MannKind Corporation

NasdaqGM:MNKD 주식 리포트

시가총액: US$1.1b

MannKind 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Michael Castagna

최고경영자

US$9.3m

총 보수

CEO 급여 비율8.49%
CEO 재임 기간9yrs
CEO 지분 보유율0.8%
경영진 평균 재임 기간3.6yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha 14h

MannKind: It's Complicated

Summary MannKind Corporation remains a Hold, as revenue growth is increasingly reliant on niche assets like Furoscix and faces margin pressure. United Therapeutics' launch of Tresmi threatens MNKD’s Tyvaso DPI royalties, intensifying competitive risks and highlighting MNKD’s junior partner status. Pipeline prospects, including MNKD-201 and ralinepag DPI, offer potential but face significant clinical, commercial, and competitive hurdles. Elevated SG&A and R&D costs signal a strategic pivot, but MNKD must prove its ability to thrive independently of UTHR. Read the full article on Seeking Alpha
내러티브 업데이트 May 04

MNKD: Soft Mist Inhaler Risk Seen Resetting Future Royalty Upside

Narrative Update Analysts have trimmed their average price target on MannKind to about $8. This reflects updated assumptions for higher revenue growth but lower profit margins and a more moderate future P/E as they weigh potential long term risks to Tyvaso DPI royalties from United Therapeutics' soft mist inhaler plans.
내러티브 업데이트 Apr 20

MNKD: 2026 Pediatric Insulin Decision Will Reset Treprostinil Royalty Risk

Analysts have trimmed MannKind's average price target by about $0.33, reflecting slightly lower assumptions for fair value and profitability as they factor in potential long term risks to Tyvaso DPI royalties from United Therapeutics' soft mist inhaler plans, even though some still see opportunity in the broader portfolio. Analyst Commentary Recent research has become more cautious on MannKind, with several firms trimming price targets and one moving to a more neutral rating as they reassess the risk and reward around Tyvaso DPI royalties and the impact of United Therapeutics' soft mist inhaler plans.
내러티브 업데이트 Apr 06

MNKD: 2026 Pediatric Decision Will Define Royalty Overhang And Bullish Setup

Narrative Update: MannKind MannKind's updated analyst price target has been reduced from about $7.50 to roughly $3.85, as analysts factor in softer modeled revenue growth, a higher discount rate, lower assumed future P/E and rising concerns that United Therapeutics' planned soft mist inhaler could weigh on the long term value of Tyvaso DPI royalties. Some still highlight potential support from Afrezza and Furoscix and argue the recent selloff may already reflect a worst case scenario.
내러티브 업데이트 Mar 22

MNKD: 2026 Afrezza FDA Decisions Will Recast Treprostinil Royalty Risk

Analysts have trimmed their average price targets on MannKind by a few dollars into the mid single digit range, reflecting fresh concerns about long term Tyvaso DPI royalties as United Therapeutics pursues a soft mist inhaler, while still recognizing potential support from Furoscix and Afrezza. Analyst Commentary Recent Street commentary on MannKind highlights a split view, with many price targets pulled into a mid single digit to low double digit range as analysts weigh Tyvaso DPI royalty risk against potential contributions from Afrezza and Furoscix, as well as MannKind's broader pipeline.
내러티브 업데이트 Mar 08

MNKD: 2026 FDA Decisions On Inhaled Insulin Will Reframe Royalty Risk

Analysts have trimmed their fair value view on MannKind to $7.50 from $9.61, citing lower price targets clustered around $3.50 to $11 as they factor in softer revenue growth and profit margin assumptions, as well as higher perceived risk tied to United Therapeutics' potential soft mist inhaler competition and the timing of Tyvaso DPI royalty data. Analyst Commentary Recent Street research on MannKind reflects a wide split in opinion, with some analysts focusing on potential upside from the broader product portfolio and others emphasizing new competitive risks to Tyvaso DPI royalties and collaboration revenue.
내러티브 업데이트 Feb 22

MNKD: 2026 FDA Label And Pediatric Decisions Will Drive Bullish Case

Analysts have kept their fair value estimate for MannKind steady while refining key inputs like discount rate, revenue growth, profit margin and future P/E. They link their current price targets, including one at $11, to what they see as multiple potential tailwinds tied to upcoming FDA decisions on Afrezza in 2026.
내러티브 업데이트 Feb 07

MNKD: Upcoming FDA Decisions In 2026 Will Define Upside Potential

Narrative Update on MannKind Analysts have trimmed their price target on MannKind from $8.00 to $7.50, balancing reduced fair value and margin assumptions with expectations for stronger revenue growth. They also recognize that recent Street research still highlights potential tailwinds tied to upcoming FDA decisions and the updated pipeline outlook.
내러티브 업데이트 Jan 23

MNKD: 2026 FDA Label Decisions Will Clarify Underappreciated Upside Potential

Narrative Update on MannKind The analyst price target for MannKind has been reset to $10, reflecting updated views after one firm removed MNKD-101/NTM from its valuation while others highlight potential upside tied to upcoming FDA decisions and what they see as underappreciated tailwinds into 2026. Analyst Commentary Recent research on MannKind reflects a mix of optimism around upcoming FDA decisions and caution after the removal of MNKD-101/NTM from valuation models.
내러티브 업데이트 Jan 09

MNKD: 2026 Regulatory Decisions Will Drive Reassessment Of Future Prospects

Narrative Update: MannKind Analyst Price Target Shift Analysts have reset their price targets on MannKind into a tighter US$10 to US$11 range, reflecting a mix of reduced expectations after the discontinuation of MNKD-101/NTM and continued optimism around potential 2026 tailwinds that are not yet fully reflected in the shares. Analyst Commentary Recent research views on MannKind reflect both optimism around potential 2026 catalysts and caution following pipeline changes and trial outcomes.
내러티브 업데이트 Dec 23

MNKD: Future Commercial Execution Will Offset Late Stage Pipeline Disappointment

Analysts have trimmed their price target on MannKind to approximately $10 per share, a modest reduction that reflects the removal of MNKD-101/NTM from valuation assumptions, while improved revenue growth and profit margin forecasts partially offset the impact. Analyst Commentary Analyst reactions to the updated price target highlight a mixed outlook, with optimism around MannKind's core commercial performance tempered by concern over the setback in its development pipeline.
내러티브 업데이트 Dec 09

MNKD: Future Commercial Portfolio Will Offset Pipeline Setback Risk

Analysts have reduced their price target on MannKind from $15.00 to $10.00 per share, citing the removal of MNKD-101/NTM from the pipeline following the discontinuation of the Phase 3 ICoN-1 trial after a futility assessment. Analyst Commentary Analysts view the updated price target as a recalibration of MannKind's valuation to reflect the loss of MNKD-101/NTM from the development pipeline, while still recognizing ongoing strengths in the core business and broader platform.
내러티브 업데이트 Nov 25

MNKD: Recent Pipeline Setback Will Be Outweighed By Future Royalties Expansion

Analysts have reduced their price target for MannKind from approximately $10.06 to $9.39, citing the discontinued Phase 3 ICoN-1 trial and adjusted pipeline expectations as the main factors for the revision. Analyst Commentary Analyst sentiment on MannKind has shifted in response to recent clinical trial results, pipeline updates, and royalty projections.
내러티브 업데이트 Nov 11

MNKD: Acquisition Will Drive Revenue Diversification and Support Upside Re-Rating

MannKind's fair value estimate has been revised down slightly to $10.06 per share from $10.57. Analysts are factoring in stronger revenue growth driven by TYVASO DPI royalties and the accretive acquisition of scPharmaceuticals, along with a modest change in profitability and updated discount rates.
분석 기사 Sep 03

MannKind Corporation (NASDAQ:MNKD) Looks Just Right With A 53% Price Jump

MannKind Corporation ( NASDAQ:MNKD ) shareholders would be excited to see that the share price has had a great month...
내러티브 업데이트 Aug 27

Pipeline Advancements And International Expansion Will Shape Future Markets

Analysts have raised MannKind’s price target to $9.71, citing the accretive acquisition of scPharmaceuticals, which expands and diversifies MannKind’s addressable market and growth prospects despite recent negative sentiment around earnings. Analyst Commentary Bullish analysts see the acquisition of scPharmaceuticals as adding a high-growth, large-market asset that diversifies MannKind's revenue base.
분석 기사 May 11

Earnings Miss: MannKind Corporation Missed EPS By 5.9% And Analysts Are Revising Their Forecasts

Shareholders might have noticed that MannKind Corporation ( NASDAQ:MNKD ) filed its first-quarter result this time last...
분석 기사 Mar 01

MannKind Corporation Just Missed EPS By 6.3%: Here's What Analysts Think Will Happen Next

MannKind Corporation ( NASDAQ:MNKD ) shareholders are probably feeling a little disappointed, since its shares fell...
Seeking Alpha Dec 17

MannKind Corporation: A Speculative Buy On IPF And Diabetes Markets

Summary MannKind Corporation is a biopharmaceutical company focused on inhaled therapies for endocrine and orphan lung diseases. MNKD's revenue growth is driven by Tyvaso DPI royalties and Afrezza expansion, with pediatric trials targeting a significant underserved market. MNKD's pipeline includes MNKD-101 for nontuberculous mycobacterial lung disease and MNKD-201 for idiopathic pulmonary fibrosis, with significant market potential if successfully commercialized. The orphan lung pipeline includes MNKD-101 (Phase 3 for NTM lung disease) and MNKD-201 (Phase 1 for IPF), addressing high unmet needs. Despite high leverage, I believe MNKD's revenue growth prospects support a speculative "Buy" rating for investors seeking exposure to IPF and endocrine biotech niches. Read the full article on Seeking Alpha
Seeking Alpha Oct 03

MannKind Leverages Tyvaso DPI Strength In Pulmonary Market Expansion

Summary MannKind's stock has surged 73%, driven by its 9% royalty stake in United Therapeutics' Tyvaso DPI, which excels in the PAH market. In Q2 2024, MannKind's revenues rose 49% year-over-year to $72 million, largely due to Tyvaso DPI royalties and manufacturing income. MannKind is advancing a promising pipeline, including MNKD 101 and Nintedanib DPI, aimed at addressing unmet needs in orphan lung diseases. Financially, MannKind has strong liquidity but remains burdened by long-term debt obligations and modest net losses. I maintain a "buy" recommendation based on MannKind's solid revenue from Tyvaso DPI and its potential in expanding respiratory treatments. Read the full article on Seeking Alpha
분석 기사 Sep 18

MannKind Corporation's (NASDAQ:MNKD) Share Price Boosted 28% But Its Business Prospects Need A Lift Too

Despite an already strong run, MannKind Corporation ( NASDAQ:MNKD ) shares have been powering on, with a gain of 28% in...
User avatar
새 내러티브 Sep 12

Innovative Pipeline And Decisive Deleveraging Poise Company For Explosive Growth And Profitability

Strong demand for Tyvaso DPI and advancements in pipeline drugs like clofazimine inhalation suspension highlight MannKind's successful commercial execution and promising revenue growth prospects.
분석 기사 Jul 17

Is There An Opportunity With MannKind Corporation's (NASDAQ:MNKD) 49% Undervaluation?

Key Insights The projected fair value for MannKind is US$11.86 based on 2 Stage Free Cash Flow to Equity MannKind is...
Seeking Alpha May 15

MannKind Outperforms As Tyvaso DPI Captures Market Share

Summary MannKind's Q1 revenue rose 63% year-over-year; net income was $10.63 million, reversing a prior loss. Tyvaso DPI, utilizing MannKind’s technosphere technology, continues to capture significant PAH market interest. Despite high current assets, the Company's long-term liabilities exceed its assets, posing potential financial risks. Recommend buying MNKD for a barbell strategy portfolio, allocating a small portion to this high-alpha stock. Read the full article on Seeking Alpha
분석 기사 Mar 03

This Just In: Analysts Are Boosting Their MannKind Corporation (NASDAQ:MNKD) Outlook for This Year

Celebrations may be in order for MannKind Corporation ( NASDAQ:MNKD ) shareholders, with the analysts delivering a...
분석 기사 Mar 02

MannKind Corporation (NASDAQ:MNKD) Surges 35% Yet Its Low P/S Is No Reason For Excitement

MannKind Corporation ( NASDAQ:MNKD ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha Feb 15

MannKind's Tyvaso DPI Royalty Deal Signals Undervaluation

Summary MannKind sold a 10% stake in Tyvaso DPI for $150 million upfront, with an additional $50 million possible, indicating the potential value of the remaining 9% to be upwards of $1.8 billion. Liquidia's likely entry into the market with a competing formulation poses a slight concern but is unlikely to significantly impact MannKind's market share. MannKind's Q3 earnings showed a strong year-over-year surge, but concerns over equity dilution and a debt-heavy balance sheet remain. MannKind's strategic moves, financial strengthening via the Sagard deal, and a manageable competitive landscape advocate for a "Buy" rating. Read the full article on Seeking Alpha
분석 기사 Jan 03

MannKind Corporation's (NASDAQ:MNKD) Price Is Right But Growth Is Lacking

MannKind Corporation's ( NASDAQ:MNKD ) price-to-sales (or "P/S") ratio of 6x might make it look like a strong buy right...
분석 기사 May 15

Revenues Working Against MannKind Corporation's (NASDAQ:MNKD) Share Price

With a price-to-sales (or "P/S") ratio of 8.7x MannKind Corporation ( NASDAQ:MNKD ) may be sending bullish signals at...
분석 기사 Jan 27

MannKind Corporation's (NASDAQ:MNKD) Intrinsic Value Is Potentially 68% Above Its Share Price

Key Insights MannKind's estimated fair value is US$8.9 based on 2 Stage Free Cash Flow to Equity Current share price of...

CEO 보수 분석

Michael Castagna의 보수는 MannKind의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$24m

Dec 31 2025US$9mUS$789k

US$6m

Sep 30 2025n/an/a

US$29m

Jun 30 2025n/an/a

US$33m

Mar 31 2025n/an/a

US$30m

Dec 31 2024US$9mUS$766k

US$28m

Sep 30 2024n/an/a

US$22m

Jun 30 2024n/an/a

US$12m

Mar 31 2024n/an/a

US$8m

Dec 31 2023US$7mUS$702k

-US$12m

Sep 30 2023n/an/a

-US$31m

Jun 30 2023n/an/a

-US$47m

Mar 31 2023n/an/a

-US$71m

Dec 31 2022US$4mUS$623k

-US$87m

Sep 30 2022n/an/a

-US$98m

Jun 30 2022n/an/a

-US$88m

Mar 31 2022n/an/a

-US$94m

Dec 31 2021US$4mUS$598k

-US$81m

Sep 30 2021n/an/a

-US$79m

Jun 30 2021n/an/a

-US$86m

Mar 31 2021n/an/a

-US$61m

Dec 31 2020US$4mUS$495k

-US$57m

Sep 30 2020n/an/a

-US$45m

Jun 30 2020n/an/a

-US$44m

Mar 31 2020n/an/a

-US$46m

Dec 31 2019US$2mUS$511k

-US$52m

보상 대 시장: Michael의 총 보수(USD9.30M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.71M)보다 높습니다.

보상과 수익: Michael의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Michael Castagna (49 yo)

9yrs
재임 기간
US$9,300,485
보수

Dr. Michael E. Castagna, Pharm D., has been Chief Executive Officer of MannKind Corporation since May 25, 2017. Dr. Castagna served as Chief Commercial Officer of MannKind Corporation since March 14, 2016...


리더십 팀

이름직위재임 기간보수지분
Michael Castagna
CEO & Director9yrsUS$9.30m0.83%
$ 9.2m
Christopher Prentiss
Chief Financial Officer2.1yrsUS$2.89m0.0095%
$ 105.0k
David Thomson
Executive VP24.3yrsUS$3.16m0.18%
$ 2.0m
Stuart Tross
Chief People & Workplace Officer9.4yrsUS$2.95m0.23%
$ 2.5m
Dominic Marasco
President of Endocrine Business Unit1.3yrsUS$6.99m0.0071%
$ 78.1k
Sanjay Singh
Executive Vice President of Technical Operations3.6yrsUS$1.12m0.049%
$ 535.7k
Ajay Ahuja
Executive VP & Chief Medical Officerless than a year데이터 없음데이터 없음
3.6yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: MNKD의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.6 년).


이사회 구성원

이름직위재임 기간보수지분
Michael Castagna
CEO & Director9yrsUS$9.30m0.83%
$ 9.2m
Ronald Consiglio
Independent Director22.6yrsUS$321.54k0.038%
$ 421.6k
Kent Kresa
Chairman Emeritus1.7yrsUS$213.46k데이터 없음
Christine Ann Mundkur
Independent Director7.5yrsUS$306.54k0.0090%
$ 98.5k
Michael Friedman
Independent Director22.4yrsUS$296.54k0.0048%
$ 53.2k
Anthony Hooper
Independent Director6.3yrsUS$319.85k0.076%
$ 840.8k
James Shannon
Independent Chairman11yrsUS$349.04k0.021%
$ 230.1k
Sabrina Kay
Independent Director5.4yrsUS$307.35k0.035%
$ 381.0k
Thomas Blevins
Member of Scientific Advisory Board4.8yrs데이터 없음데이터 없음
Steven Binder
Independent Director1.6yrsUS$291.54k0.18%
$ 1.9m
Eda Cengiz
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Jennifer Grancio
Independent Director6.2yrsUS$311.54k0.036%
$ 394.1k
6.3yrs
평균 재임 기간
65.5yo
평균 나이

경험이 풍부한 이사회: MNKD의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 04:07
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

MannKind Corporation는 29명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Thomas RussoBaird
Stephen V. ByrneBofA Global Research
null nullBTIG