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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1 IF D H HT T 100 - 100 1 i T 1 Pgiam/iStock via Getty Images Investment update In February 2023, I rated United Therapeutics Corporation (NASDAQ:UTHR) a buy here on Seeking Alpha and bought large quantities of UTHR stock for our longbiased portfolios here at Bernard. I rehashed the thesis two more times, in May '23, and the most recent in August. That publication, titled "eyeing a re-rating to 12-13x P/E, growth more than justified", detailed several bullish points to consider on UTHR. These all remain in ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Eve ...

Investors with an interest in Medical - Drugs stocks have likely encountered both United Therapeutics (UTHR) and Zoetis (ZTS) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the Zacks Growth Style Score (part of the Zacks Sty ...

United Therapeutics Corporation Second Quarter 2024 Corporate Update July 31, 2024 2 INTRODUCTION Safe Harbor Statement All statements in this presentation are made as of July 31, 2024. We undertake no obligation to publicly update or revise these statements, whether as a result of new information, future events or otherwise. Statements included in this presentation that are not historical in nature are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. ...

财务数据和关键指标变化 - 公司实现了又一个季度的创纪录收入,达到7.15亿美元,同比增长20% [20] - Tyvaso收入为3.98亿美元,同比增长25%,主要得益于Tyvaso DPI的持续渗透、价格上涨以及商业利用率的提升 [22] - Orenitram收入创新高,达到1.07亿美元,同比增长13%,主要由于商业利用率提升、价格上涨以及平均剂量略有增加 [26] - Remodulin收入为1.47亿美元,同比增长16%,反映了公司持续为患者提供支持 [29] - Unituxin收入为5200万美元,同比增长17%,美国收入增长18%,主要由于价格和销量提升 [31] 各条业务线数据和关键指标变化 - Tyvaso DPI和Tyvaso雾化器合计仍是美国最多处方的前列腺素治疗 [21] - Tyvaso DPI患者使用公司患者援助计划的比例有所下降,但降幅不及去年第四季度至今年第一季度的降幅 [23][24] - Orenitram和Remodulin患者使用援助计划的比例也有小幅下降,预计全年会继续小幅下降 [27][28] - 公司医疗团队继续就EXPEDITE诱导方案与医疗服务提供者进行学术交流,这是一种适用于不想或不需要长期使用注射疗法的PAH患者的选择 [28] 各个市场数据和关键指标变化 - 公司在PAH和PH-ILD市场的推广力度持续增强,新增ILD处方医生数量和每位医生的患者数量都在增加 [38][39][40] 公司战略和发展方向以及行业竞争 - 公司业务发展分为三个阶段:1)当前主导市场的已上市产品;2)正处于后期临床试验的新一代产品和新适应症;3)器官制造业务,可以改变终末期器官病的治疗 [13][14] - 公司对当前主导产品Remodulin、Tyvaso和Orenitram的市场地位和竞争优势充满信心,不担心受到威胁 [15][16] - 对于正处于后期临床试验的Tyvaso治疗肺纤维化和Ralinepag治疗PAH,公司最为关注,因为这两个产品有望使当前30亿美元的收入翻一番 [18] - 公司在猪源器官移植方面已经获得多次科学证明,未来还需要大量工作才能获得FDA批准并实现量产,但没有发现任何障碍 [17] 管理层对经营环境和未来前景的评论 - 公司当前主导产品的市场地位和竞争优势很强,不存在威胁 [15][16] - 正处于后期临床试验的新产品Tyvaso治疗肺纤维化和Ralinepag治疗PAH的结果存在不确定性,但公司正在尽最大努力确保试验的可信度和可获批准性 [18] - 公司器官制造业务已经获得科学证明,未来还需要大量工作才能实现商业化,但没有发现任何障碍 [17] - 公司整体业务发展前景良好,当前主导产品稳健,新产品有望大幅提升收入,器官制造业务更是一次难得的生物技术机遇 [19] 其他重要信息 - 公司将参加多个重要医学会议,展示产品和研究进展 [10] - 公司将参加投资者会议,与分析师进行交流 [9] - 公司员工数量接近1500人,人均收入约200万美元,员工自愿离职率仅5%,远低于行业平均水平,反映公司为员工提供了良好的职业发展环境 [70][71][72] 问答环节重要的提问和回答 问题1 **Roanna Ruiz 提问** 询问Tyvaso DPI和雾化Tyvaso的销售驱动因素,以及公司是否有信心通过扩充销售团队来推动进一步增长 [35][36][37][38][39][40] **Michael Benkowitz 回答** 公司在PAH和PH-ILD市场的推广力度持续增强,新增ILD处方医生数量和每位医生的患者数量都在增加,对未来增长充满信心 [37][38][39][40] 问题2 **Jessica Fye 提问** 询问公司是否观察到PAH市场竞争格局的变化 [43][44][45][46] **Michael Benkowitz 回答** 公司在PAH市场的业务保持稳健增长,各项基础需求指标都符合预期,尚未观察到明显变化 [45][46] 问题3 **Ash Verma 提问** 询问公司是否有进一步大规模回购股票的计划 [48][49][50][51][52][53] **James Edgemond 回答** 公司将继续执行现有的股票回购计划,同时也会根据资本配置原则,优先考虑内部研发和并购等投资机会,股票回购只是第三顺位 [50][51][52][53] 问题4 **Joseph Thome 提问** 询问公司在肺纤维化适应症上是否需要两个临床试验都成功,才能申请上市 [56][57][58][59][60] **Leigh Peterson 回答** 公司目前还没有与FDA就此进行过深入讨论,如果TETON2试验结果非常积极,公司会与FDA进一步沟通,看是否可以只需一个成功试验即可申请上市 [58][59][60] 问题5 **Andreas Argyrides 提问** 询问公司是否需要进行桥接试验,将Tyvaso DPI从PAH适应症扩展到肺纤维化适应症,以及是否会有中期数据分析 [62][63][64][65][66][67][68] **Leigh Peterson 回答** 公司不会进行中期数据分析,而是等待TETON2试验完成后公布最终结果。关于桥接试验,公司需要与FDA进一步讨论,可能需要在TETON延长观察试验中进行一个小规模的子研究 [65][66][67][68]

United Therapeutics (UTHR) came out with quarterly earnings of $5.85 per share, missing the Zacks Consensus Estimate of $6.33 per share. This compares to earnings of $5.24 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -7.58%. A quarter ago, it was expected that this drugmaker would post earnings of $5.63 per share when it actually produced earnings of $6.17, delivering a surprise of 9.59%. Over the last four quarters, the c ...

财务业绩 - 第二季度总收入同比增长20%至7.149亿美元[5] - 公司2024年第二季度总收入为7.149亿美元,同比增长19.8%[40] - 公司2024年第二季度净利润为2.781亿美元,同比增长7.3%[40] - 净利润同比增长7%至2.781亿美元[5] 产品收入 - Tyvaso总收入同比增长25%至3.982亿美元,主要由于销量增加和价格上涨[9,10] - Remodulin收入同比增长16%,主要由于美国销量增加和Medicaid返利降低[11] - Orenitram收入同比增长13%,主要由于销量增加和价格上涨[12] - Unituxin收入同比增长17%,主要由于价格上涨和销量增加[12] 费用 - 研发费用同比增加57%至1.396亿美元,主要由于支付给第三方的许可费和器械开发费用增加[19,24] - 销售、一般及管理费用同比增加37%至1.776亿美元,主要由于股份支付费用增加[26,30] - 公司2024年第二季度研发投入为1.396亿美元,销售及管理费用为1.776亿美元[40] 现金流和资产负债 - 公司2024年6月30日的现金及可流动投资总额为43.019亿美元[42] - 公司2024年6月30日的总资产为67.232亿美元,总负债为10.26亿美元,股东权益为56.972亿美元[42] - 公司2024年第二季度经营活动产生的现金流入为3.559亿美元[40] 股票回购 - 公司于2024年3月启动了10亿美元的股票回购计划[32] - 根据ASR协议,公司分两次支付了3亿美元和7亿美元的股票回购款[33][34] - 公司将于2024年第三季度完成第二批7亿美元的股票回购[33] 公众利益公司 - 公司是首家以公众利益公司(PBC)形式上市的生物科技或制药公司,其公众利益目标是开发创新药物和扩大可移植器官的可用性[36] 其他 - 公司将于2024年7月31日召开第二季度财报电话会议[35]