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Re: DownWithPumpers post# 6632

Tuesday, 09/02/2014 1:23:22 PM

Tuesday, September 02, 2014 1:23:22 PM

Post# of 32013
Interesting math...

"Probably 300 million in sales generates zero profit after sales, marketing and start-up costs.
It's a real shame that people are publishing such obvious fake stuff to pump this stock."

Novo Nordisk's operating margin in h1-2014 was 39.9%, with diabetes being 78.7% of sales (Aug 07 q2 results PR).
Sanofi's Pharmaceuticals operating margin in h1-2014 was 28.4%, with diabetes being 25.5% of Pharmaceuticals (Jul 31 q2 results PR).

So, $300 M Afrezza sales x 0.284-0.399 = $85-120 M profit...
And I would lean toward the top of the range (Novo's number) which is more representative of a diabetes player.
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