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MannKind (MNKD) investor relations material
MannKind Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic focus and innovation
Emphasizes patient-centric solutions for cardiometabolic and orphan lung diseases, leveraging innovative drug delivery platforms.
Key pillars include Tyvaso DPI, FUROSCIX, and Afrezza, each targeting significant unmet needs and growth opportunities.
Technosphere technology underpins two FDA-approved products, enabling efficient deep lung drug delivery.
Product portfolio and pipeline
FUROSCIX offers a wearable, at-home diuretic for CHF/CKD, with strong revenue and dose growth; ReadyFlow autoinjector could further expand market reach pending 2026 approval.
Afrezza, an inhaled insulin, is recognized in ADA 2026 guidelines and is positioned for pediatric expansion with a PDUFA date in May 2026.
Tyvaso DPI continues to drive revenue growth, with new formulations and expanded collaboration with United Therapeutics.
Nintedanib DPI is advancing in Phase 2 for IPF, targeting a market with high unmet need due to current therapy limitations.
Financial performance and market opportunity
FUROSCIX net revenue reached $47.1M YTD Q3 2025, up 93% YoY, with 61,407 doses dispensed, up 153% YoY.
Afrezza net revenue was $51.7M YTD Q3 2025, up 23% YoY, with 31% YoY growth in new prescriptions.
Tyvaso DPI-related revenue was $954M YTD Q3 2025, up 22% YoY, with Q3 revenue of $59M, up 15% from Q3 2024.
Each 10% pediatric share for Afrezza could yield ~$150M in revenue; every 100K FUROSCIX patients is ~$350M in revenue.
- TimeTickerHeadlineOpen
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Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
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Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
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