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Post by Clement on May 23, 2022 16:00:34 GMT -5
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Post by cjm18 on May 23, 2022 18:05:20 GMT -5
So hc wainwright will be the first to raise Price target. |
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Post by cretin11 on May 23, 2022 18:07:50 GMT -5
LOL isn’t that appropriate! Oh well, that is fine and hopefully some others (more reputable) follow their lead. I wonder what that target will be this time.
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Post by Clement on May 23, 2022 18:21:15 GMT -5
53.95
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Post by Clement on May 24, 2022 9:07:40 GMT -5
Heads up! 1:30 pm
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Post by Clement on May 24, 2022 13:12:31 GMT -5
a couple of things caught my attention:
-- Livnat and Castagna said that the current run rate for Tyvaso (not Tyvaso DPI) is $800M per year.
-- Castagna said that royalties will begin in June when UT ships DPI product to wholesalers.
To me this means that pretty soon we're talking about real money.
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Post by LongMNKD on May 24, 2022 13:48:30 GMT -5
What if when royalty numbers come out its a little higher then expected? Or UTHR's guidance?
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Post by cjm18 on May 24, 2022 14:02:23 GMT -5
a couple of things caught my attention: -- Livnat and Castagna said that the current run rate for Tyvaso (not Tyvaso DPI) is $800M per year. -- Castagna said that royalties will begin in June when UT ships DPI product to wholesalers. To me this means that pretty soon we're talking about real money. 172m net sales in 2022q1. Ok so assume 800m. 10% of half of that is only 40m in royalties per year. The other indications are needed to get to 100m. Price targets are already 6$ to $8. 1.5-2billion. |
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Post by Clement on May 24, 2022 15:04:03 GMT -5
UTHR has a goal of increasing their number of patients served by 2025 by fourfold. And it appears they are making progress.
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Post by phdedieu12 on May 27, 2022 7:36:01 GMT -5
UTHR also needs to convert patients as fast as possible, it's simply in their best interest. It was a nice victory lap as well.....
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