United Therapeutics: One To Believe In Despite Competitive Threats

Summary

  • United Therapeutics Corporation's stock has surged over 300% since my 2020 “Buy” rating, driven by strong sales of Tyvaso DPI and other PAH treatments.
  • Despite facing generic competition, United has maintained resilience, leveraging strategic litigation and innovative product development to protect and grow its revenue streams.
  • United's future growth hinges on expanding Tyvaso DPI's market and advancing its pipeline, including promising IPF treatments and groundbreaking organ transplant technologies.
  • With over $4 billion in cash and a visionary CEO, UTHR is well-positioned for continued double-digit revenue growth and potential M&A opportunities.

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Investment Overview

When I last covered United Therapeutics Corporation (NASDAQ:UTHR) for Seeking Alpha back in March 2020, four and a half years ago, I gave the company's stock a “Buy” rating after some careful analysis. However, despite my

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This article was written by

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Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston BioHealth.

The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis. Learn more.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in UTHR over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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