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Post by prcgorman2 on Aug 3, 2023 6:39:59 GMT -5
Anybody catch on UTHR's call that 70% of new patients are going with DPI Probably 98% of the 70% is doctors going with DPI, and other 2% of the 70% is the patients. |
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Post by ktim on Aug 3, 2023 9:47:28 GMT -5
Anybody catch on UTHR's call that 70% of new patients are going with DPI Probably 98% of the 70% is doctors going with DPI, and other 2% of the 70% is the patients. And 87.2% of all statistics are made up on the spot.  |
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Post by dh4mizzou on Aug 3, 2023 11:24:36 GMT -5
I know that some of this upside we're seeing is due to the good Tyvaso DPI numbers reported by UTHR. But could there be an additional catalyst? Could we finally be hearing about a 2nd molecule with UTHR being added to the mix?
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Post by prcgorman2 on Aug 3, 2023 11:47:26 GMT -5
I know that some of this upside we're seeing is due to the good Tyvaso DPI numbers reported by UTHR. But could there be an additional catalyst? Could we finally be hearing about a 2nd molecule with UTHR being added to the mix? It would be a first for MannKind to make an announcement about a new material source of income at an earnings call. My view is the answer to your question is, yes we could, but no we won't. |
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Post by veritasfiliatemporis on Aug 3, 2023 11:48:29 GMT -5
Anybody catch on UTHR's call that 70% of new patients are going with DPI " I think that 49% ratio between DPI and old Tyvaso is quite conservative. "increase in quantities sold to our domestic distributors of $112.0 million. $96.9 million of this growth resulted from an increased number of patients following the commercial launch of Tyvaso DPI in June 2022" that's quite a lot compared to 318,9 total earnings. one third 96.9 of total is coming from DPI as increase from 1st to 2nd quarter, if the ratio was 50% first quarter, new ratio should be around 70% DPI 30% old Tyvaso (roughly)." I wrote it yesterday before the conference on Mannkind preboards, basically it is quite logic, and the difference between the $ predicted for Tyvaso DPI 2nd quarter and the conference outcome is due to the launch of Tyvaso DPI, where a lot of person received it for free to support and accelerate the switch from old Tyvaso to DPI. So in the 1st quarter the proportionality between Tyvaso DPI cost of goods and revenue was different. |
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Post by cjc04 on Aug 4, 2023 14:38:30 GMT -5
I just read the press release and it didn’t say if the numbers would be released before or after the market.
Should we assume 4:00?
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Post by dh4mizzou on Aug 4, 2023 14:47:34 GMT -5
I read it as the results & management discussion will take place at 5:00pm EDT.
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Post by sayhey24 on Aug 4, 2023 14:52:27 GMT -5
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Post by mytakeonit on Aug 4, 2023 15:12:55 GMT -5
Ahhh ... here is the official time.
MannKind Corporation Second Quarter 2023 Earnings Call
08/07/23
2:00 PM PDT
The P stands for Pacific.
If you have enough shares ... you can change anything.
But, that's mytakeonit
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Post by prcgorman2 on Aug 4, 2023 16:39:26 GMT -5
Have a great weekend anticipating a good earnings report on Monday.
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Post by dh4mizzou on Aug 4, 2023 17:42:04 GMT -5
Except Monday won't get here soon enough.
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Post by LongMNKD on Aug 4, 2023 20:41:36 GMT -5
Never in MNKD history have they had any reasonable revenue until now huh? This is an exciting time!
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Post by mymann on Aug 4, 2023 22:25:23 GMT -5
We all got excited about UTHR Tyvaso DPI getting FDA approval and the mnkd curse made it delay 6 months. It's will be exciting to see high revenue but sp is not going anywhere maybe back down to 4.
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Post by letitride on Aug 4, 2023 23:22:12 GMT -5
Myman its time to come out from under that curse you believe in. Were going higher and that voodo you do wont do well up here.
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Post by porkini on Aug 4, 2023 23:28:16 GMT -5
Not only that mymann, but some posters claimed to not be excited or care about UTHR, but we didn't believe them!   |
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