|
|
Post by ktim on Nov 7, 2023 16:10:03 GMT -5
I've been wondering the same regarding where all the manufactured T-DPI is ending up. Someone mentioned in the UTHR thread after the recent UTHR 3rd Qtr call that Martine indicated that there is apparently an insurance reimbursement issue for DPI that should be resolved in January. So I'm thinking maybe UTHR may have needed to sell DPI at a substantial discount in 3rd (and 4th?) Qtr to build market share, which would certainly negatively impact its Net Revenue that the Royalty is based on. All speculation of course! very possible, and could explain the royalty, but why didn’t the extra manufacturing expense show up in their cos ? Even if they paid MNKD for product I don't think that would show up as COS until the quarter they recognized the revenue associated with that inventory. And whether MNKD recognized the payment as revenue would probably depend on whether there are circumstances they might have to take the product back. So at least to my level of understanding, MNKD could recognize revenue that UTHR does not yet show as COS. (I am not an accountant, I just play one on discussion boards). |
|
|
|
Post by hellodolly on Nov 7, 2023 16:11:22 GMT -5
PROFITABLE!! plus $.02. Beats analysts estimates by $.02. If MC's right about the increase in 4Q, that call in February is looking really good. Beat top and bottom line. Is profitable GAAP or non-GAAP? |
|
|
|
Post by sayhey24 on Nov 7, 2023 16:15:01 GMT -5
PROFITABLE!! plus $.02. Beats analysts estimates by $.02. If MC's right about the increase in 4Q, that call in February is looking really good. Beat top and bottom line. Is profitable GAAP or non-GAAP? 3Q 2023 Net income of $2M; Non-GAAP net income of $4M |
|
rebby
Researcher
Posts: 79
|
Post by rebby on Nov 7, 2023 16:16:00 GMT -5
PROFITABLE!! plus $.02. Beats analysts estimates by $.02. If MC's right about the increase in 4Q, that call in February is looking really good. Beat top and bottom line. Is profitable GAAP or non-GAAP? Both, GAAP =$0.02 and non-GAAP = $0.04 |
|
|
|
Post by LongMNKD on Nov 7, 2023 16:16:35 GMT -5
Are my nov 17 $5 calls still going to be worthless?
|
|
|
|
Post by celo on Nov 7, 2023 16:19:34 GMT -5
Good quarter! Profitable and a massive amount of money being put toward Clofazmine. Really would be great if it helps a lot of people out in the future.
Interesting cash went down ~2 million yet we were profitable.
|
|
|
|
Post by castlerockchris on Nov 7, 2023 16:20:18 GMT -5
Cancel the conference call, the stock is up .20 in after hours trading! Nothing good can come from a call now!
Plus I love that we haven’t even had the call yet, and someone already mentioned next quarters call should be great. 😝
|
|
|
|
Post by hellodolly on Nov 7, 2023 16:21:56 GMT -5
Beat top and bottom line. Is profitable GAAP or non-GAAP? Both, GAAP =$0.02 and non-GAAP = $0.04 YEAAAAAH. GAAP Profitable is huge! |
|
|
|
Post by cedafuntennis on Nov 7, 2023 16:22:53 GMT -5
After it was down for more than $1 this past weeks, you are happy with a 0.20 after hours? Nuts. Happy with the first time ever net profit, even if 0.01. This is awesome and a great step forward, ahead of schedule.
|
|
|
|
Post by peppy on Nov 7, 2023 16:24:40 GMT -5
|
|
|
|
Post by peppy on Nov 7, 2023 16:31:47 GMT -5
|
|
|
|
Post by hellodolly on Nov 7, 2023 16:35:18 GMT -5
55,000,000 shares likely in RSUs and other stock based compensation. Been watching a lot of Form 144s, etc, fly by on the radar this quarter. |
|
|
|
Post by nemzter on Nov 7, 2023 16:36:22 GMT -5
No wonder the share price is stagnant - looks like mgmt must've doled out more shares to themselves so they can pat each other on the back |
|
|
|
Post by standup on Nov 7, 2023 16:39:08 GMT -5
Good quarter! Profitable and a massive amount of money being put toward Clofazmine. Really would be great if it helps a lot of people out in the future. Interesting cash went down ~2 million yet we were profitable. Accounting profit and cash flow are two entirely different beasts. It's easy to show a profit and have negative cash flow and vice a versa. Sustained positive cash flow is always the better option as it tends to be real. Profit calculations less so. |
|
|
|
Post by celo on Nov 7, 2023 16:39:26 GMT -5
55 million increase seems like they diluted to hopefully cover the debts. Clearing the debts would be great and I'd take the dilution. That is 200 million of increased market cap. |
|
