UTHR Tyvaso DPI

[bthomas55ep]

From UTHR earnings this morning:

3Q 2024 DPI Revenue: $274.6M

2Q was $258.3M

So recognized royalty revenue for Mannkind goes from $25.83M to $27.46M for the 3Q. (Less however they account for the 1% of the royalty they sold).

[peppy]

Oct 30, 2024 6:01:05 GMT -5 bthomas55ep said:

From UTHR earnings this morning:

3Q 2024 DPI Revenue: $274.6M

2Q was $258.3M

So recognized royalty revenue for Mannkind goes from $25.83M to $27.46M for the 3Q. (Less however they account for the 1% of the royalty they sold).

ir.unither.com/~/media/Files/U/United-Therapeutics-IR/documents/press-releases/2024/2024-10-30-uthr-3q24-earnings-release.pdf

[anderson]

Just to add
3Q 2024 DPI cost of sales $39.1M
2Q 2024 DPI cost of sales $37.6M

So maybe another +1M from manufacturing compared to 2Q.

[Thundersnow]

Oct 30, 2024 6:14:28 GMT -5 anderson said:

Just to add
3Q 2024 DPI cost of sales $39.1M
2Q 2024 DPI cost of sales $37.6M

So maybe another +1M from manufacturing compared to 2Q.

I want to bring some caution to the C&S numbers. The CFO said last month the C&S will be less bc most of the services are completed.  He said the focus will mainly be on royalties. 

Just sayin'