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Mannkind: Overlooked Biotech With Excellent Prospects (Part V)

AW: As you know, I have been following your series on MNKD with interest. This section is particularly impressive; your obvious intelligence and the depth of the technical research you've brought to the surface for us is a welcome change from the more common lip-flapping that often passes for "research" or advice. Thank you.

My investment in MNKD has lost 75% of its value, but I have not sold out as I normally would in weeding out the "losers". Perhaps I should have, but there is something over-arching about Dr. Mann's absolute commitment to this dream that is contagious. You have focused so well on the nuts and bolts; I am yielding to a rare gut feeling that again and again stops me from selling out. We may have taken different paths to get where we are, and your route is certainly more defensible, but the few times I've trusted my gut have been rewarding!

Mannkind: Overlooked Biotech With Excellent Prospects (Part I)

A.W., your well-written overview of the logistics of Technosphere is appreciated. I went long MNKD at around $12 and have not baled out for several reasons, not the least of which is the promise that this protocol just SHOULD work, for many of the reasons you cite. However, more importantly, I give a lot of weight to Dr. Mann's history of creating successful therapies and monetizing them and the fact that he has plowed hundreds of millions of his own $s into this project. I would hope that your further analysis of MNKD would include a history of his past efforts.

But I am not naive. Just as the Edsel was a technologically advanced car when introduced, it never gained traction (no pun intended) because Ford quit early in the marketing effort. In order for Technosphere to be a commercial success, Dr. Mann will have to partner up with at least one of the majors to market it, and a few of them have now experienced failure with their own efforts.

I look forward to your further analysis...and congratulations on buying in when you did!

Mannkind Slammed: No Guarantees in Drug Safety

North Observer's points are cogent and, unfortunately, probably prescient. Six long-term smokers developing lung cancer is statistically significant? I think we have witnessed a knee-jerk reaction by a "player" that was not really commited to a long term investment. There are now two big "what-ifs". The first is Alfred Mann's resolve to continue pouring his own treasure into this dream; the second is an even bigger hurdle.....finding a marketing partner with the vision and fortitude to prove the nay-sayers wrong.