/gvZTNxVt |
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