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TearLab Corporation Message Board

dm97362 9 posts  |  Last Activity: Dec 18, 2014 11:49 AM Member since: Oct 23, 2014
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  • Reply to

    As a doc I have a question/concern

    by bandaidman44 Dec 18, 2014 11:28 AM
    dm97362 dm97362 Dec 18, 2014 11:49 AM Flag

    Fair question. I suspect that if patients start to have incredible experiences with Afrezza, i.e.- less or no hypos to include no hypos at night/sleeping, rapid action / peak and out of system in a couple of hours all combined with the convenience of inhalation vs injection, then docs will get involved in pulmonary function tests. I would also assume Sanofi has a plan to address this issue. The test is pretty simple to perform so if Sanofi takes the logistical / grunt issues out of the equation, it should not be a problem. I assume your EMR system can easily track this info, correct?

  • Reply to

    I believe two things happening.

    by bigkid531 Dec 17, 2014 7:25 AM
    dm97362 dm97362 Dec 17, 2014 9:23 AM Flag

    Mind if I ask at what price? With shares getting routed to multiple exchanges, I do not understand how a trade gets put into the cue and other than price, how one order gets prioritized over another.

  • Reply to

    I believe two things happening.

    by bigkid531 Dec 17, 2014 7:25 AM
    dm97362 dm97362 Dec 17, 2014 8:16 AM Flag

    Even with another flash crash, do you think you can get a fill when competing with the HFT platforms?

  • dm97362 dm97362 Dec 6, 2014 10:29 AM Flag

    You are describing business practices for the consumer goods industry.

    In Rx, once wholesalers have it, any pharmacy, chain or independent can get it next day. The major cog in the distribution chain is the wholesalers with McKesson, Cardinal and Amerisource being the majors. HD Smith and a few others with significant regional presence cover around 97% of US pharmacies.

  • dm97362 dm97362 Nov 5, 2014 1:11 PM Flag

    They have to get approval first - not that it won't happen but as you know, these things can get delayed...

    The other issue might be risk of selling two new products in combination. Like any new pharma product, you can only gleen so much info from clinical trials so a risk mitigation strategy would not be to bundle right away in case there are issues - if docs write for both on 1 Rx and there is a problem, there could be an issue from a halo effect perspective - a good product gets dragged down not due to its merits but by its association with another product that has issues. If it were my call, I would get Afrezza out of the gates as fast as possible and put to rest any false perceptions / comparisons from physicians who think Afrezza is the same as Exubera. This should take a few months at most, then the Afrezza sales team can begin to talk about bundling Afrezza with Lantus and perhaps down the road, bridge that conversation to Joujeo.

  • dm97362 dm97362 Nov 5, 2014 12:53 PM Flag

    Wonder if Sanofi will try some type of bundled pricing with Afrezza/Lantus. Assuming superior patient outcomes ie- tighter control of blood glucose levels, reduced hypos and better A1c, a case can be made for PBMs / Insurers to pay more for Lantus than generic. Leveraging Afrezza to save a few hundred million in margin for Lantus in and of itself has significant value.

  • dm97362 dm97362 Oct 24, 2014 4:00 PM Flag

    I believe MNKD was working on this and when the second CRL was issues, this is one of the programs they stopped working on to preserve cash and focus efforts on Afrezza. This product will work with Cricket which is a single use disposable inhaler.

  • Reply to

    Mannkind will be sold?

    by lovers2727 Sep 20, 2014 12:19 PM
    dm97362 dm97362 Oct 24, 2014 10:20 AM Flag

    The valuation on a buyout would be much higher a year or two from now assuming Afrezza does well as the efficacy of the Technosphere delivery platform is further validated making it a more valuable licensing opportunity for MNKD. Duke, no real reason for either company to make noise as their efforts are focused on the commercialization. Strong patient uptake and results will be all the noise that either party will need to make. Assuming Afrezza works as well for the masses as it did for some of the patients in the trial, shareprice will be positively impacted. Waiting is the hardest part but for all who have been long for some time, one gets a feel as to how hard it is to develop a biotech or device company. If it were easy, anyone could do it, but it is not, so only a select few can and only one person I know of, Al Mann has done it repeatedly.

  • Reply to

    This is just worth repeating

    by cphammer Oct 23, 2014 7:46 AM
    dm97362 dm97362 Oct 23, 2014 9:24 AM Flag

    Remember patient drop out rate for patients in trials is often not due to the product but due to all the compliance, data recording, etc required by the patient. In the case of Afrezza, I believe patients were recording blood glucose readings at all hours of the day and night entering information into some type of smart phone device that was not especially easy to use.

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