I didn't care for it too much but non-UTHR investors may get a laugh (or shock) out of hearing Dr. Rothblatt's first eer sounds (I'll leave it at that) from the tadalafil approval.
1 billion by 2013 is very doable (even with Oral) 150-200 for Adcirca 400-600 sub-q and IV (I am not sure on the impact of inhaled and some of the flolan generics seem more convenient) 400++ for Tyvaso
One thing about Tyvaso in EU they are going the centralized filing route which should (hopefully) make approval a lot easier then the fiasco they are undergoing now. They still get EU sales now under named patients but I expected they would have a flat out approval a couple years ago actually! The company has stated Germany Inhaled prostacylin is widely used.
There is an outside chance they get "lucky" on another indication that really boosts the outlook (e.g. Critical limb ischemia - oral or IPF - inhaled)
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.