Special situations, growth at reasonable price, value, micro-cap

United Therapeutics: A Profitable Biotech With A Potentially Undervalued Pipeline

Background: The polymath entrepreneur Martine Rothblatt founded United Therapeutics (NASDAQ:UTHR) after her daughter contracted pulmonary arterial hypertension (PAH), a disease that is usually fatal. UTHR succeeded in bringing several drug products to treat PAH to FDA approval; each has the leading market share in its category, and the company has a multi-billion market capitalization. I am long large amounts of UTHR, and feel the bull case is strong despite meaningful headwinds. This stock may appeal both to growth investors as well as certain types of value investors.

Introduction: UTHR went public in the frenzied year of 1999. Going public in 1999 was a recipe for marked underperformance in the out years, and so it went for

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