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Post by hellodolly on Nov 1, 2023 14:31:47 GMT -5
UTHR share price coming back up on heavy volume for UTHR $222.115 -0.745 (-0.33%) Bid: $221.86 x 105 Ask: $222.35 x 36 Volume: 553,937 Huge outside day, nice recovery, let's see how it closes in 35 minutes 😉 What a reversal.
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Post by MnkdWASmyRtrmntPlan on Nov 2, 2023 5:49:13 GMT -5
UTHR Net product sales of Tyvaso DPI - Three Months Ended:March 31, June 30, September 30, December 31, March 31, June 30, September 30, 2022 2022 2022 2022 2023 2023 2023 $ — $3.0 $63.1 $92.2 $118.7 $193.6 $205.1 (source = UTHR 2023 Q3 Finances) MNKD 2Q 2023 Tyvaso DPI royalties =~ $19M (source = MNKD 2023 Q2 Finances) *So, MNKD's estimated Royalty-Percent =~ 9.81% *And, MNKD's 3Q 2023 calculated Tyvaso-DPI royalties =~ $20.1M (+5.8%) Correction: I should not have used the word "estimated" above. I should have used the word "approximate". The Royalty-Percent was not estimated; it was calculated. However, I do not believe the "$19M" number is very accurate (even though it is directly from the Mannkind 2023 Q3 Financial Information Results). Darn, another typo. "is very accurate" was meant to be "is NOT very accurate".
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Post by wyattdog on Nov 2, 2023 9:45:07 GMT -5
Wedbush Lifts United Therapeutics' PT to $308 From $307 After Higher-Than-Expected Q3 Revenue Driven by Tivaso Franchise; Keeps Outperform Rating 6:59 AM ET, 11/02/2023 - MT Newswires 06:59 AM EDT, 11/02/2023 (MT Newswires) -- United Therapeutics (UTHR) has an average rating of outperform and price targets ranging from $177 to $375, according to analysts polled by Capital IQ.
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Post by wyattdog on Nov 2, 2023 9:49:11 GMT -5
U.S. RESEARCH ROUNDUP-Arthur J. Gallagher & Co., Costco Wholesale, Idexx Laboratories 3:48 AM ET, 11/02/2023 - Reuters United Therapeutics Corp : JP Morgan raises target price to $294 from $290
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Post by castlerockchris on Nov 2, 2023 12:14:44 GMT -5
U.S. RESEARCH ROUNDUP-Arthur J. Gallagher & Co., Costco Wholesale, Idexx Laboratories 3:48 AM ET, 11/02/2023 - Reuters United Therapeutics Corp : JP Morgan raises target price to $294 from $290 Seriously? Couldn't just reaffirm her previous price target, had to raise it an entire 1.3%. I guess the math is the math. Have to admit, she called it, as of this very moment (1:14 EST), the stock is up exactly 1.3% on the day. Boy people take these analysts very seriously.
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Post by cretin11 on Nov 2, 2023 15:41:24 GMT -5
Even better is Wedbush raising PT from $307 to $308! What is that, 0.3%? That's Wedbush for ya. But i'll be pretty happy with either $307 or $308 for my UTHR shares!
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Post by sr71 on Nov 8, 2023 14:39:26 GMT -5
I just listened to this morning's presentation by UTHR at the UBS Biopharma Conference 2023, which is archived here: ir.unither.com/events-and-presentations/default.aspx#Although much of the discussion was already previously known, a few points seemed significant to me: 1. 4,000 patients have already been dosed with T-DPI. 2. The new equipment for the 2024 expansion is in place at Mannkind's Danbury facility awaiting qualification, and should begin production within 4-6 months. UTHR is scheduled to begin actual construction on their new combined Tyvaso/T-DPI production facility in North Carolina in about 2 months. 3. Liquidity's Yutrepia does NOT provide a higher therapeutic benefit compared to UTHR's T-DPI, since the Dreamboat inhaler is much more efficient getting the powder deep into the lungs. Also, if a higher dose is required for a T-DPI patient, extra T-DPI inhalations can be administered if needed.
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Post by Clement on Nov 10, 2023 12:08:29 GMT -5
Interesting P/E ratios
LLY 107 MRK 56 NVO 41 JNJ 27 UTHR 12
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Post by uvula on Nov 10, 2023 12:28:02 GMT -5
Interesting P/E ratios LLYÂ Â Â Â Â 107 MRK Â Â Â 56NVOÂ Â Â Â Â 41 JNJ Â Â Â Â Â Â 27UTHR Â Â Â Â 12 What is mnkd's?
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Post by Clement on Nov 10, 2023 12:47:18 GMT -5
Interesting P/E ratios LLY 107 MRK 56NVO 41 JNJ 27UTHR 12 By posting this (in the UTHR thread), I am suggesting that UTHR shares are underpriced.
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Post by MnkdWASmyRtrmntPlan on Nov 10, 2023 16:19:01 GMT -5
Interesting P/E ratios LLY 107 MRK 56NVO 41 JNJ 27UTHR 12 What is mnkd's? EPS is not calculable for MNKD yet. Earnings per share is calculated using the company's current price per share divided by the company's most recent earnings per share for the most recent fiscal year. MNKD has only been profitable (and, just barely, even with smoke and mirrors) for Q3. It needs to be profitable for an entire fiscal year for EPS to make sense. But, I am not an accountant, don't play one on tv and don't even pretend to be one in any message board (I just use google), so please correct me if that is wrong.
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Post by uvula on Nov 10, 2023 17:36:37 GMT -5
That makes sense, but it also is the reason that p/e ratio can't be used by itself as an indicator of whether or not the shares are priced appropriately.
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Post by alethea on Nov 11, 2023 19:57:21 GMT -5
EPS is not calculable for MNKD yet. Earnings per share is calculated using the company's current price per share divided by the company's most recent earnings per share for the most recent fiscal year. MNKD has only been profitable (and, just barely, even with smoke and mirrors) for Q3. It needs to be profitable for an entire fiscal year for EPS to make sense. But, I am not an accountant, don't play one on tv and don't even pretend to be one in any message board (I just use google), so please correct me if that is wrong. There is such a thing as a Forward PE Ratio. Yahoo Finance shows Forward PE's of about 23 as of 3rd Qtr 2023 and 19 as Current. (Current Earnings projected forward). These are quite low (the lower the better) for high growth companies.
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Post by celo on Nov 13, 2023 19:26:23 GMT -5
Interesting P/E ratios LLY 107 MRK 56NVO 41 JNJ 27UTHR 12 It is nuts that UTHR's P/E is so low with the increasing revenue that is conservatively predicted. Any of those higher P/E Pharma companies anticipating increasing revenue 4 fold in the next 5 years?? The market must be anticipating upcoming Tyvaso competition will be stiff and will remove some of their advantage or force United to lower prices. I'm betting Martine knows the market better than that and United will be fine.
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Post by cretin11 on Nov 14, 2023 10:49:15 GMT -5
Betting on Martine is usually a wise choice.
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