United Therapeutics(US:UTHR)2020-05-14 17:32Financial Performance & Strategy - United Therapeutics' treprostinil revenue remains stable despite generic competition[22] - The company believes Remodulin revenues will continue to grow due to safety, supply chain reliability, patient support, and a highly differentiated product platform[27, 28] Pulmonary Hypertension (PH) Market & Opportunities - United Therapeutics is targeting expansion in the PH market, including PH associated with Interstitial Lung Disease (ILD) and Chronic Obstructive Pulmonary Disease (COPD)[32] - The company estimates over 130,000 patients in the U S have PH ILD and ~100,000 have PH COPD[36] - United Therapeutics aims to reach 25,000 patients on PH therapies, a 3x increase from the current 7,500 patients[40, 41] Orenitram® Label Expansion Benefits - Expanded Orenitram® label shows a 61% reduction in the risk of disease progression[45] - Orenitram® is associated with a 37% reduction in the risk of death versus placebo at study closure[45] - PAH-related healthcare costs were 67% higher for selexipag patients than for Orenitram patients[45] Pipeline Development & Milestones - Tyvaso® INCREASE Phase III clinical trial in PH WHO Group 3 hit primary and all secondary endpoints, with sNDA planned mid-2020[49, 51] - Tyvaso increased six-minute-walk-distance (6MWD) by 21 meters versus placebo after 16 weeks of treatment (p=0 0043)[53] - Implantable System for Remodulin® is FDA cleared with U S launch targeted for July 2020[59, 87] Organ Manufacturing - United Therapeutics is developing organ manufacturing technologies, including EVLP, XENO kidneys, lung lobes, and 3DAP lungs[73] - EVLP has saved the lives of 137 patients[75] - 60% of lung 3DAP has been printed[75]