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MBA- University of Virginia Private Investor
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  • "Amarantus Bioscience - The Next Amgen In Its Infancy"

    Sometimes the best opportunity for substantial profits in the market is to find and invest in little known companies that have big potential before the market discovers them.

    One of these companies is Amarantus Bioscience - AMBS- which is currently trading under 11 cents.

    Amarantus is discovering and developing treatments and diagnostics for diseases associated with endoplasmic reticulum stress, cell cycle dysregulation, neurodegeneration and apoptosis (programmed cell death). The company has licensed Eltoprazine a phase 2b ready indication for Parkinson's Levodopa Induced Dyskinesia, (LID). The company has an exclusive worldwide license to the Lymphocyte Proliferation test ("LymPro Test®") for Alzheimer's disease and owns the intellectual property rights to a therapeutic protein known as Mesencephalic-Astrocyte-derived Neurotrophic Factor ("MANF") and is developing MANF-based products as treatments for Retinitis Pigmentosa, Parkinson's disease and other apoptosis-related disorders. Amarantus is a Founding Member of the Coalition for Concussion Treatment (#C4CT), a movement initiated in collaboration with Brewer Sports International seeking to raise awareness of new treatments in development for concussions and nervous-system disorders. Amarantus also owns intellectual property for the diagnosis of Parkinson's disease ("NuroPro") and the discovery of neurotrophic factors ("PhenoGuard").

    The company will be launching the first diagnostic blood test, LymPro, to detect early stage Alzheimer's later this year. It's currently working with Becton Dickinson. The company is in the process of finalizing a partnership to market the test. The potential annual market in the United States is in the $500M dollar range.

    The recent Chairman's blog will give you a good overview of the company's potential with numerous other products in its pipeline and it also discusses the planned up-listing to the NASDAQ later this year:

    http://www.thechairmansblog.com/amarantus-bioscience/gerald-commissiong/2h-2014-milestones-ahead-position-amarantus-list/?utm_source=rss&utm_medium=rss&utm_campaign=2h-2014-milestones-ahead-position-amarantus-list

    On Friday the company announced that it has entered into a research collaboration with the Washington University School of Medicine in St. Louis to evaluate the efficacy of the company's patented drug, MANF, to treat Wolfram-Syndrome in the field of diabetes.

    http://finance.yahoo.com/news/amarantus-enters-wolframs-research-collaboration-132700921.html

    Dr. Joseph Rubinfeld, one of the co-founders of Amgen, is on the company's advisory board.

    www.amarantus.com/about/board-of-advisors

    If you take the time to research the company I think you'll see the tremendous potential for substantial profits in both the short and long term. On a split adjusted basis Amgen once traded at less than eight cents. AMGN closed at $120.97 on Friday.

    Twitter: @AmarantusBio .... 10,000+ followers.

    Jun 23 5:04 PM | Link | 1 Comment
  • "The Rise of Mannkind"

    Mannkind Corporation, “MNKD”, currently has a drug, Afrezza, for the treatment of type 1 and type 2 diabetes in stage three trials. In addition to Afrezza, Mannkind has a number of other drugs for the treatment of cancer in its pipeline that have shown great potential in early stage testing.


    On Friday, June 24, Mannkind released the results of two studies regarding Afrezza that are of great significance in that they relate to two areas that the F.D.A. seems to focus on when deciding on drug approval.

     

    Information on the two studies is as follows:

    Studies Show No Increased Risk of Cardiac Events in Diabetes Patients Treated with AFREZZA®

    http://finance.yahoo.com/news/Studies-Show-No-Increased-bw-924493082.html?x=0&.v=1


    Type 1 Diabetes Patients Using AFREZZA Have More Positive View of Therapy Compared to Standard Insulin Therapy

    http://finance.yahoo.com/news/Type-1-Diabetes-Patients-bw-2630646333.html?x=0&.v=1


    For an excellent overview of the current situation with Mannkind take the time to listen to the following webcast of Mannkind’s presentation at the Wells Fargo Securities Healthcare Conference on Thursday, June 23, 2011 11:15 a.m. ET  


    http://www.news.mannkindcorp.com/phoenix.zhtml?p=irol-eventDetails&c=147953&eventID=3934203



    Important Comment(s) from the Presentation:


    16:50 Mark:   Summary: FDA suggested obtaining approval for both type 1 and type 2 diabetes to address the entire market. Enormously increases the market. Discussions with potential partners have become substantially more interesting.


    20:30 Mark:    Currently in discussions with potential partners for the oncology drugs.


    Big pharma companies are currently facing the loss of over $100 billion in revenues over the next three years with drugs going “off patent”. Mannkind is one of the few companies that has a potential “blockbuster” drug in late stage development that is a realistic target for a partnership or as a takeover target.


    “Increasing M & A Activity Due To Big Pharma Patent Cliff”

    http://finance.yahoo.com/news/Increasing-M-And-A-Activity-twst-4065196081.html?x=0&.v=1


    With almost 23,000,000 shares short which represents about 37% of the float a partnership/buyout announcement could easily move the share price to the $15.00 range.

    A recent rumor on flyonthewall.com suggested that Eli Lilly was readying a $12.50/share offer for Mannkind.

    I think a realistic view of Mannkind’s future share price performance is best represented by Human Genome Sciences’ two year chart for the two year period since it signed a development partnership with Glaxo.


    http://finance.yahoo.com/q/bc?s=HGSI&t=2y&l=on&z=l&q=l&c=


    The following will provide you with a little insight about Mannkind’s billionaire C.E.O., Al Mann.

    "Alfred E. Mann Awarded MDEA Lifetime Achievement Award”

    http://www.mddionline.com/blog/devicetalk/video-alfred-mann-receives-lifetime-achievement-award


    Due diligence but do check out the opportunity that Mannkind’s share price appreciation offers. Do so before the first of multiple partnerships is announced and the share price gaps substantially higher.

     

    The “rise of Mannkind” is closer than you think.

    Jun 25 11:49 AM | Link | Comment!
  • "Mannkind, "MNKD", Has the Potential to Be the Next HGSI"
    Checkout HGSI’s price performance after it entered into a development partnership agreement with GlaxoSmithKlein.

    finance.yahoo.com/q/bc?s=HGSI&t=2y&a...=


    HGSI’s current market cap is $5,560,000,000 and it has yet to produce any sales.

    It is my belief that Mannkind will soon announce a pipeline development partnership with a company such as Sanof-Aventis with the opportunity for a similar share price appreciation over the next two years.

    Mannkind is one of about five companies that have potential blockbuster drugs in late stage development where the company is a legitimate takeover or partnership candidate. Big phama is faced with losing over $100 billion in revenues over the next three years due to drugs going "off-patent".

    Mannkind’s Product Pipeline: Overview

    MannKind Corporation’s research pipeline includes products for diabetes and cancer. AFREZZA® (pronounced uh-FREZZ-uh) is a novel, ultra rapid-acting mealtime insulin therapy in late stage clinical investigation for the treatment of adult patients with Type 1 and Type 2 diabetes mellitus for the control of hyperglycemia. It is a drug-device combination product, consisting of AFREZZA inhalation powder pre-metered into single use dose cartridges and the light, discreet and easy-to-use AFREZZA inhaler.  Because of its unique pharmacokinetic profile, AFREZZA may be a promising new therapy for patients with Type 1 and Type 2 diabetes, as it controls post meal-time glucose levels with less weight gain and lower risk of hypoglycemia.


    MKC253 is a Technosphere formulation of GLP-1 (glucagon-like peptide). In initial clinical studies, MKC253 showed a lack of the characteristic adverse events, like nausea and vomiting, that are frequently associated with long-acting GLP-1 analogs. Results from a phase 1 trial supported the hypothesis that inhalation of MKC253 may be able to simulate the incretin effect that is lost in patients with Type 2 diabetes.


    MKC1106 is MannKind’s active immunotherapy platform, and there are three separate programs. MKC1106-PP, designed to target solid tumors, completed an open label phase 1 clinical trial and objective responses were observed in prostate cancer and renal cell carcinoma. MKC1106-MT is now being evaluated in a phase 2 clinical trial for patients with advanced melanoma. MKC1106-NS may be applicable to a range of solid and blood cancers.

    MKC204 is an IRE-1 alpha inhibitor with potential application in the treatment of multiple myeloma. IRE-1 alpha is a protein important in the regulation of the Unfolded Protein Response (UPR) cascade.Additional potential indications for UPR pathway inhibitors include autoimmune diseases, cardiovascular diseases and neurodegenerative disorders.



    Disclosure: I am long MNKD.
    Apr 30 1:17 PM | Link | Comment!
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