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MNMNKD

MannKind Corporation

$MNKD·$1.3B·Biotechnology·Healthcare
$3.94-2.8%YTD-30.9%1Y-10.2%
Mentions · last 7 days
2026-08-18: 5 posts2026-08-19: 6 posts2026-08-20: 1 posts2026-08-21: 2 posts2026-08-22: 0 posts200%
Price updated 12m ago·X counts updated 6d ago
MNMNKD
$MNKDMannKind Corporation
$3.95-2.83%20 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MNKD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

Inhaled-drug specialty pharma with a fresh FDA approval and a fresh dilution — the story stepped forward, the share count did too.

MannKind's flagship product is Afrezza (inhaled insulin) plus Tyvaso DPI (inhaled pulmonary hypertension therapy licensed to United Therapeutics). The July FDA approval of Furoscix ReadyFlow — an autoinjector version of a heart-failure diuretic — added a third commercial asset and triggered a $45M CVR payment funded by a fresh $50M PIPE at $3.89.

  • Q2 revenue grew 15% year-on-year to $90M but EPS came in at -$0.06 vs -$0.008 consensus — a 700% miss on a small-denominator base; the operating leverage that drove positive Q3 2025 EPS ($0.026) hasn't repeated, so the trajectory the market was pricing has broken.
  • On Jul 24 MannKind priced a $50M PIPE (10.4M shares at $3.89 plus 2.4M pre-funded warrants) with Frazier Life Sciences as lead — new shares at the current price is ~13% dilution, offsetting the FDA-approval-driven excitement in the same window.
  • Sits at the 47th percentile of its 52-week range and is -31% year-to-date but +7% over 12 months — the tape has been round-tripping around the approval, and the multiple is essentially the market waiting to see whether Furoscix commercial ramp lands.
  • Trades at ~2.9x TTM revenue with a peculiar negative debt/equity from accounting mechanics — the balance sheet is less clean than a headline TTM number suggests.

What restarts the move is a Furoscix ReadyFlow launch-quarter print with real prescription numbers alongside Tyvaso DPI continuing to compound — both together give the 2027 EPS model credibility. What sustains the cooling is another quarter of negative EPS as Furoscix launch spending front-loads and Afrezza refill-cycle disappoints; at this multiple the equity depends on the ramp, not the approval headline.

Differs from X sentimentThe X read is right about the strategic value of the Furoscix approval (an autoinjector replacing an IV therapy is meaningful), and Frazier leading the PIPE at $3.89 is a real institutional endorsement. What the crowd underweights is the ~13% dilution the same PIPE brings, the 700% Q2 EPS miss, and the fact that the tape is -31% year-to-date despite the approval.

What to watch: Nov 4 Q3 earnings — first full-quarter Furoscix ReadyFlow prescription data, Afrezza revenue trajectory, and total operating spend post-launch. A gross-to-net or reimbursement wobble on Furoscix is the specific risk to watch.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-07-31

MannKind is being celebrated for a fresh FDA approval. Furoscix ReadyFlow was approved 2 days ahead of PDUFA, turning an existing 5-hour IV-equivalent diuretic therapy into a ≤10-second autoinjector for heart failure and CKD edema. The approval triggers a $45M contingent value rights payment funded by a $50M Frazier Life Sciences-led private placement at $3.89. Bulls target $10-$11/share. Nintedanib in IPF is being flagged as not-overlooked upside. One trader is selling calls post-approval. Bulls dominate.

Read the AI verdict + X sentiment for $MNKD

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What it does

Plain-English summary of the business — what they sell and how they make money.

Biotech commercializing Afrezza inhaled insulin and building a pipeline of inhaled therapeutics for metabolic and lung diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $MNKD.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $MNKD

Neutral — Biotech commercializing Afrezza inhaled insulin and building a pipeline of inhaled therapeutics for metabolic and lung diseases; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+55.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-43.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
45.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-7.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.06$-0.01-700.0%
Q1 2026May 6, 2026$-0.05$-0.02-150.0%
Q4 2025Feb 26, 2026$-0.05$-0.01-400.0%
Q3 2025Nov 5, 2025$0.03$0.01+200.0%
Next earningsWed, Nov 4·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$90.2M+15.1%75.8%-3.3%$-0.05$-7.5M
Q4 FY25$112.0M+45.8%78.5%-6.9%$-0.05$-10.0M
Q3 FY25$82.1M+17.2%75.4%22.9%$0.03$22.4M
Q2 FY25$76.5M+5.7%73.1%6.9%$0.00$7.8M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$462.5M$456.2M – $474.7M$0.04-$0.09 – $0.206
FY27$522.4M$504.3M – $535.6M$0.18$0.07 – $0.466
FY28$536.7M$447.0M – $605.3M$0.16-$0.13 – $0.348
FY29$612.1M$562.1M – $656.0M$0.31$0.28 – $0.347
FY30$709.1M$651.2M – $759.9M$0.47$0.42 – $0.517

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 303.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.105-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 7Steven B. BinderDirector39.1K sh$159KSellJul 17David ThomsonEVP Genl Counsel & Secretary24.1K sh$98KSellJul 17Steven B. BinderDirector52.5K sh$213KSellMay 12David ThomsonEVP Genl Counsel & Secretary3.0K sh$10KSellMay 12Steven B. BinderDirector16.9K sh$56KBuyMar 10Michael CastagnaCEO100.0K sh$259K
+ 38 other (21 awards · 12 inkinds · 5 exempts) in window

See when $MNKD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KUnregistered equity saleJul 248-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

MannKind Corporation (MNKD) entered into a Securities Purchase Agreement with institutional investors, agreeing to issue 10,440,838 shares of common stock at $3.89/share plus 2,412,632 pre-funded warrants at $3.88/warrant share in a private placement, raising approximately $50.0 million in gross proceeds. Proceeds will primarily fund the company's $45.0 million CVR payment obligation triggered by FDA approval of Furoscix ReadyFlow (furosemide injection). This is a dilutive but strategically linked capital raise, directly tied to a regulatory milestone obligation.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

MannKind Corporation (MNKD) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 14 other (4 13Gs · 3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

MannKind: New Approvals Majorly Increase MannKind's Prospectsseekingalpha.com·16d agoMannKind Corporation (MNKD) Q2 2026 Earnings Call Transcriptseekingalpha.com·23d agoMannKind Q2 Earnings Call Highlightsmarketbeat.com·23d agoCompared to Estimates, MannKind (MNKD) Q2 Earnings: A Look at Key Metricszacks.com·23d agoMannKind (MNKD) Reports Q2 Loss, Beats Revenue Estimateszacks.com·23d ago

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Voices on X · last 7 days

No standout posts about $MNKD on X in the last 7 days.

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