Competitive Threat To Royalty StreamNew inhaler formulations from United Therapeutics, including a soft mist device that may reduce coughing versus dry powder inhalers, could shift prescribing away from Tyvaso dry powder inhaler and reduce related royalty income.
Dosing And Perceived Effectiveness ConcernsReal‑world reports tying Afrezza's limited effectiveness to under‑dosing underscore the need for clearer dosing guidance, which if unaddressed could slow adoption and hinder sales growth.
Partner Commercialization DependenceReliance on external commercialization partners for key products creates risk that partner decisions or prioritization could limit market access and cap upside for royalty and sales streams.