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Post by peppy on Jul 10, 2024 16:40:25 GMT -5
BD the green thing. cretin11I could go back and copy and paste the posts of paraphrasing "I do not like MNKD." "MNKD is not good." Scroll up. MNKD is up 51.9% year to date. Do you two need an eye doctor?
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Post by peppy on Jul 10, 2024 16:34:31 GMT -5
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Post by peppy on Jul 10, 2024 9:43:53 GMT -5
^ Great PR by UTHR! UTHR sales team has a big opportunity for Tyvaso sales right here right now. The PR clearly states, "Tyvaso Inhalation Solution and Tyvaso DPI are not approved in any jurisdiction for the treatment of IPF or PPF patients who do not have documented pulmonary hypertension." But what about those IPF patients who also have undocumented PH-ILD? This is an opportunity for doctors to dramatically improve their patients' lives by having them properly documented with PH-ILD. Now doctors can be shown a big motivation to go to the effort to get that right heart cath to properly document PH-ILD. For MNKD followers, note that T-DPI is approved for PH-ILD and can be prescribed now.This is why I expect strong patient adds for Tyvaso in every quarter right now without waiting two years. Clement are you telling me there is a new indication for T-DPI?  |
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Post by peppy on Jul 10, 2024 7:15:19 GMT -5
I remember Al saying in an interview he would take Afrezza with the meal or a few minutes (5 I think?) into the meal. I never remember the details of what triggers the pancreas to squirt some insulin into the bloodstream at mealtime but I’ve assumed something will trigger a follow-up squirt later as needed. I assume the 2nd pancreas bolus isn’t finely tuned to only the exact right amount of insulin, so it may be something like whatever’s accumulated after the meal gets released and the liver and other stuff takes care of the rest of the work of moderating blood sugar post-meal. The equivalent with Afrezza would be to take a bigger dose with the meal and perhaps a smaller dose afterwards if needed. I get that’s a hassle for folks who would really prefer to not have to keep after their diabetes so compliance may (will?) suffer some, but for patients who can afford it and tolerate Afrezza well, it could beat the living daylights out of roller-coaster RAA. agedhippie - did I correctly understand INHALE-3 trial showed Afrezza is safer for avoiding severe hypoglycemia? Insulin Levels Signal the Liver Whether More Glucose is Needed The steady insulin level as another function, too. A dropping insulin level signals the liver that blood sugar is getting low and that it is time to add more glucose. When this happens, the liver converts the carbohydrate it has stored, (known as glycogen) into glucose, and dumps it into the blood stream. This raises the blood sugar back to its normal level. First Phase Insulin Release When a health person starts to eat a meal, the beta-cells kick into high gear. Their stored insulin is released immediately. Then, if the blood sugar concentration rises over 100 mg/dl, (5.5 mmol/L) the beta-cells start secreting more insulin into the blood stream. This early release of stored insulin after a meal is called "First Phase Insulin Release."Second Phase Insulin ReleaseAfter completing the first phase insulin release, the beta-cells pause. Then, if blood sugar is still not back under 100 mg/dl (5.5 mmol/L) ten to twenty minutes later, they push out another, smaller second phase insulin response which, in a healthy person, brings the blood sugar back down to its starting level, usually within an hour to an hour and a half after the start of a meal. mnkd.proboards.com/post/36728 |
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Post by peppy on Jul 9, 2024 11:24:18 GMT -5
UTHR another new all time high today.
United Therapeutics Corporation
$323.93
17.68%
+48.68 1Month
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Post by peppy on Jul 8, 2024 16:39:30 GMT -5
Wow! 33.8% growth, OK, I have to ask because sometimes I cannot see the obvious. Given the boilerplate that past performance is not a guarantee of future returns, is there an expectation that Q1 to Q2 2024 will be as good a percentage growth or even better than Q1 to Q2 2023?
I don't expect Tyvaso DPI to have a very big seasonal aspect QoQ, so 33.8% growth again this year so I think it would mean substantial new prescriptions, not just switching from Tyvaso to Tyvaso DPI. Am I looking at this correctly?
UTHR MONTHLY. schrts.co/hNNryEwh UTHR weekly. schrts.co/kmWuBCPu UTHR daily. schrts.co/NFgErdeV The market knew. MNKD to follow. |
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Post by peppy on Jul 8, 2024 10:29:10 GMT -5
sayhey24, Not being a snot here but how does Mike go about GETTING insurance coverage? I'm asking because I am a total novice and have no understanding of how that is done. I believe I have learned in order for Afrezza to receive insurance coverage, Afrezza must be shown to be superior. Among non-inferior insulin label the pharmacy purchasing manager decides what insulin their insurance covers. |
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Post by peppy on Jul 8, 2024 9:03:52 GMT -5
... If you think insurance companies are going to point to the 7.6% A1C then Mike has 6 months to fix that. That is his #1 job. There is no mystery here. Those that did not get the great numbers are not properly dosing according to the "All Star" team which presented the results. With connected care that is not really that hard to fix. They need to be txting and calling these people. They can see exactly when they are dosing and when they are not from the real-time CGM reports. If everyone of these people needs a personal coach then Mike needs to get them one. ... People not dosing properly is a fact of life and why large scale trials matter. That is incredibly hard to fix. You cannot hire coaches because it's not in the protocol. More importantly the doctors are going to ask if the only way Afrezza works is if every patient has a coach because that will not scale. As for texting and calling my suspicion is that number will be blocked instantly, nobody likes being harassed. It is not possible to see what people are dosing unless they are using Bluhale, and even then probably not because you don't know what they ate. , Subq Rapid Acting insulin is incredibly difficult to dose. According to Molly when her father was diagnosed he was given regular insulin and boiled his needles. By memory 1 and 1/2 to two hours to peak, and 5 to 6 hours out of system with no first phase insulin reaction so glycogen into glucose. Jesse Louise. These days there is an internet that can teach and coach. www.youtube.com/watch?v=Hej7L4BiVUMwww.youtube.com/watch?v=fTCsK6DQhSQI can teach afrezza. Take a dose with the first bite, after 1 hour if over 120 take another dose, probably a 4 unit if a type one diabetic. By the way, off topic, it looks to my eyeballs like the shorts are covering. |
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Post by peppy on Jun 26, 2024 18:41:17 GMT -5
Martine not only saved MNKD from a difficult circumstance, she also prolonged MC’s job. If that’s the deal we had to make, it was probably worth it. And his tenure has allowed us to accumulate shares at a valuation lower than we all believe is warranted, so that’s a positive spin on it. 😄 Consider Martine did not just save MNKD. Consider, Martine sought out a deal with MNKD to have UTHR make more money. UTHR was trading at 96 dollars when Martine made the deal. UTHR made a new all time high today. schrts.co/vxGqSpCx$321.75 closing at $318.95. UTHR's Revenue and EPS has gone up. Trials for label expansion. UTHR has a sales force. Side note, is Martine growing lungs.... tissue and organ in her lab? Chat GPT4 said, "Immunosuppressants: Medications like cyclosporine, used in preventing transplant rejection, could be considered for inhalation, especially for lung transplants, to deliver the drug directly to the target organ." |
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Post by peppy on Jun 25, 2024 20:30:51 GMT -5
I did not see a photo of Afrezza inhaler. Most of the photos look like asthma inhalers. They pronounced Afrezza as if spelled Afrezza. Common problem. But over all a very favorable segment for Afrezza. It was on national TV and free, all good. Sorry Peppy missed it with it being on FOX., I didn't miss it, it was posted here along with the transcript. I still pay for cable television, plenty of news channels. I am not the only one that needed it posted, I didn't see you comment on feeling bad for the fearless leader. mnkd.proboards.com/post/266159The quality of your altruism is beyond words, thank you for thinking of me. You seem to have an understanding of my value system. |
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Post by peppy on Jun 25, 2024 20:05:35 GMT -5
"The clinical trial tested a product called Afrezza, an inhaled basal insulin made by MannKind Corporation in California." "With Afrezza, the product is inhaled into the lungs before meals, and the fast-acting insulin minimizes the glucose spike often seen after eating, Hirsch noted." mnkd.proboards.com/post/266169"Among the inhaled insulin group, 30% of participants reached their target glucose levels (less than 7% blood sugar) compared to 17% of the people using injections and pumps." "There was no difference in hypoglycemia (low blood sugar) between the groups." (hard to believe) "The people who saw the best results inhaled insulin between meals and at bedtime, Hirsch added." (they followed directions.) |
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Post by peppy on Jun 25, 2024 7:27:14 GMT -5
I tried to find the exact ratio but failed miserably. The best I could do was an earlier reference is a paper trying to establish that equivalence. They dosed 25, 50, and 100 units to try and establish which had the equivalent effect of 10u of RAA. That feels like the pre-conversion units since I would expect to see 4, 8, and12 units. In theory 10u of RAA would be bracketed by 8u and 12u of Afrezza. The reason why Afrezza takes more insulin than RAA is because more of it gets lost enroute to the bloodstream (prcgorman2 outlined several of the issues). Lungs are an effective, but not terribly efficient delivery mechanism. The trial estimated the efficiency at 23% of RAA. Getting the ratio of the conversion is important assuming it was 4x should it really be 10x? At this point someone usually asks about all that extra insulin API, and the answer is that it is utterly irrelevant - what matters is the insulin that hits the bloodstream and not what goes astray enroute. Insulin API is free to a first approximation. Reference for the paper: www.ncbi.nlm.nih.gov/pmc/articles/PMC4634344/Afrezza www.accessdata.fda.gov/drugsatfda_docs/nda/2014/022472Orig1s000OtherActionLtrs.pdfThe 15 unit cartridge delivers the equivalent of approximately 4 units of subcutaneous insulin The 30 unit cartridge delivers the equivalent of approximately 8 units of subcutaneous insulin Page 3 second letter. |
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Post by peppy on Jun 24, 2024 19:04:32 GMT -5
I have no degree in anything but work. Yet the consistent under dosing suggest to me somethings far less than equal. Personally you put this in my hands given everything I have read to date. I would multiply by six then half it for the sake of quick in and out affect for starters. The reason is that inhaled insulin is not particularly efficient so 1u of Afrezza is actually a lot more raw insulin than 1u of RAA. Turns out MNKD underestimated the amount of insulin needed to reach equivalence hence the need for more apparent units. Afrezza produced by MNKD allows the type 1 diabetic the first phase insulin response. RAA's do not allow for the first phase......insulin response. " Insulin is released from the pancreas in a biphasic manner in response to a square-wave increase in arterial glucose concentration. The first phase consists of a brief spike lasting approximately 10 min followed by the second phase, which reaches a plateau at 2-3 h." pubmed.ncbi.nlm.nih.gov/11815469/#:~:text=Insulin%20is%20released%20from%20the,plateau%20at%202%2D3%20h. "This "first phase" of insulin secretion promotes peripheral utilization of the prandial nutrient load, suppresses hepatic glucose production, and limits postprandial glucose elevation. First-phase insulin secretion begins within 2 minutes of nutrient ingestion and continues for 10 to 15 minutes." . |
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Post by peppy on Jun 24, 2024 7:22:48 GMT -5
Any chance MNKD share price continues up today, following UTHR? UTHR Monthly chart schrts.co/dYXNbzTb |
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Post by peppy on Jun 13, 2024 15:43:23 GMT -5
And when will we close over $10 ? Okay ladies and gentlemen ... place your bets !!! I say it'll be after the quarterly call in early August. Just in time for my birthday. I like it! Q4 quarterly call Feb 27 until Mar 8 high -- a little more than a week Q1 quarterly call May 9 until today -- about a month. Give it a little bit of time after the call. I am hoping this time it works. Everything is in place including the moving averages. Listening to traders over the years talk about why triangles work, it is said, the longs and the shorts get all tangled up and when there is a pop, the longs jump on and the shorts have to cover. We know it works on the futures. I would have to go back and find the exact dollar amount, the conversion on the bonds ..... $5.31? Also said, by me, is every trader in the world, that has a chart and can draw lines, and can recognize a pattern can see the same thing. Now we watch volume to see if they buy in. so far today, volume came in at point of break out. Bring up a UTHR chart down on the UTHR thread, we want the same price behavior to play out. . |
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