United Therapeutics stock holds Buy rating at UBS on Tyvaso prospects

Published 19/08/2025, 13:34
United Therapeutics stock holds Buy rating at UBS on Tyvaso prospects

Investing.com - UBS has reiterated a Buy rating on United Therapeutics Corp . (NASDAQ:UTHR) with a price target of $415.00, according to a note published by analyst Ashwani Verma. The company, which maintains impressive gross profit margins of 89% and trades at an attractive P/E ratio of 11.3, is currently considered undervalued according to InvestingPro analysis.

The investment firm’s positive outlook centers on Tyvaso, United Therapeutics’ inhaled treprostinil treatment, which has shown promising signs in ongoing clinical studies despite historical challenges with the drug in other disease states. This focus on innovation has helped drive the company’s robust revenue growth of 17.6% over the last twelve months. InvestingPro data reveals 8 additional key insights about UTHR’s financial health and growth prospects.

UBS highlighted that inhaled treprostinil has previously faced difficulties in conditions like emphysema and heart failure, with some studies being halted due to the drug’s potency and potential to cause harm when not effective.

The firm expressed optimism about the current Tyvaso study, noting that the fact it has continued for approximately three years without being stopped suggests potential beneficial outcomes.

UBS identified three main reasons supporting its positive outlook on the drug’s efficacy, with the analyst stating these factors are "pretty equal in their importance."

In other recent news, United Therapeutics Corporation reported its second-quarter earnings for 2025, which showed a slight miss in both earnings per share (EPS) and revenue forecasts. The company posted an EPS of $6.41, falling short of the anticipated $7.35, and revenue reached $799 million, just below the forecasted $804.98 million. In a significant development, United Therapeutics announced a $1 billion accelerated share repurchase program, entering into agreements with Citibank, N.A. for the buyback. Additionally, Cantor Fitzgerald has reiterated an Overweight rating with a $405 price target for the company, citing the upcoming TETON trials as a potential catalyst. UBS raised its price target on United Therapeutics to $415 from $385, maintaining a Buy rating and noting a favorable risk/reward profile ahead of key clinical data expected next month. Meanwhile, H.C. Wainwright lowered its price target to $400 from $425, maintaining a Buy rating but expressing concerns over increased competition for the Tyvaso treatment due to the recent approval of Yutrepia. These developments are shaping the current landscape for United Therapeutics, providing investors with varied perspectives on the company’s potential.

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