2023 Q1 cc Shoutbox transcript

[liane]

cretin11: Thx liane! 1 minute ago
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alethea: Keep trying. 1 minute ago
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liane: Thanks All! I'll close the shoutbox now. Transcript of the Shoutbox will be up momentarily. 1 minute ago
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cretin11: alethea do you fall for those conspiracy theories? We have never had our “best news” result in share price being punished. It hasn’t happened like that. 2 minutes ago
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alethea: I'm signing off, but again WOW. Best call ever! 2 minutes ago
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tarheelblue004: Providing that $200-$240M / 10K DPI patients was huge new info and a game-changer IMO. This gives us - and analysts - something to include in their models as UT projects DPI growth over the next 3 years and beyond. Let's Freaking Go!! 3 minutes ago
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cretin11: could it be he is learning. Like a baby chick, time to fly from the nest… 3 minutes ago
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alethea: I hope it will not be. But past experience has been that some of the best news has been badly punished by those manipulating the stock price. Doing everything possible to hurt the Company and especially the stock price. 3 minutes ago
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sayhey24: maybe his best call ever and we could actually hear and understand what he was saying 3 minutes ago
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factspls88: Terrific conference call. 4 minutes ago
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lookforgrowth: Never heard Mike close the call so postive. 4 minutes ago
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runner: Very good wrap up by Mike. 4 minutes ago
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cretin11: more analysts yes wiscdh 5 minutes ago
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cretin11: You just said stock will be pummeled? I do not expect that either. 5 minutes ago
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wiscdh: Does it seem like there is more analysts on this call? 6 minutes ago
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alethea: As usual I disagree. Share price will move up a lot. BUT it may take days or weeks, even a few months while certain people reposition to change sides. 6 minutes ago
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cretin11: *searching for* 6 minutes ago
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cretin11: analysts don’t seem to be searched or things to criticize, on the contrary they seem to be lofting friendly questions 7 minutes ago
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cretin11: Yes more analyst questions than usual. That’s good in itself. Numbers came in as predicted, no unexpected news. Share price shouldn’t move much either way after this call. 8 minutes ago
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alethea: Yes. Analysts searching for things to criticize. Maybe they will harp about the trials being too slow. 8 minutes ago
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lookforgrowth: Seems to be more analyst questions than usual. 10 minutes ago
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alethea: I think it is clearly their best call ever! Excellent improvement on all fronts. Cash is strong. Breakeven and then profitability are on the near horizon. 10 minutes ago
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sayhey24: finally - we are getting an investigative study for afrezza/GLP1s 12 minutes ago
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BlueCat: And I agree this was one of the better calls I think in a while. 12 minutes ago
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BlueCat: LOL. I agree. Naturally a great call means the stock price must go down. 12 minutes ago
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alethea: I say again. Great call. Can't wait to see how they spin it negatively. In fact it's so good, look for the chance of the stock price being pummeled tomorrow. I am NOT kidding. 13 minutes ago
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tarheelblue004: Breakeven of Endocrine business unit by 4th quarter. Didn't comment on company breakeven, which could happen even earlier. 14 minutes ago
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runner: "Narrow our focus and go deeper for customers". I like that approach. 17 minutes ago
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alethea: After hours today means absolutely nothing. The fact that the Big Boys are not slamming the price down is a very good sign indeed. 17 minutes ago
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BlueCat: Yea. Nothing happening on after-hours price. 19 minutes ago
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alethea: This conf call SHOULD strongly impact share price upwards. Eventually it will. Of course we will likely see it held down artificially for a while as always. BUT this is a Terrific call. No ifs, ands or buts. 19 minutes ago
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runner: I agree, castlerock. Very good news about no stock offerings. 21 minutes ago
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castlerockchris: And talk around no need to do additional stock offerings 21 minutes ago
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alethea: What did he say about BreakEven? By 4th quarter of 2023? That's very good!!! 21 minutes ago
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castlerockchris: I do like the all the talk around managing to cash flow breakeven 23 minutes ago
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alethea: 41 Million in Net Revenue. With very good growth. If believed, that has to surprise the doubters. 24 minutes ago
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sayhey24: they have TS GLP1 sitting in the freezer if you want weight loss - I would say its time to take it out of the freezer 24 minutes ago
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castlerockchris: Im concerned with the slow down in DPI royalty growth. I was hoping to see royalty growth in the 3.5 to 4 million Q4 to Q1, with total royalties in the 12.5 - 13.5 million range. 24 minutes ago
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peppy: india data coming in, est a couple f weeks 25 minutes ago
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peppy: % years ago a couple type twos talked about weight loss with afrezza, however afrezza is insulin, the weight loss relatively small. 26 minutes ago
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alethea: best call ever. I can even hear it. 26 minutes ago
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BlueCat: What about looking at Afrezza for weight loss like Ozempic or Mounjaro? This would be easier than injection, to be sure .... 27 minutes ago
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peppy: that will be nice 27 minutes ago
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peppy: excess capitol coming in 27 minutes ago
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sayhey24: maybe Mike can do the afrezza/GLP1 study 28 minutes ago
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peppy: A billion dollar plus product 28 minutes ago
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peppy: giddy analyst 29 minutes ago
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sayhey24: Medicare is huge for afrezza even with pre auths required. Hopefully they will not be required in 2024. 31 minutes ago
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cretin11: nothing surprising that would move share price much 31 minutes ago
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runner: I'm hearing good news but the share price isn't moving at all in after hours trading. 32 minutes ago
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peppy: question explain the deferred revenue 33 minutes ago
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tarheelblue004: mann oh mann, the growth engine is just getting started 35 minutes ago
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lookforgrowth: And some were saying that Afrezza was flat- it sure doesn't look like it from that chart. 43 minutes ago
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tarheelblue004: 200 - 240M / 10,000 patients. UTHR could have 15K - 18K patients by 2025! 43 minutes ago
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peppy: *EST 44 minutes ago
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tarheelblue004: Did he say they will double Tyvaso production in 2H 2023? 45 minutes ago
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peppy: 200 - 240 million a year revenue set? 45 minutes ago
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cretin11: The intro guy had super clear sound and enunciation 48 minutes ago
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akemp3000: A little echo but not nearly as bad as in the past 49 minutes ago
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akemp3000: Wow...clear sound 50 minutes ago
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cretin11: But it’s so soothing 51 minutes ago
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lookforgrowth: I remember the days a few years ago when the price would plunge on almost every earnings call. It looks like those days are over. 52 minutes ago
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liane: Welcome all to the Shoutbox chat. We need better music while waiting - maybe theme for Star Wars?

[lennymnkd]

CGM😀😀😀