Buy Recommendation for United Therapeutics Based on Strong Market Position and Growth Potential

Leerink Partners analyst Roanna Ruiz has maintained their bullish stance on UTHR stock, giving a Buy rating on June 10.

Roanna Ruiz’s rating is based on United Therapeutics’ strong position in the cardiopulmonary market, particularly with its Tyvaso product line. Despite potential long-term competition from Insmed’s TPIP, Ruiz believes that United Therapeutics will maintain its leadership in the near to mid-term due to the extended development timeline for TPIP. The company’s strategic focus on expanding Tyvaso’s market share in PH-ILD and its potential growth in IPF are seen as key drivers for future success.
Furthermore, Ruiz notes that United Therapeutics has a significant advantage with its established presence and expanded field force, which could help sustain Tyvaso’s growth. The delay in TPIP’s Phase 3 trials until 2026 provides United Therapeutics with ample time to strengthen its market position and innovate within its existing franchise. These factors contribute to Ruiz’s confidence in recommending a Buy rating for United Therapeutics’ stock.

In another report released on June 10, Jefferies also maintained a Buy rating on the stock with a $432.00 price target.

Based on the recent corporate insider activity of 202 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of UTHR in relation to earlier this year.