MNKD article

[mnkdfan]

Not sure why this article did not show up a MNKD stock site:


seekingalpha.com/article/2007541-is-there-investment-upside-in-the-future-of-treating-diabetes?source=yahoo

MannKind (MNKD)
was one of the better performing biotechs of 2013, as investors
anticipated both final data on two Phase 3 trials in treating type 1
& 2 diabetes, and also a hopeful FDA approval. Turns out, everything
worked in MannKind's favor. Thus, it prepares to take Afrezza as an
inhaled form of insulin into a massive market.Yet, despite this
excitement, we've seen a lot of doubt, and shares of MannKind have lost
nearly 40% of their valuation during the last six months. But why?The
reason for this loss really stems from competition and the lack of a
large and determined partner. MannKind does not have the cash to market
Afrezza -- MannKind has an accumulated deficit
over $2.2 billion that's been spent developing Afrezza -- or the many
millions, possibly billions, it would have to spend just to make a dent
in this space. Not to mention, there is the well-documented failure of Exubera from Pfizer,
another inhaled insulin that Pfizer spent $2 billion to market. Hence,
there are a lot of fears that no large company will be willing to take
the risk and front that kind of cash on marketing such a product.With
that said, there are a few notable benefits to Afrezza. Its newly
designed inhaler is smaller compared to the one used when Afrezza was
declined by the FDA the last time. The newer inhaler makes for a better
delivery, so much that the dosage used was cut in half from prior
studies. Also, MannKind's insulin is self-made, and the company has
about $10 billion worth in a freezer, meaning supply won't be an issue.Lastly,
it is out of the body in two hours and is active within five minutes,
meaning patients can use the inhaler right after eating, versus waiting
or having to be taken prior to meals. While these things serve as an
advantage, the question still remains of whether a large partner will
take a chance on Afrezza and if the market is already too saturated with
similar products for MannKind to succeed with this product. While the
answer may be "yes," it creates quite a risk given the company's $1.85
billion market cap.

[mannmade]

Am curious to know what the author thinks are: "similar products" from the quote in the article above. Over and over again we seem to get articles from so called analysts or educated authors (not including the AF's of the world) who just don't do their due diligence. Apparently the author does not realize the importance of less wait time before a meal and a faster dispersal after meals and the distinction or separation this creates for Afrezza from any other product on the market. And no known similar product in testing is closer than 5 years to market and that is if all goes well...


While these things serve as an advantage, the question still remains of whether a large partner will take a chance on Afrezza and if the market is already too saturated with
similar products for MannKind to succeed with this product. While the answer may be "yes," it creates quite a risk given the company's $1.85 billion market cap.

[babaoriley]

One thing, this article is another example of how so many people view MNKD, if they view it at all. With that in mind, when and if we get a partner and an approval, all the more new investors we should attract.

[biotec]

A big partnership would take care of a lot of the naysayers and raise the PPS to levels never seen for a long time. We need that info, the sooner the better.