United Therapeutics Corporation · NASDAQ:UTHR
United Therapeutics — Investor Presentation (August 2023)
34 slides from United Therapeutics's investor presentation, August 2023
Slide 1: United Therapeutics: Enabling Inspiration
United Therapeutics: Enabling Inspiration AUGUST 2023
Slide 2: Safe Harbor Statement
2 STATEMENT 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 actual results to differ materially from those
Slide 3: Enabling Inspiration: Our Mission
3 OUR MISSION Enabling Inspiration United Therapeutics was founded in 1996 with one mission in mind – to save a daughter’s life. Over 27 years later, we have more than 12,500 patients on our therapies. In 2021, United Therapeutics became a Public Benefit Corporation dedicated to the entrepreneurial
Slide 4: Our Mission and Vision
4 WHO WE ARE Our Mission and Vision At United Therapeutics, our vision and mission are one. We use our enthusiasm, creativity, and persistence to innovate for the unmet medical needs of our patients and to benefit our other stakeholders. We are bold and unconventional. We have fun, we do good. UTHR:
Slide 5: How We Operate
5 How We Operate
Slide 6: Our Focus
6 HOW WE OPERATE Our Focus $4 BILLION RUN RATE BY THE END OF 2025 Our near-term goal is to achieve a $4 billion annual revenue run rate by the end of 2025. FOUR COMMERCIAL PLATFORMS FOUR DEVELOPMENT PROGRAMS FIVE REGISTRATION STUDIES UTHR: A Public Benefit Corporation
Slide 7: Disciplined Management to Support Our Mission
7 HOW WE OPERATE | FINANCIAL DISCIPLINE Disciplined Management to Support Our Mission Substantial Growth Expected Through PH1 and IPF2 Cash Opex Budgets Less Than 50% Cash Flow Devoted to Growth and of Prior-Year Revenue Product Development Cash operating expense budgets are less than 50% of prior-y
Slide 8: Four Commercial Platforms
8 HOW WE OPERATE Four Commercial Platforms 1. 2. 3. 4. UTHR: A Public Benefit Corporation
Slide 9: Four Development Programs
9 01 HOW WE OPERATE Four Development Programs PRECLINICAL NON-REGISTRATION REGISTRATION APPROVED Tyvaso® TETON 1 TETON 2 TETON PPF1 Ralinepag ADVANCE OUTCOMES Gene Therapy AMETHYST2 Organ Manufacturing EVLP3/CLES4 UHeart™ UKidney™ ULobe™ ULung™ UThymoKidney™ (1) The TETON PPF study is expected to en
Slide 10: Sustainability at Our Core
10 HOW WE OPERATE | ESG Sustainability at Our Core Patients People Commitment to Diversity & Inclusion Public First PBC1 conversion of a public biotech or Benefit pharmaceutical company Racially/Ethnically Diverse Women Corporation Becoming a PBC legally aligned our longstanding commitment to servin
Slide 11: Commercial Platforms
Se), De nnn Commercial Platforms
Slide 12: Four Commercial Platforms
12 HOW WE OPERATE Four Commercial Platforms 1. 2. 3. 4. UTHR: A Public Benefit Corporation
Slide 13: Nebulized Tyvaso
13 TYVASO ® PLATFORM Nebulized Tyvaso® Approved for Group 1 PAH1 and Group 3 PH-ILD2 GROUP 1 GROUP 3 PAH PH-ILD 45,000+ 30,000+ Patients 75,000+ Patients PATIENTS Estimated PAH/PH-ILD Patients in the US3 (1) PAH = pulmonary arterial hypertension. (2) PH-ILD = pulmonary hypertension associated with i
Slide 14: Tyvaso and Tyvaso DPI for PAH and PH-ILD
14 TYVASO ® PLATFORM Tyvaso® and Tyvaso DPI® for PAH1 and PH-ILD2 Since approval in PH-ILD3, Number of Tyvaso patients on therapy the number of Tyvaso patients has more than ~6,000 doubled ~3,000 1Q/21 2Q/21 3Q/21 4Q/21 1Q/22 2Q/22 3Q/22 4Q/22 1Q/23 2Q/23 (1) PAH = pulmonary arterial hypertension. (
Slide 15: Tyvaso DPI
15 TYVASO ® PLATFORM | TYVASO DPI ® Tyvaso DPI® Simple Proven To Use Efficacy Small and High Patient Portable Satisfaction The proven efficacy of Tyvaso in the palm of your hand Tyvaso DPI is a simple-to-use, inhaled prostacyclin therapy that delivers the established safety and benefits of Tyvaso.1,
Slide 16: FREEDOM-EV and Other Studies Showed That Orenitram Can…
16 ORENITRAM® PLATFORM FREEDOM-EV and Other Studies Showed That Orenitram Can… Significantly Reduce 61% Delay Disease Progression with a 61% Reduction in 21% PVR(6,7,9) with a 21.5% Reduction Reduction Reduction in Pulmonary Risk Vascular Resistance Indicate a Positive Impact on Increase Cardiac Out
Slide 17: Remodulin Remains a Stable Foundation for PAH Patients
17 REMODULIN ® PLATFORM Remodulin Remains a Stable Foundation for PAH1 Patients Safety and Supply Chain Reliability Differentiated Product Platform Continued R&D Investment Patient Support UTHR: A Public Benefit Corporation (1) PAH = pulmonary arterial hypertension.
Slide 18: A New Way to Administer Subcutaneous Remodulin
18 REMODULIN ® PLATFORM | REMUNITY ® A New Way to Administer Subcutaneous Remodulin Small Size Prefilled Cartridges Water Resistant1 Array of Notifications Motorless UTHR: A Public Benefit Corporation (1) Up to 12 feet.
Slide 19: The First Antibody Therapy FDA-Approved for Children with High-Risk Neuroblastoma
19 UNITUXIN ® PLATFORM The First Antibody Therapy FDA-Approved for Children with High-Risk Neuroblastoma Part of the standard-of-care regimen for high-risk neuroblastoma for over 10 years1,2 The only antibody therapy with pediatric neuroblastoma experience at over 200 children’s hospitals in the Uni
Slide 20: Development Programs
20 Development Programs
Slide 21: Four Development Programs
21 01 DEVELOPMENT PROGRAMS Four Development Programs PRECLINICAL NON-REGISTRATION REGISTRATION APPROVED Tyvaso® TETON 1 TETON 2 TETON PPF1 Ralinepag ADVANCE OUTCOMES Gene Therapy AMETHYST2 Organ Manufacturing EVLP3/CLES4 UHeart™ UKidney™ ULobe™ ULung™ UThymoKidney™ (1) The TETON PPF study is expecte
Slide 22: Robust Pipeline
22 DEVELOPMENT PROGRAMS Robust Pipeline FIVE Registration Phase Studies SEVEN Preclinical Product Leads • TETON 1 • Allogeneic Lungs • TETON 2 • Allogeneic Livers • TETON PPF1,2 • Autologous Lungs • ADVANCE OUTCOMES • Autologous Kidneys • EVLP3/CLES4 • Xenohearts • Xenokidneys • Thymokidneys (1) The
Slide 23: Four Potential Indications with Two Devices
23 TYVASO ® DEVELOPMENT PLATFORMS Four Potential Indications with Two Devices Tyvaso portfolio positioned to advance our growth ONLY PAH1 PH-ILD2 APPROVED RX LIMITED (WHO Group 1) (WHO Group 3) 30K PH-ILD US TREATMENT FDA APPROVED FDA APPROVED OPTIONS 100K IPF US 2009 2021 TETON Studies3 MANY IPF3 I
Slide 24: Tyvaso for IPF
24 TYVASO ® Tyvaso for IPF1,2 The TETON studies evolved from UT-sponsored in vitro studies and FVC3 observations in INCREASE4 and INCREASE OLE5 IPF subgroup showed meaningful and sustained FVC improvement, including when placebo patients were crossed over in the open-label extension (1) IPF = idiopa
Slide 25: Tyvaso for PPF
25 TYVASO ® Tyvaso for PPF1,2 PPF affects up to 80,000 patients in the US with only one approved therapy3 PPF is a group of ILD conditions that exhibit progressive, self- sustaining fibrosis, and a similar disease course to IPF4. Patients with PPF commonly have underlying ILDs5 of idiopathic interst
Slide 26: Ralinepag
26 RALINEPAG DEVELOPMENT PROGRAM Ralinepag 35% In phase 2 studies, Ralinepag1 demonstrated a potential QD2 dosing FC III profile and potentially enhanced affinity vs. selexipag Single-Dose PK3 Profile Comparison of Ralinepag XR Tablet vs. 45K US 42% PAH Patient Selexipag in Healthy Subjects, separat
Slide 27: Organ Manufacturing
27 Organ Manufacturing
Slide 28: Ex Vivo Lung Perfusion
28 ORGAN MANUFACTURING | EVLP Ex Vivo Lung Perfusion Our EVLP Team Lung Bioengineering’s unique centralized Ex Vivo Lung Perfusion Years of Team (EVLP) service model supports transplant centers by removing barriers and providing touchpoints throughout the transplantation 100+ Clinical Experience pro
Slide 29: Ex Vivo Lung Perfusion Procedure Figures
29 ORGAN MANUFACTURING | EVLP Ex Vivo Lung Perfusion Our EVLP Procedure Figures as of June 30, 20231 DONOR LUNGS 541 At LB1 in Silver Spring, MD and LB2 in Jacksonville, FL EVLP LUNGS 327 Accepted for transplant PATIENTS 334 Transplanted with EVLP lungs UTHR: A Public Benefit Corporation (1) EVLP me
Slide 30: Xenotransplantation
30 ORGAN MANUFACTURING | XENOTRANSPLANTATION Xenotransplantation UHeart™ UKidney™ UThymoKidney™ Collaboration with the University of Maryland Collaboration with the University of Alabama Birmingham Collaboration with New York University Langone Medical Center January 2022 January 2022 September 2021
Slide 31: ULung & ULobe
31 ORGAN MANUFACTURING | ULOBE™ & ULUNG™ Ulung™ & ULobe™ ULobe™ ULung™ ULobe™ is a development-stage engineered lung generated ULung™ is a development-stage personalized lung composed of with a porcine lung scaffold and human allogeneic lung cells. a 3D printed lung scaffold cellularized with either
Slide 32: ULung Unveiled at Life Itself
32 ORGAN MANUFACTURING | ULUNG™ ULung™ Unveiled at Life Itself June 2022 Martine Rothblatt of United Therapeutics and Chuck Hull of 3D Systems unveil the most complex 3D printed object ever: a human lung scaffold 44 4,000 km 200 trillion pulmonary million voxels capillaries alveoli Demonstrates gas
Slide 33: Delivery Systems
33 ORGAN MANUFACTURING | DELIVERY SYSTEMS Delivery Systems Collaborations: Unither Bioelectronics is paving the way for the future of sustainable and reliable organ transplant delivery. Autonomous electric aircraft organ delivery systems will help further support United Therapeutics’ organ manufactu
Slide 34: herapeutics
herapeutics O R A T It O N
United Therapeutics — Investor Presentation (August 2023) on 6ix