SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--United Therapeutics Corporation (Nasdaq: UTHR), a public benefit corporation, today announced its financial results for the quarter and year ended December 31, 2023. Full year 2023 revenues rose to a record $2.33 billion, reflecting 20% growth over 2022. “Congratulations to the dedicated Unitherians who worked tirelessly to help us achieve our third straight quarter and second straight year of record revenue,” said Martine Rothblatt, Ph. ...

业绩总结 - United Therapeutics Corporation发布了关于2023年第四季度和年度收益以及业务更新的新闻稿[3] - 公司于2024年2月21日发布了一份新闻稿，宣布对美国食品和药物管理局提起诉讼，涉及Liquidia Technologies, Inc.的新药申请修正案[4]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to Commission file number0-26301 United Therapeutics Corporation (Exact Name of Registrant as Specified in Its Charter) Delaware 52-1984749 (State or Other Juris ...

Investors are always looking for stocks that are poised to beat at earnings season and United Therapeutics Corporation (UTHR) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because United Therapeutics is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possi ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider United Therapeutics (UTHR) . This company, which is in the Zacks Medical - Drugs industry, shows potential for another earnings beat.When looking at the last two reports, this drugmaker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 14.42%, on average, in the last two quarter ...

SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--United Therapeutics Corporation (Nasdaq: UTHR), a public benefit corporation, announced today that Dr. Martine Rothblatt, Chairperson and Chief Executive Officer, will provide an overview and update on the company’s business during a presentation at the 42nd Annual J.P. Morgan Healthcare Conference in San Francisco. The presentation will take place on Monday, January 8, 2024, from 11:15 a.m. to 11:55 a.m., Pacific Standard Time, and can be ...

SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--United Therapeutics Corporation (Nasdaq: UTHR), a public benefit corporation, announced today that Dr. Martine Rothblatt, Chairperson and Chief Executive Officer, will provide an overview and update on the company’s business during a presentation at the 42nd Annual J.P. Morgan Healthcare Conference in San Francisco.The presentation will take place on Monday, January 8, 2024, from 11:15 a.m. to 11:55 a.m., Pacific Standard Time, and can be a ...

United Therapeutics Corporation Third Quarter 2023 Financial Update 2 INTRODUCTION Safe Harbor Statement All statements in this presentation are made as of November 1, 2023. 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. Forward-look ...

财务数据和关键指标变化 - 公司报告了有史以来最高的季度收入609百万美元,同比增长18% [8][31] - 公司的运营效率在第三季度创造了有史以来最高的季度净收益和每股收益之一 [8] - 公司预计到2025年中期将实现至少40亿美元的年收入目标,这意味着从2022年翻一番,暗示着双位数的复合年增长率 [11] 各条业务线数据和关键指标变化 - Orenitram收入为92百万美元,同比增长5%,反映了患者人数和平均剂量的增加 [32] - Remodulin收入为131百万美元,同比增长15%,反映了美国患者人数增加以及国际销售增加 [33] - Unituxin收入为51百万美元,同比增长11%,主要由于美国销售增加 [34] - Tyvaso (包括Tyvaso DPI和雾化Tyvaso)收入为326百万美元,同比增长26%,创历史新高,主要由于新患者人数增加 [35] 各个市场数据和关键指标变化 - 公司在PH-ILD市场取得进展,Tyvaso现已成为美国使用最广泛的前列环素治疗 [10][35] - 公司正在扩大销售团队,以增加对ILD医生的覆盖,特别是在社区医疗环境中 [37][38] 公司战略和发展方向和行业竞争 - 公司有三个增长浪潮:1)现有商业业务;2)近期管线,如TETON和ralinepag;3)器官制造技术 [9][12][14] - TETON计划包括3项注册研究,针对特发性肺纤维化和进行性肺纤维化,公司对这些研究的成功概率相对较高 [15][17] - ralinepag是一种新一代选择性和强效前列环素受体激动剂,正在开发为PAH的每日一次口服疗法 [18][19] - 公司正在开发多种器官制造技术,包括体外肺灌注、异种移植和3D打印等 [21][22][23][24] - 公司认为新药物sotatercept和其他吸入性曲美布汀不会对其现有业务构成重大威胁 [42][43][44][45][46][47] 管理层对经营环境和未来前景的评论 - 公司有望在未来几年内实现至少40亿美元的年收入目标,这意味着从2022年翻一番 [11] - 公司有望通过TETON和ralinepag计划,在未来几年内将收入再次翻一番至80亿美元 [12] - 公司有望通过器官制造技术,实现长期可持续增长 [14] 问答环节重要的提问和回答 问题1 **Terence Flynn 提问** 询问Tyvaso的净增加患者数和库存水平 [54] **Michael Benkowitz 回答** - Tyvaso的净增加患者数一直保持在大约500人左右的水平 [56] - 第三季度的收入数字反映了基础患者需求,没有大幅的库存积累 [57] 问题2 **Hartaj Singh 提问** 询问公司保持较低运营费用的原因以及未来的盈利能力 [60] **James Edgemond 回答** - 公司将继续执行预算算法,即运营现金支出不超过上年收入的50% [63][64] - 随着收入持续增长,公司的营业利润率将会不断提高 [64] 问题3 **Joseph Thome 提问** 询问公司不同的肾脏器官制造技术之间的关系 [69] **Martine Rothblatt 回答** - 这些技术都是公司的"多重出击",但针对不同类型的末期肾脏疾病患者群体 [72][73] - 美国有50多万人正在接受透析,对这些技术的需求巨大 [73]

预期业务增长 - 预期收入、支出、盈利、现金流和患者数量增长方面的期望[99] - Tyvaso DPI销售预期增长[99] 产品批准情况 - Nebulized Tyvaso在2021年获得FDA批准，2022年在以色列获得批准，2023年在日本和阿根廷获得批准[103] - Remodulin是一种treprostinil的持续注射剂，已在美国获得批准，2021年推出了Remunity Pump[104] - Orenitram、Unituxin和Adcirca是其他获得FDA批准的产品[105] 销售与分销 - 我们的总收入主要来自销售商业产品以及相关的管理设备销售[106] - 我们与Accredo Health Group, Inc.、CVS Specialty和ASD Specialty Healthcare, Inc.等公司签订了分销协议[106] - 我们的专业药品分销商需要保持合理水平的库存储备[107] 竞争与解决 - 我们与Sandoz和其他公司就Remodulin的竞争达成和解，目前在美国看到Remodulin销售受到的影响有限[108] - 我们与Watson Laboratories, Inc.、Actavis Laboratories FL, Inc.和ANI Pharmaceuticals, Inc.就nebulized Tyvaso和Orenitram的竞争达成和解[111] 知识产权与风险 - 公司将积极维护与产品相关的知识产权，但可能面临专利权争议和竞争增加的风险[124] - 公司的市场风险暴露自2022年12月31日以来并未发生重大变化[193] 财务状况 - 现金及现金等价物和可变现投资在2023年9月30日为4936.3万美元，比2022年12月31日增加了781.4万美元[187] - 2023年前九个月的经营活动净现金流为827.3万美元，比2022年同期增加了153.0万美元[187]