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  • A Pediatric Endocrinologist's View Of MannKind's Afrezza [View article]
    Just curious, diadem, what is happening in January?
    Nov 5, 2015. 10:25 PM | Likes Like |Link to Comment
  • Nil Revenues, Negative Cash Flows And Huge Accumulated Deficit - A Long Way To Go [View article]
    As a CFA Candidate, might I remind you about the code of conduct and ethics you are required to uphold? Making unsubstantiated claims about public companies in your analysis is unbecoming of a Chartered Financial Analyst.
    Oct 30, 2015. 02:16 PM | 8 Likes Like |Link to Comment
  • MannKind's Afrezza Inhaled Insulin: A Game Changer For Seniors With Diabetes [View article]
    Great article!
    May 21, 2015. 02:00 AM | 8 Likes Like |Link to Comment
  • Afrezza's Slow Launch: It's Still Early, But I Kinda Told You So [View article]
    There are significant barriers to entry for inhaled insulin. Now, even more so because of the superior PK profile of Afrezza.

    If inhaled insulin becomes the future, Mannkind will do VERY well.
    May 12, 2015. 05:44 PM | 8 Likes Like |Link to Comment
  • pSivida Corp.: Imminent New Drug Approval, Steady News Flow, And Tethadur Partnership Raising Price Target To $10/Share [View article]
    Dr. Paul,

    Congratulations on what is one of the best, most thorough, and well-written articles on a biotechnology stock I've ever read. Your attention to detail is top notch. I have held a position in pSivida for some time. Things will soon become much more exciting. Thanks for the article!
    Aug 13, 2014. 04:07 PM | 5 Likes Like |Link to Comment
  • Afrezza Is A Brilliant Technology Without A Compelling Marketing Story [View article]
    Funny how you conveniently mention nothing about the time-action profile of Afrezza and how it closely emulates what the pancreas does. Why do you think J&J used it in their artificial pancreas testing?

    The fact of the matter is that no insulin drug has the fast-acting profile that Afrezza does.

    Nice try.
    Jul 23, 2014. 04:35 PM | 27 Likes Like |Link to Comment
  • pSivida: Incredible Upside Potential With Limited Risk [View article]
    Excellent and well thought out article, Ravij. All of your points are intelligently conceived. Looking forward to seeing how the next few months play out for PSDV.

    Jun 10, 2014. 09:43 PM | Likes Like |Link to Comment
  • MannKind continues its bull run [View news story]
    Jan2015 $10s
    Jun 4, 2014. 01:18 PM | Likes Like |Link to Comment
  • MannKind continues its bull run [View news story]
    Long dated calls already seem to be losing a TON of ivol, at least recently. What are your expectations for the drop in ivol of January 2015s/2016s?
    Jun 4, 2014. 12:38 PM | Likes Like |Link to Comment
  • As Predicted, MannKind Starting Emotionally Fueled Run To FDA Approval, When It May Be Best To Go Short [View article]
    "The risk inherent in this strategy obviously lies in the company announcing a pharma partner or buyout upon approval - those are two situations where it'd likely be ugly to be short right after approval."

    Have you been listening to what Al Mann and the VPs have stated on the conference call, or annually meeting. They have had intense negotiations with partners whom they are keeping updated on how the FDA talks are progressing. Does this sound like a company that's not going to be partnered?

    They've already stated there will be two (2) partners: one international partner, and one partner for the USA.

    If you're shorting this, you are going to find this stock halted one day (sooner than later), and there is NOTHING you can do about it at that point.
    Jun 3, 2014. 08:04 PM | 3 Likes Like |Link to Comment
  • Short MannKind On Afrezza Approval? [View article]
    Hi KC,

    This means that those wishing to short the stock are required to pay a 20% interest rate/yr to their brokers to borrow the stock. The less short shares available, the higher this rebate is. This certainly validates the claims that MNKD is a very tightly held stock. Hope this helps.
    May 29, 2014. 08:24 PM | Likes Like |Link to Comment
  • Short MannKind On Afrezza Approval? [View article]
    The Mann Group LLC(1)
    89,750,000 23.3 %
    Alfred E. Mann Living Trust(2)
    47,500,148 12.3 %
    Alfred E. Mann(3)
    153,206,115 39.7 %

    You're right - my mistake, I overlooked one of the footnotes from one of the proxy documents. He owns approximately 63% of the shares.

    The shares from his Living Trust (47,500,148 shares) are included in the 39.7% indicated above (153,206,115 shares) Therefore, Al Mann owns approximately 63% of outstanding shares.

    May 27, 2014. 09:27 PM | 2 Likes Like |Link to Comment
  • Mannkind - The Good, The Bad, And The Ugly [View instapost]
    Exhubera: less effective, more expensive, and more difficult to use than Afrezza.

    I don't subscribe to anything you state in your article. Also, thanks to Tri Dong, I don't have to refute any of your points as he has done so brilliantly.
    May 27, 2014. 09:06 PM | Likes Like |Link to Comment
  • Short MannKind On Afrezza Approval? [View article]

    I think that your comparables are wrong. Both of these stocks (ARNA and CLSN) ran up 400+% compared to MNKD's 35%? This is clearly not comparable in any way.

    Also, we can't forget that Alfred Mann owns almost 70% of the shares with institutions owning 21%. This is significant and should not be ignored when we consider that NASDAQ reported short interest as of May 15th, 2014 at ~68 million shares. I've also heard anecdotally that the rebate to borrow short shares is now approximately ~20%. Al Mann owns 70%, institutions 21%, where are the shorts going to get the shares to cover?

    Pair this with pending approval, and a looming partnership announcement with a product ready to compete in a $58 billion dollar market and the stage is set for fireworks.

    Consider this:
    If MNKD was first to market for insulin in the diabetes market (inhalable insulin and fast-acting), and a big pharma company was seeking approval to offer injections via needle instead of it being inhaled as it is with Afrezza, who would switch?
    May 27, 2014. 04:41 PM | 6 Likes Like |Link to Comment
  • MannKind: Approval For Afrezza Looking More And More Positive As Investors Await FDA Decision [View article]

    AMRN's ADCOM panel was a disaster. It was pretty obvious going into approval that a CRL would be issued. I'm not sure why you feel it's reasonable to place MNKD in the same boat?
    May 19, 2014. 01:38 PM | 5 Likes Like |Link to Comment