Sanofi had a 9 am to 4:15 pm set of diabetes presenters at the EASD in Vienna September 15th. I have searched, but I haven't been able to find any notes, presentations, or anything from that industry program. Has anyone found anything, or does anyone know someone who attended the Sanofi industry symposium? I imagine some industry analysts attended some of these sessions.
afrezzauser, I posted this as an original post to you, because I did not want the possibility for deletion to happen. Please just plug the link into your browser address box.
About an hour and a half ago afrezzauser wrote, "I think initially there will be a large group of people signing up and it will taper off until the education and advertising kicks in by Sanofi. The 2nd group of people will want to see feedback from the medical community. This is just my opinion."
My question for afrezzauser is about the communications among the diabetic community by those early adopters/tryouts of Afrezza. For the large group you anticipate will sign up for Afrezza initially, I assume there will be plenty of chat room conversations going on by those trying Afrezza who are getting desired results and those who are endeavoring to get those desired results, or who are just observing/fencesitting before trying Afrezza in their routine. What websites, afrezzauser, would the diabetic community gravitate to exchange such information? You seem proactive, and that is why I pose the question to you.
rrryahoo, the human insulin is adsorbed onto (adheres to) the Technosphere. The Technosphere dissolves in the lungs and releases the insulin quickly and completely as soon as it reaches a pH of 6.5. The direct answer to your question is no, for human insulin. If you want more information on a basal insulin that might possibility be Technospherable, brheavy has posted some reports on it. I recall one of brheavy's posts that mentioned some company that had patented a basal that attaches to the albumin in the blood. I think I read that TEVA has bought the company that had the patent on the molecule.
jenksbob, there are lots of cockroach type jobs in this world, and these guys are doing some of them. So what I say. I know I have to wait around shortly before or when sales start for Afrezza. People can tout and paint negative pictures of anything until sales start. That is when proof of reality for diabetics and Afrezza will reveal itself. I know and have known how Afrezza works. Diabetics are about the most communicative people in the world with other diabetics. Something that works well in a lot of Type 1 and Type 2 cases will be quickly communicated in many ways among them. Of course Sanofi will be doing that too with doctors and diabetics. Quit worrying about the manipulators unless you are getting margin calls. Don't use margin.
bmcgoo_03, many if not most of the people taking metformin, whether failing or not failing, should not be on metformin. They should be on Afrezza at mealtimes. Unless their liver is a chronic high secretor of glucose all the time, they really do not need metformin when they have Afrezza.
doctorgreenback, let me see if I get this input of yours. Are you saying at the end of your price projections, etc., that you think Al Mann, Greenhill, and Deerfield are the main shorts in MNKD stock? So you think it is a conspiracy to hold the price down in order that they can buy more or something? If not to buy more, what is the something? What is the conspiracy the majority owner and major investors have in mind?
That looked like a big short covering. Most of the afternoon was dedicated to walking the stock down on really tiny volume every five minutes until suddenly in about one trade 1.5M shares were bought just before the close. Looked like a short covering some of his position.
daduke38, the public relations guy who posted here last night I think got it right. The Sanofi presenter was there to cover the waterfront of products with whatever talking points he had. The new Toujeo injected insulin that Sanofi is trying to get FDA approved was a subject/talking point he had to stick with. No matter the question, his job was to bring it back to Toujeo in some manner, which he did. That is all it was.
opc11, I think I can help out on this one. There was a question about earnings in the future, and Pfeffer answered in the standard way he has before about earnings with the 65%/35% split of the partnership. He mapped it onto something drug analysts seem more familiar with, royalty rates. Matt Pfeffer answered by roughly equating the anticipated profit forecast would look like a royalty rate of about 20%. I have heard him answer such partnership earnings questions like this before recently, and I think this will be his standard answer technique until a real P&L can be reported by the partnership. Matt did not say anything about P&L dollars/cents/stock price - just equivalent royalty rate.
antimatter0007, I think anyone who has read some of my posts on this message board will know I agree with your post 100%. I am especially confident in your presentation of the initial onset of diabetes patients (also known as initial onset of Type 2 diabetes) to use Afrezza alone to eliminate their mealtime glucose spikes and thus eliminate or greatly delay any further deterioration in their pancreas, liver, kidney, heart, and overall health condition from elevated levels of blood glucose. There are 10s of millions of these onset Type 2 diabetics in the world right now who do not even realize they have the condition that long term could kill them or at a minimum severely reduce their quality of life. There are millions of these onset Type 2 diabetics who have had their condition diagnosed by a doctor/healthcare professional that refuse insulin treatment due to injections. I suppose they do get metformin prescribed, but that is no answer for real insulin. Metformin is a bandaid until the Type 2 disease gets worse.
So I agree Afrezza, inhaled insulin, as you suggest, is going to be the real solution for initial onset Type 2 diabetics short and long term. But the only issue right now is the FDA trials for Afrezza for Type 2 diabetics (and they really used really far gone Type 2 diabetics instead of any initial onset Type 2 diabetics) had the patients take metformin and use Afrezza in conjunction. So doctors don't have the data yet, unless MNKD has some data I don't know about, for onset Type 2 diabetics. Smart endocrinologists and some smart other doctors will prescribe Afrezza alone exactly as you describe from the beginning and avoid the side effects of metformin. But some doctors will continue to prescribe Afrezza along with metformin, and that is too bad for initial onset Type 2 diabetics. This metformin standard of care for Type 2 diabetics is old technology, and the sooner it is revealed the better for the Type 2 diabetic health.
lizzy312, I would like to refer you to your own post on August 18, 2014. You must not be a real investor. On August 18, 2014, lizzy312 wrote, "for future reference, real investors should never respond to someone promoting a political agenda because the person is usually just board cluttering..a short and distort tactic...put this guy on ignore" You may want to delete that post in order that others may not find your past posts that contradict your future posts.
I can point to two stock examples where Cramer did the same kind of non-recommendation, because he had to ask "his smarter than he is" buddies what Cramer was to think. It was CREE back in the teens and 20s, and he really missed SSYS when callers asked about it in the 20s years ago. He could not render his own opinion, and just said each time his smart friends told him to watch out. Friday he said Sanofi is doing such a great job with the REGN partnership, but his buddies still tell him to watch out. So I would say Cramer's status now is catatonic when he is asked about MNKD. It is on with the entertainment for Cramer now.
mensa.1963 is attempting to commandeer the real mensa_1963 handle. I am not sure why. Just FYI. mensa.1963 is a member since September 6.
michaelmurphy234, rather than "eventually" having to move to insulin (really an insulin analog is what your doctor likely means with the old technology), newly diagnosed type 2s (or even some recent or long diagnosed type 2s) can START on Afrezza real human insulin when they are diagnosed. This may obviate the need for any other medications in the short and long term. This could become the standard of care for type 2s unless their blood sugar shows to be totally out of control to the high side. So I agree with your doctor, but it should come before the metformin and all the other stuff including injected insulins.
natty_0ner, for me it was worth just slightly under $6,000. Your spelling needs some help. I think your two cents should be spelled two scents. One of your scents is skunk and the other is goat. I avoid your two scents unless I am driving out in the countryside, when your two scents are sometimes hard to avoid.
Yes, I own a lot of CHK at much lower prices, and all I wish for you is to be more creative. If you are going to post all the time, go for some entertainment value with your trash talk.
bedwin1716, does your doctor tell you he/she thinks your liver could be a/the culprit by not turning down or off the glucose with any of the medications you are taking or have tired?