MNKD Mannkind Corp

$MNKD Chardan Capital just initiated coverage with a massive BUY rating and a $10.00 price target! 🚀 That’s a 220%+ upside from current levels. Wall Street is finally realizing how undervalued this is with the Furoscix expansion and pediatric Afrezza pipeline. Shorts are cooked. Loading up more here! 🔥📈

$MNKD JUST DIGGING 1. NEW: Defense Health Agency is reviewing Furoscix ReadyFlow for its formulary This is the most concrete new procurement-related finding. The U.S. Defense Health Agency (DHA) has listed Furoscix ReadyFlow for review by the Department of Defense Pharmacy and Therapeutics Committee at its November 4–5, 2026 meeting. The committee evaluates medications for potential inclusion in the military healthcare system’s uniform formulary. Official source: DOD Pharmacy & Therapeutics Committee meeting schedule⁠ The procurement documentation is available under solicitation HT9402-26-Q-9403.

$MNKD When institutional ownership crosses the 60% threshold, which MannKind has; a stock's volatility profile typically matures. MannKind is no longer treated by Wall Street as a speculative "penny stock" driven purely by retail message boards. Instead, the heavy accumulation implies that institutional capital is intentionally absorbing the available float, betting on the multi-year commercial scaling of their inhalation technology. Firms like Rubric Capital Management and Frazier Life Sciences hold heavy, actively managed positions. Their presence signals specialized, fundamental conviction in MannKind's orphan lung disease pipeline (such as United Therapuedics royalties, MNKD-201 & MNK-102) and the acquisition the of Furoscix ReadyFlow rather than short-term momentum trading.

$MNKD During United Therapeutics Q4 earnings call earlier this year, Martine Rothblatt officially introduced this soft mist inhaler (SMI) platform under the proprietary name Tresmi - called it the "category killer" product. Based on the planned timeline for the clinical program and standard FDA regulatory cycles, Tresmi (treprostinil SMI) for PH-COPD will likely face an FDA approval decision around 2030 to 2031. Tresmi will focus on those patients who have issues with coughing and bronchospasms - approximately 35% of patients transitioning from nebulized Tyvaso to Tyvaso DPI. More importantly, Tresmi will mitigate patient defections to Yutrepia due to dry powder airway irritation associated with Tyvaso DPI. Apparently, Tresmi the liquid soft-mist formulation to wiped out up to 90% of that baseline 35% coughing profile entirely. Tresmi will not cannibalize Tyvaso DPI sales, only Yutrepia sales! Tyvaso DPI's royalty revenue from United will continue unabated for years to come...

$MNKD Afrezza PEDs beating adult sales. Ready Flow already 90% of new Furoscix scripts. Q4 will be a good one! 👍

$MNKD per Mike, PED's has already surpassed the adult market for Afrezza! 90 days! thats great insight and news

$MNKD Symphony is showing roughly $10K per FUROSCIX prescription. Assuming about $7K in net revenue per prescription after GTN adjustments, about 21M in quarterly sales would translate to roughly 3,000 prescriptions per quarter, or just 230 per week nationwide. These are very rough estimates, of course, but looking at the numbers this way, it seems like even one major IDN fully adopting Furoscix could potentially double or triple sales relatively quickly. Cleveland Clinic alone, which is reportedly already using Furoscix and sharing its protocols with other institutions, operates 21 hospitals in the U.S... If Furoscix becomes widely adopted across the Cleveland Clinic system, it seems like that alone could potentially double current sales.

$MNKD Long term: Focus on the commercial launch of Furoscix ReadyFlow™, it's a money maker. Tyvaso DPI's revenue is safe and will steadily increase because of the outcome of the litigation between Liquidia and United. Afrezza is a keeper, however will have little impact on increasing the revenue stream in a meaningful way. Then there is the pipeline - one can hope that everything will play out in a meaningful way. 3 bucks per share is meaningless - should easily be at $6+ currently. The stock is a screaming BUY...

$MNKD so the product that cost us to lose half our value is now focused first on an indication that doesn’t compete with DPI and won’t even be approved til 2030 before potentially other indications after that. So for the next 3-4 years DPI sales should continue to move higher plus all the other pieces in motion seems like no reason this stock should not be $10+ by end of 2027

$MNKD Mike just said Q4 should be a very strong quarter due to furoscix Also, 90 percent of new scripts are for Readyflow

$MNKD The reason I can't bring myself to let go of MNKD is the potential upside from where we are now. At a P/E of 20, even if FUROSCIX reaches just $250M in annual sales—half of management's $500M target—I think MNKD's market cap could be at least 3x its current level. For Afrezza, management said a 10% share of the pediatric market could generate $150M in annual sales, and their goal was roughly 30% market share. Even achieving half of that target could potentially justify a market cap 3x higher than today. Alternatively, if Tyvaso DPI continues growing or Ralinepag DPI gains traction and helps MNKD return to breakeven, I could see the stock doubling from here. I feel like even if just one of these three scenarios plays out, the stock could eventually double, even after further downside. That's why I just can't bring myself to sell...

$MNKD It is likely Furoscix ReadyFlow™ will find it's way into many ERs & even going home w/patients. EpiPen for HF / CKD sufferers...

$MNKD 10/9/2026 vs 10/2/2026 TRx 902 vs 893 NRx 415 vs 372 Refills 487 vs 521 TRx$ $2.15mm vs $2.08mm NRx$ $1.02mm vs $847.67k

$MNKD uthr price target $725 .. imagine that I would be also happy with a comma after the first number

Honestly, Nate, I don’t understand why you don’t just admit you made a mistake with $MNKD and move on. You had a stellar reputation and a big subscriber base, you lived in your own home, you had a partner who (I think) you loved. Now look at what you’re become, you have to lie to your last few remaining subscribers, you’re single and you have to rent a room in your mom’s house (I still can’t believe she charges you rent!), and you have to drive drunks and meal deliveries for pennies from Lyft and Uber. Why? What do you have to lose at this point, if you just own the mistake? Seriously!

$MNKD A small reality check for some on the board expecting MNKD to recieve some of the settlement. MNKD is compensated by the manufacture and sales of Tyvaso DPI not loss of sales recuperated from the settlement. The good news is this. LQDA last quarter had sales of over 170 million. Assuming that half of those sales were from ILD expansion now going back to Tyvaso DPI you may expect royalties per quarter up about 8 million on this settlement alone. Yes thats on top of any oragnic expansion from UTHR in this segment, add on that any production reimbursement for the uptick of sales coming UTHR way. For the shorts predicting UTHR buy LQDA and drop MNKD. No, highly doubtful since LQDA has been effectively castrated. On the contrary, if anything IMHO this has affirmed to me that MNKD is in the crosshairs for buyout. It does explain why the CEO has not uttered a word to support the PPS.

$MNKD The host doesn’t seem to understand how ridiculous the share price reaction was to Marty’s comments about the new inhaler back in February. He also said investors are sleeping on Mnkd.

$MNKD more positive news from the LQDA settlement: -The ‘494 threat is permanently gone — twice over Liquidia’s suit alleging Tyvaso DPI infringes the ‘494 patent (expires 2037) is dismissed with prejudice. -This was the one scenario where a Liquidia win genuinely directly damaged MannKind, since Tyvaso DPI is the product MannKind manufactures and earns on -Beyond dismissal, Section 4.4 is a standing covenant not to sue covering Tyvaso, Tyvaso DPI — and clause (iii) extends it to “any other inhaled treprostinil products UTC or its Affiliates may develop,” which prospectively shields the soft-mist inhaler and ralinepag DPI

$MNKD UTHR settles patent litigation and we reverse our slide Pharma Bro back in legal trouble and we reverse course Pick a theory….or both. I think yesterday’s $2.89 was the pivot point (higher lows). YMMV

$MNKD Order Number: 1072 Order type: Buy Security: MNKD Term: Day Price type: Market Execution price: $3.0788 Quantity: 5000