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Phase III Readouts Will Broaden Pulmonary And Regenerative Markets

Published
22 Aug 24
Updated
03 Oct 25
AnalystConsensusTarget's Fair Value
US$484.77
8.1% undervalued intrinsic discount
03 Oct
US$445.38
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1Y
25.7%
7D
0.4%

Author's Valuation

US$484.778.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Oct 25
Fair value Increased 3.85%

United Therapeutics' analyst price target has climbed significantly, rising from approximately $467 to nearly $485 per share. Analysts cite robust Phase 3 results for Tyvaso in idiopathic pulmonary fibrosis and a strengthened outlook for future sales growth.

Shared on18 Sep 25
Fair value Increased 2.19%

Analysts raised their price target for United Therapeutics to $466.82, citing strong TETON-2 Phase 3 data for Tyvaso in IPF that de-risk future revenue, support peak sales projections, and heighten confidence in market exclusivity and regulatory approvals. Analyst Commentary Bullish analysts raised price targets significantly following strong Phase 3 TETON-2 data for Tyvaso in idiopathic pulmonary fibrosis (IPF), with the drug meeting primary and key secondary endpoints and demonstrating competitive, clinically meaningful efficacy.

Shared on03 Sep 25
Fair value Increased 20%

United Therapeutics’ consensus price target has been raised from $380.57 to $399.90, reflecting heightened analyst optimism following positive Phase 3 TETON-2 Tyvaso IPF results that signal a multibillion-dollar sales opportunity and improved revenue outlook despite competitive and litigation risks. Analyst Commentary Bullish analysts increased price targets sharply following "surprisingly positive" Phase 3 TETON-2 results for Tyvaso in idiopathic pulmonary fibrosis (IPF), citing clinically meaningful FVC benefit, strong statistical significance, and a competitive efficacy profile compared to pipeline peers.

Shared on07 May 25
Fair value Decreased 2.80%

Shared on30 Apr 25
Fair value Decreased 1.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.33%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on16 Apr 25
Fair value Increased 0.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 6.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 3.62%

Shared on26 Mar 25
Fair value Decreased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 3.43%

AnalystConsensusTarget has decreased revenue growth from 9.4% to 7.2%.