June 10, 2009 - MannKind to Present at the Needham Life Sciences Conference
June 8, 2009 - Mr. Mann will be on CNBC Monday.
That'll be on "Squawk On The Street" between 9 and 11 a.m. ET.
June 6, 2009 - AFRESA(R) Phase 3 Pulmonary Function Safety Data in Patients with Diabetes Presented at ADA
June 6, 2009 - Studies Show AFRESA(R) Controls Post-Meal Sugar Levels With Less Weight Gain and Hypoglycemia Risk for Diabetes Patients
June 5, 2009 - Raising MannKind to Hold
June 4, 2009 - Coverage initiated on Mannkind by Rodman & Renshaw
June 4, 2009 Three Down, One To Go
WALTHAM, Mass., Jan. 29 /PRNewswire/ -- Decision Resources, one of the world's leading research and advisory firms for pharmaceutical and healthcare issues, finds that a non-injectable, short-acting insulin with significantly improved efficacy over insulin aspart (Novo Nordisk's NovoRapid/NovoLog) would earn a 50 percent patient share in type 1 diabetes in the United States and a 58 percent patient share in Europe, according to surveyed U.S. and European endocrinologists.
The new report entitled Type 1 Diabetes: Opportunities Await Therapies That Offer Alternatives to Subcutaneous Injections of Insulins finds that interviewed endocrinologists are excited about Andromeda Biotech/DeveloGen's DiaPep 277, as it will potentially be the first safe disease modifying agent to reach the market for the treatment of type 1 diabetes. Although DiaPep 277 will not obviate the need for insulin injections, the maintenance of pancreatic beta cell function is anticipated to result in improved overall glycemic control for patients, together with reduced risk for hypoglycemia.
Basal-bolus insulin therapy using a regimen of insulin glargine (Sanofi-Aventis's Lantus) and a short-acting insulin analogue (Novo Nordisk's NovoRapid/NovoLog, Eli Lilly's Humalog) is Decision Resources' proprietary clinical gold standard for 2009. Following its anticipated approval for this indication in 2012, MannKind's Technosphere will replace the short-acting insulins as the new clinical gold standard for type 1 diabetes.
"In clinical trials, Technosphere has demonstrated a faster and more physiological action profile than insulin lispro or insulin aspart," said Decision Resources Analyst Caroline Gates. "Technosphere also ranks highly in the area of delivery according to survey data because it offers an alternative to the three-times-daily subcutaneous injections of short-acting insulin. The injection burden associated with the treatment of type 1 diabetes is very high and can involve up to five injections a day, so a reduction in the frequency of injections would be welcomed by both patients and physicians."
"Eight, partnership: Last May, we ourselves reset partnership talks and we have always said that we would not discuss partnership status until there is an actual contract. However, I will say as did Hakan that we are in serious discussions with a number of companies that we believe would be excellent partners for AFRESA. These major pharma companies would provide strong global representation with presence in the major regional markets. We want a partnership agreement completed this year and as Hakan said, our goal is the end of this September. We made so much progress with lowering our cost that big economics would be very attractive for both the partner and for MannKind. Now, we want to concentrate on rapid penetration which we would gain with the partner."
I forgot to say, 10 billion is only revenue in USA. Rest of the world will double or triple this number.
I think Al is right with "AFRESA will be the biggest drug ever".
Some guys can see the future, Al is one of them!
I can see with him.
From CC Q109:
Alfred E. Mann
"Thank you, Peter and good afternoon ladies and gentlemen.
Four, projections: I want to correct an earlier comment that understated the AFRESA market opportunity. We have contracted for a number of some independent market studies of AFRESA. One of those was conducted at the height of negativity last May. That study, involving 252 physicians including 85 endocrinologists and 167 PCPs, used an overly conservative label that even contained an unlikely class warning about cancer risk. With the availability of an insulin-like AFRESA's characteristics, those physicians indicated that such a product would be expected to comprise more than 6% of their future prescriptions. The same physicians were also asked to judge the effect of various changes in the label. With essentially that same conservative label but without the even likely cancer warning, they had find that an insulin-like AFRESA would comprise about 11% of their prescriptions with a more likely label to share with the even higher yet.
For the sake of argument, consider what would be the revenues of 11% of the approximately 23 million diabetes under treatment in the US in 2014 would actually be using AFRESA. Certainly, in such scenario, AFRESA would be a significant multi-billion dollar opportunity and that is just in the United States. I do not see any basis for a sub-million sales estimates."
11% would be revenues of more than 2 billion $. But that´s very conservative, Al knows it.
60% are revenues of 10 billion, that´s realistic.
90% are 15 billion, that´s optimistic.
I can live with the realistic scenario.
Sooner or later Investmentcommunity will realize and the pp will explode in the galaxy.
the biggest Opportunity ever!
ClearStation : Details : MNKD
Mannkind (NASDAQ: MNKD) Trade MNKD Closing Price ... MNKD. FDA Accepts MannKind's Submission and Files NDA... by Business Wire. May 18 2009 11:22AM ...clearstation.etrade.com/cgi-bin/details?Symbol=MNKD -