MannKind Corporation

MNKD

Held by 2 specialist biotech funds

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Fund Holdings

Avoro Capital Advisors EcoR1 Capital

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Position Trend

Feb 17, 2026

$9.4M

1 fund

Mar 16, 2026

$25.2M

1 fund

+168% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Avoro Capital AdvisorsNEWMar 16, 2026

Shares: 4,444,444Value: $25.2M

# Signal Note: Avoro Capital Initiates $25.2M MNKD Position Avoro's entry into MannKind suggests conviction in Afrezza (inhaled insulin) commercial trajectory or near-term catalysts, likely tied to label expansion, payer coverage gains, or upcoming financials demonstrating revenue acceleration in the diabetes market. The $25.2M stake (4.4M shares at ~$5.67/share) represents a meaningful commitment from a specialist biotech investor with deep drug development expertise, warranting monitoring of upcoming quarterly earnings and any diabetes or pulmonary indication updates.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

CNTA2 funds GPCR2 funds ETON1 fund ORIC1 fund CGON1 fund ANAB1 fund AQST1 fund BBIO

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: EcoR1 Capital Initiates $9.4M Position in MannKind (MNKD)** EcoR1's entry into MNKD likely reflects conviction in Afrezza (inhaled insulin) adoption trajectory or upcoming clinical/commercial catalysts; the company has faced chronic uptake challenges but recently gained traction in niche diabetes segments. The $9.4M stake (representing ~0.5-1% of market cap) suggests a growth-stage thesis rather than a control position, potentially signaling confidence in near-term narrative shifts or data readouts.