Mar. 6 at 10:43 PM
$MNKD What a horrendous disaster of a year 2025 turned out to be for MNKD. The Q4 ER is hands down the worst earnings we have ever had. Analysts had predicted that we'd be doing 0.10 EPS per quarter. Why they went on a spending spree if they knew UT was pulling out is a mystery. Despite doing
$111M in revenue, we reported a -0.05 EPS, giving us Q1 .04, Q2 .00, Q3 .03, Q4 -.05 = 2025 EPS =.02. With a 30 P/E that gives us a fair value of 0.60 share price, and that is WITH the UTHR revenue that they will be pulling out. The sg&a costs for furoscix commercialization rose to higher than the planned revenue. This is sinking, because their budget is a total disaster. They either need to learn how to balance their budget or we in in for more massive dilution and another reverse split. #FireThemAll