United Therapeutics (UTHR)

• Market cap: $13.6B
• 1 day: 0.77%
• 5 days: 2.84%
• 1 month: -1.68%
• 3 months: -13.97%
• 6 months: -16.13%
• Year to date: -15.86%
• 1 year: 29.34%
• 5 years: 176.64%
• 10 years: 89.80%
• 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

129% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 45

28% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 207

21% more call options, than puts

Call options by funds: $46M | Put options by funds: $37.9M

7% more funds holding

Funds holding: 616 [Q3] → 662 (+46) [Q4]

1.33% more ownership

Funds ownership: 97.03% [Q3] → 98.36% (+1.33%) [Q4]

0% more capital invested

Capital invested by funds: $15.4B [Q3] → $15.5B (+$55.1M) [Q4]

29% less funds holding in top 10

Funds holding in top 10: 17 [Q3] → 12 (-5) [Q4]

Research analyst outlook

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

• Low target: $314 4% upside
• Avg. target: $352 16% upside
• High target: $425 40% upside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Wells Fargo Tiago Fauth 33% 1-year accuracy 9 / 27 met price target	4% upside $314	Equal-Weight Downgraded	25 Apr 2025
JP Morgan Jessica Fye 55% 1-year accuracy 21 / 38 met price target	17% upside $355	Overweight Maintained	21 Apr 2025
B of A Securities Greg Harrison 24% 1-year accuracy 10 / 41 met price target	4% upside $314	Neutral Upgraded	21 Apr 2025
HC Wainwright & Co. Andrew Fein 31% 1-year accuracy 110 / 353 met price target	40% upside $425	Buy Reiterated	27 Feb 2025