United Therapeutics (UTHR)

• Market cap: $16B
• 1 day: -2.04%
• 5 days: -2.10%
• 1 month: -5.47%
• 3 months: -3.72%
• 6 months: 8.29%
• Year to date: -0.36%
• 1 year: 61.50%
• 5 years: 285.41%
• 10 years: 145.04%
• Sector: Healthcare
• Industry: Pharmaceutical Preparations

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)

129% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 49

10% more funds holding

Funds holding: 559 [Q2] → 615 (+56) [Q3]

4% more capital invested

Capital invested by funds: $14.9B [Q2] → $15.5B (+$588M) [Q3]

6% less funds holding in top 10

Funds holding in top 10: 18 [Q2] → 17 (-1) [Q3]

8.19% less ownership

Funds ownership: 105.74% [Q2] → 97.55% (-8.19%) [Q3]

12% less repeat investments, than reductions

Existing positions increased: 198 | 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

• Low target: $302 16% downside
• Avg. target: $421 17% upside
• High target: $600 67% upside

7 analyst ratings

• positive: 6 86%
• neutral: 1 14%
• negative: 0 0%

UBS Ashwani Verma 58% 1-year accuracy 11 / 19 met price target	32% upside $475	Buy Maintained	8 Jan 2025
Goldman Sachs Chris Shibutani 45% 1-year accuracy 5 / 11 met price target	16% downside $302	Neutral Maintained	1 Nov 2024
Ladenburg Thalmann Matthew Kaplan 50% 1-year accuracy 2 / 4 met price target	4% downside $344	Buy Maintained	31 Oct 2024
Oppenheimer Hartaj Singh 19% 1-year accuracy 5 / 26 met price target	67% upside $600	Outperform Maintained	31 Oct 2024
Argus Research Jasper Hellweg 14% 1-year accuracy 1 / 7 met price target	11% upside $400	Buy Maintained	31 Oct 2024