United Therapeutics Corporation · NASDAQ:UTHR
United Therapeutics — J.P. Morgan 41st Annual Healthcare Conference (January 2023)
21 slides from United Therapeutics's conference presentation, Jan 9, 2023
Slide 1: United Therapeutics: Enabling Inspiration
UTHR: A Public Benefit Corporation | January 2023 | 1 United Therapeutics: Enabling Inspiration J.P. Morgan 41 st Annual Healthcare Conference
Slide 2: Safe Harbor Statement
UTHR: A Public Benefit Corporation | January 2023 | 2 Safe Harbor Statement This presentation contains forward - looking statements which represent United Therapeutics’ expectations or beliefs regarding future events. We caution that such statements involve risks and uncertainties that may cause act
Slide 3: Robust Pipeline
UTHR: A Public Benefit Corporation | January 2023 | 3 ⎔ TETON 1 ⎔ TETON 2 ⎔ ADVANCE Capacity ⎔ ADVANCE Outcomes ⎔ EVLP 1 /CLES 2 ⎔ Allogeneic Lungs ⎔ Allogeneic Livers ⎔ Autologous Lungs ⎔ Autologous Kidneys ⎔ Xenohearts ⎔ Xenokidneys ⎔ Thymokidneys FIVE Registration Phase Studies SEVEN Preclinical
Slide 4: Pulmonary Hypertension
UTHR: A Public Benefit Corporation | January 2023 | 4 PULMONARY HYPERTENSION
Slide 5: We expect rapid annual growth from three PH drivers
UTHR: A Public Benefit Corporation | January 2023 | 5 Pulmonary Hypertension We expect rapid annual growth from three PH 1 drivers 1 2 3 UTHR: A Public Benefit Corporation | January 2023 | 5 (1) PH = Pulmonary Hypertension.
Slide 6: Tyvaso: Double Tyvaso patients following PH-ILD approval
UTHR: A Public Benefit Corporation | January 2023 | 6 Pulmonary Hypertension | Tyvaso ® UTHR: A Public Benefit Corporation | January 2023 | 6 (1) The doubling goal issued in 2021 contemplated doubling the number of Tyvaso patients from approximately 3,000 at the time of PH - ILD approval in late Mar
Slide 7: Tyvaso DPI is Differentiated: Ease of Use
UTHR: A Public Benefit Corporation | January 2023 | 7 Ease of Use TYVASO DPI is simple - to - use and delivers the trusted safety and benefits of Tyvaso. 1,2 (1) TYVASO DPI package insert. Research Triangle Park, NC: United Therapeutics Corporation; 2022. (2) Spikes LA, Bajwa AA, Burger CD, et al. B
Slide 8: High throughput lends itself to deep lung deposition
UTHR: A Public Benefit Corporation | January 2023 | 8 High throughput lends itself to deep lung deposition 1,2 (1) Adapted from White S, Bennett DB, Cheu S, et al. EXUBERA: pharmaceutical development of a novel product for pulmonary delivery of insulin. Diabetes Technol Ther . 2005;7(6):896 - 906. E
Slide 9: Drug deposition from a low throughput device
UTHR: A Public Benefit Corporation | January 2023 | 9 Drug deposition from a low throughput device 1,2 Tyvaso DPI ® is Differentiated UTHR: A Public Benefit Corporation | January 2023 | 9 (1) Adapted from White S, Bennett DB, Cheu S, et al. EXUBERA: pharmaceutical development of a novel product for
Slide 10: Drug deposition from a high throughput device like Tyvaso DPI
UTHR: A Public Benefit Corporation | January 2023 | 10 Drug deposition from a high throughput device like Tyvaso DPI 1,2 Tyvaso DPI ® is Differentiated UTHR: A Public Benefit Corporation | January 2023 | 10 (1) Adapted from White S, Bennett DB, Cheu S, et al. EXUBERA: pharmaceutical development of a
Slide 11: Tyvaso DPI is Differentiated: Others vs Tyvaso DPI
UTHR: A Public Benefit Corporation | January 2023 | 11 Others Tyvaso DPI Tyvaso DPI ® is Differentiated UTHR: A Public Benefit Corporation | January 2023 | 11 (1) Adapted from White S, Bennett DB, Cheu S, et al. EXUBERA: pharmaceutical development of a novel product for pulmonary delivery of insulin
Slide 12: Tyvaso DPI is Differentiated: Efficiency of dosing
UTHR: A Public Benefit Corporation | January 2023 | 12 Low Throughput Device 2 High Throughput Device Like Tyvaso DPI 3 Tyvaso DPI ® is Differentiated UTHR: A Public Benefit Corporation | January 2023 | 12 (1) At the lowest labeled dose. (2) Hill, N., et al. INSPIRE: Safety and tolerability of inhal
Slide 13: Sixteen recent publications on early use of parenteral prostacyclins
UTHR: A Public Benefit Corporation | January 2023 | 13 Sixteen recent publications 1 demonstrate the early and consistent 2 use of parenteral prostacyclins (including transitions to oral prostacyclins ) can lead to better patient outcomes (1) R. Badagliacca et al. Pulmonary pressure recovery in idio
Slide 14: Ralinepag vs oral prostacyclin-like therapies
UTHR: A Public Benefit Corporation | January 2023 | 14 Ralinepag Oral prostacyclin - like therapies Selexipag BID 1 /TID 2 No BID Yes QD 3 No Daily dosing Dose ceiling UTHR: A Public Benefit Corporation | January 2023 | 14 (1) BID = Twice daily. (2) TID = Three times daily. (3) QD = Once daily.
Slide 15: Pulmonary Fibrosis
UTHR: A Public Benefit Corporation | January 2023 | 15 PULMONARY FIBROSIS
Slide 16: Opportunity to more than double current revenue with Pulmonary Fibrosis
UTHR: A Public Benefit Corporation | January 2023 | 16 Pulmonary Fibrosis Opportunity to more than double current revenue with Pulmonary Fibrosis (1) PAH = pulmonary arterial hypertension. (2) Flolan , Veletri , Remodulin IV, Remodulin SC, Orenitram, Tyvaso, Ventavis , Tracleer , Adcirca , Revatio ,
Slide 17: TETON enrollment projections
UTHR: A Public Benefit Corporation | January 2023 | 17 TETON 1 enrollment projections Tyvaso ® for IPF 1,2 Patients Randomized 400 300 200 100 2021 2022 2023 2024 Time Projected at current rate UTHR: A Public Benefit Corporation | January 2023 | 17 (1) IPF = Idiopathic Pulmonary Fibrosis. ( 2 ) Tyva
Slide 18: Tyvaso for IPF
UTHR: A Public Benefit Corporation | January 2023 | 18 Tyvaso ® for IPF 1,2 (1) IPF = Idiopathic Pulmonary Fibrosis. (2) Tyvaso is not approved to treat IPF. (3) https :// www.fiercepharma.com /pharma/novartis - sandoz - keeps - engine - warm - first - us - generic - launch - roches - esbriet Ninted
Slide 19: TETON studies evolved from UT-sponsored in vitro studies and INCREASE
UTHR: A Public Benefit Corporation | January 2023 | 19 TETON studies evolved from UT - sponsored in vitro studies and FVC 3 observations in INCREASE (1) IPF = Idiopathic Pulmonary Fibrosis. ( 2 ) Tyvaso is not approved to treat IPF. (3) FVC = Forced Vital Capacity. (4) For visualization purposes onl
Slide 20: UTHR: A growth story with a value balance sheet
UTHR: A Public Benefit Corporation | January 2023 | 20 UTHR: A growth story with a value balance sheet Substantial growth expected through PH and IPF Cash flow devoted to growth and product development Cash opex spend less than 50% of prior - year revenue Strong balance sheet More than $4 bn in cash
Slide 21: |
UTHR: A Public Benefit Corporation | January 2023 | 21
United Therapeutics — J.P. Morgan 41st Annual Healthcare Conference (January 2023) on 6ix