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Post by sla55 on Aug 8, 2022 16:48:32 GMT -5
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Post by nemzter on Aug 9, 2022 9:58:20 GMT -5
Share pricing going down, looks like someone got a copy of the quarterly report early.
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Post by prcgorman2 on Aug 9, 2022 10:47:18 GMT -5
Share pricing going down, looks like someone got a copy of the quarterly report early. LOL! Count on the boo birds to show up on light volume trading and cast it as bad news. All good, let the games continue. |
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Post by sr71 on Aug 9, 2022 11:00:04 GMT -5
I hope one of the analyst questions today delves into how the $35 cap on insulin prices for Medicare beneficiaries (as current language in the Inflation Reduction Act passed by the US Senate on Sunday) would affect Afrezza revenues and margins going forward.
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Post by ktim on Aug 9, 2022 11:40:41 GMT -5
I hope one of the analyst questions today delves into how the $35 cap on insulin prices for Medicare beneficiaries (as current language in the Inflation Reduction Act passed by the US Senate on Sunday) would affect Afrezza revenues and margins going forward. There might be scenarios that could be beneficial to MNKD. I believe some on Medicare pay a % of a drugs price now, that if capped at $35 could result in lower price for Afrezza for the patient and thus less barrier to use. Though the issue would then be how the new ability for Medicare to negotiate prices would affect what Medicare pays for Afrezza, though it would seem a bit hard to justify cutting the price of Afrezza when the current price isn't yet profitable, as in general government contracts that are negotiated assume a certain reasonable profit. Does anyone have the details on the new law and how it works? Many with Medicare are on Advantage plans, so the effects of new law may not apply there, or apply in different ways. I believe insurers offering Advantage plans already have been negotiating drug prices just as they do for there other commercial plans (using PBMs). |
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Post by ktim on Aug 9, 2022 12:30:43 GMT -5
Interesting that if you look at one month chart you'll see we're trading almost exactly where we were one month ago. Movements of the month.. sound and fury signifying...
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Post by nylefty on Aug 9, 2022 12:59:41 GMT -5
The Health and Human Services secretary would be authorized to begin negotiating the prices of 10 high-cost prescription drugs in 2023, and the negotiated prices would go into effect in 2026 for Medicare Part D medications and 2028 for drugs covered under Medicare Part B. The number of drugs whose prices would be negotiated on behalf of Medicare would increase in subsequent years, and by 2029 a total of 60 drugs would be subject to negotiated prices.
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Post by sla55 on Aug 9, 2022 15:08:12 GMT -5
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Post by standup on Aug 9, 2022 15:09:46 GMT -5
If I only got a nickel for every time I heard, “In the second quarter, we achieved multiple milestones that position the Company for growth over the next decade."
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Post by sla55 on Aug 9, 2022 15:09:54 GMT -5
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Post by LongMNKD on Aug 9, 2022 15:14:02 GMT -5
any idea of what the royalty % is based on "royalties of $0.3 million"?
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Post by markado on Aug 9, 2022 15:22:26 GMT -5
Interesting that neither the reported revenue nor the eps account for the $30M in Tyvaso Dpi that is still sitting in deferred revenue, but is all but guaranteed to be received from UTHR. Assuming a conservative mfg margin of 40%,that revenue is worth $12M to the bottom line. That's another $.05 in eps, which, if imbued into today's report would put us at -.06 per share or a 33% beat on EPS. Mike and crew need to learn to factor receivables and recognize revenue or paint the picture as acurately but as brightly as feasible (and legal to do so).
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Post by mymann on Aug 9, 2022 15:26:12 GMT -5
any idea of what the royalty % is based on "royalties of $0.3 million"? Why not just tell the share holders what exactly is the royalty % of Tyvaso DPI? |
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Post by ktim on Aug 9, 2022 15:28:53 GMT -5
Deferred revenue means it has already been received from UTHR, but just not yet recognized due to some contingencies not yet satisfied. That is the accurate way for public companies.
Does anyone know why a company might report different share count for Q2 results vs H1 results?
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Post by peppy on Aug 9, 2022 15:36:53 GMT -5
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