Comments on Ahithophel Weissberger's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/ahithophel-weissberger/articles http://seekingalpha.com/article/81190-mannkind-overlooked-biotech-with-excellent-prospects-part-iii?source=feed#comment-745487 745487 "This was yet another obstacle to prescribing Exubera, especially > since most doctors treating diabetics (i.e. general practitioners > and internists) do not have pulmonary testing equipment in their > offices. On the other hand, Mannkind found no evidence of any drop > in lung function whatsoever in their clinical trials with Technosphere > Insulin." > > Mannkind has not reported detailed Phase III results, and did not > report the additional safety data at the ADA event like they stated > they planned on doing. The did have ana abstract showing absorbtion > occuring 8 minutes later for smokers then for non-smokers as measured > by "tmax". The FDA, in my opnion, would require a diabetic to undergo > pulmonary tests for technosphere (if it is ever approved). The diabetic > already is losing lung function due to the progression of the desease: > > > "(5) Chronic use of inhaled insulin may affect long-term pulmonary > function, while preexisting pulmonary dysfunction may alter the absorption > and bioavailability of inhaled insulin." > > http://www.ncbi.nlm.nih.gov/pubmed/17563307?t=4 > > Another worth mentioning is Generex's Oral-lyn Buccal spray. Since > Oral-lyn also has a very rapid onset of action, and NO deposition > into the lungs, it seems as if it would be the choice amongst diabetics > between these two potential products. Technosphere is said to afford > low titration and Oral-lyn provides 1 U sprays as part of a fine > tune regimen. Technosphere has another large obstacle that Oral-lyn > does not- TI needs to be marketed as a product that does not cause > decreased lung function or lung cancer. Fair or not, that is a horrible > position to be in. I wish them well, and hope they all are approved > to give diabetics a new choice and lifestyle freedom. This is a freedom > they have in India with Oral-lyn. > > Best wishes. > ]]> Wed, 04 Nov 2009 21:04:00 -0500

On 2008 Jun 13 04:43 AM R.J Steffens wrote:

> "This was yet another obstacle to prescribing Exubera, especially
> since most doctors treating diabetics (i.e. general practitioners
> and internists) do not have pulmonary testing equipment in their
> offices. On the other hand, Mannkind found no evidence of any drop
> in lung function whatsoever in their clinical trials with Technosphere
> Insulin."
>
> Mannkind has not reported detailed Phase III results, and did not
> report the additional safety data at the ADA event like they stated
> they planned on doing. The did have ana abstract showing absorbtion
> occuring 8 minutes later for smokers then for non-smokers as measured
> by "tmax". The FDA, in my opnion, would require a diabetic to undergo
> pulmonary tests for technosphere (if it is ever approved). The diabetic
> already is losing lung function due to the progression of the desease:
>
>
> "(5) Chronic use of inhaled insulin may affect long-term pulmonary
> function, while preexisting pulmonary dysfunction may alter the absorption
> and bioavailability of inhaled insulin."
>
> www.ncbi.nlm.nih.gov/p...
>
> Another worth mentioning is Generex's Oral-lyn Buccal spray. Since
> Oral-lyn also has a very rapid onset of action, and NO deposition
> into the lungs, it seems as if it would be the choice amongst diabetics
> between these two potential products. Technosphere is said to afford
> low titration and Oral-lyn provides 1 U sprays as part of a fine
> tune regimen. Technosphere has another large obstacle that Oral-lyn
> does not- TI needs to be marketed as a product that does not cause
> decreased lung function or lung cancer. Fair or not, that is a horrible
> position to be in. I wish them well, and hope they all are approved
> to give diabetics a new choice and lifestyle freedom. This is a freedom
> they have in India with Oral-lyn.
>
> Best wishes.
> ]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-614071 614071 " Therefore, the failure of these other three products in the marketplace > is totally irrelevant." > > " why has Mannkind’s stock fallen to $2.89? That’s down a whopping > 87% from its March 2006 price of $22! " > > > The only thing that's irrelvant is your senseless pumping of this > stock. You contradict yourself throughout the 6 Part Pump, to the > point of being totally laughable. > > MNKD, PFE, NOVO and Lilly are all inhaled and all have or will (http://seekingalpha.com/symbol/mnkd) > FAIL. > > PFE has the largest Pharma Salesforce in the world and they couldn't > convince Dr.s or patients to use exubera. > > MNKD has no salesforce > > MNKD has no partner and will never find a partner to kick in $1 Billion. > > > MNKD has an inferior product that has already been rejected by the > market. > > MNKD will NEVER get FDA Approval. > > MNKD will be out of cash by Nov. 2008 > > MNKD has 600 employees that do exactly WHAT all day! > > I stick by my prediction of $1.00 by Dec 2008 and bankrupt in 2009. > In fact, both may come sooner than expected. > > Buyer beware of this dog, regardless of what you read on the internet. > > > ]]> Tue, 04 Aug 2009 02:28:24 -0400

Written from the advantage of 15 months later than your comments, how does it feel to be proven totally incorrect?



On 2008 Jun 22 11:48 AM Mr BSG wrote:

> " Therefore, the failure of these other three products in the marketplace
> is totally irrelevant."
>
> " why has Mannkind’s stock fallen to $2.89? That’s down a whopping
> 87% from its March 2006 price of $22! "
>
>
> The only thing that's irrelvant is your senseless pumping of this
> stock. You contradict yourself throughout the 6 Part Pump, to the
> point of being totally laughable.
>
> MNKD, PFE, NOVO and Lilly are all inhaled and all have or will (seekingalpha.com/symbo...)
> FAIL.
>
> PFE has the largest Pharma Salesforce in the world and they couldn't
> convince Dr.s or patients to use exubera.
>
> MNKD has no salesforce
>
> MNKD has no partner and will never find a partner to kick in $1 Billion.
>
>
> MNKD has an inferior product that has already been rejected by the
> market.
>
> MNKD will NEVER get FDA Approval.
>
> MNKD will be out of cash by Nov. 2008
>
> MNKD has 600 employees that do exactly WHAT all day!
>
> I stick by my prediction of $1.00 by Dec 2008 and bankrupt in 2009.
> In fact, both may come sooner than expected.
>
> Buyer beware of this dog, regardless of what you read on the internet.
>
>
> ]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-308037 308037 Are there any companies or segments of biotech you would recommend > investors stay away from in the near term? > > We are currently negative on the inhaled insulin segment. Therefore, > we have a Sell rating on Mannkind Corporation (MNKD), which develops > inhaled insulin. > > The inhaled insulin program was once thought to be the garden of > blockbusters for diabetes treatment. But things all changed since > October 2007 when Pfizer (PFE) withdrew its marketing support of > Exubera, the first FDA-approved inhaled insulin on the market.
> > Following the withdrawal of marketing support of Exubera from Pfizer, > Novo Nordisk (NVO)/Aradigm and Eli Lilly (LLY)/Alkermes (ALKS) discontinued > their late stage inhaled insulin programs respectively in early 2008. > The reason for the withdrawal or discontinuation is apparently the > lack of market prospectus for inhaled insulin products which has > been evidenced by the very slow uptake of Exubera sales (only $12 > million in the first three quarters of 2007). Another reason is the > potential risk for lung cancer of inhaled insulin products. > > We have a Sell rating on Mannkind based on our general negative view > on the inhaled insulin segment. MNKD relies heavily on its inhaled > insulin program with a very weak pipeline. Also, the company is burning > cash at too high a rate and cash position is a matter of great concern. > > ]]> Mon, 17 Nov 2008 12:44:38 -0500

On Jun 26 01:58 PM Mr BSG wrote:

> Are there any companies or segments of biotech you would recommend
> investors stay away from in the near term?
>
> We are currently negative on the inhaled insulin segment. Therefore,
> we have a Sell rating on Mannkind Corporation (MNKD), which develops
> inhaled insulin.
>
> The inhaled insulin program was once thought to be the garden of
> blockbusters for diabetes treatment. But things all changed since
> October 2007 when Pfizer (PFE) withdrew its marketing support of
> Exubera, the first FDA-approved inhaled insulin on the market.

>
> Following the withdrawal of marketing support of Exubera from Pfizer,
> Novo Nordisk (NVO)/Aradigm and Eli Lilly (LLY)/Alkermes (ALKS) discontinued
> their late stage inhaled insulin programs respectively in early 2008.
> The reason for the withdrawal or discontinuation is apparently the
> lack of market prospectus for inhaled insulin products which has
> been evidenced by the very slow uptake of Exubera sales (only $12
> million in the first three quarters of 2007). Another reason is the
> potential risk for lung cancer of inhaled insulin products.
>
> We have a Sell rating on Mannkind based on our general negative view
> on the inhaled insulin segment. MNKD relies heavily on its inhaled
> insulin program with a very weak pipeline. Also, the company is burning
> cash at too high a rate and cash position is a matter of great concern.
>
> ]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-308018 308018 PFE has the largest Pharma Salesforce in the world and they couldn't > convince Dr.s or patients to use exubera. They didn't know how to sell INSULIN (or maybe even spell it). > MNKD has an inferior product that has already been rejected by the > market. Getting your advice from a Phizzler analyst are you? > MNKD will NEVER get FDA Approval. Such sure words... amazing insight. Time will tell! > MNKD will be out of cash by Nov. 2008 Your argument is starting to waffle a bit... it's November little buddy... seen their balance sheet lately? > I stick by my prediction of $1.00 by Dec 2008 and bankrupt in 2009. > In fact, both may come sooner than expected. Tick tock, tick tock... you are running out of time little buddy...]]> Mon, 17 Nov 2008 12:26:34 -0500 PFE has the largest Pharma Salesforce in the world and they couldn't
> convince Dr.s or patients to use exubera.

They didn't know how to sell INSULIN (or maybe even spell it).

> MNKD has an inferior product that has already been rejected by the
> market.

Getting your advice from a Phizzler analyst are you?

> MNKD will NEVER get FDA Approval.

Such sure words... amazing insight. Time will tell!

> MNKD will be out of cash by Nov. 2008

Your argument is starting to waffle a bit... it's November little buddy... seen their balance sheet lately?

> I stick by my prediction of $1.00 by Dec 2008 and bankrupt in 2009.
> In fact, both may come sooner than expected.

Tick tock, tick tock... you are running out of time little buddy...]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-300699 300699 Sat, 08 Nov 2008 10:23:48 -0500
You're article inspired me to invest in MNKD at $2.92 last March 2008. Now it trades around $3.68 while the market has collapsed. Thanks for the articles. But there have been new developments regarding MNKD and I am curious of your opinion now. Al Mann has been commenting about a "new basal insulin" treatment about which he cannot give details. In their last CC he stated that Lantus in a Minimed pump would best simulate this new basal insulin's effect in their next trial. Would you please give us an educated guess as to what insulin they are talking about and how it might translate to the bottom line?

Thanks once more and have a great day,
Jolly Rancher ]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-232441 232441 Sun, 17 Aug 2008 13:12:47 -0400 http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-209750 209750 Sun, 20 Jul 2008 10:18:35 -0400 http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-205549 205549 Mon, 14 Jul 2008 19:31:46 -0400
Great comments. All points I am in agreement. I also believe stem cell research is absolutely the way out of the woods. But....I always prioritize my hopes and dreams. In the near term, inhaled insulin makes sense. If my daughter has to wait until she's 18, cool. That's the light up ahead we focus on. In the long term, I am hoping stem cell progress provides the relief that would be a God send for each diabetic, especially type 1. Concerning the testing procedure, I am also in total agreement. The endocrinologist we first met with stated the same belief. It's the continual checking that is such an invasion to normal life. "Non invasive blood checks" along combined with "non invasive insulin treatment" is the answer until the answer is a "cure." But journeys are accomplished one step at a time, so let's give the first step a chance for approval with TI. Again, I repeat, money used to matter, until it didn't. I am thankful for Mr. Mann's effort and his courage to back up his belief with his pocketbook and to AW for his treatises on the subject, and even to the bloggers who help define the issues that will ultimately provide some relief for my daughter.
To Mr. BSG, besides my desire for you to try sticking yourself with a needle 5 times a day before pompously passing judgment, I also hope someone sticks an extra 10 dollar bill in your coffin, so you can leave here happy. The sooner the better. ]]> http://seekingalpha.com/article/80475-mannkind-overlooked-biotech-with-excellent-prospects-part-i?source=feed#comment-201994 201994 Thu, 10 Jul 2008 02:34:09 -0400
But it appears to do nothing of the sort. The first graph peaks at 60 minutes, whereas TI appears to peak within 15. Scales of the two graphs are even dissimilar. Does anyone actually read the 10K? What am I missing in this graphical comparison?]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-198593 198593 Fri, 04 Jul 2008 12:20:11 -0400
Further to disclosure, I've been insulin dependent for over 45 years. Started out with one shot per day and moved to two shots and blood testing in 1980. Now take four to five injections a day since 1983 plus blood testing four to five times a day. You'd be surprised at what you can get used to.... Fact is, the shots don't bother me, they are just an inconvenient truth. (Though if I'd known as a young person that an alternative inhalable product was available I'd be yelping for it too.)

What DOES bother me is the blood testing, which is a downright nuisance, yet I follow my regimen every day (working full-time with a house and family as well). And even with TI, the diabetic is not relieved of blood-testing. (Mannkind developed and sold the first glucometer to Medtronic if I recall correctly - hence my earlier post about the device being most important.)

My doubtful view on TI is based upon return on investment only, and I have purposefully screened out the emotional component.
Posters here, and the broader investment community, are looking out for their money. As I said in my earlier posts, I truly hope Mannkind succeeds. There is definitely a market for this, but from an investment point of view, I just don't think TI will be the "cash-cow" people expect it will be.

I personally think stem-cell options are the only answer. If Mannkind sank all that dough into stem-cell research, might we be closer to a cure? There are private companies developing stem-cell banks for private buyers who have the money. Until then, I'm waiting for the unit to be developed that does it all. Continuous glucose-monitoring and insulin delivery through a patch on the skin -all in one device. Now that's convenience.

AW - your comment about the duration of Humalog is well-taken. However, doctors have instructed me about that "90-minute" window. Every person's biology is different and each reacts differently to insulin, or any other medicine for that matter. There is always a residual effect from insulin, but from experience I don't think there are any "rules" about it. Heck, when it comes to diabetes, there are no rules. Period. I still think the device is what Mannkind is banking on, and if there is a cash-cow, this is it. You have succeeded in engaging a very wide audience here. Congratulations, AW.]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-195533 195533 Sun, 29 Jun 2008 20:58:05 -0400 Having given a cursory glance to the pre-briefing background information that the FDA released (available at www.fda.gov/ohrms/dock...), I am not overly concerned that they intend to be any more strict than they already indicated with their February draft guidance (which Mannkind fulfills in full). The meeting is scheduled for Tuesday, July 1 and Wednesday, July 2, later this week. It is really fruitless to speculate endlessly on an outcome which will soon be known. We can wait until the end of the week, when the transcript of the meeting will be available. Then we will know for sure.]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-195525 195525 Sun, 29 Jun 2008 20:38:09 -0400
"Again I commend you on a fine series and admittedly you are one of the best to respond to "bloggers" concerns.Certainly many have been raised over your 6 part series. I have saved a chunk of money to commit to MNKD eventually this year but wanted to tell you "Thanks" for an enlightening series.The fact that you own shares and divulge this openly only confirms your entegrity/editorial Alpha compliance. I particularly like your quiet educated non-hostle demeanor!" -- Retired pharma

Thanks for the compliments and thanks for reading!]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-195449 195449 Sun, 29 Jun 2008 18:11:01 -0400 I'd like to read your thoughts, if you are willing to share them, regarding TI's prospects in light of recent news that the FDA is considering tougher standards, regarding impact on cardiovascular disease, for new and current diabetes drugs, potentially increasing time and cost needed to reach approval.

From the WSJ, "Still, this draft of questions to be considered at next week’s [first week in June '08] panel meeting suggests that the discussion could be pretty wide-ranging. The first question on the list gets to heart of the matter: 'What specific cardiovascular assessments should be required as part of the approval process for drugs and biologics developed for the treatment of type 2 diabetes, and why?'"]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-194789 194789 Sat, 28 Jun 2008 12:41:09 -0400
Again I commend you on a fine series and admittedly you are one of the best to respond to "bloggers" concerns.Certainly many have been raised over your 6 part series. I have saved a chunk of money to commit to MNKD eventually this year but wanted to tell you "Thanks" for an enlightening series.The fact that you own shares and divulge this openly only confirms your entegrity/editorial Alpha compliance. I particularly like your quiet educated non-hostle demeanor! I do not believe you are a "Pumper", but I believe you have conviction/passion for MNKD! There is NO FAULT in that and I am one in the same!

Before I recommend personal holdings such as MLNM or KOSN two of my better picks over the years I first did my DD, committed personal funds and than tryed in vain as you do to give fair and balanced thoughts on my holdings and why I like them.

Currently I am long/and own shares in FOLD,EPIX,INFI,AVAN,CRIS in bios, MHS in PBM's, and SGP,MRK,JNJ,BMY,LLY,and PFE in large pharma.

I would be curious to read your thoughts particularly on any of my BIO's!

Thanks!

Frank]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-194482 194482 Fri, 27 Jun 2008 17:40:08 -0400
AW, I appreciate the time invested in your submissions. And I enjoyed your reasonable responses to the blogs. And I proudly sign out as
Daddy One ]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-194429 194429 Fri, 27 Jun 2008 15:31:29 -0400

1 - a product that inhales insulin into her lungs (MNKD)

or

2 - a product that sprays insulin into her mouth/cheeks
(GNBT)


]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-194397 194397 Fri, 27 Jun 2008 14:38:07 -0400 http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-193530 193530 Thu, 26 Jun 2008 13:58:37 -0400
We are currently negative on the inhaled insulin segment. Therefore, we have a Sell rating on Mannkind Corporation (MNKD), which develops inhaled insulin.

The inhaled insulin program was once thought to be the garden of blockbusters for diabetes treatment. But things all changed since October 2007 when Pfizer (PFE) withdrew its marketing support of Exubera, the first FDA-approved inhaled insulin on the market.

Following the withdrawal of marketing support of Exubera from Pfizer, Novo Nordisk (NVO)/Aradigm and Eli Lilly (LLY)/Alkermes (ALKS) discontinued their late stage inhaled insulin programs respectively in early 2008. The reason for the withdrawal or discontinuation is apparently the lack of market prospectus for inhaled insulin products which has been evidenced by the very slow uptake of Exubera sales (only $12 million in the first three quarters of 2007). Another reason is the potential risk for lung cancer of inhaled insulin products.

We have a Sell rating on Mannkind based on our general negative view on the inhaled insulin segment. MNKD relies heavily on its inhaled insulin program with a very weak pipeline. Also, the company is burning cash at too high a rate and cash position is a matter of great concern.

]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-193217 193217 Thu, 26 Jun 2008 09:54:51 -0400
The Bakken Shale, as it is known, is located in the heart of North Dakota and by some estimates could be the most important area in the country as far as oil production. The U.S. Geological Survey published a report on the Bakken Shale that cites 3-4.3 billion barrels of undiscovered oil are technically recoverable with current technology. This would make the Bakken Shale the largest continuous oil accumulation in the contiguous 48 states. The report goes on to say the total oil-in-place could be as high as 200 to 400 billion barrels. (Before jumping into this hot sector, learn how these companies make money in our Oil And Gas Industry Primer.)

The Players
Continental Resources (NYSE:CLR) - The company currently has 350,000 acres in North Dakota with six rigs up and working and another three expected to go online by the third quarter of 2008. In the first quarter the boepd (barrels of equivalent per day) was 1,532, an 11% increase from Q4. The stock has been a trader's delight, gaining over 150% in 2008 through the middle of June.

Encore Acquisition (NYSE:EAC) - The company sits with 178,000 acres in the Bakken, more than double the number from Q3 2007. It only has one rig in the area, but there are plans for two more by August 2008. On May 22, the company announced the board has authorized management to seek out strategic alternatives including a sale of the company. In the month following the announcement the stock was up 17% and hit a new historic high. With the stock gaining over 100% since the January low, it is not likely someone will jump in to pay a premium on top of the recent stock rally.

Whiting Petroleum (NYSE:WLL) -Whiting currently has 96,500 net acres in the Bakken with five rigs up and working and another four expected to come online by the end of 2008. Production for the company has surged to 4,153 boepd in March, triple that of the average Q4 number. Whiting has been another favorite of traders and momentum investors. After going sideways for two years, the stock exploded in the forth quarter of 2007 and has not looked back. The company has tremendous growth in the Bakken Shale, but the beauty of this stock is the diversity it has throughout the Rocky Mountain region.

Kodiak Oil & Gas (AMEX:KOG) - This is a very aggressive play that is new to the Bakken Shale. The company has 45,000 net acres, with another 8,000 pending. Kodiak's first well was drilled recently and should be producing by Q3 of 2008. With the stock trading below $5 per share and up over 100% in the last two months, this is the riskiest of the stocks mentioned by far.

XTO Energy (NYSE:XTO) - In late May 2008, XTO announced a major purchase in the Bakken Shale that would cost the company $1.85 billion. The purchase included 352,000 acres of net leasehold of the Bakken Shale in North Dakota and Montana. The company estimates the proven reserves to be 68 million barrels of oil equivalent. According to the company's president Keith Hutton, the $3 per-barrel production cost makes the new acquisition a superb addition to the XTO portfolio.

Oil Outlook
The key to the Bakken Shale stocks continuing their meteoric rise will be two-fold. First, the price of oil needs to remain high and warrant more money for exploration. Second, they must pull back in the next few weeks because they have become momentum trades versus fundamental investments. When the stocks come back to reasonable valuations, they will offer true long-term investors an opportunity to play the future growth of the Bakken Shale. ]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-193212 193212 Thu, 26 Jun 2008 09:51:57 -0400 The RabbiMarketMaker Pulpit Says...even though the market situation looks awful...& that i'll admit that iv got caught up in a few past situations thruout the decades that the trading tide turned against me...nomatter what...that in regards to this situation...that in the longer run, there will just be no competition, when these very extra $avy $mart dude$ get final approval on this product, which will "hopefully" not be far from now...& this thing at the very least will help the greater mannkind, anyway re-read the rehash below to get a good idea why i still like doubling & tripling up on & still chasing this "not yet dead" great horse of another coler...

anyway enjoy here are a couple of nice intresting links & research things for you scientific calculative $peculators & greedy gamblers to go take a good positive { flying well below the radar } close long term look @ &...on the world wide bourses...in fact by buying into a few of them...one mightinfact be buying into the cheapest form of BTU on the free market, without buying complicated future or option contracts...anyway G-D ble$$ you all...& especially almighty "AL" of mannkind...

community.investopedia...

uraniumstox.com/index....

& Generex is engaged in the research, development, and commercialization of drug delivery systems and technologies. Generex has developed a proprietary platform technology for the delivery of drugs into the human body through the oral cavity (with no deposit in the lungs). The company’s liquid formulations allow drugs typically administered by injection to be absorbed into the body by the lining of the inner mouth using the our proprietary RapidMist™ device.

The Company's flagship product, oral insulin (Generex Oral-lyn™), which is available for sale in Ecuador for the treatment of patients with Type-1 and Type-2 diabetes and which was approved for sale in India in October 2007, is in various stages of clinical development around the world. The Company announced that the global Phase III clinical trial of Generex Oral-lyn™ has commenced in the USA, Canada, Russia, The Ukraine, Romania, Bulgaria and Poland.

Listen To This Mornings Conference Call/Webcast 6/24/2008

investorcalendar.com/I...

Thank you,

Generex Biotechnology Corporation



seekingalpha.com/artic...

ALFRED AKA:{ALMIGHTY} MANNKIND, is really one true leap forward example, in this present time & space, continuim world...& a defacto ever of essence example, of one'$ money talks & bs walks & as it says many time over by moses, in the holy bible, "that the almightys actions will always speak louder then mere words...'' & that he is preci$ely right about the natural midas touch that he has been ble$$ed with in regards to his competition, that has naturally been taken out of his down the road potential rivalistic misery...& one less thing to think about when he does immenantly for $ure get fda approval...& $ales go off the hook...so please dont hold your horses or bulls from running away $hortly...& no multiple puns intented...& please try to humbly remember that thee "profiteering rabbimarketmaker" told you so, from his wall street {rabbimarketmakers} pulpit...almighty al, just from a statistically point of {charting} view & school, tht i am from...his public records $peak volumes for & all by themselves...so take that to the bank...& in regards to technosphere technology...as a fact...the data is now very clear in the effects, that this way of absorbing the meds is actually more significantly, & effectively more multi-dimentionally absorb-able, then any other form of insulin injectables...it is just that the other potentials just did have the brass balls needed to fight this tough battle , & not want to hang in there & fight a obviously huge uphill crowded pharma battle field on so many fronts...never mind trying to payola the Dr$, never ending greed for who i$ going to jockey for his $uppotive allegiance...anyway who needs & wants any competition, when it comes to buying this...on the cheap...me & my friends hope & prey...you all continue to jump ship & bail & even run for the hills, never mind staying on the sidelines awaiting for the i should of, could, & would of...like the lion & the tin man song goes, "if i only had some heart..." & for all the karma religous types that like to believe in, what goes around {must} comes around...almighty al, has over a prolonged period of time, invested & pumped hundred$ of million$ U$D into the spread spectrum aqious wave-guide sea of humanity less fortunate economys of $cale, especially in the promi$ed land...so go continue to further speculate for your greedy $elve$...mazel tov & hatz-lucha & a joyes shushan purim...oye gevalt, i just cant believe it is over & cant wait for pass-over with non geh'bruxed matzoh like balls in my soup...shalom & yeh'chee. & enjoy the prayer link thekotel.org ]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-191416 191416 Mon, 23 Jun 2008 21:17:39 -0400
Two points. First, I think it does matter that Exubera had no medical advantages. It matters a lot. Market it all you want, but doctors are going to be cautious when prescribing a new treatment that has no medical advantages. You say that people don't mind injecting. Technosphere Insulin's advantages go far beyond dropping the injections. I outlined this clearly in this article and elsewhere in the series.

Secondly, although Pfizer is well known as having a great marketing machine, it has been widely acknowledged that Pfizer did an extremely poor job of marketing Exubera. People (including Nektar Therapeutics who were the original developers of Exubera and who partnered with Pfizer) were blaming Pfizer for this from the beginning, not just post-mortem after Pfizer dropped it. Pfizer themselves admitted as much in candid moments. Pfizer dragged their feet for a year after FDA approval before starting to sell Exubera, took even more time before rolling it out to general practitioners, and didn't even start direct-to-consumer advertising till shortly before dropping it (this for a product who's ONLY advantage was patient convenience). Say what you want about Pfizer's vaunted marketing team, but here they dropped the ball. But at risk of repeating myself, the main point is that Technosphere Insulin has medical advantages. Forget that it's inhaled -- the point isn't to cut out the injections.]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-191366 191366 Mon, 23 Jun 2008 19:46:49 -0400 http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-191055 191055 Mon, 23 Jun 2008 13:32:57 -0400
Although I wonder, as did RJ Steffens, the extent to which dilution will affect an investment in MNKD, I am hopeful that the strong market differentiators apparently possessed by TI will prove a strong enough incentive to lure a good partner for distribution on good terms. The position of Sanofi-Aventis and the three other strong potential partners in this market, combined with the benefits statement for TI compared to the alternatives (for example, predicted market killer Byetta generates nausea and sweats) give confidence that a good marketing partner can be attracted on good terms. The majority owner being so heavily invested personally, the extent of that investment, the total concession of the inhalable insulin market by larger competitors, and the drawbacks to alternatives give me hope that the Zack's report mentioned above is overly pessimistic.

It is also interesting to see the angst your report generates amongst touts and investors in alternatives. So far my DD supports your position over the mostly emotional response your article has elicited.

Success to everyone. ]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-190902 190902 Mon, 23 Jun 2008 11:17:31 -0400
Neither are holes in the skin.]]> http://seekingalpha.com/article/81899-mannkind-overlooked-biotech-with-excellent-prospects-part-v?source=feed#comment-190895 190895 ]]> Mon, 23 Jun 2008 11:09:25 -0400
]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-190464 190464 Sun, 22 Jun 2008 19:06:24 -0400 "Thanks for your efforts, A.W. For this reader, you have provided a well written and interesting series of articles in an area I am very interested." -- R. J. Steffens

Thanks for the compliment. I enjoyed your comments and perspective as well.]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-190460 190460 Sun, 22 Jun 2008 19:04:21 -0400 "Going back to the author's point 2 - Humalog begins working in 5 minutes, and point 3 - Humalog runs its full course in 90 minutes." -- NEH

I think that you are confusing different metrics. Humalog STARTS acting reasonably quick, but I was discussing how quickly the insulin PEAKS (i.e. reaches maximum effectiveness). Humalog peaks between 30 minutes to 90 minutes after injection (usually more like 45 minutes to 60 minutes after injection). As for running its FULL course, it takes much more than 90 minutes for Humalog to run its full course -- it barely peaks by then. Humalog lingers in the body for some time and as much as 60% of its blood sugar lowering action can carry on past 3 hours from injection, when the meal is no longer being digested and the patient doesn't need it.]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-190455 190455 Sun, 22 Jun 2008 18:58:48 -0400 "Pfizer announced that there was a greater degree of lung cancer found in the clinical trials among those who took Technosphere Insulin, compared to those in the control group taking regular insulin. (Date: April 9, 2008). "
I think You meant "Exubera Insulin" instead of "Technosphere Insulin"! -- Saturnator

Thanks for catching that mistake! My fault. I emailed Seeking Alpha with the correction and hopefully it will be corrected soon.]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-190423 190423 Sun, 22 Jun 2008 17:49:47 -0400
It appears that your daughter has a good dad on her side, so she is a lucky girl.

Ahithophel Weissberger has done a nice job presenting his opinions. But I don't think the market is pricing in a discount with the thought the FDA will not approve TI. I think the market feels even after approval, TI would require a massive and costly orientation effort and sales potential that do not match the high burn rate and cummalitive losses. Commercial success is not tested in a clinic. Unfortunatly, Exubera did not pave the way for inhalable delivery systems and burned downed the bridge. The marketing and orientation campaigns could restore some of what has been lost in the public percetption, but how much would a potential partner be willing to risk?

The efforts of these companies are impressive and worthy. Watching market reaction to Mannkind's Phase III studies will certainly be interesting. Maybe A.W. is right that this was a good time to buy, and all of the concerns do not matter when you take your POP and run. I'm not sure, and eagerly wait to see what a partner would pay and if one can be found. If I am not mistaken, Mannkind has an unused $500 mm SHELF available. This could help them 'go it alone". But continued dilution is a concern of all biotechs, and especially when the biotech burns close to $70 to $100 mm per quarter.

Thanks for your efforts, A.W. For this reader, you have provided a well written and interesting series of articles in an area I am very interested. Hopefully, in time, we will discuss the many novel insulin delivery options available to diabetics in a new age of care. At some point, those needles will be seen as a very unnatural way to deliver a protein and a relic of the medicinal past. These biotechnology companies, such as Mannkind and Generex, are trying to be one of the solutions and that is a respectable business goal.

Best of luck to us all, and especially the eleven year old diabetic.
]]> http://seekingalpha.com/article/82180-mannkind-overlooked-biotech-with-excellent-prospects-part-vi?source=feed#comment-190391 190391 Sun, 22 Jun 2008 16:48:45 -0400