IMO, SNY made a mistake by targeting T2 patients. They should start with T1 patients, as T1 patients are already familiar with insulin and many of them use CGM, so it's much easier for T1 patients to learn how to adjust afrezza usage. Once ENDOs see the suprior result of Afrezza, then it's much easier to convince them to extend Afrezza to T2 patients.
ENDO don't want patients to feel that taking insulin is so simple. That's their bread and butter. So the demand has to come from patients. SNY won't be able to dump money on ad campaign due to the structure of partnership with MNKD. Since MNKD has to pay 35% of all expense, they don't want to bankrupt MNKD. Therefore, the rollout of DTC campaign has to be gradual. So just be patient.
You are right, most solid tumor drugs should now partner with HALO. If a drug can't get to the tumor cells, it won't be effective.
insurance companies are not stupid. They will realize the cost-saving benefit of Afrezza. At minimum, fewer hypos means fewer emergency room visits.
Big Pharms better start to buy some MNKD stocks now while it's still cheap to hedge their potential loss on RAA revenue.
Could be due to summer vacation time for doctors. Lots of doctors take one or two weeks vacation during this time frame.
during the first 6 months, the monthly growth rate is about 45%. If the trend continues, this week's script count should be about 434 * 1.45 = 613 (434 is week 20's script count). So your prediction should be reasonable.
For RAA like Humalog, the dosing is actually kept low to avoid hypo due to the long tail. For afrezza, there is no such worry, so you can take more dose to prevent the post-meal spike. So it's not really a disadvantage that you have to take more afrezza than humalog, but really a benefit that allows you to take more afrezza insulin to give better glucose level control, and hence, the A1C drop.
I guess SINA will announce soon. Otherwise, it won't be able to buyout cheap as the stock price keeps rising.
When a brokerage have to close a margin requirement, it will buy with market price. If there is no enough shares to buy at BO price (imagine naked short), then the price will go beyond BO price.
Theoretically, it can even go beyond 100% of float. Shorted shares are bought by longs which can be lent out again for short. However, at certain point, brokerage will put up a brake as the risk is too high (remember the VW short squeeze?)
SINA can easily fetch a 2X market cap if relisting in Chinese stock exchange, can't see any reason why not following the trend.
This is non-sense. SINA SP has stayed in 30s for very long time. Any shareholders can buy from the market before the CEO purchase.
The doctor could be misleading the journalist? Did he ever tell his patients aabout afrezza and how afrezza works? If he didn't, how could he conclude that his patients don't want to switch?
The reason HALO wants to use PFS as primary P3 endpoint is to shorten the trial time. If HALO did not expect much longer OS time than PFS time, then there is no point to take the risk of using PFS as primary endpoint.