V.P.

Mannkind: Overlooked Biotech With Excellent Prospects (Part IV)

Great article AW: You certainly are entitled to your opinion on TI!

However, management has already burned $1.1 billion in develpoing TI. While the current $619 million should last them until 2009/10 (assuming their operating expenses go down as planned), I expect the FDA to adopt a cautious stance if and when the NDA for TI is filed. Tell me, how soon do you think the management can earn the $1.1 billion burnt in TI's development so far? Additionally, I do not see the management launching a new product in the coming 5 years based on their threadbare pipeline beyond TI.

Can Takeda (or Roche, or Merck, or...) Afford to Ignore RNAi?

Interesting article, with some very good insights. No issues with any of your comments - I would only like to point to the fact that scientists at Alnylam are currently working on a new delivery platform for RNAi compounds using Lipidoids. Lipidoids are a new class of lipid-based molecules that form novel nanoparticle formulations for the systematic delivery of siRNAs in multiple animal species. So maybe, just maybe, we may actually live to witness the successful commercialization of one of these compounds and then, as you said, the upfront payments of the current deal will feel like peanuts then!

MannKind: No Partnership Likely for Inhalable Insulin

What happened to Kos Pharmaceutical's Inhaled Insulin product, KI02212? I have not heard any news on the development of this product post the acquisiton of Kos by Abbott Labs.