Ormp Is Not A Threat To MNKD's Afreeza For Some Time If At All.

Jan. 29, 2014 6:27 PM ET1 Comment

24 Followers

Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Seeking Alpha Analyst Since 2006

After obtaining a BA in History (From my beloved Rutgers University) and a JD in Law, I've had several disparate careers including Artist Management, Music Production and as a Regional Partner Manager with four tech companies. I also server as a Registered Bond trader and Precious Metals Trader. I have traveled extensively around the world especially in Latin America and currently reside In Colombia South America, in the lovely City of Medellin. I trade for my own account. On my own time I study natural approaches to health care and am writing a book and blogs concerning both the economics of marriage and mating in the global economy and various natural health issues and developments.

ORMP is not a threat to MNKD's Afreeza for quite some time if at all. ORMP has yet to begin FDA 3 studies and Afreeza is more than just an inhaled version of insuln. Its patented insulin is "prandial" meaning it mimics the natural insulin faster and more like the kind the human pancreas delivers. The "dreamboat" inhaler less than palm size, can be adapted to many other drug delivery systems, for future revenue opportunities.
Afreeza is ready to go now and anxiously awaited by those that were trial subjects in the FDA 3 trials. Afreeza was almost approved before except for a request to test their newly introduced tiny inhaler which was done with FDA cooperation. Finally this market is huge and various combinations of treatments will be worked out between Doctor and patient. As with asthmatics many patients will no doubt become comfortable with the inhaler long before ORMP's drug hits the market and will stick with it's convenience and fast action.
In an Interview dated Jan 24, 2014 Search for "Maintaining Glucose Control at Mealtime" Diabetes Care net interviewed Dr. Howard Zisser - MD, director of research and technology at the Sansum Diabetes Research Institute, in collaboration with the University of California, Santa Barbara (UCSB) in collaboration with the University of California, Santa Barbara (UCSB) - about the ultra-rapid inhaled insulin in collaboration with a artificial pancreas in a clinical study, which was funded by JDRF.
Below are the comments about the study's results:

1) JDRF's Aaron Kowalski, PhD, vice president of treatment therapies, stated, quote the early results of this exciting study are compelling. While more data are required, this protocol represents a potentially revolutionary way of combining the artificial pancreas with a simple-to-use inhaled insulin (Afreeza) to significantly improve blood sugar levels.

2) Dr. Zisser: quote The inhaled insulin gives us another arrow in our quiver-so to speak-to manage diabetes. I think it will be a great drug, especially for type 2 diabetes. Glucose monitoring has gotten much better and people can see how their decisions and activities affect their glucose in real time. Not only the value, but what direction it's heading in, and with this learning, make better decisions in their care.

I'm long MNKD.

Disclosure: I am long MNKD.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You