MNKD MANNKIND CORP

BULLISH Impact: 6/10 8-K
Horizon days Filed May 28, 2026 Processed 15d 22h ago SEC 0001193125-26-243074
8-K context-dependent: Items 8.01
Latest settled — T+5d ⚠ clustered
MNKD ▼ -7.69% at T+5d
LONG call ✗ call lost -7.69% · α vs SPY -7.64% · entry $3.64 → $3.36
Next anchor: T+20d in 13d
Currently $3.66 · +0.55% from $3.64 entry
Entry anchored
May 27, 03:59 PM ET
via Databento tick
T+1d
+3.57%
call +3.57% · α +3.33%
$3.77
settled 15d ago
T+5d
-7.69%
call -7.69% · α -7.64%
$3.36
settled 9d ago
T+20d
call — · α —
in 13d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

MannKind announced the FDA released it from a postmarketing requirement for Afrezza—a five-year pulmonary malignancy study in 8,000-10,000 type 2 diabetes patients—eliminating a major regulatory overhang. The only remaining postmarketing requirement is a pediatric efficacy/safety assessment, with a PDUFA target action date of May 29, 2026. Separately, the company provided a clinical update on the INHALE-1st pediatric study, with data expected in late 2027.

Actionable Insight

The FDA release from the pulmonary malignancy study is a clear positive catalyst, removing a long-standing regulatory overhang. The upcoming PDUFA date (May 29, 2026) for the pediatric sBLA adds near-term binary catalyst risk. Traders should watch for the pediatric decision as the next major event.

Key Facts

  • FDA released MannKind from a postmarketing requirement to assess pulmonary malignancy risk in 8,000-10,000 Afrezza patients
  • Only remaining postmarketing requirement is pediatric efficacy/safety assessment (sBLA accepted October 2025, PDUFA date May 29, 2026)
  • INHALE-1st study: 8 additional sites activated, up to 100 participants expected, data expected late 2027

Financial Impact

Elimination of a costly, multi-year postmarketing study removes a significant future expense and regulatory risk; no dollar amount disclosed

regulatory riskfuture operating expenses

Risk Factors

  • PDUFA decision on pediatric sBLA (May 29, 2026) could result in a Complete Response Letter
  • INHALE-1st data not expected until late 2027, limiting near-term pipeline catalysts
  • No financial figures disclosed; cost savings from released postmarketing requirement are unquantified

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
86% bullish (14 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-243074
Document: 0001193125-26-243074-index-headers.html0001193125-26-243074
Document: 0001193125-26-243074-index.html0001193125-26-243074
Document: 0001193125-26-243074.txt0001193125-26-243074
10 reports for MNKD
Performance horizon
50% Hit rate 3 of 6 directional calls best @ T+5▲ +9.58%May 6, 2026
Filters
Rows
Reports for MNKD — sortable, filterable
Type Now
Jun 3, 2026
10d ago
Press Release
NEUTRAL ★ 5/10
$3.36 $3.52▲ +4.76%▲ +4.36%$3.66 (+8.93%)
Jun 2, 2026
10d ago
8-K
BULLISH ★ 7/10
$3.43 $3.36▼ −2.04%▼ −1.35%$3.66 (+6.71%)
May 29, 2026
14d ago
Press Release
BULLISH ★ 8/10
$3.77 $3.53▼ −6.37%▼ −6.64%$3.66 (−2.92%)
May 29, 2026
14d ago
Press Release
BULLISH ★ 8/10
$3.77 $3.53▼ −6.37%▼ −6.64%$3.66 (−2.92%)
May 28, 2026
15d ago
8-K
BULLISH ★ 6/10
$3.64 $3.77▲ +3.57%▲ +3.33%$3.66 (+0.55%)
May 27, 2026
16d ago
Press Release
BULLISH ★ 7/10
$3.55 $3.64▲ +2.54%▲ +1.98%$3.66 (+3.10%)
May 12, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$3.28 $3.21▼ −2.13%▼ −2.71%$3.66 (+11.59%)
May 6, 2026
5w ago
Press Release
BEARISH ★ 8/10
$3.55 $3.55· 0.00%▲ +0.83%$3.66 (−3.10%)
Apr 7, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$2.61 $2.56▼ −1.92%▼ −2.49%$3.66 (+40.23%)
Feb 26, 2026
15w ago
8-K
BULLISH ★ 8/10
$3.24 $3.28▲ +1.23%▲ +1.69%$3.66 (+12.96%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (50h 47m)

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