Revenue Growth and Sales Performance - Total revenues are primarily driven by sales of commercial products, including Tyvaso DPI, nebulized Tyvaso, and Remodulin, with price increases typically in the single-digit percentages per year [361]. - The company anticipates revenue growth in the near term from continued sales growth of Tyvaso DPI and an increase in the number of patients with pulmonary hypertension associated with interstitial lung disease (PH-ILD) being treated [369]. - Total revenues for 2024 increased by 24% to $2,877.4 million compared to $2,327.5 million in 2023 [376]. - Net product sales of Tyvaso grew by 31% to $1,620.4 million in 2024, up from $1,233.7 million in 2023 [378]. - Tyvaso DPI net product sales increased by $302.5 million in 2024, driven by higher quantities sold and price increases [376]. - Remodulin net product sales rose by 9% to $538.1 million in 2024, primarily due to increased quantities sold in the U.S. [379]. - Orenitram net product sales increased by 21% to $434.3 million in 2024, attributed to higher quantities sold and price increases [380]. - Unituxin net product sales grew by 20% to $238.7 million in 2024, driven by price increases and higher quantities sold [382]. - The U.S. accounted for $2,739.7 million of total revenues in 2024, while the rest of the world contributed $137.7 million [384]. Competition and Market Dynamics - The company is facing increasing competition, including from generic products and new therapies, which may impact sales of its commercial products [357]. - The company faces competitive pressure from established pharmaceutical companies and potential market share erosion from investigational products like Yutrepia [373]. Product Development and Regulatory Approvals - The company is developing a new product, ralinepag, for the treatment of pulmonary arterial hypertension (PAH) and is engaged in research related to organ transplantation technologies [360]. - The timing and outcome of clinical studies and regulatory approvals are critical factors for the company's future product launches and revenue growth [370]. - The FDA cleared the new version of the Remunity Pump, called RemunityPRO, in January 2025, enhancing the delivery options for Remodulin [359]. Financial Performance and Expenses - Total cost of sales for 2024 was $309.7 million, an increase of 20% from $257.5 million in 2023, driven by higher Tyvaso DPI royalty expenses and product costs [388][389]. - Research and development expenses rose to $481.0 million in 2024, an 18% increase from $408.0 million in 2023, primarily due to increased expenditures on manufactured organ projects and licensing payments [390][394]. - Selling, general, and administrative expenses totaled $709.7 million in 2024, a 49% increase from $477.1 million in 2023, largely due to personnel and legal expenses [395][396]. - Share-based compensation expense surged to $144.0 million in 2024, a 268% increase from $39.1 million in 2023, influenced by a 60% rise in stock price and more awards granted [399][400]. - Income tax expense for 2024 was $343.9 million, compared to $289.5 million in 2023, with an effective tax rate of approximately 22% [402]. Cash Flow and Investments - Cash and cash equivalents increased by 41% to $1,697.2 million in 2024 from $1,207.7 million in 2023 [407]. - Total cash and cash equivalents and marketable investments decreased by 3% to $4,742.3 million in 2024 from $4,903.9 million in 2023 [407]. - Net cash provided by operating activities rose by 36% to $1,327.1 million in 2024 compared to $978.0 million in 2023 [408]. - Net cash provided by investing activities increased significantly by 158% to $417.2 million in 2024 from $(719.6) million in 2023 [408]. - Net cash used in financing activities increased by $1,242.9 million in 2024, primarily due to a $1.0 billion share repurchase [411]. Liabilities and Obligations - The outstanding balance under the 2022 Credit Agreement was $300.0 million as of December 31, 2024, classified as a current liability [412]. - Contractual obligations totaled $1,593.0 million as of December 31, 2024, with $1,191.1 million due within one year [413]. - The company had a liability of $140.8 million related to rebates and chargebacks as of December 31, 2024, up from $108.4 million in 2023 [420]. Investment Strategy and Risk Management - The company has invested $3.0 billion in corporate debt securities and U.S. government and agency securities as of December 31, 2024 [424]. - The company maintains a conservative investment approach, focusing on unstructured, highly-rated securities with relatively short maturities to mitigate investment-related risks [425]. - The company actively monitors market conditions and developments specific to the securities in which it invests to manage investment-related risks [425]. - The company acknowledges that while it takes prudent measures to mitigate risks, some risks cannot be fully eliminated due to uncontrollable circumstances [425].

Group 1 - United Therapeutics (NASDAQ: UTHR) is highlighted as a balanced investment opportunity in the biotechnology sector, showcasing high growth rates [1] - The company is positioned favorably for investors looking to enter the biotechnology market [1] Group 2 - The article emphasizes the importance of thorough research and analysis in navigating complex global markets [1]

Core Viewpoint - Analysts project that United Therapeutics (UTHR) will report quarterly earnings of $6.10 per share, reflecting a year-over-year increase of 39.9% and revenues of $725.32 million, which is an 18% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.5% higher in the last 30 days, indicating a collective reevaluation by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Adcirca' at $6.10 million, a decrease of 10.3% year-over-year [5]. - The consensus for 'Revenues- Orenitram' is $109.01 million, indicating a 29.6% increase from the previous year [5]. - 'Revenues- Remodulin' is projected to reach $117.28 million, reflecting a 1.9% year-over-year increase [5]. - 'Revenues- Tyvaso' is expected to be $425.28 million, showing a significant increase of 99% from the year-ago quarter [6]. - 'Revenues- Unituxin' is projected at $59.93 million, a 10.6% increase year-over-year [6]. - 'Revenues- Rest-of-World' is estimated to reach $30.17 million, indicating a 4.7% increase from the prior year [6]. - 'Revenues- United States' is expected to be $681.36 million, reflecting a 16.3% increase from the previous year [7]. Stock Performance - Over the past month, United Therapeutics shares have recorded a return of -2.6%, compared to the Zacks S&P 500 composite's -0.5% change [7]. - Based on its Zacks Rank 4 (Sell), UTHR is expected to underperform the overall market in the upcoming period [7].

Company Performance - United Therapeutics (UTHR) has returned 3.9% year-to-date, outperforming the Medical sector average loss of 3.9% [4] - AnaptysBio, Inc. (ANAB) has returned 8.5% year-to-date, also outperforming the Medical sector [5] Earnings Estimates - The Zacks Consensus Estimate for UTHR's full-year earnings has increased by 4.6% over the past 90 days, indicating stronger analyst sentiment [4] - AnaptysBio, Inc.'s consensus EPS estimate for the current year has increased by 24% over the past three months [5] Industry Performance - United Therapeutics is part of the Medical - Drugs industry, which has lost 9.2% year-to-date, making UTHR's performance better than its industry average [6] - AnaptysBio, Inc. is part of the Medical - Biomedical and Genetics industry, which has moved -12.6% since the beginning of the year [7] Sector and Industry Rankings - The Medical sector is ranked 1 in the Zacks Sector Rank, which includes 16 different groups [2] - United Therapeutics is a member of the Medical - Drugs industry, ranked 63 in the Zacks Industry Rank [6] - AnaptysBio, Inc. falls under the Medical - Biomedical and Genetics industry, ranked 64 in the Zacks Industry Rank [7] Stock Ratings - United Therapeutics currently has a Zacks Rank of 2 (Buy) [3] - AnaptysBio, Inc. also has a Zacks Rank of 2 (Buy) [5]

Stock Comparison - United Therapeutics (UTHR) and Stevanato Group (STVN) are two stocks from the Medical - Drugs sector that are being compared for their attractiveness to value investors [1] Valuation Metrics - UTHR has a forward P/E ratio of 12.64, while STVN has a forward P/E of 41.14 [5] - UTHR has a PEG ratio of 0.93, compared to STVN's PEG ratio of 8.35 [5] - UTHR has a P/B ratio of 2.65, while STVN has a P/B ratio of 5.81 [6] Zacks Rank and Value Grade - UTHR has a Zacks Rank of 2 (Buy), indicating positive revisions to earnings estimates, while STVN has a Zacks Rank of 4 (Sell) [3] - UTHR earns a Value grade of A, while STVN has a Value grade of C [6] Conclusion - UTHR shows stronger estimate revision activity and more attractive valuation metrics compared to STVN, making it the superior option for value investors at this time [7]

Zacks Premium and Style Scores - Zacks Premium offers tools like daily updates of Zacks Rank and Zacks Industry Rank, full access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens to help investors make informed decisions [1] - Zacks Style Scores rate stocks based on value, growth, and momentum characteristics, assigning ratings from A to F, with A being the best [2][3] - The Style Scores are divided into four categories: Value Score, Growth Score, Momentum Score, and VGM Score, which combines all three styles [3][4][5] - Zacks Rank, combined with Style Scores, helps investors select stocks with the highest probability of outperforming the market [6][8] - Stocks with a Zacks Rank 1 or 2 and Style Scores of A or B offer the best chance of high returns [9][10] United Therapeutics Corporation (UTHR) - United Therapeutics markets four medicines for pulmonary arterial hypertension (PAH): Remodulin, Orenitram, Tyvaso, and Adcirca [11] - UTHR has a Zacks Rank of 3 (Hold) and a VGM Score of A, with a Value Style Score of B due to attractive valuation metrics like a forward P/E ratio of 14.7 [12][13] - Four analysts revised their earnings estimates upwards for fiscal 2024, increasing the Zacks Consensus Estimate by $0.58 to $25.44 per share, with an average earnings surprise of 4.2% [12] - UTHR is a stock to watch due to its solid Zacks Rank and top-tier Value and VGM Style Scores [13][14]

United Therapeutics (UTHR) reported $748.9 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 22.9%. EPS of $6.39 for the same period compares to $5.38 a year ago.The reported revenue represents a surprise of +4.38% over the Zacks Consensus Estimate of $717.49 million. With the consensus EPS estimate being $6.18, the EPS surprise was +3.40%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare ...

United Therapeutics (UTHR) came out with quarterly earnings of $6.39 per share, beating the Zacks Consensus Estimate of $6.18 per share. This compares to earnings of $5.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 3.40%. A quarter ago, it was expected that this drugmaker would post earnings of $6.33 per share when it actually produced earnings of $5.85, delivering a surprise of -7.58%. Over the last four quarters, the c ...

In its upcoming report, United Therapeutics (UTHR) is predicted by Wall Street analysts to post quarterly earnings of $6.16 per share, reflecting an increase of 14.5% compared to the same period last year. Revenues are forecasted to be $718.06 million, representing a year-over-year increase of 17.8%. Over the last 30 days, there has been an upward revision of 0.4% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of ...

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