|
Post by cretin11 on Feb 22, 2024 16:27:40 GMT -5
UTHR should just buy out MNKD and all of it's assets, convert them to a division under the UTHR umbrella focusing on orphan lung diseases and dry powder treatments. LQDA won't be the only show with dry powder formulations taking away market share. It would be a nice bolt on to their existing lung focused mission. Definitely would like to see that. Could easily bring us in the range of $6 to $10 (optimistic but fathomable) not to mention all the time we'd save not reading this message board!
|
|
|
Post by sayhey24 on Feb 22, 2024 19:10:46 GMT -5
UTHR is about a $2.3B company in the orphan space. MNKD's lead product is afrezza which is in the Big Pharma space - big time.
I don't see Martine wanting to get into that mess. UTHR is a nice little company plodding along and mostly staying under the radar of BP. What benefit would MNKD bring to UTHR besides a big headache? UTHR already has manufacturing rights.
MNKD on the other hand is smack in the middle of it with BP. They have one of two choices; play along with BP through the PBMs and afrezza stays a niche product; or try and make afrezza the blockbuster it should be. Of course if MNKD was successful with the latter, they would be in a position to buy UTHR.
|
|
|
Post by cretin11 on Feb 23, 2024 13:09:00 GMT -5
Agree sayhey that a UTHR buyout of MNKD is unfortunately not in the cards, otherwise it would've happened by now. But i don't agree it's because Martine is afraid of the Big Pharma headache that would result from acquiring Afrezza, because that would imply BP actually cares about Afrezza. There may have been a time when BP worried about Afrezza, but that time is no longer and BP has no remaining concerns about Afrezza cutting into their share of that market. Could that be changed? There are some folks still out there trying to make it happen...
|
|
|
Post by wyattdog on Feb 27, 2024 13:46:10 GMT -5
On February 26, 2024, United Therapeutics Corporation (the Company) filed a motion in the U.S. District Court for the District of Delaware for a preliminary injunction in its previously-disclosed patent litigation with Liquidia Technologies, Inc. (Liquidia) related to Liquidia’s efforts to seek approval by the U.S. Food and Drug Administration (FDA) for a pulmonary hypertension associated with interstitial lung disease (PH-ILD) indication for its inhaled treprostinil product. Liquidia’s investigational product is currently tentatively approved by the FDA for the treatment of pulmonary arterial hypertension (PAH) but not PH-ILD. In this litigation, the Company alleges that Liquidia’s product for use in PH-ILD infringes the Company’s U.S. Patent No. 11,826,327 (the ’327 patent), which expires in 2042. The ’327 patent generally covers improving exercise capacity in patients suffering from PH-ILD by administering treprostinil by inhalation. In its preliminary injunction motion, the Company asked the district court to enjoin Liquidia from marketing its product for PH-ILD until the court can adjudicate the Company’s infringement claims.
Separately, as previously disclosed, the Company has initiated litigation in the U.S. District Court for the District of Columbia against the FDA in another case regarding the FDA’s review of Liquidia’s efforts to obtain a PH-ILD indication for its inhaled treprostinil product. Liquidia submitted an amendment to the pending new drug application (NDA) for its product to pursue approval for a PH-ILD indication. The suit alleges that FDA rules, precedents, and procedures require that such a new indication be pursued in a new NDA rather than as an amendment to a pending NDA. Thus, the Company has asked FDA to require Liquidia to submit a new NDA if it wishes to further pursue approval for a PH-ILD indication. The Company believes that if Liquidia is required to submit a new NDA, the Company would be entitled to a 30-month stay of any PH-ILD approval for Liquidia’s product as a result of the ’327 patent litigation.
Together, these two litigation matters respond to Liquidia’s efforts to add PH-ILD to its unapproved product label, in addition to an indication for the treatment of PAH. The NDA for Liquidia’s product relies on the clinical data underlying the NDA for the Company’s product, Tyvaso® (treprostinil) Inhalation Solution, which is FDA-approved for the treatment of both PAH and PH-ILD. The PH-ILD indication was added to the label for nebulized Tyvaso in 2021, following the first-ever successful pivotal clinical trial of a therapy for PH-ILD. If either a preliminary injunction or a 30-month stay is granted, then Liquidia’s product would be precluded from being marketed for PH-ILD while the underlying ’327 patent litigation proceeds.
For more details concerning the Company’s litigation matters regarding Liquidia, please see Note 14 – Litigation to the Company’s Annual Report on Form 10-K filed on February 21, 2024.
TYVASO is a registered trademark of United Therapeutics Corporation
|
|
|
Post by Clement on Mar 10, 2024 9:44:04 GMT -5
|
|
|
Post by Clement on Mar 15, 2024 7:55:57 GMT -5
UTHR's earnings call for Q1 last year was on May 3, 2023.
|
|
|
Post by agedhippie on Mar 16, 2024 10:53:22 GMT -5
Wells Fargo published an interesting report looking at the UTHR share price. The thesis was that the competition is already priced in so they don't see the introduction of Yutrepia having a significant share price impact. This was partially done as a justification for why they had raised the UTHR target price.
They published a sales projection for market share of the Tyvaso DPI market out to 2040 (!) starting out with LQDA capturing 3% of the market this year, and 11% next year then growing at about 5% per year before eventually settling to a 45% UTHR, 35% LQDA, 10% generic split.
Between 2024 and 2032 they expect the market size to double.
|
|
|
Post by sayhey24 on Mar 16, 2024 11:51:16 GMT -5
Wells Fargo published an interesting report looking at the UTHR share price. The thesis was that the competition is already priced in so they don't see the introduction of Yutrepia having a significant share price impact. This was partially done as a justification for why they had raised the UTHR target price. They published a sales projection for market share of the Tyvaso DPI market out to 2040 (!) starting out with LQDA capturing 3% of the market this year, and 11% next year then growing at about 5% per year before eventually settling to a 45% UTHR, 35% LQDA, 10% generic split. Between 2024 and 2032 they expect the market size to double. LQDA earnings were not so great. Do we think they will be around in 2032? MNKD had the Mann Foundation as a safety net. Whats LQDA's plan?
|
|
|
Post by agedhippie on Mar 16, 2024 12:23:55 GMT -5
Wells Fargo published an interesting report looking at the UTHR share price. The thesis was that the competition is already priced in so they don't see the introduction of Yutrepia having a significant share price impact. This was partially done as a justification for why they had raised the UTHR target price. They published a sales projection for market share of the Tyvaso DPI market out to 2040 (!) starting out with LQDA capturing 3% of the market this year, and 11% next year then growing at about 5% per year before eventually settling to a 45% UTHR, 35% LQDA, 10% generic split. Between 2024 and 2032 they expect the market size to double. LQDA earnings were not so great. Do we think they will be around in 2032? MNKD had the Mann Foundation as a safety net. Whats LQDA's plan? The plan is to launch Yutrepia. That, and over two years cash in the bank. If Wells Fargo are to be believed in their market projections for UTHR then Liquidia will have a gross revenue of $150M next year. Of course projections are just that until they are realized.
|
|
|
Post by alethea on Mar 18, 2024 13:13:59 GMT -5
Wells Fargo published an interesting report looking at the UTHR share price. The thesis was that the competition is already priced in so they don't see the introduction of Yutrepia having a significant share price impact. This was partially done as a justification for why they had raised the UTHR target price. They published a sales projection for market share of the Tyvaso DPI market out to 2040 (!) starting out with LQDA capturing 3% of the market this year, and 11% next year then growing at about 5% per year before eventually settling to a 45% UTHR, 35% LQDA, 10% generic split. Between 2024 and 2032 they expect the market size to double. MNKD sadly has not yet garnered even 1% of the prandial/mealtime insulin market. LQDA faces similar disadvantages in its quest to take market share away from UTHR. I've no statistics but I'd be really surprised if LQDA has even 10%, 15% at the most in the near-term.
|
|
|
Post by prcgorman2 on Mar 18, 2024 15:14:54 GMT -5
Back when the so-called "Citizen's Petition" challenged the lung safety of Tyvaso DPI, I saw where one of the Liquidia proponents estimated Yutrepia could capture as much as 10% of the PAH market currently served by Tyvaso. I was kind of like, OK.
|
|
|
Post by Clement on Mar 25, 2024 6:48:48 GMT -5
|
|
|
Post by celo on Mar 25, 2024 7:44:09 GMT -5
They profit more than 200 million a quarter. Easy peasy. United is getting tired of having such a low P/E. This will change that,
|
|
|
Post by Clement on Mar 26, 2024 12:26:19 GMT -5
UTHR 6 month chart daily Looks like a cup and handle since Dec 14.
|
|
|
Post by wyattdog on Mar 27, 2024 9:46:10 GMT -5
U.S. RESEARCH ROUNDUP-Acuity Brands, CSG Systems International, Nuvation Bio 5:34 AM ET, 03/27/2024 - Reuters * United Therapeutics Corp : Leerink Partners raises PT to $335 from $330 *
|
|