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Post by cjm18 on Nov 8, 2022 8:25:53 GMT -5
2.1m vgo in June. Only 5m in q3. Vgo fail
Need tyvaso guidance.
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Post by Clement on Nov 8, 2022 8:27:01 GMT -5
Actual 3Q 2022 Total Revenues of $32.8 million
Average Analysts estimate $25.47
That's a revenue beat of 28.7%. !!!
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Post by anderson on Nov 8, 2022 8:37:38 GMT -5
As of September 30, 2022, cash and cash equivalents and investments were $177.8 million. $14.4 mil lose for the quarter. Think we have enough cash to get through to profitability. Wonder when we will see more conversion of that debt to shares.
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Post by MnkdWASmyRtrmntPlan on Nov 8, 2022 8:55:33 GMT -5
So the Symphony-reported Tyvaso DPITotal Sales for the 3rd quarter is around 13mil. So far October only is 15.46 mil for Symphony-reported sale. So if the same ratio between reported and unreported remains the same....... Using the numbers you provided, anderson ... Assuming there are 13 weeks in a quarter and we are 5 weeks into the 4th qtr ... 15.46/5 = 3.092 per week so far in this 4th quarter. 3.092 x 13 weeks = $40,196,000 Symphony-reported sales in 4th Qtr. Not bad compared to that $13,000,000 in the 3rd Qtr. 40/13 = over 3 times, so ... Restating: Projecting the first 5-weeks T-DPI sales through the remainder of the 4th quarter, Symphony-reported Tyvaso-DPI sales will be over 3 times the 3rd Qtr sales. I didn't check the numbers that anderson provided, but if they are right, well, that sounds very good for 4th qtr. But, Symphony sales are not guaranteed to be correct. |
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Post by oldfishtowner on Nov 8, 2022 8:57:00 GMT -5
Based on the numbers reported, breakeven is potentially possible 2Q23, depending on expenses remaining about where they are in 3Q22.
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Post by brentie on Nov 8, 2022 9:44:05 GMT -5
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Post by Chris-C on Nov 8, 2022 9:49:01 GMT -5
Meanwhile, the market shrugged...
Keep the faith. Not the company I thought I invested in over 10 years ago, but it survived and I may live to see it profitable!
GLTAL
Chris C
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Post by mnlearner on Nov 8, 2022 10:21:57 GMT -5
Chris C
Exactly my feelings!
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Post by sayhey24 on Nov 8, 2022 10:25:21 GMT -5
Meanwhile, the market shrugged... Keep the faith. Not the company I thought I invested in over 10 years ago, but it survived and I may live to see it profitable! GLTAL Chris C For some reason Mike is gun shy of the $40B T2 market. Aside from that Technosphere is starting to expand as I had hoped. I think it took Covid to make people OK with inhaled drugs. The T1 market will come together with the kids. It also seemed the pump study went well or he would not have put it on the slide. We should hear the results very soon which should help with the endos. In a way we have a good problem. MNKD should turn a profit in 2023 and we have $40B sitting on the table. |
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Post by standup on Nov 8, 2022 10:25:39 GMT -5
Based on the numbers reported, breakeven is potentially possible 2Q23, depending on expenses remaining about where they are in 3Q22. But MC loves to grow those SG&A expenses! |
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Post by brentie on Nov 8, 2022 10:39:40 GMT -5
"sayhey24: What is URAA? Ultra Rapid Acting what? 37 minutes ago"
Ultra Rapid Acting Analog.
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Post by akemp3000 on Nov 8, 2022 10:41:38 GMT -5
MC said the T2 market was too saturated at the moment and that the company's focus on T1 combined with pedo approval will help entry into the T2 market. IMO, this was an excellent call leading to high expectations for the next report. That said, the typical end of year tax sell-off may come first.
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Post by JEvans on Nov 8, 2022 11:16:50 GMT -5
UTHR celibrated there new DPI 1 billion dollar a year. There stock is up over $100 in 6mo. MNKD is up a few cents in a couple days and down the last 6mo.
But, of course there is the off chance that Mike may crash his car on the way to work, so he tells his family, "IF I make it to work, I'll call and touch base". Jesus help me, the guy can never just be happy and celibrate without the if, if and ifs. Its an on-going problem!
The last caller asked about DPI production and keeping up with demand and mike was like if this, if that, if nothing goes wrong we'll be fine. Why, why for gods sake cant you just be "glass half full", instead of glass half empty........
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Post by cppoly on Nov 8, 2022 11:36:14 GMT -5
UTHR celibrated there new DPI 1 billion dollar a year. There stock is up over $100 in 6mo. MNKD is up a few cents in a couple days and down the last 6mo. But, of course there is the off chance that Mike may crash his car on the way to work, so he tells his family, "IF I make it to work, I'll call and touch base". Jesus help me, the guy can never just be happy and celibrate without the if, if and ifs. Its an on-going problem! The last caller asked about DPI production and keeping up with demand and mike was like if this, if that, if nothing goes wrong we'll be fine. Why, why for gods sake cant you just be "glass half full", instead of glass half empty........ Completely agree. BUT on the flip side is that we will continue to get surprise CC's like this one using this glass half empty strategy. Martine's positivity set the bar too high. I think we all want to see that positivity finally trickle down to Mike. I understand the half empty mindset though considering how many times this company has been screwed over. There eventually will come a point where this will all be in the past and Mike will give us the big smile. UTHR is helping us get there. |
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Post by uvula on Nov 8, 2022 11:47:41 GMT -5
If you want glass half full just follow the lqda ceo. He finds a way to spin negative patent rulings as something good. I find it hard to respect people like that.
Mike needs to be Mike.
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