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MNMNKD

MannKind Corporation

$MNKD·$1.3B·Biotechnology·Healthcare
$4.09-1.2%YTD-28.6%1Y+7.6%
Mentions · last 7 days
2026-07-03: 5 posts2026-07-04: 9 posts2026-07-05: 14 posts2026-07-06: 14 posts2026-07-07: 15 posts2026-07-08: 13 posts2026-07-09: 14 posts86+18%
Price updated 1d ago·X counts updated 2d ago
MNMNKD
$MNKDMannKind Corporation
$4.09-1.21%86 posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Proven numbersEvent coming upAI verdict · as of 2026-07-10

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

MannKind Afrezza inhaled insulin with T1D Breakthrough grant — Q1 revenue +15%, Q2 print August 5.

MannKind Corporation is a specialty biotech commercializing Afrezza (inhaled insulin) plus specific orphan-drug programs. The stock is essentially flat t12m as the market processed specific commercial-execution concerns despite continued specific revenue growth.

Where the setup stands:

  • Q1 revenue grew 15.1% YoY to $90M with gross margin at 76% and operating margin at -3.3% — that's specific stable commercial mechanics playing out, and Q4 was $112M up 46% showing the specific consistent growth trajectory.
  • The specific Breakthrough T1D grant supporting advancement of the INHALE-1ST Pediatric Trial of Afrezza in Youth with Newly-Diagnosed T1D is a specific institutional-endorsement catalyst — plus the specific data at ADA 2026 highlighting key findings adds specific commercial-momentum.
  • Position at 45% of 52-week range with specific 16% above 50-day MA reflects specific mid-cycle positioning — the specific YTD -28% drawdown against continued revenue growth captures the specific value opportunity.

The August 5 print is the referendum — a beat with FY26 revenue guide raised toward $400M plus specific INHALE-1ST enrollment-progress commentary extends the tape toward $6; a soft Afrezza-mix quarter combined with any specific commentary about specific competitive-launch pressure takes MNKD back toward $3 as the specific -44x TTM multiple compresses. What matters structurally is INHALE-1ST enrollment pace.

What to watch: August 5 Q2 earnings. FY26 revenue guide raised toward $400M plus INHALE-1ST enrollment-progress commentary extends the tape toward $6; a soft Afrezza-mix or competitive-launch pressure takes MNKD back toward $3.

On the calendar: 2026-08-05 — Q2 earnings

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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

IBB +2.9% on GLP-1 pipeline momentum and MRNA's post-9-0 FDA vote continuation — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $MNKD

Direct beneficiary — MannKind Corporation operates as a biopharmaceutical firm, primarily focused on innovating and bringing to market respiratory-delivered treatments.

Top industry ETF

$IBBiShares Biotechnology ETF
+13.2%YTD
+43.7%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
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%
Q2 2025Aug 6, 2025$0.00$0.04-94.6%
Next earningsWed, Aug 5·consensus EPS $-0.02

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$463.0M$456.7M – $475.2M-$0.01-$0.04 – $0.026
FY27$521.6M$503.6M – $534.8M$0.14$0.05 – $0.316
FY28$536.6M$536.3M – $536.9M$0.15-$0.24 – $0.388
FY29$611.5M$577.5M – $643.7M$0.31$0.28 – $0.337
FY30$705.7M$666.4M – $742.9M$0.45$0.42 – $0.487

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.0.6×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.45%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.+15.8%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.-6.9%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 today1.1% 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.β1.095-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

SellMay 12David ThomsonEVP Genl Counsel & Secretary3.0K sh$10KSellMay 12Steven B. BinderDirector16.9K sh$56KBuyMar 10Michael CastagnaCEO100.0K sh$259K
+ 30 other (25 awards · 5 inkinds) 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
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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-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.

+ 11 other (2 routine 8-Ks · 2 13Gs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

MannKind Awarded Breakthrough T1D Grant to Support Advancement of INHALE-1ST Pediatric Trial of Afrezza® in Youth with Newly-Diagnosed T1Dglobenewswire.com·19d agoData at ADA 2026 Highlights Key Findings from Clinical and Real‑World Studies of MannKind's Afrezza® (Inhaled Insulin) Across Pediatric Care, Pregnancy, and Use with Automated Insulin Delivery (AID) Systemsglobenewswire.com·37d agoData at ADA 2026 Highlights Key Findings from Clinical and Real‑World Studies of MannKind’s Afrezza® (Inhaled Insulin) Across Pediatric Care, Pregnancy, and Use with Automated Insulin Delivery (AID) Systemsglobenewswire.com·37d agoMannKind Enters Data-Rich Development Period with Completion of Randomization in Phase 1b INFLO-1 Study and Enrollment of First Patient in Phase 2 INFLO-2 Trial for Nintedanib DPI in Patients with IPFglobenewswire.com·39d agoMannKind At An Inflection Point: Pediatric Expansion Drives The Storyseekingalpha.com·39d ago

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