Seeing what KCG had to go through to find $400 million makes me a little less sanguine about MNKD's prospects for finding investors willing to risk $300 million on a drug that has not yet made it to market.

And seeing DNDN's troubles makes me wonder just how well anyone can predict Afrezza's market penetration, even though it seems like a potential blockbuster.

I am holding but expecting nothing or less. I used to look forward to the CC's with eager anticipation, now it's more like dread.