$UTHR

$LQDA - I think the bigger talking point here, which no one is talking about, is the ATS comment on the BofA call today. An independent hospital is presenting case data at ATS next week on transitioning parenteral treprostinil patients to YUTREPIA + sotatercept. Done outside LQDA's control fyi. KOL-driven, organic adoption. $UTHR on the other hand, is presenting their own poster: "Real-world Dosing of Parenteral Treprostinil Post-Sotatercept Launch" (Poster B67, Monday May 18) That's UTHR documenting their Remodulin franchise erosion. Sotatercept is opening the locked-in parenteral pool. The reason Yutrepia wins here is very simple. ASCENT showed dose escalation to median 185 mcg (~75% above Tyvaso DPI labeled max). That's the dose level needed to replicate parenteral effect. Tyvaso