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MannKind Corp. Message Board

  • rrryahoo rrryahoo Aug 3, 2014 1:39 PM Flag

    Looking forward


    Based on my research I expect Mannkind to reach a commercial marketing and sales agreement with one or two big pharma companies. This agreement will happen no later than prior to the marketing and sale of Afrezza and as early as tomorrow. In other words I do not feel it necessary to lock management into its prior estimate of 6-8 weeks as some here would like to do. Doing so only raises easily dashed expectations unnecessarily. If two companies, one will have exclusive rights to market and sell Afrezza domestically, and the other, internationally. If one company, it will have exclusive rights to market and sell Afrezza both domestically and internationally. Afrezza (insulin loaded on technosphere particles) will be purchased by the BPs from Mannkind who will be responsible for manufacture at Danbury. I expect an upfront payment to pay for development and approval process costs to date ($2.6B) and a negotiated split of sales with Mannkind receiving between 15-35% of sales. Based on others' research here, it seems Mannkind will indeed transfer all IP related to technosphere/inhaler into Mannkind Technolgies (100% owned subsidiary, not be "spun off" as others here have hypothesized) to isolate such IP from potential liability risks with respect to approved drugs. I expect Mannkind to strike licensing/research agreements with respect to other possible uses of Technosphere. I stick with RBC's target of $16/share, but hope (it's OK to hope) it will run from anywhere between $25 to $70 share on news.

    Sentiment: Strong Buy

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