United Therapeutics(US:UTHR)2020-08-13 22:05Business Overview - United Therapeutics focuses on developing novel, life-extending technologies for patients in oncology, lung disease, and organ manufacturing[8] - The company has multiple approved therapies and over 20 years of experience addressing unmet medical needs in pulmonary arterial hypertension (PAH) and neuroblastoma (NB)[9] - United Therapeutics aims to find a cure through balance and value creation[11] Financial Performance & Product Strategy - Treprostinil revenue remains stable despite generic competition[13] - United Therapeutics believes Remodulin revenues will continue to grow due to safety, supply chain reliability, patient support, a highly differentiated product platform, and limited switching in the PAH space[17, 18, 19] - The company aims to expand its reach to 25,000 patients on PH therapies, a 3x increase from the current 7,500 patients[31, 32] Pipeline Development - Key benefits of expanded Orenitram label include a 61% reduction in risk of disease progression, improvement in key prognostic measures, a 37% reduction in risk of death, and reduced PAH-associated healthcare costs relative to selexipag[36] - Tyvaso increased the six-minute-walk-distance (6MWD) by 21 meters versus placebo (p=00043) after 16 weeks of treatment in PH WHO Group 3 patients[43] - The company is developing a pump for every PAH patient, including an implantable system for Remodulin (ISR) and Remunity[48, 49] Organ Manufacturing - United Therapeutics aims to transform the marketplace to make more organs available for transplant through EVLP, XENO, Lung Lobes, and 3DAP technologies[61] - In organ manufacturing, 152 EVLP patients' lives have been saved, Xeno kidneys have supported life for >6 months in preclinical models, Lung Lobes have achieved 70% recellularization and 15% lung function, and 60% of lungs have been 3DAP printed[64]