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"Mannkind, "MNKD", Has the Potential to Be the Next HGSI"

Apr. 30, 2011 1:17 PM ET
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Checkout HGSI’s price performance after it entered into a development partnership agreement with GlaxoSmithKlein.


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.

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.

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