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Post by cjm18 on Aug 7, 2022 20:29:16 GMT -5
“Tyvaso sales totaled $172.0 million, up 40% year over year, gaining from higher volumes as a result of patient growth, following the label expansion approval for the PH-ILD indication in April 2021.
The company expects around 6,000 U.S. patients on Tyvaso therapy by the end of 2022. United Therapeutics is approximately halfway toward the goal, with about 4,400 active patients on Tyvaso therapy as of the end of the first quarter.”
So 234m per qtr by year end. . Half will move to dpi. 50m in cash for mnkd pee year.
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Post by peppy on Aug 7, 2022 20:57:12 GMT -5
“Tyvaso sales totaled $172.0 million, up 40% year over year, gaining from higher volumes as a result of patient growth, following the label expansion approval for the PH-ILD indication in April 2021. The company expects around 6,000 U.S. patients on Tyvaso therapy by the end of 2022. United Therapeutics is approximately halfway toward the goal, with about 4,400 active patients on Tyvaso therapy as of the end of the first quarter.” So 234m per qtr by year end. . Half will move to dpi. 50m in cash for mnkd pee year. What is different this time, is Tyvasso DPI has insurance coverage. Do a little dance. |
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Post by georgethenight2 on Aug 7, 2022 21:32:09 GMT -5
Not that we are going to see a profit this quarter(although it might actually happen), do the years and years of losses help when booking a profit? I remember hearing years ago that MNKD would make an attractive buy-out target due to its "stored" up years of negative profits. Does this hold true for the future? Am I just dreaming?
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Post by mymann on Aug 7, 2022 21:51:07 GMT -5
I think we're getting a head of ourselves again like the Tyvaso DPI approval with sp going over $5 predictions. Next year will be wonderful but this year is a wash out.
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Post by peppy on Aug 8, 2022 2:01:06 GMT -5
I think we're getting a head of ourselves again like the Tyvaso DPI approval with sp going over $5 predictions. Next year will be wonderful but this year is a wash out. MNKD share price gained 26.9% last week. How can you be so sure? Have you been following along? I get it being negative has been correct for 5/6 years. So your bet is nothing has changed? I am seeing change has been lining up since March of 2020. This last year and half, chop. Price is going to escape the chop now. Even in a market down trend. The market is not done downtrending, which is an easy call. click to enlarge.  |
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Post by hellodolly on Aug 8, 2022 5:08:39 GMT -5
Dolly to make sure I’m following you correctly, are you predicting around a dollar increase to our share price from our upcoming quarterly call? That would be an excellent result, would be a pleasant surprise IMO. What I'm saying is that I believe we could stay range bound in the $5-6 after the call. We could see an initial pop on more volume, but until more revenue is booked from the deal and MNKD can show they are consistently growing double digits each quarter (+10% at least), getting to $8-9 should not be a problem. Going higher will depend on growing revenues. I think it's realistic and some may even say far too low. |
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Post by cretin11 on Aug 8, 2022 7:45:08 GMT -5
Thanks Dolly. You are correct that some will say you’re too low, but I think your prediction is optimistic. Hopefully it’s accurate. I don’t think we get above $5 with the conference call so I’d be very happy with your “between $5 and $6” prediction. Glad we get to find out soon.
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Post by peppy on Aug 8, 2022 7:54:10 GMT -5
Thanks Dolly. You are correct that some will say you’re too low, but I think your prediction is optimistic. Hopefully it’s accurate. I don’t think we get above $5 with the conference call so I’d be very happy with your “between $5 and $6” prediction. Glad we get to find out soon. This the Cretin prediction for Wednesday close? now we know. |
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Post by Clement on Aug 8, 2022 8:17:39 GMT -5
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Post by prcgorman2 on Aug 8, 2022 8:46:20 GMT -5
Don’t have the reference from Proboards but I remember reading north of $1B in annual Tyvaso sales were in UTHR’s cross-hairs. Looking at the quarter over quarter increase and assuming UTHR isn’t at full steam yet on DPI, that forecast does not seem unrealistic. So I think cjm18 estimate of $50M in “low double digit” royalties for Mannkind is about right given the 50/50 split in Tyvaso nebulizing flashlight versus Tyvaso DPI whistle that was given as the sales split by UTHR. My opinion is they downplayed DPI for some business reason. Americans love convenience and for that reason, I assume DPI will eventually dominate sales.
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Post by cretin11 on Aug 8, 2022 10:42:24 GMT -5
Thanks Dolly. You are correct that some will say you’re too low, but I think your prediction is optimistic. Hopefully it’s accurate. I don’t think we get above $5 with the conference call so I’d be very happy with your “between $5 and $6” prediction. Glad we get to find out soon. This the Cretin prediction for Wednesday close? now we know. Yes it is. What is the peppy prediction for Wednesday close? |
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Post by peppy on Aug 8, 2022 11:00:56 GMT -5
This the Cretin prediction for Wednesday close? now we know. Yes it is. What is the peppy prediction for Wednesday close? I do not have a prediction for Wednesdays close. I have noticed over months, that prediction is something you talk about. I would think perhaps puts, however puts require a higher account status. |
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Post by veritasfiliatemporis on Aug 8, 2022 11:56:58 GMT -5
Talking about prediction... Any prediction/news from BTIG Biotechnology Conference?
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Post by sayhey24 on Aug 8, 2022 12:26:21 GMT -5
Talking about prediction... Any prediction/news from BTIG Biotechnology Conference? You never know what Mike will say but I think he covered a lot of ground in the podcasts from the other week. He is not going disclose any ongoing deals which are under non-disclosure. My guess is BTIG will be a rehash. |
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Post by cretin11 on Aug 8, 2022 15:16:23 GMT -5
Yes it is. What is the peppy prediction for Wednesday close? I do not have a prediction for Wednesdays close. I have noticed over months, that prediction is something you talk about. I would think perhaps puts, however puts require a higher account status. So you do not disagree with my prediction then, or do you think we will close above $5 on Wednesday? As for puts? Yes, I have sold quite a few of them. |
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