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Post by cppoly on Feb 19, 2024 14:19:32 GMT -5
I can't remember from which presentation it was but there was a slide showing about 65 - 70% of Tyvaso users are on now on DPI. Killing some time here till UTHR's earnings call on Wednesday, but any guesses on what the new and improved rate will be?
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Post by agedhippie on Feb 19, 2024 17:36:02 GMT -5
I can't remember from which presentation it was but there was a slide showing about 65 - 70% of Tyvaso users are on now on DPI. Killing some time here till UTHR's earnings call on Wednesday, but any guesses on what the new and improved rate will be? It's an interesting question. I think there are two parts; the conversion from cannibalizing the existing Tyvaso Nebulizer users, and net new users. My suspicion is that we must be nearing the upper limit for conversions so it's going to be down to net new. The most interesting number if the give it is the PH-ILD user growth because that is entirely net new as I understand it. |
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Post by phdedieu12 on Feb 20, 2024 9:58:38 GMT -5
Analysts predict that the 'Revenues- Tyvaso' will reach $321.17 million. The estimate points to a change of +32.6% from the year-ago quarter.
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Post by Clement on Feb 20, 2024 10:25:17 GMT -5
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Post by Clement on Feb 20, 2024 10:31:47 GMT -5
I can't remember from which presentation it was but there was a slide showing about 65 - 70% of Tyvaso users are on now on DPI. Killing some time here till UTHR's earnings call on Wednesday, but any guesses on what the new and improved rate will be? It was 63% for Q3, 2023. Re: Aged's comment about PH-ILD. Uptake of TDPI for this indication was affected by Medicare/insurance coverage throughout 2023. |
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Post by agedhippie on Feb 20, 2024 18:39:51 GMT -5
I can't remember from which presentation it was but there was a slide showing about 65 - 70% of Tyvaso users are on now on DPI. Killing some time here till UTHR's earnings call on Wednesday, but any guesses on what the new and improved rate will be? It was 63% for Q3, 2023. Re: Aged's comment about PH-ILD. Uptake of TDPI for this indication was affected by Medicare/insurance coverage throughout 2023. I think that PAH and PH-ILD are primarily covered via Medicare Part B which means insurers don't get a say. Also why they don't show up in Symphony. |
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Post by daisyz on Feb 20, 2024 21:37:39 GMT -5
45 of 48 patients that tested the DPI before approval, opted to stay on DPI. Do the math .
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Post by cppoly on Feb 21, 2024 6:34:01 GMT -5
From United's earnings:
"Fourth Quarter 2023 Compared to Fourth Quarter 2022. Total Tyvaso revenues grew by 45% to $350.6 million in the fourth quarter of 2023, compared to $242.3 million in the fourth quarter of 2022. 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 utilization by patients with pulmonary hypertension associated with interstitial lung disease (PH-ILD). The growth in Tyvaso DPI revenues resulted primarily from an increase in quantities sold. The decrease in nebulized Tyvaso revenues was primarily due to a decrease in U.S. quantities sold following the commercial launch of Tyvaso DPI, partially offset by an increase in international nebulized Tyvaso revenues, primarily due to the commercial launch of nebulized Tyvaso in Japan in December 2022, as shown in the table below."
"Full Year 2023 Compared to Full Year 2022. Total Tyvaso revenues grew by 41% to $1,233.7 million in 2023, compared to $873.0 million in 2022. 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 utilization by patients with PH-ILD. The growth in Tyvaso DPI revenues resulted primarily from an increase in quantities sold. The decrease in nebulized Tyvaso revenues was driven by a decrease in U.S. nebulized Tyvaso revenues, primarily due to a decrease in quantities sold following the commercial launch of Tyvaso DPI, partially offset by an increase in international nebulized Tyvaso revenues, primarily due to the commercial launch of nebulized Tyvaso in Japan in December 2022, as shown in the table below. The decrease in Remodulin revenues resulted from a decrease in international Remodulin revenues, partially offset by an increase in U.S. Remodulin revenues, as shown in the table below. The increase in Orenitram revenues resulted from a price increase and an increase in quantities sold. The increase in Unituxin revenues resulted primarily from a price increase."
How do we get the percentage of Tyvaso DPI??
Simply taking the 731.1 million DPI yearly revenue dividing by the total 1,208.2 million Tyvaso yearly revenue gives 60.5%. Is that correct?
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Post by hellodolly on Feb 21, 2024 6:48:28 GMT -5
From United's earnings: "Fourth Quarter 2023 Compared to Fourth Quarter 2022. Total Tyvaso revenues grew by 45% to $350.6 million in the fourth quarter of 2023, compared to $242.3 million in the fourth quarter of 2022. 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 utilization by patients with pulmonary hypertension associated with interstitial lung disease (PH-ILD). The growth in Tyvaso DPI revenues resulted primarily from an increase in quantities sold. The decrease in nebulized Tyvaso revenues was primarily due to a decrease in U.S. quantities sold following the commercial launch of Tyvaso DPI, partially offset by an increase in international nebulized Tyvaso revenues, primarily due to the commercial launch of nebulized Tyvaso in Japan in December 2022, as shown in the table below." "Full Year 2023 Compared to Full Year 2022. Total Tyvaso revenues grew by 41% to $1,233.7 million in 2023, compared to $873.0 million in 2022. 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 utilization by patients with PH-ILD. The growth in Tyvaso DPI revenues resulted primarily from an increase in quantities sold. The decrease in nebulized Tyvaso revenues was driven by a decrease in U.S. nebulized Tyvaso revenues, primarily due to a decrease in quantities sold following the commercial launch of Tyvaso DPI, partially offset by an increase in international nebulized Tyvaso revenues, primarily due to the commercial launch of nebulized Tyvaso in Japan in December 2022, as shown in the table below. The decrease in Remodulin revenues resulted from a decrease in international Remodulin revenues, partially offset by an increase in U.S. Remodulin revenues, as shown in the table below. The increase in Orenitram revenues resulted from a price increase and an increase in quantities sold. The increase in Unituxin revenues resulted primarily from a price increase." How do we get the percentage of Tyvaso DPI?? Simply taking the 731.1 million DPI yearly revenue dividing by the total 1,208.2 million Tyvaso yearly revenue gives 60.5%. Is that correct? That's what it looks like according to the numbers presented in the tables. DPI $731M and nebulized $502M of the total $1.2B in Tyvaso 2023 revenue. We now have a full year as a baseline to follow growth of DPI. I think onboarding new patients will likely be done with DPI as a first choice, just on convenience followed by patient need, and we can see just what impacts Yutopia will have on market share. |
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Post by Clement on Feb 21, 2024 10:00:17 GMT -5
It was 63% for Q3, 2023. Re: Aged's comment about PH-ILD. Uptake of TDPI for this indication was affected by Medicare/insurance coverage throughout 2023. I think that PAH and PH-ILD are primarily covered via Medicare Part B which means insurers don't get a say. Also why they don't show up in Symphony. In Q&A during the UTHR EC this morning, at about 33:00, Mike B. makes comments about reimbursement for TDPI becoming more equal with T-neb in 2024. He also expects to see a reduction in PAP participation for TDPI in 2024. (I'm fine with striking the word "insurance" from my previous post above.) |
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Post by Clement on Feb 21, 2024 11:12:53 GMT -5
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