MannKind Corp. (MNKD)

[truetrue]

http://www.investorvillage.com/uploads/51871/files/mnkd.pdf

Trends vs. RBC and consensus:
• Afrezza IMS based sales estimate: ~$22,700, based on cumulative 132
TRx YTD and an assumed net price of $158-195.
• RBC: $46.1M for 2015. TRx must grow 12.9%-13.5% to reach our 2015
forecast (15.0%-15.6% prior week).
• Consensus: $5.2M for 1Q (sales must grow ~147%) and $110.7M for
2015 based on Bloomberg.


First impression
Week ended: 2/13/2015
Prescription data:
• TRx: 78 (34 prior week); +129.4% wk/ wk
• NRx: 78 (34 prior week) ; +129.4% wk/ wk
Market share data:
• Afrezza: 0.02% (0.01% prior week)
• Apidra: 2.92% (2.84% prior week)
• Humalog: 40.15% (40.17% prior week)
• Novolog: 46.12% (45.93% prior week)