UTHR
United Therapeutics Corporation
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Pharma+Biotech Portfolio : What to keep, remove and add?
New drug application FDA acceptance : Mannkind(MNKD)
2 Key Things From 3D Systems' Earnings Call That Investors Should Know.
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Solid breakdown of the $DDD thesis. Your analysis of the ALGN catch-up purchases and the UTHR printed lung milestones hits the nail on the head. The defense angle via the NAMI JV and Lockheed partnership is definitely a sleeper catalyst that most of the market is overlooking. Great to see such a detailed look at the numbers!
Imo 3D Systems (DDD) will likely beat strongly q4 25 earnings expectations My earnings expectations for DDD's q4 25 are as follows: Sales 100,32 Gross profit margin 34% Adj Ebidtda -4 -4% Operating cash flow around 5m Free cash flow break even 146m shares eps -0,061 I analyzed thoroughly results of DDD strategic customers Align Technology ALGN und United Therapeutics UTHR. I estimate USD 1m of milestone payment and revenue from United Therapeutics's advanced printed lung project and USD 6m additional cash inflow through catched up materials purchases by Align Technology. And, current news on the Iranian war suggest that DDD's joint venture NAMI with Dussur (i. e., strategic industrial investment firm owned by Saudi Arabian Public Investment Fund, Saudi Aramco, and SABIC), and Saudi Electric Company in Saudi Arabia might profit from strong demand for defense parts from Saudi Arabia and its allies and NAMI's partner Lockheed Martin LMT. So, I am strongly invested in DDD.
That is pretty much what LQDA has done for years to compete with JnJ and UTHR. I mean what you are worrying would take another several years of R&D and trials
Bro this DD has me convinced but watch it tank 50% tomorrow because WSB touched it 💀 Also that math on ARPP seems solid but you're assuming zero competition response from JNJ and UTHR, they're not gonna just roll over and let some upstart eat their lunch
#TLDR --- Ticker: LQDA Direction: Up Prognosis: Buy Shares (Long hold through 2027) Catalyst: Eating JNJ and UTHR's lunch with a superior drug (Yutrepia) The Math: 6,750 patients @ $140k/yr = $900M Revenue
The drug contributes 95% of their revenue , the remaining is generic. 60% of UTHR’s revenue is from Tyvaso(the direct competitor that LQDA is eating market share away from)
LQDA is my bet. It’s an easy doubler. They’re a commercial biotech company. Shkreli had posted about them in this subreddit a few years ago. Their stock price has quadrupled since then. Last quarter, they reported 2000 unique prescriptions for their hypertension drug. They plan to increase this to 10000 prescriptions in the next year.(the drug costs 300k annually) Currently, LQDA has a market capitalization of 3 billion dollars. In comparison, their competitor, UTHR, has a market capitalization of 22 billion dollars.
United Therapeutics - UTHR - I bought $50k in 2018 like an idiot.
Really good data from their earnings. 900 new patient prescriptions ! The only way that’s possible is if doctors are switching patients from UTHR (uthr only had 250 new starts a month and this drug had been out for 11 weeks) If they take significant market share from UTHR i need to revise my estimates up a lot
UTHR, EXEL, NOW, RDDT. Most unicorn companies are private, you can't invest in them.
I gave chat some parameters, and it told me to invest in IOT, ANET, FUTU, and UTHR All good picks, I’m up 20% on FUTU
Gah, you're right! My bad, I didn't read hard enough. But I will say that this kind of info is not really a huge threat considering that UTHR already has this medication on the market, Tyvaso DPI. So I will still take the dip.
What drug trial failed? I thought the move was more around this news: [https://www.barrons.com/articles/insmed-stock-drug-trial-results-2c6d1ae9](https://www.barrons.com/articles/insmed-stock-drug-trial-results-2c6d1ae9) >Insmed is developing an experimental drug called treprostinil palmitil inhalation powder taken once daily by patients with PAH, a progressive disease affecting the lungs and heart. >In the latest Phase 2b study, patients saw a 35% reduction in pulmonary vascular resistance, or the amount of pushback blood encounters as it travels through the lungs to the heart, relative to a placebo. >... >Insmed’s announcement sent shares of rival drugmakers lower. UTHR has four medications currently approved to treat PAH. >Shares of LQDA cratered 22%. The FDA approved Liquidia’s inhaled treprostinil dry-powder formulation, Yutrepia, as a treatment option for patients with PAH last month.
UTHR is down 14% after a drug trial fail. Good time to buy! This is not a pump and dump. This is a hold for me.
Yeah i agree that LQDA and INSM might chip away at UTHR’s business a bit, but UTHR is still the big player with a really strong position. They’ve got solid products, great relationships with insurance companies, and plenty of cash. So, while the competition is heating up, UTHR isn’t about to lose its top spot anytime soon.
Insmed also had solid news on their drug, which is why both LQDA and UTHR are having bad days. Sounds like there might be a third player in the space soon.
Wtf happened to UTHR and is it a good time to buy the dip
UTHR and LQDA are getting crushed today.
Anyone here follow UTHR? Started to look into them a bit. Kind of out my wheelhouse, but valuation looks solid on it. I think there is drama going on with one of their newer drugs. Just curious if anyone else had some insight. Thanks.
This kind of company is out of my wheelhouse, but anyone here follow or invested in UTHR?
The defensive picks: McKesson: supplier of dressings and the endless plastic products needed in hospitals. JNJ: they spun off their lower margin business and are focusing on medical devices. still large portfolio of businesses Specialist picks: Edwards Lifesciences: medical device maker, known for their heart valve business ISRG: I personally did not think that robotic surgery was going to be such a big thing but boy was I wrong on this one. Even no name hospitals in the middle of Tennessee is buying Davincis and hiring surgeons for them. Angiodynamics, Boston scientific: vascular surgery is another device heavy area Stryker: they have some of the slickest reps. purveyors of fine dining and NFL tickets is all I'm saying. And clearly the strategy works. Ortho and neurosurg equipment sell for obscene margins. Boring legacy picks: don't ever pay a high multiple for these. only buy when cheap Pfizer, Bristol Meyers Squibb, Roche, Merck: conglomerates that provide the "drips". Drip for cancer (chemo), drip for low blood pressure (pressors), drip for infection (antibiotics). You name it, they drip it. Slow growing, consistent businesses. Stock price goes down reliably when their blockbuster drug patent gets close to expiring. Dividend payers. I own pfizer and BMY. The next big thing picks: 10X or zero in the next decade who knows Moderna: doing poorly because the vaccine business is a low margin business and right now it only has vaccines. working on personalized cancer vaccine which if works would change the landscape of medicine. TMDX: an all in one organ transplant provider. business may not make any sense (own and maintain a fleet of jets?) from an outsiders perspective. however, the ability to do what they do is highly valued from hospital standpoint. organ procurement, transport, preservation, transplantation is immensely complex and no hospital administrator wants to deal with this. UTHR: currently their subsidiary revivicor has developed genetically modified pigs which have certain immunogenic surface markers knocked out (FDA approved 2020). Further work is ongoing to get to the point where such pigs can provide endless organs for human transplantation. Success of this technology will change organ transplantation and medicine as we know it. Ironically if this works out TMDX above becomes a big fat zero.
UTHR - United Therapeutics - very cool stuff they do. Pigs can be human organ donors.
If it makes you feel worse, the only stock I have been loading up on since 2015 is UTHR. 🚀
I have a few that really surprised me: ADMA 295% YTD SERV 260% FTAI 150% HWKN 70% UTHR 50% MPWR 50% ANET 50%
LQDA will likely get fda approval Friday. Yesterday a sealed document was filed by the FDA in the lawsuit between UTHR, the FDA, and LQDA. The FDA is required by the court to give three day notice of an approval decision. Three days from yesterday is Friday. Do with that what you will. I have September calls and $100k in shares
I don't know UTHR but am always interested in new candidates and have been pondering REGN. BTW, I follow HROW closely and they just dropped their sales numbers on IHEEZO it is 2.65x **quarter over quarter** (thats why the big bump today likely). GLTA!
Thanks for these tips, never heard of either but am liking their growth! I recently bought up some UTHR and REGN in the biotech sector
My apologies...I was thinking of UTHR.
CNBC just shilled $UTHR and $BIO
UTHR. PAH pharma market is projected to have a revenue cagr around 5-6% through 2030. Previously the market has been primarily dominated by expensive branded drugs but UTHR’s generic breakthrough with Tyvaso has taken a large market share. They also have many more drugs in the pipeline. The health care sector is primed to outperform after 2 bad years. The company’s P/E and FWD P/ E are VERY attractive. Net margin%, ROE, ROA, and PEG are well above biotech sub-sector medians. It’s ROIC is 3x it’s WACC, and it has a very strong balance sheet.
UTHR is making billions of those patients. Look at their balance sheet. LQDA is about to hit the market with a better drug and take at LEAST 30% of those patients.
Did I actually research the stock? If you did you would've known that it has huge potential. This company is being led by Roger Jeff's. Former leader of UTHR
This is the first I heard of this and the first time I've run into your posts. Thanks for the insight. I'm really glad I ran into it because I've been considering investing into UTHR but was wondering why their stock kept falling. You've been on the money since year ago
It’ll take time (a year or many years) to take significant market share, but I think the stock could go to $30+ if Yutrepia becomes the preferred treatment. Regarding current price action, I think buyers still have to warm up to the idea that litigation is over, and some events may accomplish that. For example, UTHR may file for a rehearing. When it’s denied, that could be a catalyst a decent. Additionally, CEO Roger’s track record for commercialization is pretty good, so as they hit milestones, we should float higher on the progress and future guidance. Also, we’re kind of in a shit time of the year for fund managers to buy Lqda. I’ll be watching it throughout January to see if there are bids. I bought leaps so I’m looking to unload by end of Q2. I think two quarters should be enough to get all of the near term catalysts and float $15-20 range. I’ll hold the shares until I believe the business is significantly over valued or management starts to fuck up. Hopefully nothing comes out of left field and fucks up the position until I can at least cover my cost basis. Good luck out there!
I’m curious what your outlook is on LQDAs ability to grab a large chunk of the market share from UTHR? Seems to be some differing opinions on how likely/easy it will be for them to do. Insider buys before the ruling suggest they have confidence in their own ability, and I believe the head of LQDA was a co founder of UTHR, and has more of the scientific background than the one who stayed at UTHR.
I'm not an expert by any means but here's what I got: Traditional/big pharma: >Low growth value: SNY, BMY Biotech: > High growth value: BMRN, INCY, GMAB > Low(er) growth value: UTHR
I fucking ate shit today but honestly this patent seems dumb, i think it stands to reason that UTHR would lead w their best shots and rn they r just throwing whatever else they have
UTHR is trolling them with an even more toothless patent. Search the hashtag for lqda on twitter to see some legal analysts w their takes
Hey TK. Just wanna follow up on this post, seeing as you kindly replied to my previous comment. $UTHR is up about 15% since my post. Additionally, $MNKD still hovers around the same price, but since I have average of under $2, I am happily watching it creep up each day to the eventually break out. Have a great day.
Checking out United Therapeutics (UTHR): It's profitable, has 5 FDA approved drugs plus a promising pipeline. UTHR has strong growth with a low valuation.
MNKD. UTHR’s Tyvasco sales break $1B and and being viewed as a runaway success. MNKD partnered with UTHR for the drug and will now be able to release milestone payments. Earnings tmro morning- the call should be interesting.
Tenax Therapeutics, Inc. (NASDAQ:TENX) will delay the start of its Phase III clinical trials for levosimendan and imatinib for the treatment of pulmonary arterial hypertension (PAH) until 2023, pending funding. The share price has been under pressure for some time and there is insufficient capitalization to raise enough funds to support the company’s clinical program. Despite the low valuation carried by the company, the data supporting both candidates support further development for pulmonary hypertension. Tenax’s advertised market capitalization of $4 million1 and valuation accounting for prefunded warrants of around $6 million belies the probability adjusted potential value of the company’s two assets. In response to the compressed market value of Tenax, management has engaged Roth Capital Partners to evaluate strategic alternatives for the company. This may include new investment, an acquisition or other type of combination activity. Tenax entered into the relationship in September but has not yet provided any updates on options offered by its advisor. We have discussed Tenax’s assets in depth in previous reports and have provided a summary of supportive clinical data for advancing them to clinical trials. Both imatinib and levosimendan offer to address an unmet need in Group 1 and Group 2 pulmonary hypertension. Imatinib has demonstrated the ability to be disease modifying in Group1 PAH patients and Texax’s formulation of the drug may address the delivery hurdles that are necessary to be surmounted before the drug can be effective. 2021 sales for products serving this indication are $6.5 billion and expected to grow at mid to high single digits over the next several years.2 Levosimendan has shown the ability to reduce wedge pressure, increase patient physical performance and improve how patients feel for Group 2 PAH patients. If approved in the United States for Group 2 PAH, levosimendan could potentially treat 2 million patients that suffer from the condition. Assuming a modest 5% penetration at $1,000 per month could generate over $1 billion in sales. Given that there are no other treatments for Group 2 PAH, penetration and price could reasonably go higher. One of the barriers to Tenax raising additional capital is the heavy burden of the outstanding claims on equity. As reported in the 2Q:22 10-Q, there are 25.2 million shares outstanding, 20.6 million prefunded warrants and 33.3 million warrants and options with exercise prices averaging under $1.00. While the addition of a substantial quantity of derivatives to the mix makes it complicated for a potential investor to make a clean investment in Tenax, our analysis has made some assumptions to determine the value it may require to simplify Tenax’s liabilities to prepare Tenax for new investment. We run some scenario analyses to evaluate the total cost of an entity acquiring Tenax. If an acquiror’s bid price was set at $1.00 per share, the estimated cost to acquire the company would be approximately $52 million. At $2.00 per share, the price increases to $131 million and at $3.00, $210 million. See exhibit below for details on the valuation of various components. Beyond the acquisition price, Tenax will require additional funds to support the launch of the two Phase III trials for imatinib and levosimendan. While the burden to negotiate a deal with Tenax may be difficult given all of the competing claims on equity, there is substantial value to be recognized for investors willing to work through the difficulties of the capital structure. From this concise analysis, we outline scenarios where two Phase III ready assets could be acquired for $1.00, $2.00 or $3.00 per share, which equates to enterprise values below our target of approximately $325 million. Based on the data released so far, there is a compelling argument for value for Tenax’s assets which we conservatively calculate to be approximately $325 million after applying an onerous 40% probability of success to our NPV value of the levosimendan and imatinib programs.4 There are many large pharmaceutical and biotechnology companies with pulmonary hypertension assets in their portfolios which could benefit from a new product that addresses a substantial unmet need. One of the primary companies that stands out in our research is United Therapeutics (NASDAQ:UTHR) which has many products currently generating sales in the PAH space and has several others in development. Other potential suitors such as Johnson & Johnson (NYSE:JNJ), Bayer (OTC:BAYRY) and Merck (NYSE:MRK) also have dominant products in the Group 1 PAH space which could augmented by additional products in both Group 1 and Group 2. Below we have summarized the top 10 companies based on 2021 revenue that offer a product in the PAH space and may comprise the opportunity set.
No idea, all I know is they lost the second court ruling and that was shitty because the other company can sell their drug earlier and get market share before them. Right now LQDA are estimated to start sales 2024 so 2 year loss of market share. And UTHR is also appealing the first court ruling as they’re trying to keep LQDA out of the market till 2027. Either way, based on what I’ve read, Shkreli gave us a gamble, and lost.
They didn't lose the case, they lost the stay request on the 793 patent but won against UTHR on the 066 patent.Everyone who freaked out didn't understand the play or the court decision.
Sounds mixed. Judge issues opinion in Liquidia, United Therapeutics patent fight A trial opinion in the U.S. District Court for the District of Delaware suit between Liquidia (LQDA) and United Therapeutics (UTHR) posted to the site of the court states: "UTC failed to prove by a preponderance of the evidence that Liquidia will infringe claim 8 of the ' 066 patent. Liquidia proved by clear and convincing evidence that claims 1, 2, 3, 6, and 9 of the '066 patent are invalid. UTC proved by a preponderance of the evidence that Liquidia will induce infringement of claims 1, 4, 6, 7, and 8 of the '793 patent." 8/31/2022
On Tuesday Judge Andrews requested to hear an argument from $UTHR about why he shouldn't stay his decision on '793. Confident we gonna win both?
$ASO, $DG, $DPZ, $MCK, and $UTHR. The last four are long-term holds and probably not the value they were a year+ ago. However, they all seem to be well-managed companies with strong financials and good total returns on capital $ASO on the other hand is where I've been dumping my cash lately. Valuations are up \~30% since I got onboard, but I think the value and biz prospects still look attractive. For reference, it represents about 20% of my entire portfolio.
this is an understatement if you look at UTHR
Bio Techne (TECH) Bruker (BRKR) Unitrd Therapeutics Corp (UTHR)
$UTHR has an avg price target hike to around $238 by some analysts.
UTHR I'd the blood pressure medication one
Asked yesterday, will ask again. UTHR, anyone?
I show UTHR just hit 11 days. TCDA just hit 10, I didn’t track it today. AMX hit 10 back in August. Closed on 08/24 at same it opened and then had 5 more greens right after, so in my book, 16 in a row of no reds. BTLLF ended 2020 into 2021 on a 10, and it had a no move day right before. And a Green Day before that. So 12 days in a row in my book of no red. Do I need to go on, or do you finally realize I know what I’m talking about and you don’t get out that much?
Who knows why MNKD is still hated even though they have finally turned a profit on a great diabetes drug, and have a diversified pipeline on other money making therapies with United Therapeutics Corporation (NASDAQ - UTHR) among others?
CMS allows for Medicare patients today. One of the many catalysts that investors have been waiting for with Afrezza. Add this to UTHR NDA and, well…do you DD!
Calls on boner pills, Pfizer and UTHR
Look forward to the UTHR earnings stock price has doubled so far 😬
Sold my long UTHR 230 and 240 5/16 calls last week after doubling. They doubled again. Oh. If I kept them they would be worthless.
I've been saying UTHR for over a month.. and lookie lookie.
United Therapeutics. $UTHR
$UTHR - been holding for about 2 years. Biotech company treating pulmonary arterial hypertension, PE of 13, and a solid balance sheet. I hope their moonshot of artificial organ printing pays off someday but in the meantime they are making money instead of diluting shareholders into oblivion. Is there anyone with medical expertise who has any idea on how long getting to implantable organs might actually take?
LQDA: just reject takeover by UTHR - at $8.50, they think worth at least $15 - 25. 🚀🚀🚀