|
Post by vdexdiabetes on Jan 9, 2019 0:42:04 GMT -5
We asked rhetorically in the first White Paper, If Afrezza had been developed first, would anyone bother with all the other medications? The answer is pretty clearly no in our opinion.
|
|
|
Post by vdexdiabetes on Jan 9, 2019 0:20:33 GMT -5
Uvula, I didn't take offense to any of your points or question your intentions. The value of this board and posters such as you is that you elicit information and clarify issues. All good. I failed to clarify a point you made in an earlier post regarding how we handle metformin. We've treated patients who've failed on metformin and who've succeeded. One patient referenced in the White Paper had an HbA1c of 6.5 when we began treating. I believe he was on metformin only. Most docs wouldn't have changed anything. We did, we put him on Afrezza, brought him down to 5.5 (non-diabetic), and took him off metformin. Here's the point: we believe that the status quo treatment paradigm for diabetes is deficient. Whether metformin or GLPs or SGLT2 inhibitors or anything else, it doesn't matter. We believe the best and first treatment, and for many the only treatment, is Afrezza. Our experience validates that whether or not any formal study does. I should tell you that our physician advisors did not start at this philosophical point. They were appropriately skeptical. They needed to study Afrezza and understand it. In time, they felt the case was clear; the evidence was overwhelming. The fact that Al Mann said similar things years ago wasn't what convinced them. Experience with real people did.
Now, clearly we understand our treatment protocol is radical and revolutionary. The mainstream of diabetes thought won't get to where we are anytime soon. But, we've only gotten here because we studied the issue honestly, open-mindedly and without any bias. We were driven to our position by the data. We know we will be criticized and to that criticism we say: bring us 20 diabetics managed according to the existing ADA protocols and let us take over their care. You'll see.
|
|
|
Post by vdexdiabetes on Jan 8, 2019 20:46:31 GMT -5
With the vdex patient population, they can only show that Afrezza works great for patients that fail to respond to metfornin. The data say nothing about patients that do respond to metfornin. We know what would happen if that clinical study was conducted, but we have no proof now. Uvula and investorsam, just to clarify a couple points: I do think doctors will tend to be dismissive of our White Paper results, but not because of the sample size. Rather, the results are subject to the criticism of not being the result of rigorous study design with double-blinded providers and the presence of a control group. We knew that when we wrote the paper. If you go back to the introductory part of the paper, you'll read a section where we say that Vdex is not a research organization but a diabetes-treatment practice. To reiterate the point, and I think it bears repeating, there are lots of studies with lots of medications that show significant clinical efficacy (some 40 new FDA approved meds for diabetes since 2005) in the controlled, artificial world of an FDA-type study. The drugs are all put through formalized study as was Afrezza. The real problem comes with everyday use in real patients. There is where you see many (perhaps most) diabetes drugs fail, or least underwhelm. Afrezza is just the opposite. The data gathered in the formal FDA trails was underwhelming, but in practice the drug does phenomenally well. In our White Paper we're simply documenting what happens in real-world use of Afrezza. And, isn't this where it matters? As an aside, MNKD has a treasure trove of data gathered with the Medtone inhaler device showing outstanding results, data that the FDA will not let them publicize in support of the Dreamboat device. There are lots of ways are White Paper might be criticized as a study, but it cannot be criticized as merely a report of our observations in the use of Afrezza in real-world patients. That's what it is. I guess one might say its just lies. I find it interesting how often our outstanding results are criticized, as if there are better results anywhere else. As if PWD are doing so well with existing meds and protocols. We know they're not! The diabetes industry acknowledges that few patients, something like 30%, get to goal of an HbA1c of 7. And 7 is nothing to be proud of. This is well above the point where microvascular damage occurs. So, even if you get a patient to 7, s/he will still have complications. And, by the way, often patients get to 7 for a while but over time as their disease worsens, they go higher. Our goal in founding Vdex was to get them to normal levels or at worst, below the point of microvascular damage which is an HbA1c of about 6.2. We can do this because of Afrezza. We really feel the situation ought to be flipped on its head. The diabetes industry ought to be asked to defend what they're doing.
|
|
|
Post by vdexdiabetes on Jan 8, 2019 12:39:19 GMT -5
I had to reply
"But this certainly isn't best for the patients." So true. If there's one overriding theme to the surprises we've learned at Vdex, it's how often patient care is sacrificed to some other consideration. Sad but true.
|
|
|
Post by vdexdiabetes on Jan 8, 2019 10:32:11 GMT -5
The problem with that is that De Blasio doesn't probably know anything about it so he'll seek the input of doctors and end of story for Afrezza.
|
|
|
Post by vdexdiabetes on Jan 8, 2019 10:23:40 GMT -5
Uvula, we treat both Type 1 and 2 patients, obviously many more twos than one.
Getting insurance coverage is difficult, and we certainly don't so much get coverage in place of metaformin, but in addition to it. Virtually all patients who come to us are uncontrolled (HbA1c well above 7) and on medication. Most patients are on metaformin and many of those are taking the maximum daily dose, 2000mg. In that case, because the patient is still uncontrolled, the physician needs another tool. We then have to work through the prior authorization process to get the Afrezza approved. Sometimes we succeed. Sometimes the insurance plan wants us to try some interim step like maybe a GLP. The physician has to fight for Afrezza.
|
|
|
Post by vdexdiabetes on Jan 7, 2019 1:12:57 GMT -5
Stevil, we've had zero problems. I know that seems hard to believe, but I wouldn't misrepresent this situation. Rapid HbA1c reduction such as we've seen at Vdex really hasn't been seen before. Of course, there's never been a product like Afrezza before. I can't say that we, or anyone else outside of MNKD, fully understands the implications of the use of Afrezza. It's just so different. I've said many times, "Afrezza's at least as good as Al Mann said it was." Further, we discovered some things in our use of Afrezza that were unknown even to MNKD management.
What I'll say in overview, and these sentiments are shared by our Medical Advisory Team, is that the best way to manage blood sugar is the way the body does naturally. As all on this board know, that's what Afrezza does. IMO there's simply no argument for the existing ADA protocol once one understands Afrezza. We've had too many patients come in loaded up on orals, maybe along with GLPs and/or insulin, feeling terrible and apathetic about their condition. Some literally talk about just getting off everything and accepting their fate, which they know means death. You put those patients on aggressive doses of Afrezza and in short order change their lives. This is not hyperbole or salesmanship. You literally change their lives by giving them back control of their condition. Predictably, a whole host of physical and psychological benefits flow from this. This is not because Vdex is so wonderful but because Afrezza is.
|
|
|
Post by vdexdiabetes on Jan 6, 2019 15:53:38 GMT -5
I like how you think mnholdem. We've thought about things like this. We're holding back a little longer before we "go nuclear," but I believe you're right.
|
|
|
Post by vdexdiabetes on Jan 6, 2019 15:34:48 GMT -5
I have to disagree with the posts in opposition to bringing HbA1c down quickly. Let me admit that I'm not a doctor, but as the Founder of Vdex along with my very close physician friend, I get medical input on all aspects of Vdex, all the time. I have 3-4 different physicians that I can access quickly. All are in favor of attacking HbA1c levels aggressively. It is true when you bring someone from an A1c of 14 to 7 there is an adjustment period for their body, but that is brief. There can be some "symptoms" of hypoglycemia, but theses are transitory and not dangerous. It's just the body adapting to the new normal. However, the salutary benefits of a more rapid drop in HbA1c are huge. Some, such as much better sleep, really help reinforce the change and keep the patient motivated to improve. I think that in part explains the high compliance among Vdex patients.
A subtle point is the issue of Afrezza's mode of action in reducing HbA1c. Because Afrezza attacks the post prandial excursions, or more accurately stated, preempts them, Vdex gets more bang for the buck with less danger. Here's why: the post prandial excursions where blood sugar levels skyrocket into the 300-400s and more for many patients, are what really drive up the HbA1c values. Since HbA1c is an average of lots of data points, if one eliminates the worst data one gets a bigger effect on the average than if one brought all data points down a small amount. In statistical terms, we're eliminating outlier data. Even if we don't address the basal data we still see a large effect on A1c. But, here's a key point: since we don't initially address the basal data, we haven't so dramatically changed the existing blood sugar state of the patient. I apologize for not making this clearer, but what I'm trying to explain is that there is a statistical effect that is not necessarily indicative of a physiologic effect.
I've never seen this issue addressed in the literature but that may be because never had a product before that could do it. Just one more way Afrezza is ground-breaking
|
|
|
Post by vdexdiabetes on Jan 6, 2019 4:00:13 GMT -5
I have commented in another post on another thread that I think the sales of Afrezza will struggle. I said that in Jan of 2018 and I reiterated it for 2019. Sayhey is right in much of what he writes. We at Vdex have encountered loads of resistance to Afrezza and in particular our use of Afrezza, from those most immersed in the diabetes communities. Yes, the endos will be the most resistant. They know it all, they think. Consider this story that happened in our Espanola, NM office: We had a patient come in with an HbA1c of 14+ (our in-office meter only goes that high - with CGM you can actually get higher readings). We put the patient through our protocol and in a little more than a month had her down to an HbA1c of 7. The patient was thrilled. She went back to her endo and that endo took her off Afrezza, said what we were doing was irresponsible, and forbade her coming back to us. Yes, forbade her. The patient called us and told us all this. Remarkably, that patient wouldn't return because she was afraid of her doctor.
I naively thought the doctor might be happy to see his patient drop 7+ points in HbA1c with no hypos, sleeping and feeling better. I thought that endo might call us asking how we were doing it. He might ask us to see others of his patients. He might refer us to others. I couldn't have been more wrong. The doc never reached out to us and in fact, bad mouthed us to other physicians in the community. Espanola's small so we eventually heard all about it.
Its heart-breaking to be witness to stories like this, but its out there. There is just so much resistance to Afrezza. This is why I'm skeptical about more TV advertising suddenly causing script numbers to soar.
|
|
|
Post by vdexdiabetes on Jan 6, 2019 1:59:06 GMT -5
Cjm, nothing has changed from what I wrote a year ago. If anything the situation may be more extreme now. Afrezza faces a lot of systemic resistance in the medical community. We've battled that this entire year. We've made progress, but still battling.
|
|
|
Post by vdexdiabetes on Jan 14, 2018 15:19:40 GMT -5
I wanted to jump in with some real world feedback on the issue of script writing. Don't mean to be a downer, just giving info that board members might find helpful. We at Vdex interface with a lot of providers and a basic principle we operate under is the more experienced a provider is in the field of diabetes, the LESS likely he/she is to recommend Afrezza. It's obviously not 100%, but the phenomenon is common enough to make the point. In other words, those most "in the know" have soured on the product. I won't get into why that is; most here probably already know. The most common feedback we get from such providers is: "Afrezza's a niche product." "It's too expensive." "Patients aren't that interested." Translation for all of these: the provider doesn't really understand the product. I don't think reps calling on busy docs or TV advertising will turn the ship around quickly, if at all. The product is so different. The conditions of the industry are so unfavorable. The incentives work against providers. This product requires a different sales model. Of course, that's self-serving to say. But, that has been our experience. I hope I'm wrong and scripts take off in the new year. But regardless, we'll be fighting the fight either way. Quote; " Afrezza is a niche product."reply: Strange the physicians are using the same words the analyst from Goldman used in a note, when they covered MNKD. Quote: "It's too expensive." reply: I am not sure why the physician would care about this. Patients are usually covered by insurance. Why would the physician care about the cost of the insulin? Quote; "Patients are not interested" reply; physicians say that? Peppy, we had the same responses as you to those questions. Thats why I added the translation that those comments are doctorspeak for not knowing much about the product. Docs of course don't want to admit that to their patients. Interestingly enough, with two Vdex patients this week who discussed Afrezza with physician friends, the physicians BOTH said patients were not that interested in Afrezza. That's just absurd. I could tell from other comments the docs made that neither was that familiar with Afrezza yet each has a practice heavily devoted to diabetes.
|
|
|
Post by vdexdiabetes on Jan 13, 2018 16:32:40 GMT -5
I wanted to jump in with some real world feedback on the issue of script writing. Don't mean to be a downer, just giving info that board members might find helpful. We at Vdex interface with a lot of providers and a basic principle we operate under is the more experienced a provider is in the field of diabetes, the LESS likely he/she is to recommend Afrezza. It's obviously not 100%, but the phenomenon is common enough to make the point. In other words, those most "in the know" have soured on the product. I won't get into why that is; most here probably already know. The most common feedback we get from such providers is: "Afrezza's a niche product." "It's too expensive." "Patients aren't that interested." Translation for all of these: the provider doesn't really understand the product.
I don't think reps calling on busy docs or TV advertising will turn the ship around quickly, if at all. The product is so different. The conditions of the industry are so unfavorable. The incentives work against providers. This product requires a different sales model. Of course, that's self-serving to say. But, that has been our experience. I hope I'm wrong and scripts take off in the new year. But regardless, we'll be fighting the fight either way.
|
|
|
Post by vdexdiabetes on Dec 28, 2017 23:52:32 GMT -5
Yes, and we have some very impressive stats on both A1c reduction (with no hypos) and time in range. Using this info in marketing gets a bit dicey. Our Medical Advisory Board is not totally comfortable with stats gathered in the regular course of the practice because we don't have controls in place like one would in a structured study. Anything that we publish needs to be able to withstand scrutiny. We're planning to put in place some structure that allows us to publish. That will occur in the months ahead. I can say with no hesitancy that we'll have results that simply are not possible to obtain without Afrezza and our protocols. One of the biggest challenges PWDs seem to face is insurance coverage. I am assuming you have a trick or two as part of your protocol in getting the PWD insurance. About what percent of your patients are being covered? IMO the need for controlled studies at this point is dwarfed by your clinical results if they are as good as you say, and I have no reason to doubt you. Its pretty hard to argue with a pre/post afrezza AGP chart as the numbers don't lie. Your results combined with a profitable business model should allow investment for at least 100 clinics by year-end 2018. Assuming each clinic can do 10 new RXs per week, VDex alone should be doing 2X what the rest of medical community is currently doing. Thinking out loud, 2018 could finally be the year of afrezza and not the year of the dog. Sayhey you are correct that insurance is one of the challenges, but surprisingly, we don't find it that tough to surmount. I don't have precise numbers in front of me, but my guess is that better than 80% of our patients get covered eventually. For competitive reasons, I'll be a little vague about how we do it. It can be a little time-consuming and for that reason, most traditional medical practices won't likely bother. Plus, we had to figure some of it out on our own. It was a similar process as with our treatment protocols in this respect: we knew the basics about how to prescribe and treat patients, but we learned through trial and error how to get better results by doing some things differently. Same with insurance coverage. Regarding our expansion, again, we had to try different things there as well. Here I'll say almost nothing for competitive reasons except this: we had initial ideas, tried them, found they didn't work, and evolved. The whole Vdex experience has required us to think outside the box after we tried something obvious and failed at it. That's why this has taken longer than all of us have wanted. We have been sustained by our belief in Al Mann, Afrezza, and the desire to do something meaningful for PWD. And, the support of so many on this board has certainly helped during some of the darkest moments.
|
|
|
Post by vdexdiabetes on Dec 28, 2017 17:51:03 GMT -5
At the risk of opening the kimono too much, let me say that Vdex is NOT set up as a charity or a vehicle to pump up the stock price of MNKD, but is very much a profit-making endeavor. We believe, in fact, we have proven, that our model will be quite profitable. That said, our first concern when we organized the company was an evaluation of Afrezza and the design of protocols to best use the product. We've learned a ton. Afrezza is every bit as good as Al Mann said it was, and actually a little better (I'll leave details on that point for a later post). We have played with different protocols and have developed our own after some trial and error. Suffice to say, we are highly confident about improving blood sugar control with virtually every diabetic. That's not to say we're so wonderful, but rather because Afrezza is. What Vdex contributes are protocols for the best way to use Afrezza. It has been mentioned before but bears repeating, Afrezza is not the easiest product to use correctly. There is a learning curve. We know; we traveled it. But the effort is clearly worth it. There is simply no better way to manage blood sugar, in our opinion, than with Afrezza. Like all new endeavors, Vdex has had its share of bumps. We have been resolute in our approach because its quite clear that something has to change in the treatment of diabetes. Our goal is to make that change happen. We are now at a point where we can begin our expansion in earnest. I don't want to set false expectations, but we do not intend to merely operate a few centers in Southern California. Our sights are set considerably higher. We know there will be challenges dand that we will make mistakes. That's entrepreneurship. We don't fear that; we embrace it. Have you been collecting statistics on your clinical population (A1c, time in range)? Will it be used in marketing? or published? Yes, and we have some very impressive stats on both A1c reduction (with no hypos) and time in range. Using this info in marketing gets a bit dicey. Our Medical Advisory Board is not totally comfortable with stats gathered in the regular course of the practice because we don't have controls in place like one would in a structured study. Anything that we publish needs to be able to withstand scrutiny. We're planning to put in place some structure that allows us to publish. That will occur in the months ahead. I can say with no hesitancy that we'll have results that simply are not possible to obtain without Afrezza and our protocols.
|
|