MannKind Corp. (MNKD)

[DownWithPumpers]

If you're concerned about weirdness regarding Afrezza listen to this. Mannkind reports a drop of 0.21 in A1C after 24 weeks. He says it'll drop 2.0 in minutes after a "puff".

https://www.afrezza.com/hcp/safety-efficacy-studies/

My theory is that very few people buying Mannkind stock understand anything at all about Afrezza's (lack of) efficacy or Mannkind's (abysmal) financials.

The big market for afrezza is the T2. 70%+ not meeting an A1c goal of 7. Its very sad that 7 is the goal. Take one puff of afrezza when eating and most would be in the 5's. The beauty of afrezza with the T2's is follow-up dosing is nice but not as important as with the T1s. Since the liver glucose has been shut off on the first puff, even if they should be taking a follow-up dose and don't the pancreas will catch up.

Its simply a matter of time and Mike keeping the lights on until the market catches up. Al Mann was always ahead of his time. This time about 6 years. I am sure others who are a lot smarter than me and have a lot more money are seeing the same future. The question is Mike's ability to negotiate the NPV to meet what Al Mann saw as the value and Nate Pile places at $400 pps. It should take no more than pulling up Brandicourt's 2020 number based on a bumbling fumbling Sanofi. Put afrezza in the hands of Google or Apple and they should be able to double Brandicourt's number.

Read more: http://mnkd.proboards.com/posts/recent#ixzz4j3zvjSUt