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Post by BD on Feb 23, 2023 15:51:53 GMT -5
We'll keep it on for earnings release and the conference call. It's at the bottom of the page, scroll down. Conference call link for 5pm EST |
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Post by tarheelblue004 on Feb 23, 2023 16:02:03 GMT -5
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Post by ryster505 on Feb 23, 2023 16:07:34 GMT -5
So..tarheel, interested to hear your thoughts now that numbers are out. |
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Post by BD on Feb 23, 2023 16:09:44 GMT -5
Don't talk about them here in this thread, use the earnings thread.
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Post by tarheelblue004 on Feb 23, 2023 16:17:18 GMT -5
Haha - well now I know what Mike meant in the SVB Securities presentation about the error bars being very high in correlating Symphony data to TDPI scripts at this stage of the launch. I am surprised that:
1) Royalties went up "only" 50% QoQ --> I think this is due to me being overly optimistic
2) Manufacturing revenue is so low and only equal to royalty revenue --> I think this may be a sales timing thing?
I was definitely thrown off by how high Q3 royalties and manufacturing revenue numbers were, leading to over-optimistic expectations for this one. Ultimately I am surprised we only reached $36M in revenue and had a net loss of -$0.07 for the quarter. Still as bullish as ever over the next few years, humbled in the short term though!
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Post by lennymnkd on Feb 23, 2023 16:40:10 GMT -5
Margins 92% that’s pretty good / COSTCO 5 to 7 %
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