MannKind Corp Q3 2023 Earnings Call Transcript - Thomson StreetEvents

MannKind Corp Q3 2023 Earnings Call Transcript

MannKind Corp Q3 2023 Earnings Call Transcript - Thomson StreetEvents
MannKind Corp Q3 2023 Earnings Call Transcript
Published Nov 07, 2023
10 pages (7692 words) — Published Nov 07, 2023
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Abstract:

Edited Transcript of MNKD.OQ earnings conference call or presentation 7-Nov-23 10:00pm GMT

  
Brief Excerpt:

...Thank you, Didi. Thank you, everyone, for joining us today. It's been 6 years since Steve and I became CEO and CFO and we've turned this company from losing well over $100 million a year to our first profitable quarter in our history. We've helped over 20,000 people on a MannKind manufactured product last quarter and our pipeline is moving faster than ever to help more as we continue to live our mission to help patients live a better life. As we think about our highlights this quarter, we've made great progress on the clinical and financial aspects of our company. In the orphan lung space, we've seen Tyvaso royalty revenue of over $20 million and manufacturing of $13 million. On the pipeline, MNKD-101 cannot be in a better position. We came from our last earnings call when we just had learned of a fire in our facility at our partnership in Germany to successfully moving CMC here in Danbury and we have manufactured our first clinical batch in record time. Our MNKD-201, our inhaled nintedanib...

  
Report Type:

Transcript

Source:
Company:
MannKind Corp
Ticker
MNKD.OQ
Time
10:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst : Congrats on the progress to-date. As you certainly have that commitment to the manufacturing on DPI and kind of get that in the right place. I just wanted to ask a little bit on Afrezza and while you're guiding to sort of the INHALE series of trials, just curious if you can articulate just a little bit about how you see that actually shaping the trajectory of Afrezza. And depending on the outcomes of 1 and 3, how will that kind of shape your commitment to the endocrine business and to Afrezza itself?


Question: Gregory James Renza - RBC Capital Markets, Research Division - Analyst : Got it. And maybe just 1 more maybe even for Steve, perhaps. But just remind us on the economics on DPI just for our own modeling purposes so we kind of get that right. To what extent are the royalties fixed, dynamic and just how that flows through? Congrats on the progress.


Question: Andreas Argyrides - Wedbush Securities Inc., Research Division - Analyst : Congrats on all the progress. Just 2 questions from us. The company's transformation to an orphan lung story is certainly exciting. Can you provide us with the next steps for submitting INDs for 101 in NTM and 201 in IPF and then also how you guys are thinking about the Phase II/III trial design, endpoints, treatment duration, et cetera?


Question: Andreas Argyrides - Wedbush Securities Inc., Research Division - Analyst : Okay, great. Appreciate the color and congrats on all the progress.

Table Of Contents

MannKind Corp at UBS Global Healthcare Conference Transcript – 2024-11-12 – US$ 54.00 – Edited Transcript of MNKD.OQ presentation 12-Nov-24 6:15pm GMT

MannKind Corp Q3 2024 Earnings Call Transcript – 2024-11-07 – US$ 54.00 – Edited Transcript of MNKD.OQ earnings conference call or presentation 7-Nov-24 9:30pm GMT

MannKind Corp at Morgan Stanley Global Healthcare Conference Transcript – 2024-09-06 – US$ 54.00 – Edited Transcript of MNKD.OQ presentation 6-Sep-24 11:00am GMT

MannKind Corp Q2 2024 Earnings Call Transcript – 2024-08-07 – US$ 54.00 – Edited Transcript of MNKD.OQ earnings conference call or presentation 7-Aug-24 1:00pm GMT

MannKind Corp to Discuss the Purchase of Tyvaso DPI by Sagard Healthcare Transcript – 2024-01-03 – US$ 54.00 – Edited Transcript of MNKD.OQ conference call or presentation 3-Jan-24 2:00pm GMT

MannKind Corp at Cantor Fitzgerald Global Healthcare Conference Transcript – 2023-09-27 – US$ 54.00 – Edited Transcript of MNKD.OQ presentation 27-Sep-23 3:30pm GMT

MannKind Corp at Morgan Stanley Global Healthcare Conference Transcript – 2023-09-13 – US$ 54.00 – Edited Transcript of MNKD.OQ presentation 13-Sep-23 12:10pm GMT

MannKind Corp Q2 2023 Earnings Call Transcript – 2023-08-07 – US$ 54.00 – Edited Transcript of MNKD.OQ earnings conference call or presentation 7-Aug-23 9:00pm GMT

MannKind Corp Q1 2023 Earnings Call Transcript – 2023-05-09 – US$ 54.00 – Edited Transcript of MNKD.OQ earnings conference call or presentation 9-May-23 9:00pm GMT

MannKind Corp Q4 2022 Earnings Call Transcript – 2023-02-23 – US$ 54.00 – Edited Transcript of MNKD.OQ earnings conference call or presentation 23-Feb-23 10:00pm GMT

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Thomson StreetEvents. "MannKind Corp Q3 2023 Earnings Call Transcript" Nov 07, 2023. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-MannKind-Corp-Earnings-Call-T15791282>
  
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Thomson StreetEvents. (2023). MannKind Corp Q3 2023 Earnings Call Transcript Nov 07, 2023. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-MannKind-Corp-Earnings-Call-T15791282>
  
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