United TherapeuticsUTHR
About: United Therapeutics specializes in drug development for pulmonary arterial hypertension, 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. Most of the company's sales are generated within the United States. United Therapeutics also markets a pediatric oncology drug, but its focus largely remains in pulmonary arterial hypertension.
Employees: 1,168
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 56
10% more funds holding
Funds holding: 558 [Q2] → 614 (+56) [Q3]
4% more capital invested
Capital invested by funds: $14.9B [Q2] → $15.4B (+$565M) [Q3]
6% less funds holding in top 10
Funds holding in top 10: 18 [Q2] → 17 (-1) [Q3]
8.3% less ownership
Funds ownership: 105.41% [Q2] → 97.11% (-8.3%) [Q3]
12% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 224
32% less call options, than puts
Call options by funds: $74.3M | Put options by funds: $110M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Goldman Sachs Chris Shibutani 30% 1-year accuracy 3 / 10 met price target | 16%downside $302 | Neutral Maintained | 1 Nov 2024 |
Ladenburg Thalmann Matthew Kaplan 75% 1-year accuracy 3 / 4 met price target | 4%downside $344 | Buy Maintained | 31 Oct 2024 |
Oppenheimer Hartaj Singh 29% 1-year accuracy 8 / 28 met price target | 67%upside $600 | Outperform Maintained | 31 Oct 2024 |
Argus Research Jasper Hellweg 29% 1-year accuracy 2 / 7 met price target | 11%upside $400 | Buy Maintained | 31 Oct 2024 |
HC Wainwright & Co. Andrew Fein 32% 1-year accuracy 105 / 327 met price target | 18%upside $425 | Buy Maintained | 31 Oct 2024 |