The publisher explores United Therapeutics’ prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (4 November 2020)
Model updates (29 July 2020)
Model updates (29 April 2020)
Model updates (26 February 2020)
Snapshot
- Overview - United Therapeutics’ prescription pharmaceutical business is heavily impacted by generic competition.
- Key themes - [1] Generic competition is causing a severe impact on United Therapeutics’ pharmaceutical business, with Adcirca and Remodulin impacted in 2019 [2] Recent settlements with Watson and Actavis regarding generic versions of Tyvaso and Orenitram will keep generics at bay until 2026 and 2027 [3] Future growth depends on ralinepag, which United Therapeutics in-licensed from Arena for $1.2bn, with $800m upfront.
Model updates (4 November 2020)
- Remodulin forecast adjusted lower in Europe and Rest of World due to lower sales
- Tyvaso forecast adjusted higher due to stronger sales
- Orenitram forecast adjusted higher due to stronger sales.
Model updates (29 July 2020)
- Remodulin forecast adjusted lower due to lower international sales
- Tyvaso forecast adjusted higher due to sales strength in the US
- Orenitram forecast adjusted higher due to FREEDOM-EV label update.
Model updates (29 April 2020)
- No changes to forecasts.
Model updates (26 February 2020)
- Tyvaso forecast adjusted higher due to results from Phase III INCREASE trial in patients with PH-ILD.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
