What changed
$UTHR — WATCHLIST 📊
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
🎯 Q2 2026 | Rev $1B | EPS $7.70 vs $7.24 🟢
💡 Consensus may not fully appreciate the normalized earnings power after adjusting for the $26.8M supply loss; but after 3 months, the stock may have already repriced. Without current consensus data, it's unclear if an edge remains.
📉 Reward/risk: 0.94:1
🏢 Business Quality: 7 — UTHR has a profitable PAH franchise and pipeline, but high dependence on Tyvaso and opaque investment income./10
📊 Valuation: fair — TTM P/E ~18x, reasonable for a biotech with ~10% earnings growth, but P/S ~32x on product revenue only; EV/EBITDA and DCF would require...
🔮 Catalyst: Q2 2026 earnings release
📊 Our read: WATCHLIST. Full analysis →
https://stockduty.xyz/s/UTHR0625