Morgan Stanley Unplugged is happening now in Miami. This is an excellent conference. There are no standard presentations at all, only analysts and CEOs in conversation - sometimes combative, usually genial.
From the Pfizer conversation, we learned that inhaled insulin is definitely delayed, as we had heard - likely 'til at least mid-July. This reflects the rather muted AACE presence they had. It sounds like pricing is very tricky, and they admitted as much, saying they wanted to find the "sweet spot" ... they expect normal reimbursement over time. So they have to price it high enough that they can earn enough to make the return on investment (ROI) worthy but low enough that managed care will take it seriously.
That may be easier said than done.
We certainly know that many MANY people should be on more aggressive therapy and if there were an easy way to put such people on insulin and lower the A1C by 2,3, even 4 points, that would be fantastic. It isn't quite that easy.
We're now thinking pricing perhaps upwards of $6/day.