Added to YB: 2025-07-31
Pitch date: 2025-07-29
UTHR [bearish]
United Therapeutics Corporation
-72.97%
current return
Author Info
Bleecker Street Research is an activist short-seller exposing overvalued stocks. Sign up for the newsletter.
Company Info
United Therapeutics Corporation, a biotechnology company, engages in the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally.
Market Cap
$20.5B
Pitch Price
$285.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.04
P/E
18.07
EV/Sales
5.17
Sector
Biotechnology
Category
value
Bleecker Street are short United Therapeutics (UTHR)
UTHR short: Surveyed prescribers show Yutrepia already captured 5% of Tyvaso market in 2 months. Docs prefer Yutrepia's better tolerability & higher dosing capability, project 50%+ share. Est. 11% Tyvaso revenue decline by 2026 (-22% EPS). UTHR pipeline weak, patent challenges fading, insiders sold $179M stock. Long LQDA.
Read full article (11 min)