sorry, I see now it was a retweet by KC twitter handle - my apology. I drilled into Amy's handle, and expanded to see details.
As she includes Dr. David Samadi M.D. - FOX NEWS MEDICAL CORREPSONDENT in her tweet...
Maybe I'll provide a sequel - my next appointment is on April 11 next year...we should both be looking in the rear-view on what the early market positioning and timing with Afrezza was, along with a global rollout in progress.
My Endo appointment was not at all about DB, but to review T levels at over 50. I am the one that initiated the opportunity to talk DB. They actually told me that sure they treat DB patients, sent to them from their primary care physician..He asked when my last fasting BG test had been taken, and that they usually flag those if they are too high back to my PCP, and that he would then send me his direction....and we proceeded to talk about both Toujeo and Afrezza. If you feel it's not legit, please ignore it. I am just sharing the info., and my own SPECULATION regarding what I heard.
I just returned from my annual visit. I am a non-diabetic, but at risk with a sister two years older that became type 2 DB several years ago.
When I asked if he heard of Afrezza and Toujeo and if he was prescribing, he was knowledgeable on both already.
I spoke about the early patient testimonials and we talked A1Cs, and the length of time it takes for that measurement, and how early users are soon going to be able to report non diabetic A1Cs, and some of the other things being reported.
He replied that he was very aware of Afrezza. He said he had not prescribed yet based upon insurance issues being worked out, and the PFT testing requirement. I asked if he was aware of Toujeo, and he said, Yes, I am actually a spokesman for Toujeo!
I mentioned how I felt that Afrezza testimonials are simply amazing, but based on what I am hearing perhaps I should sell my stock. He replied - "Don't do that - I think you are onto something there" He went on to talk about another company Novo Nordisk to take a look at, mentioning some meds, that included Novalog, and Victoza and some combo product they are coming out with. This would complete with Toujeo, not Afrezza.
He also acknowledged Toujeo does not compete with Afrezza.
While he did not come out an say it, my takeaway impression is that the early push on Toujeo is to get patients off of Lantus prior to seeing the miraculous control that is quickly becoming obvious to the community with Afrezza. This game-on with Toujeo, is all about maximizing the SNY bottom line because if PWB can get all the control with Affrezza/Lantus - why pay up for Toujeo. With Toujeo already on the market this is a win-win in the long run, and any delay will be short-lived. I think Afrezza will be pushed as soon as Toujeo gets traction and SNY can present the combination as a life-changing pair - even if results are driven solely by Afrezza - this is all about perception and market placement and timing. We have a winner! IMHO
I think the other thing that is going to propel Afrezza along are the Dexcom CGM devices because a picture paints a thousand words. The results people are throwing up on the web, including Amy Tenderlich from Diabetesemine, and multiple forums on TUDiabetes, and they will make their way to EVERY other PWD forum are the visuals. PWD look at this and they immediately know this is BLOWING AWAY anything they have ever seen.
People starting to say because it's fast acting that I would not be without my Afrezza to quickly take down a high without worrying about a trail, and the reduced lows improving night-time safety. THIS PRODUCT IS A COMPETITION KILLER.
GS, FS,JK - they have all thrown their spaghetti at the wall, but nothing is sticking, and soon it will fly.
Every week, by checking the diabetes web forums where PWD are trying out Afrezza, and listening to feedback from Diabetics and thought leaders in the DB community, I find reason to forget the short term noise and dollar cost average into what will clearly be a blockbuster - and quite possibly the biggest blockbuster of all time.
This week and last the shot in the arm is that some folks on the #afrezza site have been contacted about their interest for involvement in the Afrezza marketing campaigns. Not to mention the great numbers reported by Amy from diabetesmine, nice news coverage and surely more to come of that all over the nation, and the beat goes on.
No volume = No selling = Shorts are toast when the run begins.
Another week to buy as tax returns flow in.
You will understand soon enough as the technosphere deals are announced.
There are surprising and amazing developments almost every week that indicate this will be a blockbuster. If this board discourages you from buying, step away and do as centralcoastinvestor has done by reading the twitter and see was real PWD on Afrezza are saying about it. It's a Peter Lynch investment case and will soon be a blockbuster. Price will not remain at these levels for long.
Ya, company nurses are getting educated and demanding to have them placed on snack room refrigerators AS A LIFE-SAVING DEVICE for PWD. It's the new "fire extinguisher" for PWD...
In due time that will all be straightened out. Based on the testimonials it might be worked out sooner rather than later.
Not to mention no approval out of the gate for 2 unit and 12 unit dosing options. Not having a 2 is a travesty, and makes no sense that having a smaller unit promotes safety, so how could they be so incompetent not to have exercised common sense OR erring on the side of caution by APPROVING a 2 unit dosing option.
Let's watch what they do, not what they say.
I agree. While this is just one data point in the direction we want to see, if it is truly based on samples it will soon establish a trend, and the emergence of actions by WebMD, individuals trashing up #afrezza on twitter, etc., says that it's more than the shortst that are worried. The Effbarbie on twitter crossed a line that could get him or her served up with papers from a lawyer - hope so. WebMD might also have exposure as it is serious business to be deleting all reviews. Taken together it's an early buy signal.
Mannkind has held strong amidst the coordinated attempts to take it don, and if these datapoints establish the trend of rising scripts in combination with reduced competitor numbers this early in the game, 2015 will be a very good year for the longs.