2023 Q2 cc Shoutbox transcript

[liane]

porkini: I'll be closing the Shoutbox in a minute, thank you all for joining in! a few seconds ago
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liane: Thanks all for participating in the shoutbox. Transcript will be up in a minute. less than a minute ago
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runner: After hours price is good but I'd like to see more volume. less than a minute ago
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celo: 70/30 split right now for those patients 1 minute ago
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prcgorman2: I would like it if the host could learn how to pronounce Castagna 1 minute ago
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Thundersnow: To be clear the 25K by 2025 is for Tyvaso & Tyvaso DPI. Granted DPI will be the majority but have to be fair. 2 minutes ago
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runner: I agree that the analyst calls are in-depth and interesting. 4 minutes ago
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celo: UT 25k patients in 2025. Hoe much of those Tyvaso DPI? 15k for almost 500 million in annual revenue? 4 minutes ago
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porkini: Thundersnow - yes, correct 5 minutes ago
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Thundersnow: Did Mike mention they were doing something with Clofazimin?? Did he say they were bringing it IN HOUSE to Danbury?? 5 minutes ago
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lookforgrowth: Analysts are definitely more engaged with legit questions than I have ever heard on one of their calls. We just need to get and keep the share price above $5.00 a share so that it starts to get broader coverage. 5 minutes ago
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celo: Lots of interest from callers 15 minutes ago
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celo: Phase 1 studies are not big financial drags 16 minutes ago
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celo: Breakeven for 4Q23 17 minutes ago
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porkini: Is Cantor new or recent for coverage? 23 minutes ago
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tingtongtung: I missed the Cipla/India update. What did he say? Thanks 24 minutes ago
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celo: WE don't give guidance! No matter how obvious it is going forward 25 minutes ago
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BlueCat: you can hear their excitement and anticipation of turning profitable. 27 minutes ago
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BlueCat: solid report. 28 minutes ago
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runner: Mike's mic is working well. 28 minutes ago
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cretin11: Nothing negative a about this report. Numbers as good or better than what all but the most optimistic expected. Should get a share price bump. 30 minutes ago
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akemp3000: Would really have to look hard to spin negativity from this report. 34 minutes ago
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uvula: he will do another deep dive. maybe he will find more veins of gold. 34 minutes ago
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BD: Oh it wasn't Mike sorry 35 minutes ago
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BD: Did Mike say a reduction in loss per share from .06 to .02 represented an 80% reduction in loss? I calculate a 66.6% reduction... 35 minutes ago
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sayhey24: lower drop out rate than expected with the kids which is great news 42 minutes ago
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tarheelblue004: V-Grow! 42 minutes ago
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tarheelblue004: He is flying through slides haha 43 minutes ago
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blaz: complex? 44 minutes ago
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tarheelblue004: Even more Tyvaso $$ per patient? What a beautiful growth rate for Tyvaso DPI royalties! 44 minutes ago
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uvula: if commercial copay is 35, does insurance pay the rest or is mnkd subsidizing the cost? 45 minutes ago
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celo: Nice quarter! 50 minutes ago
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boytroy88: Here we go... 51 minutes ago
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uvula: Mike's guitar playing has gotten better. 54 minutes ago
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Thundersnow: Hope Mike explains his comments about the efficiencies in V-Go and Afrezza 57 minutes ago
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cretin11: Should show a profit next quarter. Thanks Martine (and Al for fostering that collaboration which now bears fruit)! 57 minutes ago
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Thundersnow: I agree AGED unless MNKD uses more resources for CapEx or SG&A. 59 minutes ago
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agedhippie: I think the continuing Tyvaso gains can clear the loss and the next qtr should be positive. about an hour ago
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Thundersnow: They are not profitable. They lost $.02 this Qtr. about an hour ago
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uvula: (Not an accountant) Is mnkd profitable or not? What 1 number is usually used for EPS? The press release has a whole bunch of different "EPS"s. about an hour ago
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Thundersnow: DPI Revs: 1QA $11.6M 2QA $19M 3QE $27M 4QE $37M about an hour ago
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Thundersnow: MNKD could top $200M in Revs this year. about an hour ago
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boca1girl: Nice earnings. I hope we can hold any gains we might make the next few days about an hour ago
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sr71: GAAP Net Loss only $5.3 million (-.02 per share). Non-GAAP Gain = 0 (0 per share). Hooray! about an hour ago
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LongMNKD: nice about an hour ago
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BD: www.stocktitan.net/news/MNKD/mann-kind-corporation-reports-2023-second-quarter-financial-oc7showdomyz.html about an hour ago
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LongMNKD: 2Q 2023 Total revenues of $49M; +157% vs. 2Q 2022 about an hour ago
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BD: Nice music on the webcast page... 2 hours ago
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porkini: The Event Details link is: investors.mannkindcorp.com/events/event-details/mannkind-corporation-second-quarter-2023-earnings-call 2 hours ago
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porkini: I may have read my watch an hour too early. Anyway, the webcast link is: edge.media-server.com/mmc/p/imjqqsjk