MannKind Corp. (MNKD)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$3.93+5.36%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · MNKD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -73.1% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 24.0% |
Growth built into the price is above our model estimate.
The price assumes 97.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name operates in a high-miss-rate industry and is on a run of consecutive earnings misses. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 66 industry peers · Company calendar date is not available
MNKD — earnings miss
Dated 2026-08-05
Results of Operations and Financial Condition. On August 5, 2026, MannKind Corporation issued a press release, a copy of which is furnished herewith as Exhibit 99.1 and is incorporated herein by reference.
Why it matters: MannKind reported $199.5M in first-half revenue. The next report will show whether sales can reach the full-year goal.
Watch forFull-year 2026 revenue reaches or exceeds $349M.
Also watch forFull-year 2026 revenue falls below $349M.
Why it matters: MannKind raised $50M to cover a $45M payment. Higher costs or lower cash could add pressure while new products launch.
Worry ifThe next report shows cash below the June 30 level of $111M, alongside continued growth in operating costs.
Less concerning ifThe next report shows cash at or above $111M and lower operating costs than Q2.
Why it matters: The child-use label is new, but Afrezza sales fell 7% year over year in Q2. New prescriptions and sales will test the launch.
Watch forAfrezza sales rise from last year. Reports show pediatric prescribers still use it.
Also watch forAfrezza sales remain below last year's level. No growth in pediatric use is reported.
Why it matters: The filing is a stated 2026 milestone for the United Therapeutics program. A delay would push back the next development step.
Watch forMannKind files the ralinepag DPI IND by December 31, 2026.
Also watch forMannKind reports that the IND filing moved past December 31, 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$219 on $10,000 · ±2.2% | How much price usually moves either way. |
| Bad day | $556 loss on $10,000 · 5.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,329 loss on $10,000 · 63.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The device was approved and was due for sale in late August. Sales will show whether the launch adds to Furoscix growth.
Watch forA later report shows ReadyFlow sales and higher Furoscix net sales than Q2's $22.2M.
Also watch forA later report shows no ReadyFlow sales, or Furoscix net sales below Q2's $22.2M.