MannKind (NasdaqGM:MNKD) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsBrandon Folkes - Managing DirectorChris Prentiss - CFOMichael Castagna - CEORoanna Ruiz - Senior Managing DirectorConference Call ParticipantsNone - AnalystNone - AnalystOperatorGood morning, and welcome to the MannKind Corporation fourth quarter and full year 2025 financial results earnings call. As a reminder, this call is being recorded on February 26, 2026, and will be available for replay on the MannKind Co ...

MannKind (NasdaqGM:MNKD) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Company ParticipantsBrandon Folkes - Managing DirectorChris Prentiss - CFOMichael Castagna - CEORoanna Ruiz - Senior Managing DirectorConference Call ParticipantsNone - AnalystNone - AnalystOperatorGood morning, and welcome to the MannKind Corporation Q4 and full year 2025 financial results earnings call. As a reminder, this call is being recorded on February 26, 2026, and will be available for replay on the MannKind Corporation we ...

MannKind (NasdaqGM:MNKD) Q4 2025 Earnings call February 26, 2026 09:00 AM ET Speaker4Good morning, and welcome to the MannKind Corporation fourth quarter and full year 2025 financial results earnings call. As a reminder, this call is being recorded on February 26, 2026, and will be available for replay on the MannKind Corporation website shortly after this call and for approximately 90 days. This call will contain forward-looking statements. Such forward-looking statements are subject to risks and uncertain ...

Summary of MannKind Conference Call Company Overview - **Company**: MannKind Corporation (NasdaqGM: MNKD) - **Date**: November 19, 2025 - **Focus**: Development and commercialization of innovative therapies for diabetes and other serious conditions Key Points Industry and Market Opportunities - **Furoscix**: An on-body infuser for furosemide targeting heart failure patients, representing a market opportunity exceeding $10 billion in the U.S. and G7 countries [1][2] - **Fluid Edema Episodes**: Approximately 2.1 million episodes in the U.S., with 80% of costs attributed to hospitalizations due to inability to administer IV Lasix at home [2] - **Readmission Penalties**: New penalties for physicians based on managing heart failure patients effectively, potentially impacting their compensation by 15%-20% [2] Financial Performance - **Furoscix Revenue**: Generated $19.3 million in Q3, with a year-over-year growth of 93% [3] - **Doses Dispensed**: Over 61,000 doses dispensed, with 27,000 in Q3 alone [3] Product Development and Sales Strategy - **Sales Force Expansion**: Increased from a small team to 80 representatives, enhancing market penetration [3][4] - **Nephrology Indication**: 15% of Q3 sales attributed to nephrology, expected to grow further [4] - **Market Engagement**: Targeting 5,000 to 7,000 cardiologists and nephrologists to increase product awareness and adoption [5] Technological Innovations - **FDKP Technology**: Aimed at providing an IV-like experience for bumetanide, enhancing bioavailability and patient compliance [7][8] - **Auto Injector Development**: Designed to simplify administration for patients, reducing the hassle associated with on-body infusers [6] Competitive Landscape - **Tyvaso DPI**: Marketed by United Therapeutics, reported $59 million in Q3 revenue, up 15% year-over-year [9] - **Collaboration with United Therapeutics**: Ongoing partnerships to enhance product offerings and market reach [10][25] Future Trials and Research - **Phase One Trials**: Initiating trials for new formulations, including a nebulized version of clofazimine and a dry powder inhalation for IPF [11][12] - **Pediatric Market Focus**: Exploring opportunities in the pediatric diabetes market, with potential for significant revenue growth [16][17] Revenue Projections - **Pro Forma Revenues**: Expected to exceed $100 million in Q3, driven by product growth and collaborations [24] - **Market Potential**: Every 100,000 patients represents approximately $350 million in revenue, indicating a large unmet need in the market [25] Strategic Vision - **Long-term Growth**: Emphasis on building a diversified pipeline and inline revenue, with a focus on innovative therapies for diabetes and cardiometabolic conditions [26] Additional Insights - **Gestational Diabetes Opportunity**: Physicians have expressed interest in Afrezza for gestational diabetes, highlighting its safety and efficacy [22][23] - **AI Integration**: Future plans to incorporate AI for real-time insulin control and patient management [21] This summary encapsulates the key insights and strategic directions discussed during the MannKind conference call, highlighting the company's focus on innovative therapies and market expansion opportunities.