NASDAQ$MNKD

MannKind Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

MannKind reported first quarter 2024 financial results, showing substantial revenue growth and advancements in clinical development.

MannKind Corporation reported a strong first quarter in 2024, marked by a 63% increase in total revenues to $66 million and a net income of $11 million. The company also highlighted clinical development progress, including FDA Fast Track designation and IND clearance for MNKD-101.

  • Total revenues reached $66 million, a 63% increase compared to Q1 2023.
  • Net income was reported at $11 million, with a non-GAAP net income of $15 million.
  • Cash and cash equivalents totaled $304 million as of March 31, 2024.
  • FDA Fast Track designation and IND clearance were received for MNKD-101.

Headline financials

Total Revenue

$66.3M

Previous: $40.3M+64.6%
EPS

$0.04

Previous: -$0.04+200.0%
R&D expenses

$10M

No prior period
SG&A expenses

$22.3M

No prior period
Gain on foreign currency

-$1.4M

No prior period
Capital Expenditures

-$2.41M

Previous: -$8.31M+71.0%
Free Cash Flow

$8.22M

Previous: -$18.1M+145.4%
Net Income

$10.6M

Previous: -$9.8M+208.5%
Operating Income

$16.7M

Previous: -$6M+378.8%
Gross Profit

$62.4M

Previous: $34.7M+79.8%
Cash & Equivalents

$193M

Previous: $85.9M+125.1%
Total Assets

$481M

Previous: $298M+61.3%
R&D Expense

$10M

No prior period
Stock-Based Comp

$3.89M

Previous: $3.66M+6.3%

Revenue & EPS history

MannKind · Revenue · Quarterly

$66.3M

Q1 2024+64.6%vs Q1 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

MannKind · $31M total across 3 segments · Q3 2023

  • Afrezza
    $13.5M
  • Collaborations and services
    $13.1M
  • V-Go
    $4.45M

Forward guidance

MannKind is progressing with clinical trials and expects key data readouts and FDA submissions in the coming quarters. The company anticipates continued growth and innovation in its product pipeline.

Tailwinds

  • Patient enrollment and randomization completed in 1Q 2024 for Afrezza INHALE-1 (pediatric phase 3 clinical trial)
  • Last participant completed randomized treatment phase in 1Q 2024 for Afrezza INHALE-3
  • FDA Fast Track designation received for MNKD-101
  • FDA clearance of Investigational New Drug Application (IND) for MNKD-101
  • FDA clearance to proceed to Phase 1 clinical trial for MNKD-201

Headwinds

  • Risks associated with manufacturing and supply
  • Risks associated with developing product candidates
  • Risks and uncertainties related to unforeseen delays that may impact the timing of progressing clinical trials and reporting data
  • Risks associated with safety and other complications of our products and product candidates
  • Risks associated with the regulatory review process

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.4%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+1.5%

Avg return

30 days after

39%

25 / 64 earnings

Positive

+44.9%

Q3 2016

Best reaction

-28.5%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+24.5%+17.5%+18.5%
Q4 2025-6.9%-16.3%-34.9%
Q3 2025+10.6%-1.1%+3.6%
Q1 2025-4.5%-2.7%-9.7%
Q4 2024-4.4%-5.9%-8.0%
Q3 2024-1.2%-4.8%-8.6%
Q2 2024-1.5%-1.5%+12.5%
Q1 2024-3.6%-1.3%+4.5%
Q4 2023+9.5%+25.7%+26.5%
Q3 2023-0.8%-6.8%-0.3%
Q2 2023+15.5%+11.2%-3.8%
Q1 2023+13.4%+9.0%+6.2%
Q4 2022+4.2%+1.7%-23.1%
Q3 2022+6.3%+20.7%+32.8%
Q2 2022-1.4%-4.6%-9.0%
Q1 2022-8.7%-8.7%+42.7%
Q4 2021-25.7%-24.9%-5.2%
Q3 2021-0.6%+3.1%-14.3%
Q2 2021+5.1%+5.4%+20.8%
Q1 2021-8.4%-3.9%-8.0%
Q4 2020-4.5%-36.8%-40.0%
Q3 2020+8.8%+19.0%+43.9%
Q2 2020+0.0%-4.2%-1.2%
Q1 2020-2.2%-0.7%+4.5%
Q4 2019-7.9%-16.4%-27.6%
Q3 2019-15.1%-16.8%-18.8%
Q2 2019-0.9%+4.6%+13.9%
Q1 2019-12.3%-19.4%-25.2%
Q4 2018+23.8%+17.2%+27.8%
Q3 2018+0.0%-1.1%-2.7%
Q2 2018-26.8%-29.3%-29.9%
Q1 2018+2.3%+8.7%+13.3%
Q4 2017-10.4%-13.5%-30.3%
Q3 2017-7.1%+0.3%-4.3%
Q2 2017-5.7%-2.5%+61.5%
Q1 2017+13.8%-5.4%+39.3%
Q4 2016+9.9%+2.5%-34.2%
Q3 2016+44.9%+51.2%+51.2%
Q2 2016-6.2%+2.0%-27.6%
Q1 2016-28.5%
Q4 2015+6.0%
Q3 2015-19.9%
Q2 2015+4.5%
Q1 2015-8.4%
Q4 2014+2.8%
Q3 2014-1.5%
Q2 2014-8.0%
Q1 2014+5.8%
Q4 2013+5.9%
Q3 2013+7.3%
Q2 2013-5.1%
Q1 2013+11.0%
Q4 2012-1.9%
Q3 2012+2.6%
Q2 2012+3.9%
Q1 2012-8.3%
Q4 2011+7.9%
Q3 2011-1.6%
Q2 2011-10.1%
Q1 2011-11.8%
Q4 2010-5.5%
Q3 2010-2.3%
Q2 2010-0.7%
Q1 2010+3.3%

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