United Therapeutics

Patent Expirations And Biosimilar Pressures Will Diminish Value

AnalystLowTarget

Not Invested

Community Contributor

Published

21 Apr 25

Updated

15 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

41.9%

4.6%

41.9%

4.6%

You can edit this narrative until Dec 16 4:20 AM. Then, changes will post as Updates.

Author's Valuation

US$42320.8% overvalued

AnalystLowTarget Fair Value

Narrative

Updates2

Shared on 15 Dec 25

Fair value Increased 32%

UTHR: Future Pulmonary Fibrosis Upside Will Prove Overestimated

We are raising our fair value estimate for United Therapeutics to $423 per share from $320.81, as analysts lift price targets following another record Tyvaso quarter, a strong early Yutrepia launch, and growing conviction that pulmonary fibrosis and ex U.S. partnership opportunities can materially accelerate revenue growth and support higher long term margins. Analyst Commentary Street research following the latest quarter has been broadly constructive, with several firms lifting price targets on the back of record Tyvaso performance and a better than expected Yutrepia launch.

Shared on 07 May 25

Fair value Increased 2.17%

AnalystLowTarget has increased revenue growth from -1.1% to 0.7%.

AnalystLowTarget Fair Value

US$423

20.8% overvalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

10.29%

Biotech revenue growth rate

9.55%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.02%

Calculation

US$1.09b

Earnings '28

17.67x

PE Ratio '28

US$19.19b

Market Cap '28

US$19.19b

Market Cap '28

37.94m

No. shares '28

US$505.90

Share Price '28

US$505.90 Share Price '28

Discounted to 2025 @ 7.04% p.a.

US$412.55

Fair Value '25