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Post by prcgorman2 on Jul 19, 2024 7:25:31 GMT -5
I’ve noticed a general move towards more engaged judicial review of regulatory actions. I sense there is a concern within the judiciary that agencies are effectively empowered by Congress to act as proxy legislators and make rules that have an equivalency of law, only, they don’t.
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Post by Clement on Jul 24, 2024 6:06:03 GMT -5
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Post by kite on Jul 24, 2024 6:08:22 GMT -5
SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)-- United Therapeutics Corporation (Nasdaq: UTHR), announced today that it will report its second quarter 2024 financial results before the market opens on Wednesday, July 31, 2024. A press release detailing the quarterly results will be issued that day at approximately 6:30 a.m. Eastern Time. United Therapeutics will host a public webcast Wednesday, July 31, 2024, at 9:00 a.m. Eastern Time. The webcast will be accessible via United Therapeutics' website at ir.unither.com/events-and-presentations. A rebroadcast of the webcast will be available for one year and can be accessed at the same location.
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Post by cppoly on Jul 25, 2024 5:59:10 GMT -5
Does anyone else find this strange that there's no press releases about this. If you are a LQDA investor, wouldn't you want to know about this delay? Why is this being kept on the down low?
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Post by Clement on Jul 25, 2024 8:18:40 GMT -5
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Post by Clement on Jul 25, 2024 8:45:11 GMT -5
52 week high today Oh --- all time high!
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Post by Clement on Jul 25, 2024 9:09:41 GMT -5
"Ruling PH in or out A right heart catheterization is required to diagnose PH. A right heart catheterization, often referred to as a right heart cath, is the only way to definitively diagnose PH. It measures the pressure in your heart and in the blood vessels of your lungs. This can help your doctor understand how well your heart and lungs are working and helps determine next steps in the management of your condition."
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Post by Clement on Jul 29, 2024 8:05:14 GMT -5
I saw the banner ad again this morning.
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Post by prcgorman2 on Jul 30, 2024 10:08:57 GMT -5
Good heavens! I just looked at the 6 month chart for UTHR and they're up 56%. Is there anything other than Tyvaso DPI responsible for this immense surge in share price? If MNKD is tied to UTHR, it makes me think MNKD is being discounted disproportionately. I sure hope so!
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rebby
Researcher
Posts: 73
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Post by rebby on Jul 30, 2024 10:44:55 GMT -5
Good heavens! I just looked at the 6 month chart for UTHR and they're up 56%. Is there anything other than Tyvaso DPI responsible for this immense surge in share price? If MNKD is tied to UTHR, it makes me think MNKD is being discounted disproportionately. I sure hope so! To be fair, MNKD is up 68% over the past 6 months…personally, I believe we are still undervalued
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Post by jkendra on Jul 30, 2024 18:21:36 GMT -5
Good heavens! I just looked at the 6 month chart for UTHR and they're up 56%. Is there anything other than Tyvaso DPI responsible for this immense surge in share price? If MNKD is tied to UTHR, it makes me think MNKD is being discounted disproportionately. I sure hope so! So MannKind's tech is the major factor that is giving UTHR a $15B valuation ? MannKind should be worth more than $15B.
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Post by prcgorman2 on Jul 30, 2024 21:26:24 GMT -5
Good heavens! I just looked at the 6 month chart for UTHR and they're up 56%. Is there anything other than Tyvaso DPI responsible for this immense surge in share price? If MNKD is tied to UTHR, it makes me think MNKD is being discounted disproportionately. I sure hope so! So MannKind's tech is the major factor that is giving UTHR a $15B valuation ? MannKind should be worth more than $15B. Well, to be fair, MannKind is only responsible for a sizable portion of $7.5B, the value added in the last 6 months, largely because of Tyvaso DPI. Can lightning strike twice? Phase 1 clinical trial of treprostinil on TechnoSphere led to Tyvaso DPI. Perhaps nintedanib on TechnoSphere can be the second multi-billion dollar drug but this time for MannKind, not just the partner (if there is a partner). United Therapeutics was threatened by a significant loss of revenue from their drug coming off-patent. That is similar to Boehringer-Ingelheim’s Ofev. One of the charts from last quarter’s earnings call showed the marketplace value of IPF treated by Ofev was predicted to reach $7.5B in 2030 (IIRC). Hmmm, $2.5B of profit on about $2.9B revenue would be about $10 EPS, so about $170 dollars a share using a P/E ratio of 17:1. Fingers crossed!
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Post by kite on Jul 31, 2024 6:01:17 GMT -5
ir.unither.com/press-releases/2024/07-31-2024-113014954SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)-- United Therapeutics Corporation (Nasdaq: UTHR), a public benefit corporation, today announced its financial results for the quarter ended June 30, 2024. Total revenues in the second quarter of 2024 grew 20 percent year-over-year to $714.9 million, compared to $596.5 million in the second quarter of 2023. “This quarter we drove record revenue from our foundational commercial business. Next year we expect data from our innovative clinical pipeline. All this while we march forward with our revolutionary organ manufacturing programs,” said Martine Rothblatt, Ph.D., Chairperson and Chief Executive Officer of United Therapeutics. “We believe there is no other biotech with our combination of relentless focus, near-term commercial growth, and clinical potential.” Michael Benkowitz, President and Chief Operating Officer of United Therapeutics, added, “Our fifth straight quarter of record revenue was driven by continued traction for Tyvaso in pulmonary hypertension associated with interstitial lung disease, along with strong fundamentals for our other products in pulmonary arterial hypertension and neuroblastoma.” Total Tyvaso revenues grew by 25 percent to $398.2 million in the second quarter of 2024, compared to $318.9 million in the second quarter of 2023. This growth was primarily due to an increase in quantities sold, driven by the commercial launch of Tyvaso DPI in June 2022 and continued growth in commercial utilization by patients with pulmonary hypertension associated with interstitial lung disease and, to a lesser extent, price increases.
The growth in Tyvaso DPI revenues resulted primarily from an increase in quantities sold and, to a lesser extent, price increases. The increase in Tyvaso DPI quantities sold was due to continued growth in the number of patients following the product’s launch and, to a lesser extent, increased commercial utilization following the implementation of the Part D redesign under the Inflation Reduction Act (IRA).
The growth in Remodulin revenues resulted primarily from an increase in U.S. Remodulin revenues, driven by an increase in quantities sold and, to a lesser extent, lower Medicaid rebates. The growth in Orenitram revenues resulted primarily from an increase in quantities sold and, to a lesser extent, a price increase. The increase in quantities sold was driven, at least in part, by increased commercial utilization following the implementation of the Part D redesign under the IRA. The growth in Unituxin revenues resulted from a price increase and an increase in quantities sold.
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Post by neil36 on Jul 31, 2024 6:06:24 GMT -5
Tyvaso DPI sales - $258.3 up 13.5% over last quarter DPI represents 64.8% of total Tyvaso sales, up from 61% last quarter
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Post by Clement on Jul 31, 2024 6:14:40 GMT -5
Actual T-DPI revs reported this morning by UTHR === $258.3M
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