Post by
palinc2000 on Apr 10, 2024 7:51am
25% decrease in Egtifta sales
I know of no other company making excuses on flat or decreasing sales based on inventories or rebates quarter after quarter after quarter
Notice that when sales increase due to a an increase in inventory they keep thar silent!!!!!!!
Transparency is not in THTX vocabulary.....
Comment by
LouisW on Apr 10, 2024 8:31am
If the revenue is not growing, then the positive adjusted EBITDA is not meaningful....
Comment by
palinc2000 on Apr 10, 2024 9:36am
The revenue recognition used in the financial statements might be in line with Gaap but flawed compared to what is really happening,,,,The real sales are what is sold to patients .. It dooes appear that sales to patients are growing and thus revenue should grow and thus Ebitda should increase .......
Comment by
Trogarzon on Apr 10, 2024 10:05am
I wonder why are inventory levels kept so low at the moment considering increasing demand.
Comment by
Trogarzon on Apr 10, 2024 12:39pm
Listening back on the call it's the same language from Paul once again promissing deals and growing sales soon or later. They have until May 9. I felt that their CMO was rushing his answer and had enthousiasm in his remarks.
Comment by
Trogarzon on Apr 10, 2024 12:40pm
Meant no enthousiasm. My perception.
Comment by
Mannequin on Apr 10, 2024 12:57pm
The invventory is their inventory on hand ready for sale at the insurers....so they bought more prior to prices rising. Now they need to load up again. It's like a car dealer inventory of vehicle days of inventory on hand. If it's low, they need more soon.
Comment by
Trogarzon on Apr 10, 2024 2:01pm
The corporate presention needs an update... pending news I suppose... hope it's good and soon.