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Post by sla55 on Nov 1, 2022 7:17:33 GMT -5
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Post by lennymnkd on Nov 1, 2022 7:22:55 GMT -5
Am I allowed to say 9am is interesting…. !
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Post by akemp3000 on Nov 1, 2022 7:28:16 GMT -5
Yes. When was the last time there was a 9am quarterly call? Could be the management team just happens to be on the east coast at the time but we can hope there's something more to it.
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Post by liane on Nov 1, 2022 7:39:03 GMT -5
Morning is always good!
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Post by cppoly on Nov 1, 2022 8:14:39 GMT -5
We will be getting an update on the forthcoming study that Mike mentioned during one of the last investor calls. I emailed IR about this.
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Post by castlerockchris on Nov 1, 2022 21:53:19 GMT -5
Yes. When was the last time there was a 9am quarterly call? Could be the management team just happens to be on the east coast at the time but we can hope there's something more to it. Yup we can hope for that but we have never received an announcement from MNKD during a quarterly that resulted in a strong, sustained, positive stock price move. I will not be holding my breath. What I will be doing is tuning into UTHR's call tomorrow morning with the hope that they report crushing their T-DPI projections during their quarter. If they executed well, MNKD earnings call should be solid and our stock price should reflect the UTHR's results pretty quickly. Very few companies make announcements of significance during an earnings call. Nothing to be gained by making an announcement during a quarterly. Any announcement of significance should have a predictable outcome and impact on your stock (good or bad). Making an announcement of significance during an earnings call turns it into a binary event, making the impact of said announcement uncertain. |
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Post by sayhey24 on Nov 2, 2022 7:45:03 GMT -5
Yes. When was the last time there was a 9am quarterly call? Could be the management team just happens to be on the east coast at the time but we can hope there's something more to it. Yup we can hope for that but we have never received an announcement from MNKD during a quarterly that resulted in a strong, sustained, positive stock price move. I will not be holding my breath. What I will be doing is tuning into UTHR's call tomorrow morning with the hope that they report crushing their T-DPI projections during their quarter. If they executed well, MNKD earnings call should be solid and our stock price should reflect the UTHR's results pretty quickly. Very few companies make announcements of significance during an earnings call. Nothing to be gained by making an announcement during a quarterly. Any announcement of significance should have a predictable outcome and impact on your stock (good or bad). Making an announcement of significance during an earnings call turns it into a binary event, making the impact of said announcement uncertain. It seems you got your wish - per UTHR President - “Tyvaso DPI has provided a catalyst to our growth trajectory and has us well positioned to achieve our goal of 6,000 patients on Tyvaso by the end of the year.” If MNKD pps follows past good news - it should be down today -Ha! We will see. And, thanks again to Martine for throwing MNKD the lifeline. |
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Post by hellodolly on Nov 2, 2022 7:45:27 GMT -5
Yes. When was the last time there was a 9am quarterly call? Could be the management team just happens to be on the east coast at the time but we can hope there's something more to it. Yup we can hope for that but we have never received an announcement from MNKD during a quarterly that resulted in a strong, sustained, positive stock price move. I will not be holding my breath. What I will be doing is tuning into UTHR's call tomorrow morning with the hope that they report crushing their T-DPI projections during their quarter. If they executed well, MNKD earnings call should be solid and our stock price should reflect the UTHR's results pretty quickly. Very few companies make announcements of significance during an earnings call. Nothing to be gained by making an announcement during a quarterly. Any announcement of significance should have a predictable outcome and impact on your stock (good or bad). Making an announcement of significance during an earnings call turns it into a binary event, making the impact of said announcement uncertain. Over 20% expansion in sales of Tyvaso (includes T-DPI). Your thoughts? |
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Post by castlerockchris on Nov 2, 2022 9:32:45 GMT -5
I got the sense that DPI is making up the more of the new scripts and the conversion is going better than they thought. My note taking is not that great, but I believe I heard 250 scripts in October and 500 are pending referral. My favorite statements of the call: - T-DPI is the star of the show
- Tyvasso will be a big driver of UTHR growth 2023-25.
- Tyvasso is now a blockbuster with over a billion dollar annual run rate
- Hitting the 6,000 patient miles stone will be achieved by the end of the year
I would have liked a little more clarity around their 25k patients served by 2025. Seems audacious, but knowing if those are unique total patients or unique ongoing subscribed patients would be nice.
Martine was absolutely giddy over the DPI achievements of the team.
Now MC needs to follow through with blockbuster results, a fiscally well managed quarter. By that I mean deliver top and bottom line results - Revenue and Cash Flow. UTHR's solid revenue growth should result in a favorably outsized impact on MNKD's results. Today's bump in SP is nice. If MC and the crew deliver, I suspect we will see a steady climb back to the low $4 through the end of the year (assuming J Powell and friends don't go crazy and the market holds +/- 5% from here.
Of course this only sets the stage for what will come next from all of us longs..."wait until the Q4 call in February, that will really tell us something."
Good luck to us shareholders.
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Post by akemp3000 on Nov 2, 2022 9:45:35 GMT -5
Anticipation for the 9am quarterly call just received a nice boost  Agree that MC needs to follow this with equal or even greater enthusiasm. |
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Post by MnkdWASmyRtrmntPlan on Nov 2, 2022 11:14:58 GMT -5
Anticipation for the 9am quarterly call just received a nice boost Agree that MC needs to follow this with equal or even greater enthusiasm. I'm not sure I can recall MC ever being very enthusiastic. Martine could hardly contain herself this morning. She sounded like a cheerleader with a megaphone. Nevertheless, the almost certain and unmistakably good-to-great MNKD news by itself can't possibly be contained by a subdued presentation. |
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Post by akemp3000 on Nov 2, 2022 11:33:58 GMT -5
Good call Sayhey. I guess we're currently in the red because of all the bad news...oh wait?
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Post by akemp3000 on Nov 4, 2022 9:10:19 GMT -5
It's about time to hear some early expectations for Q3 results from third party sources. Considering this will be the first full quarter with UTHR plus the positive comments from Martine on their call, this could be a decent report. Let's hope.
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Post by castlerockchris on Nov 4, 2022 12:39:12 GMT -5
It occurred to me today as I was looking at UTHR's share price chart, that MC, strategic and purposeful of not, might have done shareholders a favor by scheduling MNKD's conference call a week after UTHR's. Analysts and portfolio managers have time to digest the impact of t-DPI on UTHR's earnings and stock price and then think about how it will impact MNKD's prospects. Whereas they might not have had that opportunity if MNKD's call fell within 12 or 24 hours of UTHR's. Hope the 15% run up in UTHR's stock transfers to MNKD share price - with a multiplier of course.
Hoping Tuesday is the quarterly earnings call we have all been waiting to see.
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Post by wyattdog on Nov 4, 2022 15:32:26 GMT -5
Mannkind Corp expected to post a loss of ?9? cents a share-Earnings Preview 11/04/2022 03:34 * MannKind Corp is expected to show a rise in quarterly revenue when it reports results on November 8. * The Danbury Connecticut-based company is expected to report a 14.7% increase in revenue to $25.471 million from $22.21 million a year ago, according to the mean estimate from 5 analysts, based on Refinitiv data. * ?Refinitiv's mean analyst estimate for MannKind Corp is for a loss of 9 cents per share. * The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy," 1 "hold" and no "sell" or "strong sell." * The mean earnings estimate of analysts was unchanged in the last three months. ? * Wall Street's median 12-month price target for MannKind Corp is $5.75?, above? its last closing price of $3.44.  Previous quarterly performance (using preferred earnings measure in US dollars). ? QUARTER STARMINESM REFINITIV ACTUAL BEAT, SURPRI ENDING ARTESTIMAT IBES MET, SE % E? ESTIMATE MISSED Jun. 30 2022 -0.10 -0.09 -0.11 Missed -17.5 Mar. 31 2022 -0.10 -0.10 -0.10 Met -2 Dec. 31 2021 -0.07 -0.07 -0.11 Missed -65? Sep. 30 2021 -0.09 -0.07 -0.02 Beat 70 ??Jun. -0.04 -0.04 -0.05 Missed -25 30 2021 Mar. 31 2021 -0.04 -0.04 -0.05 |
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Agree that MC needs to follow this with equal or even greater enthusiasm.
Previous quarterly performance (using preferred earnings measure in US dollars). ? QUARTER STARMINESM REFINITIV ACTUAL BEAT, SURPRI ENDING ARTESTIMAT IBES MET, SE % E? ESTIMATE MISSED Jun. 30 2022 -0.10 -0.09 -0.11 Missed -17.5 Mar. 31 2022 -0.10 -0.10 -0.10 Met -2 Dec. 31 2021 -0.07 -0.07 -0.11 Missed -65? Sep. 30 2021 -0.09 -0.07 -0.02 Beat 70 ??Jun. -0.04 -0.04 -0.05 Missed -25 30 2021 Mar. 31 2021 -0.04 -0.04 -0.05