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Post by mannmade on Oct 20, 2018 18:29:41 GMT -5
Mike C has said in the past that he would rather let UTHR speak to some of the details about the deal between MNKD and UTHR. The UTHR Earnings Call is this coming Tuesday.
So does anyone think we might get some answers to the following questions which if positive could provide an impetus for the MNKD stock to move up, especially given Peppy's positive chart informtion? I am not saying it will or won't. But am curious if anyone has thoughts one way or the other...
1. When they expect to complete Phase 3 trials
2. When they expect to begin marketing the drug
3. Projected revenue and market penatration
4. MNKD's royalty %
The answers to the above could give analysts/investors a way to start timing and factoring in forward earnings and perhaps move the stock a bit. GLTAL's!!!
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Post by sportsrancho on Oct 20, 2018 18:56:55 GMT -5
I am very much looking forward to it..great post!
I will be anxiously awaiting the questions of the analysts. You would think they would be interested in the most recent deal and partnership.
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Post by patten1962 on Oct 20, 2018 19:00:53 GMT -5
Mike C has said in the past that he would rather let UTHR speak to some of the details about the deal between MNKD and UTHR. The UTHR Earnings Call is this coming Tuesday. So does anyone think we might get some answers to the following questions which if positive could provide an impetus for the MNKD stock to move up, especially given Peppy's positive chart informtion? I am not saying it will or won't. But am curious if anyone has thoughts one way or the other... 1. When they expect to complete Phase 3 trials 2. When they expect to begin marketing the drug 3. Projected revenue and market penatration 4. MNKD's royalty % The answers to the above could give analysts/investors a way to start timing and factoring in forward earnings and perhaps move the stock a bit. GLTAL's!!! No one knows for sure but one has got to think UTHR will touch on all of that and more! Maybe some PR before the call! |
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Post by jonny80s on Oct 21, 2018 7:36:51 GMT -5
I hate to be the antagonist, but what if they do not mention it at all?
Do we consider this another catch/kill partnership if that is the case?
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Post by sportsrancho on Oct 21, 2018 8:00:33 GMT -5
It may partly depend on the questions the analysts ask them.
I just went to their ST site and all they’re talking about is us:-)
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Post by uvula on Oct 21, 2018 10:31:04 GMT -5
I hate to be the antagonist, but what if they do not mention it at all? Do we consider this another catch/kill partnership if that is the case? Maybe I'm naive but the CEO doesn't seem like a catch/kill kind of person. She is like Al Mann. If mnkd isn't mentioned I would be surprised but I wouldn't assume that it means anything bad. |
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Post by tinkusr8215 on Oct 21, 2018 10:33:08 GMT -5
It may partly depend on the questions the analysts ask them. I just went to their ST site and all they’re talking about is us:-) On UTHR stocktwits , I see majority posts are from MNKD investors as their posts are multi tagged $MNKD $UTHR and other posts are from bots. May be I am blocked by UTHR folks as well. Not sure.
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Post by sportsrancho on Oct 21, 2018 13:09:17 GMT -5
It may partly depend on the questions the analysts ask them. I just went to their ST site and all they’re talking about is us:-) On UTHR stocktwits , I see majority posts are from MNKD investors as their posts are multi tagged $MNKD $UTHR and other posts are from bots. May be I am blocked by UTHR folks as well. Not sure.
The ones I saw were not MNKD long’s since I know most of them, in fact mannmade was going to post some examples that he saw. I did see the combination ticker posts also. |
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Post by markado on Oct 21, 2018 16:01:37 GMT -5
I find it implausable that a material $100M deal would go completely unmentioned on the upcoming UTHR call. If only that someone asks about the strategic value of such a deal from UTHR's perspective. Someone will ask them to justify the expense/investment, in some way.
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Post by dg1111 on Oct 21, 2018 21:34:15 GMT -5
Where do you see that their earnings call is Tuesday? I don't see anything in the Events & Presentations or Press Releases sections of their website.
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Post by mannmade on Oct 22, 2018 7:06:07 GMT -5
It was mentioned last week by someone on ST as I recall. If not this Tuesday it should be soon and same post applies. My apologies if I have date wrong.
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Post by peppy on Oct 22, 2018 7:24:26 GMT -5
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Post by yash on Oct 22, 2018 7:26:56 GMT -5
finance.yahoo.com/news/united-therapeutics-uthr-q3-earnings-143202700.htmlUnited Therapeutics (UTHR) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2018. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 24. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
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Post by ryster505 on Oct 23, 2018 8:49:27 GMT -5
Does anyone have a link to today’s cc? Greatly appreciated.
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Post by peppy on Oct 23, 2018 8:52:53 GMT -5
Does anyone have a link to today’s cc? Greatly appreciated. looks like November 1st or there after. ir.unither.com/events-presentations ir.unither.com/press-releases |
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