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 +0.67% change in stock price 10 days leading up to the earnings, and a +1.69% change 10 days following the report. On the earnings day itself, the stock moves by -0.15%. 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
735.90M
19.72%
-1.74%
Gross Margin
89.69%
1.40%
0.89%
Operating Margin
49.42%
15.20%
-9.34%
Net Margin
40.94%
15.91%
-0.80%
EPS
6.21
43.09%
-2.82%
No Data Available
UTHR Earnings Analysis
United Therapeutics Corp Corporation (UTHR.O) Earnings Conference Call
Positive
Record Revenue Achievement: Record revenue for 2024, marking the third consecutive year of record-setting revenue, driven by a commitment to patients with rare diseases.
IND Clearance for Clinical Trial: IND clearance for the UKidney clinical trial, the first FDA-cleared registration supporting clinical trial of a xeno organ, expected to begin transplants mid-year.
Enrollment Completion Announcement: Completion of enrollment in the inhaled treprostinil TETON 1 study for idiopathic pulmonary fibrosis, with top line data expected in 2026.
Ralinepag Market Potential: Potential of Ralinepag as the first once-a-day oral prostacyclin agonist for pulmonary arterial hypertension, with a significant market opportunity.
Tyvaso Revenue Surge: Record revenue growth for Tyvaso, Orenitram, Remodulin, and Unituxin, with Tyvaso revenue reaching $416 million, a 19% increase year-over-year.
Market Positioning Success: Successful contracting efforts for Tyvaso to position it competitively in the market, leading to a new growth base.
Next-Generation Pump Launch: Launch of the next-generation RemunityPRO pump for Remodulin, designed to enhance patient experience and accessibility.
Record Revenue Achievement: Unituxin achieved record revenue of $68 million for the fourth quarter, up 25% from the prior year, indicating strong market presence.
Negative
Revenue Growth vs. Net Decline: Record revenue growth was overshadowed by a slight sequential decline in net revenue for Q4 2024, attributed to increased gross-to-net deductions from recent contracting efforts.
Seasonal Challenges in Pharmacy: The company faced challenges in the fourth quarter due to seasonality, which typically impacts specialty pharmacy ordering, despite achieving record patient shipments for some products.
Net Revenue Impact: The recent contracting efforts for Tyvaso, while aimed at positioning the product competitively, resulted in a larger gross-to-net deduction that negatively impacted net revenue.
Contracting Efforts Evaluation: The company is still in the process of evaluating the impact of its contracting efforts, indicating uncertainty in future revenue stability.
Seasonal Weakness Impact: Despite record revenues, the company acknowledged that the fourth quarter is usually a seasonally weak period for specialty pharmacy, which could affect future performance.
UTHR FAQs
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UTHR Earning Call Sentiment
United Therapeutics Corporation (UTHR) Q4 2024 Earnings Call Transcript
UTHR.O
0.61%Positive
The earnings call highlights strong financial performance with record revenues, robust shareholder returns, and optimistic future growth expectations. Despite some regulatory and competitive challenges, the company is investing in product development and expanding its market presence. The Q&A session did not reveal significant negative sentiment from analysts, and management's optimistic guidance further supports a positive outlook. Overall, the combination of strong earnings, optimistic guidance, and shareholder returns suggests a positive stock price movement over the next two weeks.
