Jun 30, 2023

United Therapeutics Q2 2023 Earnings Report

Reported double-digit revenue growth and the highest quarterly revenue ever.

Key Takeaways

United Therapeutics reported a 28% year-over-year increase in total revenues, reaching $596.5 million, driven by strong performance from Tyvaso and Orenitram. The company's net income also saw a significant increase of 123% to $259.2 million.

Total revenues grew 28% year-over-year to $596.5 million.

Net income increased by 123% to $259.2 million.

Tyvaso and Orenitram continue to drive revenue performance with record revenues.

Tyvaso DPI feedback has been overwhelmingly positive, revolutionizing pulmonary hypertension management.

Total Revenue
$597M
Previous year: $467M
+27.8%
EPS
$5.24
Previous year: $2.41
+117.4%
Gross Profit
$532M
Previous year: $437M
+21.8%
Cash and Equivalents
$1.07B
Previous year: $3.9B
-72.6%
Free Cash Flow
$61.6M
Previous year: $110M
-44.0%
Total Assets
$6.68B
Previous year: $5.54B
+20.5%

United Therapeutics

United Therapeutics

United Therapeutics Revenue by Segment

Forward Guidance

United Therapeutics anticipates continued revenue growth, expecting to reach a $4 billion annual revenue run rate by mid-decade. They also project further revenue increases through potential launches of Tyvaso in pulmonary fibrosis and ralinepag in pulmonary arterial hypertension, as well as the potential for transplantable organs in the next decade.

Positive Outlook

  • Expect to reach a $4 billion annual revenue run rate by mid-decade.
  • Potential launch of Tyvaso in pulmonary fibrosis.
  • Potential launch of ralinepag in pulmonary arterial hypertension.
  • Potential for an unlimited supply of tolerable, transplantable organs in the next decade.
  • Continued strong revenue performance for Tyvaso and Orenitram.

Challenges Ahead

  • Risks and uncertainties described in periodic reports filed with the SEC.
  • Factors that could cause actual results to differ materially from anticipated results.
  • Cautionary statements and risk factors set forth in periodic reports.
  • No obligation to update or revise the information in the press release.
  • Fluctuations in specialty pharmacy inventory levels as production schedules are adjusted and capacity is expanded.

Revenue & Expenses

Visualization of income flow from segment revenue to net income