Discussion of additional positive catalysts
Apr 9, 2023 7:09:17 GMT -5
cretin11, prcgorman2, and 2 more like this
Post by Clement on Apr 9, 2023 7:09:17 GMT -5
Re: accurate knowledge of T-DPI scripts and revenue
1) UTHR reports total Tyvaso revenue which is the sum of T-nebulizer and T-DPI. UTHR does not report revenue for T-DPI alone.
2) When UTHR is asked for a ratio of T-DPI over T-nebulizer, they say that eventually it will settle out to a one-to-one, but they do not tell us what exactly happened during the quarter.
3) UTHR does not report script numbers for T-DPI alone.
4) UTHR and MNKD do not tell us the exact royalty rate, only low double digits. Also, royalty rate could be stepped or otherwise non-linear, rather than a single rate. Therefore, calculating T-DPI revenue from a guess about royalty rate can put us in the ballpark but is still based on a guess.
If anyone can find where UTHR explicitly tells us the above numbers, please tell me and give a source. I have looked through the earnings calls and cannot find that information.
We can speculate why UTHR might not want to give that information to potential competitors.
1) UTHR reports total Tyvaso revenue which is the sum of T-nebulizer and T-DPI. UTHR does not report revenue for T-DPI alone.
2) When UTHR is asked for a ratio of T-DPI over T-nebulizer, they say that eventually it will settle out to a one-to-one, but they do not tell us what exactly happened during the quarter.
3) UTHR does not report script numbers for T-DPI alone.
4) UTHR and MNKD do not tell us the exact royalty rate, only low double digits. Also, royalty rate could be stepped or otherwise non-linear, rather than a single rate. Therefore, calculating T-DPI revenue from a guess about royalty rate can put us in the ballpark but is still based on a guess.
If anyone can find where UTHR explicitly tells us the above numbers, please tell me and give a source. I have looked through the earnings calls and cannot find that information.
We can speculate why UTHR might not want to give that information to potential competitors.
