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Mannkind: Overlooked Biotech With Excellent Prospects (Part VI)

BSG: "The lungs are not designed to process insulin"

Neither are holes in the skin.

Mannkind: Overlooked Biotech With Excellent Prospects (Part V)

AW: "If I'm incorrect with what I said in that comment, please do respond and show me where I went wrong. "

<cricket, cricket...>

Six Attractive Stocks with Hidden Gems

The Hidden Gem for Apple is the iPhone App Store.

Everyone is missing the forest for the trees. The iPhone is not a phone any more than a PC is an eMail box. The iPhone is broadband in your pocket, available anywhere, that happens to include a phone (unless it is an iPod Touch, with whatever broadband communications protocol develops there in addition to WIFI). With OSX, Apple has the software power and sophistication to do things with this class of device that are far, far beyond the capabilities of anyone else. Not Palm. Not RIM. Not Nokia. Not Windows CE. No one can touch the iPhone operating system capabilities. So they can create a mimic phone, but not a mimic device. Every review on someone's iPhone fighter say that they are beautiful, but don't have the iPhone's user interface and applications suite. Duh.

Now think about moving the iPhone beyond the software that Apple has put on it. Think for a moment about what kind of software applications capabilities are available to the iPhone hardware platform and OSX. Think about where the iPhone software development and distribution model may go. Don't think of porting Mac apps. This is a new device class. Open your Big Branes. This is as big as the original move from mainframes to PCs. And the stuff we do with an iPhone-class device will be as different from what we do with a PC that PCs were from IBM-3270 terminals. Imagine if the original Apple computers had the kind of development and applications distribution model and lead on the competition that the iPhone has, and the kind of technology and OS advantage that the iPhone has. Who can compete?

Mannkind: Overlooked Biotech With Excellent Prospects (Part II)

Thanks for the kind words, AW. I figured I might be Bogarting your 3rd article.

For disclosure's sake, I'm an engineer, not a med professional. But I have been following MNKD's TI technical details. I bought in in the mid-low 2's and am holding at least through the results of the class 3 trials in the Fall. If the trials are successful, I plan to be in for the long term. I'm not trying to make money this Summer.

I figure it is an easy bet. Even if MKND goes under, I'll be OK. But if the trials go well and they return to looking for a partner, I think there could be a lot of upside. I think it is worth the risk, especially given Mann's willingness to put money in if needed and his track record of success. Other than failure in the trials, I think the biggest risk is the ability of the company or its ultimate partner to make the case to the feds and the medical community about how revolutionary this could be.

Also, the whole Technosphere delivery vehicle is something really new. It liquifies on the lung surface leaving just the cargo, and all of the components are removed intact in the urine, so there is no accumulation or conversion in the body. MNKD is already working on a cancer cargo and a migrane cargo.

Mannkind: Overlooked Biotech With Excellent Prospects (Part II)

"the big question is... what is the unmet medical need being addressed with an inhaled insulin?"

TI is not just an inhaled insulin like Exubra. It delivers monometric insulin which mimics the pancreas and provides instantaneous short term response as opposed to hexametric insulin (oral or inhaled or injected) which supplies slow acting long term response. TI will be used to provide instantaneous response to meals so that injected or oral hexametric insulin used to control background glucose levels can be aimed at a much lower target glucose level. This eliminates the need to maintain an artificially high glucose background level just to help with instantaneous impacts of meal events.

Seven Overlooked iPhone 3G Details

"All these haters that have descended on the blogs moaning about the lack of a front camera for video conferencing sound like idiots."

"How many people use a feature like this on a regular basis? It's a niche feature at best. "
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Hmmm... If it were a niche feature, wouldn't only a small niche of haters be descending on the blogs moaning?