United Therapeutics (UTHR)

• Market cap: $14.8B
• 1 day: -0.98%
• 5 days: -12.91%
• 1 month: -8.02%
• 3 months: -7.22%
• 6 months: -21.69%
• Year to date: -21.34%
• 1 year: -1.47%
• 5 years: 149.14%
• 10 years: 52.46%
• Sector: Healthcare
• Industry: Drug Manufacturers - Specialty & Generic

About: United Therapeutics Corp specializes in drug development for pulmonary arterial hypertension (PAH), a rare and progressive disease marked by abnormally high blood pressure in the arteries of the lungs. The company's therapies for PAH largely focus on the prostacyclin pathway, and many of its treatments are based on the same molecule, treprostinil. The company markets and sells the following commercial therapies in the United States to treat PAH: Tyvaso DPI (treprostinil) Inhalation Powder, Remodulin Injection, Orenitram (treprostinil) Extended-Release Tablets, Adcirca (tadalafil) Tablets, and Unituxin. In addition, it is developing a pipeline of projects that includes new indications and delivery devices for existing products and new products to treat PAH and other conditions.

Employees: 1,305

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

12% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 223

10% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 81

3% less call options, than puts

Call options by funds: $43.4M | Put options by funds: $44.7M

1.03% less ownership

Funds ownership: 98.38% [Q4 2024] → 97.35% (-1.03%) [Q1 2025]

1% less funds holding

Funds holding: 664 [Q4 2024] → 657 (-7) [Q1 2025]

13% less capital invested

Capital invested by funds: $15.5B [Q4 2024] → $13.5B (-$2.03B) [Q1 2025]

17% less funds holding in top 10

Funds holding in top 10: 12 [Q4 2024] → 10 (-2) [Q1 2025]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $314 11% upside
• Avg. target: $360 27% upside
• High target: $425 50% upside

6 analyst ratings

• positive: 3 50%
• neutral: 3 50%
• negative: 0 0%

B of A Securities Greg Harrison	11% upside $315	Neutral Maintained	11 Jun 2025
Cantor Fitzgerald Olivia Brayer	43% upside $405	Overweight Initiated	2 Jun 2025
HC Wainwright & Co. Andrew Fein	50% upside $425	Buy Reiterated	5 May 2025
JP Morgan Jessica Fye	24% upside $350	Overweight Maintained	1 May 2025
Morgan Stanley Terence Flynn	23% upside $348	Equal-Weight Maintained	1 May 2025