MannKind Corp. (MNKD)

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Interesting from PROBOARDS -- >>

g bones1026 said:

DexCom just released their earnings and crushed estimates..up 15% AH, which adds about 1B to their Market Cap...apparently many people adopting CGM’s...I remember years ago people were saying how their CEO(Kevin Sayer) loved Afrezza and I believe was close with Al...So what’s the hold up on the partnership now that they have a few more bucks in their pocket????
Kevin was the CFO of Minimed which gave birth to Mannkind. You could almost call Kevin one of the helping founders of Mannkind. Then again, Minimed invented the CGM so you could say Dexcom and Mannkind both started at MiniMed. Kevin knows a great deal about afrezza and its potential, more than most.

There seems to be a lot going on behind the curtain. Dr. Kendall doesn't put an advisory panel together almost overnight with the all star line-up without something going on. No one wants to be associated with a loser. A company doesn't put a "customer experience center" together unless they are getting ready for something bigger than 500 scripts a week. This seems like a future partner/distributor required it in the contract but thats a guess.
www.mannkindcorp.com/patient-support/

Dexcom has a limited time to make money in the CGM business. Apple, Google, Fitbit and others will be introducing non-invasive devices which will gut the current CGM business and Dexcom could very well follow in the footsteps of a Compaq, the largest supplier of PC systems during the 1990s.

Whether Dexcom is behind the Apple CGM watch or not is the question raised in this article. IMO it came out of the secret Apple development group www.wareable.com/apple/apple-watch-diabetes-glucose-monitoring-guide-2018.

Assuming I am right Kevin most likely has his eyes open. The long-term potential of MNKD is significantly larger than Dexcoms and Kevin is a smart guy.


Read more: http://mnkd.proboards.com/thread/10287/dexcom#ixzz5MyXaEdLh