PharmaVitae explores United Therapeutics’ prescription pharmaceutical performance and outlook over 2019–29. PharmaVitae analyses include quarterly earnings coverage and provide timely updates to company product forecasts.
Publisher: Datamonitor Healthcare
Published: 25 January 2021
Number of pages:34
United Therapeutics is a leading biotechnology company with a heavy focus on pulmonary arterial hypertension, generating almost $1.5 billion in revenue in 2019.
United Therapeutics’ product sales decreased by 11% in 2019, primarily due to a decrease in Adcirca sales as a result of the onset of generic competition for Adcirca in August 2018.
Future growth depends on ralinepag, which United Therapeutics in-licensed from Arena for $1.2 billion, with $800 million paid upfront.
Recent settlements with Watson and Actavis regarding generic versions of Tyvaso and Orenitram will keep generics at bay until 2026 and 2027.
Oncology drug Unituxin accounted 8% of the company’s total revenue in 2019. It is expected to drive the growth over the forecast period due to potential label expansion for pediatric patients with relapsed or refractory neuroblastoma.
United Therapeutics expects to generate most of its sales in the US, followed by the European market in the forecast period.
Generic competition is causing a severe impact on United Therapeutics’ pharmaceutical business, with Adcirca and Remodulin impacted in 2019.
Adcirca sales are estimated to decline at a compound annual growth rate (CAGR) of 7.3% over the forecast period due to generic competition in the US.
The company expects Tyvaso to continue its growth throughout the forecast period. However, pricing pressures may negatively impact its growth.
High-impact upcoming events include topline Phase III trial results and an expected PDUFA date for Tyvaso.
PharmaVitae explores United Therapeutics’ prescription pharmaceutical performance and outlook over 2019–29.
Overview – United Therapeutics’ prescription pharmaceutical business is heavily impacted by generic competition.
Key themes –  Generic competition is causing a severe impact on United Therapeutics’ pharmaceutical business, with Adcirca and Remodulin impacted in 2019  Recent settlements with Watson and Actavis regarding generic versions of Tyvaso and Orenitram will keep generics at bay until 2026 and 2027  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
Key Drug & Company Information
Recent Earnings Review
Prescription Pharmaceuticals Sales Outlook
Branded Drug Outlook
Launch Profile Outlook
Therapy Area Outlook
Regional Sales Outlook
Marketed & Pipeline Drugs
Clinical Trial Overview
Clinical Trial Snapshot
Clinical Trials by Country
Clinical Trials by Status and Phase
Clinical Trials by Drug
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