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Post by joeypotsandpans on Mar 26, 2024 16:41:56 GMT -5
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Post by letitride on Mar 26, 2024 19:27:43 GMT -5
Martine addressed this as a complimentary product and have not heard anything from
Merck to the contrary. With the push on for another plant to cover additional demand on TDPI
Im believing this is a dead issue except for the sake of promoting FUD.
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Post by cretin11 on Mar 26, 2024 19:29:01 GMT -5
Might present a good UTHR buying opportunity if the market over reacts to this news relative to UTHR.
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Post by agedhippie on Mar 26, 2024 21:45:52 GMT -5
Martine addressed this as a complimentary product and have not heard anything from Merck to the contrary. With the push on for another plant to cover additional demand on TDPI Im believing this is a dead issue except for the sake of promoting FUD. It's a complimentary product for people already on Tyvaso. However, the aim with new patients to use it early paired with the first line drugs stopping the progression before you get the point of needing Tyvaso. It can have unpleasant side effects so some people may not be able to tolerate it, although since the option is dying patients may be prepared to live with ones that are not actively life-threatening. |
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Post by Clement on Mar 27, 2024 6:43:22 GMT -5
Michael Benkowitz at UTHR's Q4 2023 earnings call: "Moving to the other potential competitor this year, the PAH community is anticipating the March FDA action date for the first potential activin signaling inhibitor for the treatment of Group 1 PAH. While we understand that there is some excitement for this new pathway and we've seen this in the past with new offerings, it's important to remember that PAH is a complex multi-factorial disease where polytherapy is the norm not the exception and treating multiple pathways of the disease aggressively and early is critical to patient outcomes. Based on the result of this new product's clinical trial and our conversations with prescribers, it is not -- it does not appear that an activin signaling inhibitor is either a cure for PAH or a replacement for prostacyclin therapy.
In fact in their pivotal trial, 70% of patients were on prostacyclin therapy with 40% on a parenteral prostacyclin Remodulin. Therefore, we see this therapy as additive to our existing prostacyclin patients. And if the activin signaling inhibitor helps further improve outcomes then these patients should stay on our therapies longer. For those patients not yet on a prostacyclin therapy, PAH is a progressive disease and the vast majority of these patients will eventually need a prostacyclin. Whether that's before or after initiating activin signaling inhibitor will be case dependent. But given that polytherapy is becoming the norm, we believe Tyvaso DPI offers patients and prescribers a convenient way to cover the prostacyclin pathway earlier in a patient's disease journey. Finally, we want to remind investors that this launch will only be in Group 1 PAH and will not affect our growing PH-ILD business where the activin signaling pathway has not been studied. That brings us to the profile of treprostinil-based prostacyclins like Tyvaso Remodulin and Orenitram. We have over two decades of use and safety data to support the use of treprostinil in PAH patients. There's a correlation between prostacyclin dose and patient outcomes. Treprostinil has demonstrated improvement across a wide array of key hemodynamic parameters and no regular blood testing is required for prostacyclin use. To wrap-up, while we're entering a year of potentially increasing competition, we remain confident that we have the product portfolio, clinical data, support structures and expertise to succeed in the emerging competitive landscape." finance.yahoo.com/news/united-therapeutics-corporation-nasdaq-uthr-145403292.html |
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Post by uvula on Mar 27, 2024 7:55:07 GMT -5
Winrevair is being discussed on CNN right now. Being called a miracle drug. Bringing awareness to PAH.
$243,000 per year. Not sure how this compares to "our" drug.
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Post by dh4mizzou on Mar 27, 2024 7:56:41 GMT -5
You'll forgive me if I take CNN with a LARGE grain of salt.
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Post by Clement on Mar 27, 2024 7:59:07 GMT -5
Does anyone know if Medicare will pay for Winrevair in 2024? Or maybe that can't happen until 2025?
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Post by Clement on Mar 27, 2024 8:04:35 GMT -5
Winrevair is being discussed on CNN right now. Being called a miracle drug. Bringing awareness to PAH. $243,000 per year. Not sure how this compares to "our" drug. That's roughly 10x the price of TDPI. (But it's probably not an either/or.) |
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Post by akemp3000 on Mar 27, 2024 8:59:46 GMT -5
You'll forgive me if I take CNN with a LARGE grain of salt. Yep. Congrats to CNN, the first TV station ever with more employees than viewers  |
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Post by peppy on Mar 27, 2024 9:30:26 GMT -5
UTHR was flirting with break out yesterday. schrts.co/GvfIxpFX schrts.co/HdCtZHTk CNN continues to have the youngest audience among cable news networks with a Total Day median age of 67 years, -3 years younger than MSNBC (70) and Fox News (70) in January. TV Source: The Nielsen Company. January 2024 (1/1/24-1/28/24). |
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Post by ktim on Mar 27, 2024 12:14:02 GMT -5
UTHR was flirting with break out yesterday. schrts.co/GvfIxpFX schrts.co/HdCtZHTk CNN continues to have the youngest audience among cable news networks with a Total Day median age of 67 years, -3 years younger than MSNBC (70) and Fox News (70) in January. TV Source: The Nielsen Company. January 2024 (1/1/24-1/28/24). LOL... all the young whippersnappers are watching CNN. Who knew I was still too young for all those networks. Guess that's why I watch Bloomberg. |
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Post by peppy on Mar 27, 2024 16:49:50 GMT -5
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