We came across a bullish thesis on MannKind Corporation on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on MNKD. MannKind Corporation’s share was trading at $3.5000 as of February 25th. MNKD’s trailing and forward P/E were 49.91 and 34.36, respectively according to Yahoo Finance.
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MannKind Corporation, a biopharmaceutical company, focuses on the provision of various solutions for transforming chronic disease care. MNKD is emerging as a compelling growth story, driven by its lead product, Afrezza, an inhalable insulin for both Type 1 and Type 2 diabetes.
While adoption has been slower than some shareholders hoped, the product is steadily gaining traction as a convenient alternative to traditional insulin administration. The company has filed with the FDA to expand Afrezza’s label to include pediatric patients, and approval—expected potentially in the second quarter of 2026—could meaningfully broaden its addressable market.
This expansion positions Afrezza to capture new patients and potentially accelerate revenue growth as awareness among doctors and parents increases. Beyond Afrezza, MannKind manufactures Tyvaso DPI, an inhalable form of treprostinil, for United Therapeutics Corp. (UTHR), earning both manufacturing fees and a 10% share of product sales, providing a recurring revenue stream.
The company is also diversifying its pipeline through recent acquisitions, including a rapid-acting furosemide auto-injector designed to treat edema in heart and kidney disease, which could dramatically reduce administration time and add incremental revenue.
MannKind’s focus on innovation, strategic partnerships, and pipeline expansion has positioned it well for renewed investor interest, especially as operational execution improves. Given the company’s de-risked FDA filings, growing adoption of Afrezza, and multiple catalysts for revenue expansion, MNKD presents an attractive risk/reward profile.
While biopharma stocks are inherently volatile, the current setup allows investors to accumulate positions over time, benefiting from potential upside as these initiatives materialize. With these developments, MannKind is well-positioned to deliver meaningful growth, making it a top pick for the coming year.
Previously, we covered a bullish thesis on AbCellera Biologics Inc. (ABCL) by Jack Prescott in January 2025, highlighting its AI-driven antibody discovery platform, asset-light model, and strong oncology and neuroscience pipeline. ABCL’s stock has appreciated approximately 8.50% since our coverage. @MoneyShow shares a similar view but emphasizes MannKind Corporation’s (MNKD) growth through Afrezza, pediatric label expansion, and pipeline diversification.
MannKind Corporation is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 25 hedge fund portfolios held MNKD at the end of the third quarter which was 26 in the previous quarter. While we acknowledge the risk and potential of MNKD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MNKD and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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Disclosure: None.
