MannKind Corp. (MNKD)

[Phaeton]

reality lesson 101

Genzyme / Sanofi deal with ALNYLAM.

Monday, October 1, 2012 2:10 pm EDT
ALNY share price on October 1,2012 was $18.85 per share at the close.

Jan 10, 2014 at close of Market $66.21 (343,000 shares traded)
Jan 13, 2014 at close of Market $93.28 (5,343,700 shares traded)

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Alnylam and Genzyme Form Alliance to Develop and Commercialize RNAi Therapeutics in Asia
Genzyme to Advance ALN-TTR02 and ALN-TTRsc Programs as Breakthrough Therapies for Patients with ATTR in Japan and in the Broader Asian Market
http://news.genzyme.com/press-release/alnylam-and-genzyme-form-alliance-develop-and-commercialize-rnai-therapeutics-asia

Alnylam to Receive $22.5 Million in Upfront Payment in Addition to Milestone Payments and Royalties on Product Sales; Alnylam Maintains All Rights in U.S., Europe, and Rest of World
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So look at the share price of ALNY from Jan 2012 to the date of the partnership with Genzyme/Sanofi in October 2012 and then the share appreciation from that date forward to the Announcement 16 Months later that Sanofi was buying a 12% interest in that company. They actually bought 13%.

Compare the value of the market for The Alnylam product which has a very limited market base (but a high cost drug) To MannKind Afrezza that has a HUGE UNLIMITED MARKET as there are Tens of millions who are diabetic or pre-diabetic in America and then add the world population which puts the market at Hundred of Millions of potential users for the our product.

Will Sanofi treat MannKind in the same manner? I bet the deal will be very simular. You can find out more about the deal with ALNY and Genzyme by searching for the information.


All of us longs can wait very paitiently for 12 to 18 months for the positive opportunties ahead. The shorts will be torched in the LONG run.

Will the Squeeze happend in 2014? I don't know and don't really care. But history is on our side and when you factor in Sanofi's global reach at 120 countries that have the potential to distribute Afrezza we will have a BLOCKBUSTER drug for sale.

ALNY got 22.5 Million at the time of partnership and MNKD got 150 Million. Sanofi knows what they are doing as does the Board of directors of MannKind.

The best is yet to come.