Added to YB: 2025-07-31
Pitch date: 2025-07-29
UTHR [bearish]
United Therapeutics Corporation
-95.96%
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 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
$24.8B
Pitch Price
$285.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.48
P/E
20.27
EV/Sales
6.31
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)