$UTHR — BUY 📊

$UTHR — BUY 📊 United Therapeutics Corporation engages in the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseas 🎯 Q1 FY26 | Rev $1B | EPS $7.70 vs $7.24 🟢 💡 Consensus treats the supply agreement loss as recurring operational cost, underestimating the underlying margin and growth trajectory. Our variant view: the charge is non-cash and temporary; ex-charge earnings power is ~$8.28/sh, implying a forward P/E of 16.5x, below peers. 📉 Reward/Risk: 2.1:1 🏢 Business Quality: 8/10 - Dominant PAH franchise with growing Tyvaso DPI, diversified revenue, strong pipeline in organ manufacturing, and consistent cash generation. 📊 Valuation: cheap - on adjusted P/E 16.5x vs. peer median 18-22x; EV/EBITDA ~10x vs. 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/UTHR0616

United Therapeutics Corporation engages in the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseas