UTHR Earnings Prediction
The chart below shows how UTHR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, UTHR sees a -0.52% change in stock price 10 days leading up to the earnings, and a +1.75% change 10 days following the report. On the earnings day itself, the stock moves by +1.10%. This data can give you a slight idea of what to expect for the next quarter's release.
UTHR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
748.90M
22.89%
4.76%
Gross Margin
88.90%
0.45%
-0.25%
Operating Margin
54.51%
1.58%
21.81%
Net Margin
41.27%
-6.01%
6.09%
EPS
6.39
18.77%
9.23%
No Data Available
UTHR Earnings Analysis
United Therapeutics Corp Corporation (UTHR.O) Earnings Conference Call
Positive
Record Revenue Growth: 1. Record Revenue Achievement: United Therapeutics reported a record revenue of $749 million for Q3 2024, representing a 23% increase compared to the same quarter last year.
Tyvaso Revenue Surge: 2. Tyvaso Revenue Growth: Tyvaso generated $434 million in revenue for the third quarter, marking a 33% year-over-year increase, driven by strong uptake and pricing adjustments.
Orenitram Revenue Surge: 3. Orenitram Revenue Milestone: Orenitram achieved record revenue of $113 million in Q3 2024, reflecting a 23% growth from the previous year due to increased demand and commercial utilization.
Share Repurchase Impact: 4. Successful Share Repurchase Program: The company completed an accelerated share repurchase program, buying back approximately 3.5 million shares, which is about 7% of its outstanding shares, contributing to a 47% appreciation in stock value since the program's announcement.
Patient Growth Surge: 5. Strong Patient Growth: United Therapeutics reported a record number of patients on Tyvaso, Orenitram, and Remodulin, indicating robust demand and a growing prescriber base, with a nearly 15% increase in prescribers for Tyvaso.
Negative
Litigation Accrual Impact: 1. Litigation Accrual: The company recorded a litigation accrual of $65.1 million related to a potential judgment in the Sandoz case, which could impact future financial results.
Remodulin Revenue Decline: 2. Decline in Remodulin Revenue: Worldwide revenue for Remodulin was $128 million, reflecting a slight decline of 2% from the previous year due to international order timing, indicating potential challenges in maintaining revenue levels.
Gross to Net Ratio Increase: 3. Increased Gross to Net: The company experienced a higher gross to net ratio, particularly on Tyvaso DPI in Q3, suggesting that pricing pressures and rebate contracts may be affecting profitability.
Patient Transition Uncertainty: 4. Uncertain Transition Trends: The transition of patients from Remodulin to Orenitram is not yet a widespread trend, indicating potential volatility in future revenue streams as treatment patterns evolve.
Future Shareholder Returns Concerns: 5. Potential for Future Shareholder Returns: While the company completed a $1 billion accelerated share repurchase program, there is no specific plan for future repurchase programs, which may raise concerns about capital allocation and shareholder returns.
UTHR FAQs
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UTHR Earning Call Sentiment
United Therapeutics Corporation (UTHR) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
UTHR.O
3.83%Positive
The earnings call highlights strong financial performance with record revenues and significant growth across key products like Tyvaso and Orenitram. The completion of a $1 billion share repurchase program and a healthy financial position further support a positive outlook. Despite some regulatory and competitive risks, optimistic guidance and the potential for future revenue growth suggest a positive sentiment. The Q&A session did not reveal major concerns, maintaining the overall positive sentiment.
