MNKD gave SNY 54,000 sample packs. Unfortunately we don't know how many of those have made it into drug reps hands, how many have been given to physicians and how many patients have received samples.
A couple of corrections:
1. The 1.1M diabetics targeted are on basal or basal +/- GLP-1 +/- orals with A1c greater than 7.0%
2. The 2.0M diabetics targeted are on 2+ orals or GLP-1 +/- orals with A1c greater than 7.0%
3. Both of the groups are ALL T2s as no T1s are on orals or basal alone.
That Pfizer insulin hasn't been cleared for use which is why they are using the Amphastar insulin.
It is my opinion that the GLP-1 inhibitors will eventually burn out the pancreas. It doesn't beat the pancreas to death like the old sulfonylureas did but it does encourage the pancreas to secrete insulin in a glucose concentration dependent manner. By the time of diagnosis T2s have already lost half of their pancreatic function. Why make it work harder?
They're mostly hedged. The professionals are anyway. Have you checked out call option OI layely? Oh, and this is one of the most asinine posts I've read on YMB.
I think we're starting to see the "dang, those A1c numbers look great effect". First four weeks were 290 scripts and those early adopters lab results are starting to show up.
Yes, in the 3Q14 transcript:
Alfred Mann: "Among our development activities in the past period has been a new process for the manufacturing AFREZZA which I alluded to in our Q2 earnings call. This new process has many advantages including the lowering cost and enabling cartridges of a higher dose streams. We’ll have more to say about the new manufacturing processes as this project continues."
TRx 372 this week, so I'd say we're heading in the right direction. SNY has given guidance which is a slow ramp up:
Zerhouni During the Cowen Presentation in Boston on 3/4/2015:
"We have gone on a very careful launch for Afrezza. We have had a high level of interest from doctors, but again, we want to make sure we have a continuous ramp up so that we can understand in fact, how it is being received and we need to monitor that carefully."
LixiLan is NOT the answer to T2 diabetes. It's a combo of Lantus and Lyxumia which is a once a day GLP-1 receptor agonist. These drugs encourage the pancreas to secrete more insulin in response to higher blood sugars which is exactly NOT what a T2 needs. T2s need to rest the pancreas, not get it to secrete more insulin. IMHO the GLP-1s work great in the beginning but eventually will burn out the pancreas.