|
|
Post by porkini on Nov 1, 2018 7:14:23 GMT -5
|
|
|
|
Post by boytroy88 on Nov 1, 2018 7:17:57 GMT -5
sla55 had already beat us to it and posted on the Nov1 Conf call thread...I then posted two minutes later than her with the Earnings Results thread...Lol
|
|
|
|
Post by porkini on Nov 1, 2018 7:20:55 GMT -5
sla55 had already beat us to it and posted on the Nov1 Conf call thread...I then posted two minutes later than her with the Earnings Results thread...Lol I just noticed that too after posting this on its own subject line. It is part of the conference call though.  |
|
|
|
Post by churchmouse on Nov 1, 2018 7:21:23 GMT -5
Where is United's cash infusion listed in the 3 quarter results? I think this will look much better after the conference call.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 1, 2018 7:23:37 GMT -5
$45mm from United hit in Oct. PR today looks like another United deal + $10mm
|
|
|
|
Post by dg1111 on Nov 1, 2018 7:23:42 GMT -5
Where is United's cash infusion listed in the 3 quarter results? I think this will look much better after the conference call. The cash came after the end of the 3rd quarter. It should show up in the 4th quarter. |
|
|
|
Post by boytroy88 on Nov 1, 2018 7:31:20 GMT -5
$45mm from United hit in Oct. PR today looks like another United deal + $10mm Yep, sounds like UTHR hooked up a second formulation with $MNKD |
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Nov 1, 2018 7:31:45 GMT -5
Nice, COGS Q3 '18 was $5.3 but included in that was a $0.7mm charge for outdated inventory. COGS for Q3 '17 was $4.6. Back out the '18 outdated inventory charge and COGS for Q3 '18 same as '17. Look at Q3 '18 vs '17 revenue, gives you an idea of variable cost. Once Afrezza gets to a certain sales level, Danbury prints money.
|
|
|
|
Post by boca1girl on Nov 1, 2018 7:51:48 GMT -5
$45mm from United hit in Oct. PR today looks like another United deal + $10mm Yep, sounds like UTHR hooked up a second formulation with $MNKD That’s old news. We know United gave MNKD $10M for r&d on another api last month. |
|
|
|
Post by boytroy88 on Nov 1, 2018 12:29:17 GMT -5
Hmmm...SA reported that MNKD had a revenue miss...what was estimated? Sounded funny to me since revenue was up from last year...looked like the SP dropped PM because of that report.
|
|
|
|
Post by awesomo on Nov 1, 2018 12:40:03 GMT -5
Last year's revenue doesn't matter in terms of a "miss". The target is whatever guidance has been set or what analysts believe the number should be.
|
|
