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Post by mytakeonit on Feb 22, 2023 16:32:12 GMT -5
All I can say is ... finding cheap shares is definitely going to be a problem.
But, that's mytakeonit
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Post by nxc2 on Feb 22, 2023 21:34:59 GMT -5
Note that on the 3Q four sources of revenue growth slide Collaboration & Services Revenue were 10.3. Note underneath says:
Collaborations - 3Q 22 mainly UT manufacturing revenue; mainly upfront/milestone revenue recognition in 2Q 21.
So there are two mainly sources for Collab - the first obvious, the second recognition from prior time. I believe there will be more recognition this quarter also.
Would be nice to have the exact break out.
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Post by veritasfiliatemporis on Feb 23, 2023 4:57:35 GMT -5
deferred revenues? ...
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Post by prcgorman2 on Feb 23, 2023 7:15:18 GMT -5
Investopedia probably has a better definition but I think of deferred revenues as revenues that are received but are accounted for as liabilities until such time as they can be realized as assets. This can be done for several reasons. A common one is for revenues that may be subject to warranty treatments for example. Revenue is received but some portion will be paid back out for warranty claims because of defects in workmanship, et cetera. I’m not sure of the reason that the CFO has been doing this for revenue received from UTHR. Maybe Tyvaso DPI shipments have to be tested during a warranty period before final acceptance for example. I don’t know how much unrealized revenue is outstanding or being added to the amount outstanding, but it’s just something to be aware of and remember when estimating earnings. |
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Post by dh4mizzou on Feb 23, 2023 7:53:21 GMT -5
I find myself dreaming about MNKD reporting 1,000+ RXs in front of the earnings report tomorrow. Could it happen?
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Post by cppoly on Feb 23, 2023 8:40:12 GMT -5
Did anyone listen to UTHR quarterly call?
Tyvaso DPI was the star again, yet both UTHR and MNKD took a dive.
If what they were saying is true about DPI, this should a nice bump for MNKD or am I missing something???
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Post by prcgorman2 on Feb 23, 2023 9:07:31 GMT -5
Did anyone listen to UTHR quarterly call? Tyvaso DPI was the star again, yet both UTHR and MNKD took a dive. If what they were saying is true about DPI, this should a nice bump for MNKD or am I missing something??? UTHR missed analyst earnings estimates even though they reported their best year ever on multiple counts.
That's the speculation, but I'm guessing it's also the usual "buy on the rumor, sell on the news" profit-taking behavior we've seen over and over, again.
The bottom-line is the future for Tyvaso DPI, UTHR, and MNKD all look extremely good regardless of whether there is a pop in the share price at or after the earnings reports.
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Post by prcgorman2 on Feb 23, 2023 9:10:53 GMT -5
I find myself dreaming about MNKD reporting 1,000+ RXs in front of the earnings report tomorrow. Could it happen? Nope. The earnings report is today.
MannKind Corporation (Nasdaq: MNKD) will release its 2022 fourth quarter and full year financial results and its management will host a conference call to discuss these results and corporate updates at 5:00 PM (Eastern Time) on Thursday, February 23, 2023
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Post by akemp3000 on Feb 23, 2023 9:15:17 GMT -5
MC would know so it's possible he could mention this today however, I agree it's unlikely and we'll have to wait until tomorrow morning to see the 1,000 plus scripts  |
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Post by dh4mizzou on Feb 23, 2023 9:25:27 GMT -5
prcgorman2 said "Nope. The earnings report is today".
OOPS. Insert red face emoji here.
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Post by brianrocco on Feb 23, 2023 11:45:48 GMT -5
United Therapeutics fourth quarter sales, including Tyvaso, were down relative to third quarter. That would indicate lower royalties for MNKD.
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Post by hellodolly on Feb 23, 2023 11:52:46 GMT -5
United Therapeutics fourth quarter sales, including Tyvaso, were down relative to third quarter. That would indicate lower royalties for MNKD. Would it? What if it was the more expensive Tyvaso Nebulizer version that decreased affecting the fourth quarter sales since they made up a bulk of the revenue in the previous quarter while this is still getting rolled out? What if DPI sales were still increasing, but because the nebulizer is more expensive, we should therefore presume less DPI was sold? |
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Post by phdedieu12 on Feb 23, 2023 12:00:05 GMT -5
What if, what if... Patience grasshopper, all will be revealed in 4-5 hours, no more speculations then.... Oops, silly me, there is ALWAYS speculations here
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Post by prcgorman2 on Feb 23, 2023 12:06:37 GMT -5
United Therapeutics fourth quarter sales, including Tyvaso, were down relative to third quarter. That would indicate lower royalties for MNKD. Since there isn't a breakdown available from UTHR for sales by product, your conclusion is unverifiable speculation.
We'll see MNKD's results after market close tonight, but based on the 40%+ increase in Tyvaso DPI sales QoQ as reported by Symphony, indicates your conclusion is clearly incorrect.
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Post by solicurance on Feb 23, 2023 12:18:55 GMT -5
Why do people put in ‘c’ in Tyvaso… Calling it Tyvaso… I read it and I think of Tabasco, Tyvaso does not contain any hot sauce 😆
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