scutchen

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...>

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.