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Post by sayhey24 on Oct 31, 2023 17:35:36 GMT -5
Perhaps it's my ASD but I don't get the middle one. My guess: CB kicked the football which deflated and still did not get over the crossbar, so still no successful kick for him! IDK And the kick was looking so good. If the damn ball didn't deflate over the bar. Yep, I am going with the middle one - close but no cigar. Then again I have become conditioned and jaded over the many years. I see no reason not to be prepared for the worst. Who knows maybe I will be pleasantly surprised. |
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Post by cretin11 on Oct 31, 2023 17:40:40 GMT -5
I was thinking the last one but you make a good case for the middle one.
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Post by neil36 on Nov 1, 2023 5:04:29 GMT -5
Total Tyvaso revenue only went up from $319 million to 325.8 million.
But they broke it out by DPI vs. Nebulizer and DPI revenue is almost double nebulizer revenue.
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Post by veritasfiliatemporis on Nov 1, 2023 5:10:14 GMT -5
UTHR 3Q revenue
∙ Revenue $609.4m, +18% y/y, est $585.8m
∙ EPS $5.38 vs. $4.91 y/y, est $5.02
∙ R&D expenses $84.7m, +28% y/y
There is only one logical reason they beat the estimate Tyvaso DPI...I presume
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Post by cjm18 on Nov 1, 2023 5:12:03 GMT -5
So royalties will be at least 10% of 205m?
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Post by neil36 on Nov 1, 2023 5:21:18 GMT -5
UTHR cost of goods sold went up to $69.1 million primarily due to Tyvaso DPI sales. Will be interesting to see how much of that $69.1 million flowed to MNKD last quarter.
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Post by veritasfiliatemporis on Nov 1, 2023 5:41:51 GMT -5
So royalties will be at least 10% of 205m? 12% 24 M$ Q3 |
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Post by veritasfiliatemporis on Nov 1, 2023 6:17:30 GMT -5
Revenues at 59 M$ very close to break even ... but not yet, that's my estimate
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Post by ronw77077 on Nov 1, 2023 10:03:32 GMT -5
Q2 UT DPI revenue $193.6
MNKD royalty $19.1 being 9.9%
Q3 UT DPI revenue $205.1
Estimated MNKD royalty $20.5, being 10%
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Post by ronw77077 on Nov 1, 2023 10:12:19 GMT -5
Estimated Q3
Q1 Q2 Q3
Afrezza 12,423 13,527 14,729
V-Go 5,139 4,818 5,000
Tyvaso 11,678 19,055 20,500 (10.0 % of UT's reported 205.1 sales)
Coll & Svcs 11,386 11,211 11,300
Total 40,626 48,611 51,529
If so, MNKD revenue up a paltry 6%
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Post by ryster505 on Nov 1, 2023 11:01:26 GMT -5
Estimated Q3 Q1 Q2 Q3
Afrezza 12,423 13,527 14,729 V-Go 5,139 4,818 5,000 Tyvaso 11,678 19,055 20,500 (10.0 % of UT's reported 205.1 sales) Coll & Svcs 11,386 11,211 11,300 Total 40,626 48,611 51,529 If so, MNKD revenue up a paltry 6% Until next quarter! 6% huh….VERY unexpected I suppose, hence the current SP beatdown. What gives? |
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Post by cretin11 on Nov 1, 2023 11:08:38 GMT -5
Revenues at 59 M$ very close to break even ... but not yet, that's my estimate Curious how you get to $59M? |
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Post by akemp3000 on Nov 1, 2023 11:09:52 GMT -5
3Q Tyvaso revenues included $205.1 million in sales from the Tyvaso dry powder inhalation (DPI) formulation, which was launched in 2022 and $120.7 million in sales from nebulized Tyvaso. Sales of Tyvaso DPI rose 225% in the quarter, driven by higher volumes and continued growth in utilization by patients with pulmonary hypertension associated with interstitial lung disease (PH-ILD). Sales of nebulized Tyvaso declined 38% due to lower volumes following patient switch to Tyvaso DPI.
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Post by bthomas55ep on Nov 1, 2023 11:10:22 GMT -5
Estimated Q3 Q1 Q2 Q3
Afrezza 12,423 13,527 14,729 V-Go 5,139 4,818 5,000 Tyvaso 11,678 19,055 20,500 (10.0 % of UT's reported 205.1 sales) Coll & Svcs 11,386 11,211 11,300 Total 40,626 48,611 51,529 If so, MNKD revenue up a paltry 6% Maybe there is $5M or so lurking somewhere over in deferred income that can be pulled from the shelf to improve the picture. Hoping to see at least $56M for 3Q (to maintain a double digit 10+% growth quarter). 🤞 |
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Post by hellodolly on Nov 1, 2023 11:22:22 GMT -5
I went to the MNKD 10Q from November 2022 and looked at the REVENUE picture on the 3 month ending period and the 9 month ending period.
One year ago, at this time:
3 months 2022 $32.8M. Current projected Q3 $51.5M
9 months 2022 $63.7M. Current, we have already booked total REVENUE at $89.2M and if Q3 holds, the total 9 month revenue will be ~$140.7M vs $63.7M (2022).
This is a revenue only look.
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