Added to YB: 2026-05-05
Pitch date: 2026-05-01
MNKD [bullish]
MannKind Corporation
-1.06%
current return
Author Info
No bio for this author
Company Info
MannKind Corporation, a biopharmaceutical company, focuses on the provision of various solutions for transforming chronic disease care.
Market Cap
$849.2M
Pitch Price
$2.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.36
P/E
137.50
EV/Sales
3.29
Sector
Biotechnology
Category
value
MannKind Corporation - $MNKD
MNKD: Despite UTHR's soft mist inhaler threat, stock undervalued. Floor valuation: $350M Tyvaso DPI royalties (mgmt guided conservatively), $150M manufacturing contract NPV, $400M Afrezza (75% GM, 32% growth vs street's low teens), $572M Furoscix (90% GM post-autoinjector, 47% growth), $400M pipeline (MNKD-201 inhaled nintedanib vs Avalyn's $800M EV). Total NPV supports significant upside from ~$900M EV. Pair trade: long MNKD/short AVLN on readthrough. UTHR legal outcomes mostly neutral-to-positive at current price.
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