|
|
Post by Clement on May 9, 2023 11:01:56 GMT -5
Predictions for today? Something to keep us entertained until the call. Everyone here will think it’s a great call and sky’s the limit. I am entertained already! |
|
|
|
Post by Clement on May 9, 2023 11:20:57 GMT -5
Last chance for love. --Donna Summer
Buy cheap shares now. --mytakeonit
|
|
|
|
Post by ptass on May 9, 2023 13:07:56 GMT -5
Who wants to bet we get a bomb dropped on us? I hope not, but history does seem to repeat itself. Someone also seems very confident with either outright selling or shorting.
|
|
|
|
Post by hellodolly on May 9, 2023 13:13:10 GMT -5
Who wants to bet we get a bomb dropped on us? I hope not, but history does seem to repeat itself. Someone also seems very confident with either outright selling or shorting. What sort of bomb are you leaning towards? Huge consensus miss? Huge consensus beat? |
|
|
|
Post by ptass on May 9, 2023 13:46:44 GMT -5
More like we lost our cash in a bank failure.
|
|
|
|
Post by cretin11 on May 9, 2023 14:04:57 GMT -5
Who wants to bet we get a bomb dropped on us? I hope not, but history does seem to repeat itself. Someone also seems very confident with either outright selling or shorting. I’ll predict no bombs (positive or negative), just a typical call with nothing monumental. Shorts have been given a little boost of confidence (at least comfort) by the doubling of authorized shares to 800 million including the 25 million earmarked for grants to execs. |
|
|
|
Post by sla55 on May 9, 2023 15:11:36 GMT -5
|
|
|
|
Post by celo on May 9, 2023 15:12:18 GMT -5
I thought it was a great call. I really liked the lack of ambiguity of UTHR being all-in on Tyvaso DPI as their growth driver for this decade. Hard to know what it will take for Wall Street to price this in to MNKD. Break even will probably help! Re: MNKD Q1 results, $40-$41M still seems reasonable assuming ~$3M growth in Tyvaso DPI from Q4 2022. The only wild card could be the comment about drawdown of Tyvaso nebulizar from pharmacies reducing revenue for the quarter. This could mean Tyvaso DPI is an even larger % of Q1 sales than the numbers show. But UTHR said this was also true in Q4, so that could be baked into our Q4 comparables. As always, excited about our earnings call this Tuesday. Not to mention the massive growth in our royalty stream over the next 5-6 years! 40 million. spot on blue |
|
|
|
Post by Clement on May 9, 2023 15:13:08 GMT -5
4 cents loss per share. That's an earnings beat!
|
|
|
|
Post by celo on May 9, 2023 15:14:16 GMT -5
only a 6 million loss. pretty good
|
|
|
|
Post by ptass on May 9, 2023 15:17:52 GMT -5
I guess I was thankfully wrong.
|
|
|
|
Post by mytakeonit on May 9, 2023 15:26:27 GMT -5
Dang !!! MNKD is making too much $$$ ... and my monies hasn't come in yet and I can't buy not so cheap shares !!!
But, that's mytakeonit
|
|
|
|
Post by Clement on May 9, 2023 15:27:55 GMT -5
Long term deferred revenue is now up to $45.6M.
|
|
|
|
Post by cretin11 on May 9, 2023 15:33:34 GMT -5
Dang !!! MNKD is making too much $$$ ... and my monies hasn't come in yet and I can't buy not so cheap shares !!! But, that's mytakeonit Not to worry, you have time until your $$ rolls in, enjoy some nice red until then! |
|
|
|
Post by castlerockchris on May 9, 2023 15:37:59 GMT -5
Deferred revenue growing is the piece I just don't understand given UTHR's claim during their call. UTHR claimed specialty pharmacies can't get their hands on enough product, yet we have deferred revenue. UTHR claimed MNKD is launching another production line to keep up with demand. It seems to me that if you are shipping everything you can make because pharmacies can't get their hands on enough product, then deferred revenue should at least be flat, not growing Q over Q.
Anyone want to help me out and explain how these two statements can exist in the same universe?
|
|
