Sep 30, 2024

United Therapeutics Q3 2024 Earnings Report

Reported record revenue for a sixth straight quarter, driven by increasing demand for innovative products.

Key Takeaways

United Therapeutics reported a strong third quarter in 2024, with total revenues growing by 23% year-over-year to $748.9 million. The company achieved a $3 billion annual revenue run rate and saw significant growth in Tyvaso revenues. They are anticipating clinical data reads and regulatory events to further propel growth.

Total revenues increased by 23% year-over-year to $748.9 million.

Net income rose by 16% to $309.1 million.

Tyvaso revenues grew by 33% to $433.8 million.

The company is progressing with clinical studies and regulatory filings for future growth.

Total Revenue
$749M
Previous year: $609M
+22.9%
EPS
$6.39
Previous year: $5.38
+18.8%
Gross Profit
$666M
Previous year: $539M
+23.5%
Cash and Equivalents
$4.61B
Previous year: $2.88B
+60.2%
Free Cash Flow
$298M
Previous year: $281M
+6.2%
Total Assets
$7.12B
Previous year: $7.02B
+1.4%

United Therapeutics

United Therapeutics

United Therapeutics Revenue by Segment

Forward Guidance

United Therapeutics anticipates a multi-year cascade of clinical data reads and regulatory events that should continue to propel growth through the balance of the decade and beyond.

Positive Outlook

  • Data expected for the TETON studies in idiopathic pulmonary fibrosis.
  • Data expected for ADVANCE OUTCOMES in pulmonary arterial hypertension.
  • Data from the miroliverELAP phase 1 study now underway for acute liver failure.
  • Potential launch of the UKidney human clinical program.
  • Filing of an investigational new drug application for UKidney is expected shortly.

Challenges Ahead

  • Forward-looking statements are subject to risks and uncertainties.
  • Actual results could differ materially from anticipated results.
  • The amount ultimately payable in litigation with Sandoz Inc., if any, could be higher or lower than the current accrual.
  • Share-based compensation expense increased due to a greater number of awards remaining outstanding.
  • The company's future performance is subject to the risks described in its periodic reports filed with the Securities and Exchange Commission.

Revenue & Expenses

Visualization of income flow from segment revenue to net income