MNKD Mannkind Corp

$MNKD I think a lot of bears here forget that diabetes mgmt over the last several years has emphasized the importance of CGM. Pediatric diabetes and CGM is synonymous. As more kids take Afrezza, more and more data builds out there in the universe about how effective Afrezza really is... on their CGM. On smartphones. Data.

$MNKD UTHR can get the OK to use nebulized Tyvaso for IPF as early as late April 2027. For PPF, late 2027. Then bridging over to TyvasoDPI will follow suit. They aren't building a dry powder facility to take manufacturing away from Mannkind. They are doing it because they want to make sure demand for supply can be met. They are also factoring in RalinepagDPI. I'm guessing they are keeping an eye on MNKD-201, too. 👍

$MNKD I hope the shorts hold on and not get off cheaply. I want them to cover at $50+….margin calls 🤣💰

$MNKD CEO Michael Castagna explicitly stated that record Q4 revenue will drive the company to GAAP and non-GAAP profitability in Q4 2026. The market historically loves a biotech transitioning from cash-burner to net-income positive, and investors may buy in early to front-run the official confirmation in February. The launch of the cheaper autoinjector version of Furoscix has blown past internal expectations. By late October, 75% of shipments had already converted to ReadyFlow. Because this autoinjector features a "meaningfully lower cost of goods" than the old wearable pump, it is expected to significantly boost gross margins in Q4. The pediatric launch (approved in May 2026) has returned the Afrezza brand to growth, with new-to-brand prescriptions up nearly 80% sequentially in Q3 and should grow into Q4.

$MNKD proves with this call once again that it is an investment I am delighted to have made and will stick with. I am especially proud to know that the lives or more people, both with IPF -- many US vets! -- and kids with diabetes can live better lives, benefitting from our investment. The bum-busters on this thread are empty souls. Off with you! But I will pray for you and your miserable cynicism and dread. LONG LIVE MANNKIND!

While putting together my thoughts for this month's issue of The Little River Investment Guide (LRIG) this weekend, it became more and more clear to me that the coming week is going to be a very interesting and important one to watch when it comes to not just the market as a whole (and where it might be heading post-election), but $MNKD as well. As always, here's to more gains in the months and years ahead! Cheers! #knowwhatyouown #factsmatter

$MNKD got a message from fidelity that I can lend out shares! I guess that means not much available to short? I hope there is a squeeze.

$MNKD Mannkind, It’s 106 days to next earnings release, we got a full pipeline of drugs, a potential blockbuster in Phase 2, the future is bright... and we’re wearing sunglasses 😎😎....

$MNKD Oral nintedanib (branded as Ofev by Boehringer Ingelheim) is already a multi-billion dollar drug globally. By converting this established molecular profile into a dry powder inhalation (DPI) formulation via MannKind’s Technosphere technology, MNKD-201 aims directly at a massive, pre-existing patient population. If approved, the total gross end-market sales of MNKD-201 could rival Tyvaso’s baseline numbers simply due to the massive global burden of IPF. Because MannKind fully controls the clinical progression of MNKD-201 (advancing it to Phase 2 internally), successful execution means MannKind keeps a significantly larger piece of the economics—making it potentially a much bigger financial driver for MNKD's internal revenue growth than Tyvaso currently is. 👍

$MNKD Happy days are here again!! 😊! While the Shorts can only fear again😞. They can’t eat, they can’t sleep, they’re in too Deep. It’s so good to be Long. We Buyers are causing this stock to go up. Short investors, on average, earn less than us Longs. I support this company which has good people and great products. What say you?

$MNKD Last time Mannkind stock price was at $5 was on February 25, 2026, the day before Martine Rothblatt made her ridiculous and unhinged attack on DPI. Looks like the stock price is finally ready to bury Martine's comments once and for all and get Mannkind and the stock price fairly valued and where it should be climbing to double digits.

$MNKD wow! Profitable in Q4!! Biggest quarter in MNKD history. Sales up everywhere , prescribers for both pre Afrezza and Furoscix way up. Good stuff !

$MNKD 10/30/2026 vs 10/23/2026 TRx 932 vs 858 NRx 377 vs 342 Refills 555 vs 516 TRx$ $2.25mm vs $1.92mm NRx$ $918.10k vs $734.39k Furoscix Readyflow (Symphony does not capture most of the scripts on this one) TRx count was 46 vs 38 and TRx $391.23k vs $371.18k

$MNKD Don’t listen to the haters… Mike delivered!!! Expected record revenues in Q4! 50 million in milestone payments in 2027 are expected!!! Furoscix 1 million patients annually!!! Firing on all cylinders!!! I would encourage everyone to listen to the earnings call today and then listen to it again because the best is yet to come! We will easily outperform the entire market over the next 2 years!!! Cheers! 

$MNKD Liam, the 14-year old in the Juicebox podcast, when asked if his insulin preference is MDI or Inhaled: "I prefer inhaled 100% - it's so much easier and fast-acting."

$MNKD Nust listened to the call in full with Q&A. I am not a diabetic and therefore not an Afrezza user, but boy do I feel lucky to have stumbled upon this company back in 2017/2018 as an investment. Mike sounded so confident (as he should). I have no doubts that big things are coming. Thank you for keeping me grounded with all the noise out there. White knuckle grip from now on.

$MNKD Funny how cough was not brought up by even one analyst. Have they accumulated enough now to let this rip? New 52 week HIGHS are closer than you think! 

$MNKD United answered for us the acceleration question of Tyvaso DPI and thus our royalty acceleration. This is our durable royalty base (Golden ticket)! It’s also nice to know United’s willingness to buy down royalty agreements! Speculations welcomed. Check! Now let’s get confirmation that both Afrezza and FUROSCIX are in the early stages of accelerated revenue growth which I believe they are. These are not price targets, this is current fair value, slightly conservative. Sum of the parts.

$MNKD very important narrative shift for mnkd. Visible in today's headline recaps. Looks like the bearish skew is drying up.

$MNKD BEST call EVER for MNKD! I’ve been openly critical of MC but he did a great job on the call !!! ( no he’s not going to win speaker of the year but that’s not his job]. He was enthusiastic and detailed the company’s plan. Regardless of where the price is tomorrow I’m buying more and wouldn’t be surprised to see analyst upgrades in the coming days .