Sep 30, 2023

United Therapeutics Q3 2023 Earnings Report

United Therapeutics reported record quarterly revenue and double-digit revenue growth, driven by commercial execution and innovative research.

Key Takeaways

United Therapeutics reported an 18% year-over-year increase in total revenues for Q3 2023, reaching $609.4 million compared to $516.0 million in Q3 2022. Net income also increased by 12% to $267.6 million.

Total revenues grew by 18% year-over-year to $609.4 million.

Net income increased by 12% to $267.6 million.

Tyvaso DPI sales increased significantly following its commercial launch.

The company is progressing with clinical trials for nebulized Tyvaso and ralinepag, with potential data in 2025.

Total Revenue
$609M
Previous year: $516M
+18.1%
EPS
$5.38
Previous year: $4.91
+9.6%
Gross Profit
$539M
Previous year: $479M
+12.6%
Cash and Equivalents
$2.88B
Previous year: $4.06B
-29.2%
Free Cash Flow
$281M
Previous year: $190M
+47.8%
Total Assets
$7.02B
Previous year: $5.78B
+21.5%

United Therapeutics

United Therapeutics

United Therapeutics Revenue by Segment

Forward Guidance

United Therapeutics anticipates achieving a $4 billion annual revenue run rate by mid-decade and expects growth in product utilization by PH-ILD patients due to recent field force expansion. Clinical trials for nebulized Tyvaso and ralinepag may generate data in 2025.

Positive Outlook

  • Anticipated $4 billion annual revenue run rate by mid-decade.
  • Expected growth in product utilization by PH-ILD patients.
  • Potential data generation from TETON 1, TETON 2, and ADVANCE OUTCOMES clinical trials in 2025.
  • Focus on innovating for unmet medical needs of patients.
  • Commitment to developing novel pharmaceutical therapies and technologies.

Challenges Ahead

  • Risks and uncertainties described in periodic reports filed with the SEC.
  • Potential for actual results to differ materially from anticipated results.
  • Cautionary statements and risk factors in periodic reports.
  • No obligation to update or revise information in the press release.
  • Dependence on forward-looking statements qualified by cautionary language.

Revenue & Expenses

Visualization of income flow from segment revenue to net income