NASDAQ$MNKD

MannKind Corp · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported positive income from operations driven by growing patient demand for Tyvaso DPI® and Afrezza as well as manufacturing revenues from Tyvaso DPI.

MannKind Corporation reported a significant increase in total revenues for Q2 2023, driven by growth in Tyvaso DPI royalties and Afrezza net revenues, along with revenues from collaborations and services. The company achieved positive income from operations during the quarter.

  • Total revenues increased by 157% compared to Q2 2022, reaching $49 million.
  • Tyvaso DPI royalties grew by 63% compared to Q1 2023, totaling $19 million.
  • Endocrine Business Unit net revenues were $18 million, with Afrezza net revenues increasing by 27% compared to Q2 2022.
  • The company reported income from operations of $2 million and non-GAAP income from operations of $8 million.

Headline financials

Total Revenue

$48.2M

Previous: $18.9M+155.4%
EPS (adj)

-$0.02

Previous: -$0.11+81.8%
Capital Expenditures

-$25.2M

Previous: -$2.22M-1033.2%
Free Cash Flow

-$30.4M

Previous: -$31.2M+2.6%
Net Income

-$5.27M

Previous: -$29M+81.9%
Operating Income

$1.72M

Previous: -$20.5M+108.4%
Gross Profit

$43M

Previous: $14.3M+201.4%
Cash & Equivalents

$86.2M

Previous: $35.5M+142.7%
Total Assets

$313M

Previous: $286M+9.7%
Stock-Based Comp

$5.58M

Previous: $4.42M+26.2%

Revenue & EPS history

MannKind · Revenue · Quarterly

$48.2M

Q2 2023+155.4%vs Q2 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

MannKind · $29.6M total across 3 segments · Q2 2023

  • Afrezza
    $13.5M+27.6%
  • Collaborations and services
    $11.2M+91.1%
  • V-Go
    $4.82M+129.4%

Forward guidance

MannKind expects the optimization of commercial operations supporting Afrezza and V-Go, which is expected to get our Endocrine Business Unit to profitability starting in 2024.

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 Q2 2023

Historical avgQ2 2023

-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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