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  • The Stalled State Of MannKind [View article]
    Investors want to make money and there will be few opportunities like MNKD when its approved in July. The factory is up and running and type 2 diabetes is 90% of the market where Afezza is strongest. There is no reason to assume anything but FDA approval with a 14-0 ADCOM positive vote on type 2 and 13-1 positive on type 1. Partners are most likely ready to go on approval with cash and a sales force.

    So while the market as a whole is correcting wise investors will take advantage of an historic buying opportunity. Its that simple.
    Apr 11 10:35 AM | 21 Likes Like |Link to Comment
  • Oramed Can Benefit As MannKind Opens The Diabetes Market For Novel Drugs [View article]
    Ms. DeStefano has lost all credibility after her vicious and ultimately futile attacks on MNKD. Good criticism is always welcome. Mean spirited non scientific attacks brand the author forever as an unreliable source. ORMP may indeed be a great breakthrough in the future, but it is many years away from the market. I'll be watching for SA authors Geroge Rho's take as well as Jeff Eiseman's take on ORMP developments. Not because they were long MNKD as I am I but because of their journalistic style and lack of snide criticism.
    Apr 8 05:24 PM | 3 Likes Like |Link to Comment
  • How MannKind Shows Depth Of The Diabetes Market [View article]
    VpG999 Great points. I'm long MNKDfor the reasons you mention. Here is one you forgot. There is a tremendous psychological aspect to using an inhaler versus a needle liquid injection device even one that is small. Most people do not want to use needles as the connotation of drug addiction is there. Inhalers however especially one as small as MNKD's are more acceptable as the proliferation of inhalers for allergies etc are commonplace and socially acceptable.
    Apr 3 09:37 AM | 10 Likes Like |Link to Comment
  • MannKind And Afrezza's NDA Evaluation: What Is The Real Justification For The Advisory Committee? [View article]
    Thank you, its great to read such a thorough fact based article at this critical time. So many people's lives can be improved with Afrezza and I'm certain that medical professionals working with their patients can work out any issues.
    Mar 27 07:17 PM | 10 Likes Like |Link to Comment
  • Rosneft CEO warns pro-sanction countries Russia can take business elsewhere [View news story]
    The problem with our condemnation of Russia has several facets worth thinking about. The USA was fine with the Egyptian coup against their elected leader because the new government was more secular and leaned towards our security view for Israel and the region. While I am personally supportive of this turn of events it nonetheless undercuts our opposition to the similar popular desire of the Russian speaking Crimea to rejoin Russia in a clear referendum.

    The important thing to keep in mind is that Putin has once and for all clearly shown that he is firmly on the path to reconstitute the old Soviet Union and this is what we should focus on. NATO needs to be strengthened and any negotiations in the Middle East were Russia plays a role has to be considered as completely unreliable and worthless. Putin is merely a clever cold warrior and likes it that way with macho displays of shirtless horse back riding etc. His path is against the interests of his own country longer term as the Russian population bomb is ticking with 500,000 less people a year and the highest alcohol problem anywhere. Like the old Soviet Union an economy run by corrupt oligarchs will never be able to complete with a fast moving free market and his Russian Orthodox population can never depend on an ethnically different China or the Islamic "Stans" for security no matter how many ancient Cossacks he puts at the border. Russia long term needs to align with Europe and the West.

    For now the West should concentrate on Fracking natural gas in Europe and developing alternative energy sources like fuel cells which is the best way to keep Russia which is dependent on energy revenues in a conciliatory mood. Meanwhile its back to the cold war.
    Mar 18 10:40 AM | 4 Likes Like |Link to Comment
  • MannKind: The Gambler's Creed - Let It Ride [View article]
    Your contradictory thesis that the FDA is not guilty of "cronyism" but will only approve a drug with a major partner is false and misleading as the recent approval of CHPT shows. The facts show that CHPT was approved because the FDA did its job and approved a niche drug that was needed in spite of the company's small size.

    Like all the other non scientific writers you fail to address a central point. Exubera was and is an approved inhaled insulin treatment that is clearly inferior to Afrezza's faster acting insulin and failed in its marketing only due to a clumsy inhaler. This shows that the FDA has already gone on record that this category is needed and would in effect have to reverse itself because as you say MNKD as a company is not large enough to make the FDA "comfortable"? Do I have to remind you that Al Mann developed the insulin pump a billion dollar enterprise and MNKD already has a substantial factory in Danbury Conn? Also the FDA is well aware of the simple fact that partnerships for such a breakthrough drug are waiting in the wings solely on a business basis.

    Finally and most importantly the diabetes epidemic continues to accelerate and its quite likely that the ADCOM made up of endocrinologists will be quite favorable to Afrezza because the science is sound and it gives them and the world another treatment option. The FDA will do whats right for patients in the USA and around the world and approve Arezza. There is simply no reason not too.
    Mar 14 10:15 AM | 17 Likes Like |Link to Comment
  • Are Demographics Really Destiny? [View article]
    After World War 2 Germany and Japan were in shambles and now have two of the largest economies in the world. Cultural and Ethnic factors play just as crucial a role in economic growth as does demographics. With that said however the is the "dry rot" that affects the developed world as successful economies tend to accumulate "special interest" groups and one of the most powerful is the senior citizen group which must be supported by a proper ratio of younger workers. In this way demographics do play a huge role in productivity as increasingly high tax rates to support the "social safety net" become a drag on growth if not managed properly. The real villain in all this however is the gouging that can found in USA and other developed countries that exacerbates the situation. The best example is the health care mess in the USA currently. No matter what delivery system is finally worked out the citizens of the USA cannot afford to pay 30% more for drugs and services than other developed nations. One example is that it cost three times more for an appendectomy in the USA than n Switzerland and five times more than in most developing countries with modern hospitals. Insurance companies, drug companies, lawyers, "creative hospital billing practices" overblown starting salaries for medical professionals and exorbitant University costs to acquire medical degrees which force higher fees to pay off student loans are all areas that will lead to the total collapse of the health care system in the USA and that is more important than raw demographics as just one example.
    Mar 6 09:16 AM | 1 Like Like |Link to Comment
  • Thank You For Riding The MannKind Catalyst Train - Please Exit Safely At The Next Available Station [View article]
    Just read Jeff Eiseman or George Rho here on seeking Alpha and compare fact based articles with what is really a conspiracy theory here. The author was correct on one point he is unqualified.
    Feb 27 03:01 PM | 8 Likes Like |Link to Comment
  • Thank You For Riding The MannKind Catalyst Train - Please Exit Safely At The Next Available Station [View article]
    One of the standard debating techniques is to appear objective by admitting as this author doe that he is unqualified to have an informed opinion but one that is based on on conpiracy ,bad faith cronyism an non conforming examples.

    1. Afrezza met or exceeded all end points. 2. Exurbera was and is approved setting the example for inhaled insulin and knocking out the pulmonary issue. It failed ude to a clumsy inhaler in the sales departent. 3. Afrezza was rejected for further tests on the delivery device which is stellar and tiny. 4. The FDA is not in the business of approving only drugs that are best in class in all categories. 5. Afrezza will save lives and encourage earlier use of real insulin by those that hate needles even if some can only reduce their needle use to once a day.

    Conclusion: Afrezza gets approved because it clearly deserves it.
    Feb 27 02:57 PM | 5 Likes Like |Link to Comment
  • Summers: U.S. risks becoming a Downton Abbey economy [View news story]
    When is someone like Summers who is supposed to be an "Expert" level with the American people or are they all so myopic that they can't see the obvious. Here it is. The entire issue of global inequality is caused by worldwide population and demographic trends made more serious by the concurrent growth of three factors, the internet, the growth of abusive trade policies, and the rise of a global corporate/industrial partnership.

    1. The world population of 7.2 billion in mid-2013 is projected to increase by almost one billion people within the next twelve years, according to official United Nations population estimates (medium variant, 2012 Revision). It is projected to reach 8.1 billion in 2025, and to further increase to 9.6 billion in 2050 and 10.9 billion by 2100. Any "market" including labor, across the entire spectrum of jobs, comes under pressure when there is an oversupply. Too many folks for each job opportunity means lower wages period.
    2. The rise of the internet and communications in general facilitate the movement of capital and labor costs to the most favorable location for low cost labor with minimal working and environmental standards as never before in history.
    3. Central banks and the military industrial complex of each nation have worked together to mask the protection of profits controlled by the few under the guise of "sacred" "Free Trade Agreements" which are neither free for the middle classes of the world or constructive for the development of the exploited low wage countries, but merely protect what is the largest shift of wealth to the 1% in the history of the world. The USA created more millionaires last year than ever while labor participation dropped to 1978 levels as one example. Cocoa is precessed by child labor in Africa as shown on CNN recently and several suicides this year in China making IPhones under abusive labor conditions. Meanwhile China sends huge amounts of air pollution to California not to mention the radiation coming our way from Japan with no talk of reparations.
    Conclusion: If you want to return to a "Feudal" society with royalty and serfs you should be happy about the current policies of "developed" nations. If you want however a productive free and fair capitalistic system that encourages social mobility and steady growth then you need to demand that countries and regions develop their economies with an eye on the true costs of a decent society and adjust trade and monetary practices to discourage exploitation of the poor around the world and the aggregation of wealth and power in so few hands. Not to do this is to invite the rise of something worse, extreme Socialism/Communism, and we saw in the last century what a failure that was.
    Feb 17 11:27 AM | 3 Likes Like |Link to Comment
  • The Dream Of The Insulin Pill: Oramed Vs. Rivals [View article]
    MNKD's Afrezza inhalable device and fast acting prandial insulin will be approved in my opinion and will compliment any pill because of its reliable fast acting activity. This area is huge and growing there and will be room for all good treatment solutions. It should be left to Doctors and their patients to work out what is best in each situation.
    Feb 6 11:28 AM | 5 Likes Like |Link to Comment
  • Inequality And The Genetic Lottery: 2 Views [View article]
    I really must disagree on some important conclusions here. What I'm going to tell you here is one immutable truth and one fact that can be changed.
    You say:
    "In other words, many "self-made" Americans may not have been born to the super-rich, but they did come from middle-class or affluent families who had the resources to made sure that their kids had exposure to the right skill sets in order for them to succeed."

    You left out the ethnic composition of the USA at that time. Before anyone here has a knee jerk reaction. Buy the "Bell Curve" or study genetics and you will see that the average IQ of America at that time from its Northern European ethnic base of those families guaranteed higher achievement in school and technology regardless of economics. That does not mean that every group does not have geniuses or that better education does not yield higher results but average statistics do not lie. Crick and Watson who unraveled the DNA mystery got into a social firestorm for pointing these facts out and Herrnstein and Shockley at Harvard were nearly burned at the stake for pointing out that Asians and Jews scored measurably higher no matter what other factors were at play.

    Now for the good news: Income inequality is caused by a factor that can be addressed but not by this author's suggestions. The simple fact is that from the 1950's ot the present day technology and population growth have combined to allow worldwide industry to constantly shift labor to low income locations without environmental or labor standards that cost developed countries stable workforces and erode the tax base that supports the very standard of living we all desire. The answer is a tariff computed on those "savings" to force these countries to develop their own internal markets and stop the race to the bottom that continues today. Take China for example in the midst of their economic prosperity their citizens need to wear masks outside and workers at Apple commit suicide. The latest trend is to shift to Vietnam and Bangladesh for labor savings.

    Can we really expect workers in the Developed countries to compete with countries that have no child labor laws and allow filthy and dangerous conditions. Even in the USA Mexico continues to siphon jobs while turning the border area into an open sewer and violent nightmare. Its time to wake up or nothing will change.

    If you put these two facts together you can see that each country must have a balanced labor force with low, middle and high technology jobs to have thriving democratic society with a strong middle class. It is within our power to achieve this and it will benefit the world and its people but we must face the truth.
    Feb 3 11:19 AM | 5 Likes Like |Link to Comment
  • Why MannKind Is My 2014 Short Pick In Healthcare [View article]
    Here is the bottom line. From this authors article "Firstly, it offers no clinical advantage per the clinical trial results compared to existing therapies, despite what the company says. In the best light, you could say that it does as well as existing therapies."

    By this author's own admission Afreeza is a perfectly safe and effective drug. That my friends is what the FDA approves. There are legions of drugs in the cholesterol category for instance and each has a slightly different results profile and doctors and their patients sort out whats best. Afreeza meets all the standards of being safe and effective the rest will play out in the marketplace. I'm sure the two you boys near me who have to tote around insulin pumps will jump at this as will the newly diagnosed when asked for their choice of needles or an inhaler smaller than you hand.

    So reading this in the right perspective and understanding the job of the FDA is not to only approve new drugs that exceed all others in every category but to approve safe and effective drugs MNKD will be recommended by the ad com committee and then approved by the FDA. To do otherwise would deprive patients of a viable and unique option.
    Jan 17 02:41 PM | 18 Likes Like |Link to Comment
  • MannKind's Day Of Reckoning Is Getting Very Close [View article]
    Go George. RU Rah Rah !! For any Rutgers Grads out there.

    Long MNKD!!
    Jan 13 05:48 PM | Likes Like |Link to Comment
  • The Next Home Run In Healthcare [View article]
    How the heck could MNKD be "played out" that is insane. The diabetes market dwarfs the others and at 5.75 this is a screaming buy. They need FDA 3 final approval which should come in April. They only have to get a slice of the business to surpass most of the companies listed here in sales and stock price appreciation. Estimates from analysts for a full blown success are between 50 and 70 bucks a share. At half that its a 5 bagger. How do you justify your comment? As usual no scientific or logical backup. Read the recent George Rho piece in Seeking Alpha for an analysis from an experienced sector analyst with a scientifically based MNKD review.
    Jan 13 05:03 PM | 4 Likes Like |Link to Comment