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Post by prcgorman2 on Aug 7, 2023 6:37:41 GMT -5
My understanding from talking to marketing folks who queue news and announcements with various news outlets is 6:30am ET is common. Based on that, I think your answer is “at the close”.
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Post by akemp3000 on Aug 7, 2023 7:19:48 GMT -5
Consensus from analysts is that revenue will be $43M with a loss of $.04. They're usually very close. Some here are optimistic we'll hit $45M or even significantly higher. Whatever happens, the optimism here makes today exciting. Hoping tomorrow will be even better  We should know a little after 4:00 p.m. EST. |
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Post by Clement on Aug 7, 2023 7:27:51 GMT -5
Consensus from analysts is that revenue will be $43M with a loss of $.04. They're usually very close. Some here are optimistic we'll hit $45M or even significantly higher. Whatever happens, the optimism here makes today exciting. Hoping tomorrow will be even better We should know a little after 4:00 p.m. EST. Same Q a year ago was $18.9M. Today's results will at least double that! |
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Post by prcgorman2 on Aug 7, 2023 7:30:58 GMT -5
I didn’t have much hope previously MNKD would be profitable in 2023, but I’m starting to wonder if it won’t be Q3!
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Post by hellodolly on Aug 7, 2023 8:11:26 GMT -5
I didn’t have much hope previously MNKD would be profitable in 2023, but I’m starting to wonder if it won’t be Q3! MC and the MNKD teams' performance incentives count on the EBU being profitable by the end of 2023. One of the goals that was set by the Board. This will go a long way in helping them accumulate more shares. If they're on track, I can see another 120% 'target achieved' in the performance metrics. |
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Post by ktim on Aug 7, 2023 10:23:09 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. Down and down I go Round and round I go In a spin, lovin' the spin I'm in Under the old black magic called MNKD |
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Post by prcgorman2 on Aug 7, 2023 10:35:22 GMT -5
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Post by mymann on Aug 7, 2023 11:05:40 GMT -5
Mnkd curse strikes again.
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Post by prcgorman2 on Aug 7, 2023 11:54:23 GMT -5
Mnkd curse strikes again. If you mean the curse of posts from anonymous people of low credibility, you're right (for a change)! |
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Post by mymann on Aug 7, 2023 12:36:32 GMT -5
I have been through so many disappointing results after good ER with mnkd that makes me negative about the Good ER this afternoon.
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Post by LongMNKD on Aug 7, 2023 13:27:13 GMT -5
over 50% of our revenue now comes from solid, steadily growing source. Production has ramped since the last call and will continue to through the first half of 2024. I dont know extactly what the ramp up will look like, but i believe by end of next year we're around 125m revenue quarterly. what would SP be then?
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Post by prcgorman2 on Aug 7, 2023 13:51:01 GMT -5
over 50% of our revenue now comes from solid, steadily growing source. Production has ramped since the last call and will continue to through the first half of 2024. I dont know extactly what the ramp up will look like, but i believe by end of next year we're around 125m revenue quarterly. what would SP be then? Can you share where you heard or saw the part about production continuing to ramp through 1st half of 2024? Also, can you share how you're estimating the $125M quarterly? Not disputing either claim, but just curious about them. |
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Post by veritasfiliatemporis on Aug 7, 2023 14:05:52 GMT -5
I stay with -0.03 considering the performance of Tyvaso DPI and the 70% already switched to DPI. Tyvaso DPI royalties at 16M$ and coll and services at 12/12.5M$
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Post by Thundersnow on Aug 7, 2023 14:48:12 GMT -5
I stay with -0.03 considering the performance of Tyvaso DPI and the 70% already switched to DPI. Tyvaso DPI royalties at 16M$ and coll and services at 12/12.5M$ Agree I see $45M in Revs. and ($.03) in EPS |
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Post by LongMNKD on Aug 7, 2023 14:49:31 GMT -5
over 50% of our revenue now comes from solid, steadily growing source. Production has ramped since the last call and will continue to through the first half of 2024. I dont know extactly what the ramp up will look like, but i believe by end of next year we're around 125m revenue quarterly. what would SP be then? Can you share where you heard or saw the part about production continuing to ramp through 1st half of 2024? Also, can you share how you're estimating the $125M quarterly? Not disputing either claim, but just curious about them. from the last earnings call - "All of this means that we should see an improvement in our inventory ability to supply by over 200% in the second half of 2023. Additionally, we are building out a high volume capacity expansion that we expect to be online in 2024."
From UTHR's call - "We are thrilled to continue on course towards our mid-decade goals of 25,000 patients being treated for pulmonary hypertension"
I got the quarterly number from IPF indication expansion and ~25k patients on tyvaso DPI given 10k patients = 200m for mnkd annually
This does not even consider afrezza or any other revenue
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We should know a little after 4:00 p.m. EST.
