- Space-Based Pulmonary Drug Formulation Might Change The Case For Investing In United Therapeutics (UTHR)
May 14, 2026
In early May 2026, Varda Space Industries announced a collaboration with United Therapeutics to use microgravity on Varda’s orbital platform to develop improved formulations of small-molecule treatments for rare, life-threatening pulmonary diseases. This partnership highlights how space-based manufacturing could meaningfully influence drug stability, bioavailability, and delivery for complex lung therapies, potentially broadening United Therapeutics’ formulation toolkit. Next, we’ll examine how this space-based drug formulation initiative could influence United Therapeutics’ investment narrative around its pulmonary disease franchise.
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United Therapeutics Investment Narrative Recap
To own United Therapeutics, you need to believe in the long term potential of its pulmonary franchise and its willingness to push into unconventional science. The Varda collaboration is more of a longer horizon experiment than a near term driver, so the most important catalyst still sits with Tyvaso’s IPF labeling push, while the biggest risk remains competitive and clinical pressure on its concentrated pulmonary portfolio.
Of the recent announcements, the upcoming data presentations at the American Thoracic Society meeting are most relevant. They put a spotlight on the TETON IPF and ADVANCE OUTCOMES ralinepag results that underpin the core growth story. In that context, the Varda partnership looks like a potential add on to United Therapeutics’ pulmonary toolset rather than a replacement for the main clinical and regulatory catalysts investors are watching.
Yet even as these growth projects advance, investors should be aware that concentrated reliance on a few key drugs leaves United Therapeutics exposed if...
Read the full narrative on United Therapeutics (it's free!)
United Therapeutics' narrative projects $4.4 billion revenue and $1.8 billion earnings by 2029. This requires 11.1% yearly revenue growth and an earnings increase of about $0.5 billion from $1.3 billion today.
Uncover how United Therapeutics' forecasts yield a $644.08 fair value, a 12% upside to its current price.
Exploring Other PerspectivesUTHR 1-Year Stock Price Chart
Some of the lowest ranked analysts take a more cautious view than the consensus, assuming only about US$3.5 billion of revenue and US$1.4 billion of earnings by 2029, so you should recognize that views on United Therapeutics’ risk reward profile can differ widely and this new Varda partnership or future IPF data could still shift those expectations in ways that challenge both the cautious and the more optimistic narratives.
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Explore 5 other fair value estimates on United Therapeutics - why the stock might be worth over 3x more than the current price!
Form Your Own Verdict
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
A great starting point for your United Therapeutics research is our analysis highlighting 3 key rewards that could impact your investment decision. Our free United Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate United Therapeutics' overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include UTHR.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- CPRX or UTHR: Which Is the Better Value Stock Right Now?
May 14, 2026
Investors interested in stocks from the Medical - Drugs sector have probably already heard of Catalyst Pharmaceutical (CPRX) and United Therapeutics (UTHR). But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.
Catalyst Pharmaceutical has a Zacks Rank of #2 (Buy), while United Therapeutics has a Zacks Rank of #3 (Hold) right now. This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that CPRX is likely seeing its earnings outlook improve to a greater extent. But this is only part of the picture for value investors.
Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
CPRX currently has a forward P/E ratio of 10.84, while UTHR has a forward P/E of 20.97. We also note that CPRX has a PEG ratio of 0.87. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. UTHR currently has a PEG ratio of 1.83.
Another notable valuation metric for CPRX is its P/B ratio of 3.76. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, UTHR has a P/B of 4.17.
These metrics, and several others, help CPRX earn a Value grade of B, while UTHR has been given a Value grade of C.
CPRX has seen stronger estimate revision activity and sports more attractive valuation metrics than UTHR, so it seems like value investors will conclude that CPRX is the superior option right now.
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This article originally published on Zacks Investment Research (zacks.com).
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- CPRX or UTHR: Which Is the Better Value Stock Right Now?
May 14, 2026 · zacks.com
Investors interested in stocks from the Medical - Drugs sector have probably already heard of Catalyst Pharmaceutical (CPRX) and United Therapeutics (UTHR). But which of these two stocks presents investors with the better value opportunity right now?
- Varda Space Industries and United Therapeutics Collaborate to Advance Microgravity-Enabled Treatments for Rare Pulmonary Disease
May 13, 2026
The research collaboration will be the first ever to focus on space-based drug formulation that could result in therapies for patients.
EL SEGUNDO, Calif., May 13, 2026 /PRNewswire/ -- Varda Space Industries today announced a collaboration with United Therapeutics Corporation (Nasdaq: UTHR) to explore the use of microgravity to develop improved formulations of treatments for rare pulmonary disease.Varda Space Industries logo. (PRNewsfoto/Varda Space Industries Inc.)
Through the collaboration, Varda and United Therapeutics will conduct pharmaceutical processing of small molecule medicines for pulmonary disease aboard Varda's orbital manufacturing and reentry platform during multiple missions to low Earth orbit.
The companies will utilize microgravity's influence on the structure and crystallization properties of therapeutic compounds in pursuit of novel formulations that may improve stability, bioavailability, and other delivery characteristics. The first compounds to be analyzed onboard Varda spacecraft will likely be focused on therapies for patients living with life-threatening pulmonary diseases.
Why formulate medicines in microgravity?
On Earth, gravity can affect how molecules assemble during manufacturing. Sedimentation and convection currents can disrupt the formation of uniform crystal structures, sometimes limiting the performance of pharmaceutical compounds.
Decades of research on the International Space Station have shown that microgravity allows molecules to assemble more slowly and uniformly, producing highly ordered crystal structures that are difficult or impossible to create on Earth. These differences can have meaningful implications for how medicines behave in the body.
Improved formulations made in microgravity could translate into several potential benefits:
Improved bioavailability, allowing drugs to dissolve and be absorbed more consistently. Enhanced stability, which can extend shelf life or reduce the need for cold-chain storage. Improved delivery methods, including inhaled or controlled-release therapies. Enabling formulations that deliver the drug more efficiently to the intended site of action.
"Microgravity gives us a fundamentally different environment to manufacture pharmaceuticals that are otherwise impossible on Earth." said Will Bruey, CEO of Varda Space Industries. "Our collaboration with United Therapeutics strives to pioneer a new era in clinical development by completing the bridge from microgravity science to patient benefit on Earth. We're honored to be united in that goal.
"United Therapeutics has long focused on developing innovative therapies that improve outcomes for people living with rare pulmonary diseases. The collaboration with Varda will allow us to explore how space-based manufacturing could contribute to significant improvements for rare pulmonary disease treatments," said Martine Rothblatt, Ph.D., Chairperson and Chief Executive Officer of United Therapeutics.
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The work will leverage Varda's end-to-end space manufacturing platform, which launches pharmaceutical payloads to orbit, processes materials in microgravity, and returns the finished products safely to Earth using Varda's W-series reentry capsules. By combining Varda's orbital manufacturing capabilities with United Therapeutics' expertise in drug development, the collaboration aims to expand the possibilities for drug manufacturing in space.
"The collaboration between our companies brings United Therapeutics' expertise in drug development and formulation together with Varda's ability to develop designs and processes not available under terrestrial conditions," said Varda Chief Science Officer Adrian Radocea. "We're focused on delivering differentiated formulations and building the foundation of a new generation of manufacturing."
As the global space economy grows, space-based manufacturing is emerging as a powerful new tool for industries ranging from materials science to pharmaceuticals. The collaboration between Varda and United Therapeutics highlights how microgravity research can translate into tangible benefits for patients on Earth.
About Varda Space Industries
Varda Space Industries is building the infrastructure for a thriving orbital economy, from in-orbit pharmaceutical processing to reliable and economical hypersonic reentry capsules. The company operates out of El Segundo, California with office and industrial production space and has office space in Washington, D.C. and Huntsville, Alabama. Follow Varda on X (@vardaspace), Instagram (@vardaspaceindustries), and LinkedIn. Learn more at varda.com.
Alex Pearlman, Head of Communications and Marketing: media@varda.com
About United Therapeutics Founded by CEO Martine Rothblatt to discover a cure for her daughter's life-threatening rare disease, pulmonary arterial hypertension, United Therapeutics transforms the treatment of rare diseases and pioneers alternatives to expand the supply of transplantable organs. From our innovative therapies to our groundbreaking manufactured organs, we are bold and unconventional. We move quickly from scientific theory to practical technologies that can save lives. As a public benefit corporation, even our legal structure reflects our commitments. We serve patients, act with integrity, create long-term shareholder value, and operate with sustainable practices that protect the future we are working to build. Visit us at www.unither.com and follow us on LinkedIn, Facebook, and Instagram.Cision
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- Varda Space Industries and United Therapeutics Collaborate to Advance Microgravity-Enabled Treatments for Rare Pulmonary Disease
May 13, 2026 · prnewswire.com
/PRNewswire/ -- Varda Space Industries today announced a collaboration with United Therapeutics Corporation (Nasdaq: UTHR) to explore the use of microgravity
- United Therapeutics Corporation to Present at the RBC Capital Markets Global Healthcare Conference
May 12, 2026
SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C., May 12, 2026--(BUSINESS WIRE)--United Therapeutics Corporation (Nasdaq: UTHR) announced today that James Edgemond, Chief Financial Officer and Treasurer, will provide a company overview and update on Tuesday, May 19, 2026, from 9:30 to 9:55 a.m. EST, at the RBC Capital Markets Global Healthcare Conference in New York.
The presentation can be accessed via a live webcast on the United Therapeutics website at https://ir.unither.com/events-and-presentations. An archived, recorded version of the session will be available approximately 24 hours after the session ends and can be accessed for 90 days.
About United Therapeutics
Founded by CEO Martine Rothblatt to discover a cure for her daughter's life-threatening rare disease, pulmonary arterial hypertension, United Therapeutics transforms the treatment of rare diseases and pioneers alternatives to expand the supply of transplantable organs. From our innovative therapies to our groundbreaking manufactured organs, we are bold and unconventional. We move quickly from scientific theory to practical technologies that can save lives. As a public benefit corporation, even our legal structure reflects our commitments. We serve patients, act with integrity, create long-term shareholder value, and operate with sustainable practices that protect the future we are working to build.
Forward-Looking Statements
Statements included in this press release that are not historical in nature are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, among others, our goals of expanding the supply of transplantable organs, developing practical technologies that can save lives, creating long-term shareholder value, and operating with sustainable practices. These forward-looking statements are subject to certain risks and uncertainties, such as those described in our periodic reports filed with the Securities and Exchange Commission, that could cause actual results to differ materially from anticipated results. Consequently, such forward-looking statements are qualified by the cautionary statements, cautionary language, and risk factors set forth in our periodic reports and documents filed with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. We claim the protection of the safe harbor contained in the Private Securities Litigation Reform Act of 1995 for forward-looking statements. We are providing this information as of May 12, 2026, and assume no obligation to update or revise the information contained in this press release whether because of new information, future events or any other reason.
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View source version on businesswire.com: https://www.businesswire.com/news/home/20260512686303/en/
Contacts
Investor Inquiries
https://ir.unither.com/contact-ir
Media Inquiries
communications@unither.com
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- United Therapeutics Corporation to Present at the RBC Capital Markets Global Healthcare Conference
May 12, 2026 · businesswire.com
SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--United Therapeutics Corporation (Nasdaq: UTHR) announced today that James Edgemond, Chief Financial Officer and Treasurer, will provide a company overview and update on Tuesday, May 19, 2026, from 9:30 to 9:55 a.m. EST, at the RBC Capital Markets Global Healthcare Conference in New York. The presentation can be accessed via a live webcast on the United Therapeutics website at https://ir.unither.com/events-and-presentations. An.
- UNITED THERAPEUTICS CORPORATION TO PRESENT AT THE RBC CAPITAL MARKETS GLOBAL HEALTHCARE CONFERENCE
May 12, 2026
SILVER SPRING, MD. & RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--UNITED THERAPEUTICS CORPORATION (NASDAQ: UTHR) ANNOUNCED TODAY THAT JAMES EDGEMOND, CHIEF FINANCIAL OFFICER AND TREASURER, WILL PROVIDE A COMPANY OVERVIEW AND UPDATE ON TUESDAY, MAY 19, 2026, FROM 9:30 TO 9:55 A.M. EST, AT THE RBC CAPITAL MARKETS GLOBAL HEALTHCARE CONFERENCE IN NEW YORK. THE PRESENTATION CAN BE ACCESSED VIA A LIVE WEBCAST ON THE UNITED THERAPEUTICS WEBSITE AT HTTPS://IR.UNITHER.COM/EVENTS-AND-PRESENTATIONS. AN.
- Why This Biotech Stock Just Broke Out To A Record High
May 11, 2026
Liquidia stock broke out to a record high Monday after the company smashed first-quarter sales expectations.
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- United Therapeutics Corporation Presents New Data from TETON-1, ADVANCE OUTCOMES, and Additional Research in Pulmonary Hypertension and Pulmonary Fibrosis at ATS 2026
May 11, 2026
Presentations of results from the positive TETON phase 3 pivotal studies of inhaled treprostinil in idiopathic pulmonary fibrosis (IPF) include efficacy and safety results from TETON-1 and integrated results from TETON-1 and TETON-2
Results from the successful ADVANCE OUTCOMES study of ralinepag in pulmonary arterial hypertension (PAH) will be presented
Additional presentations include an interim analysis from the TETON-PPF study of inhaled treprostinil in progressive pulmonary fibrosis (PPF), preliminary results from the PHINDER study of patients with interstitial lung disease (ILD) with and without pulmonary hypertension (PH), and interim results from the ARTISAN study of parenteral treprostinil in PAH
SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C., May 11, 2026--(BUSINESS WIRE)--United Therapeutics Corporation (Nasdaq: UTHR), a public benefit corporation, today announced that 12 new data presentations across its commercial and development portfolio will be presented at the American Thoracic Society (ATS) International Conference, May 15-20, in Orlando.
"We are thrilled to share additional positive data from the TETON-1 study in IPF and the ADVANCE OUTCOMES study in PAH, our pivotal studies that achieved unprecedented results in these two life-threatening diseases that have significant unmet needs. The data we are sharing from our research programs in pulmonary hypertension and ILD, including PHINDER, ARTISAN, and TETON-PPF, will also provide important clinical insights that may meaningfully impact how these devastating diseases are managed and help improve outcomes for the people living with them," said Andrew Nelsen, PharmD, Vice President, Global Medical Affairs at United Therapeutics.
Poster Presentations Include:
ARTISAN Interim Analysis: Early Treatment with High-Dose Treprostinil Reduces Mean Pulmonary Artery Pressure and Improves Risk Status in Pulmonary Arterial Hypertension, Oral Session AQ19, Sunday, May 17, 9:27 - 9:39 am
Patient Insights into Subcutaneous Pump Therapy in Pulmonary Arterial Hypertension, Poster Session A65, Sunday, May 17, 11:30 am - 1:15 pm
Accuracy of Clinician Suspicion for Pulmonary Hypertension in Interstitial Lung Disease by Care Setting: Interim Comparison from the PHINDER Study, Poster Session B41, Monday, May 18, 11:30 am - 1:15 pm
Real-world Dosing of Parenteral Treprostinil Post-Sotatercept Launch, Poster Session B67, Monday, May 18, 11:30 am - 1:15 pm
Real-World Persistence to Oral Treprostinil in Patients with Pulmonary Arterial Hypertension: A Decade in Review, Poster Session B106, Monday, May 18, 2:15 pm - 4:15 pm
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TETON Phase 3 Clinical Trials of Inhaled Treprostinil for the Treatment of Idiopathic Pulmonary Fibrosis: Integrated Efficacy and Safety Results for TETON-1 and TETON-2, Mini-Symposium B95, Monday, May 18, 3:51 pm - 4:03 pm
Clinical Outcomes with Parenteral Induction Therapy in Patients with Methamphetamine-Associated PAH: A Subgroup Analysis of the EXPEDITE Study, Poster Session C65, Tuesday, May 19, 11:30 am - 1:15 pm
Patient Reported Outcomes in Interstitial Lung Disease with and without Pulmonary Hypertension: Interim Results from the PHINDER Study, Poster Session C104, Tuesday, May 19, 2:15 pm - 4:15 pm
TETON-1 Phase 3 Clinical Trial of Inhaled Treprostinil for the Treatment of Idiopathic Pulmonary Fibrosis, Poster Session C103, Tuesday, May 19, 2:15 pm - 4:15 pm
TETON-PPF Clinical Trial of Inhaled Treprostinil for the Treatment of Progressive Pulmonary Fibrosis, Poster Session C103, Tuesday, May 19, 2:15 pm - 4:15 pm
ADVANCE OUTCOMES: A Phase 3, Double-Blind, Placebo-Controlled Clinical Trial of Ralinepag for the Treatment of Pulmonary Arterial Hypertension, Poster Session D28, Wednesday, May 20, 8:15 am - 10:15 am
Real-World Comparison of Antifibrotic-Treated and Untreated Patients with Idiopathic Pulmonary Fibrosis in a Commercial and Medicare Advantage Population, Poster Session D22, Wednesday, May 20, 8:15 am - 10:15 am
Sponsored events include:
Patients and Experts Forum, Saturday, May 16, 10:00 AM - 2:00 PM, Hyatt Regency Orlando ATS Research Program Benefit, Saturday, May 16, 6:00 pm - 7:30 pm, Hyatt Regency Orlando Sponsored Symposium: Unmet Needs in IPF – Understanding Disease Burden and Current Approaches, Monday, May 18, 1:15 pm - 2:00 pm, Innovation Theater 5 Sponsored Symposium: Treating PAH – Are We Ready to Aim Higher? Tuesday, May 19, 12:00 pm - 12:30 pm, Innovation Theater 8
About United Therapeutics
Founded by CEO Martine Rothblatt to discover a cure for her daughter's life-threatening rare disease, pulmonary arterial hypertension, United Therapeutics transforms the treatment of rare diseases and pioneers alternatives to expand the supply of transplantable organs. From our innovative therapies to our groundbreaking manufactured organs, we are bold and unconventional. We move quickly from scientific theory to practical technologies that can save lives. As a public benefit corporation, even our legal structure reflects our commitments. We serve patients, act with integrity, create long-term shareholder value, and operate with sustainable practices that protect the future we are working to build. Visit us at www.unither.com and follow us on LinkedIn, Facebook, and Instagram.
Forward-Looking Statements
Statements included in this press release that are not historical in nature are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, among others: our belief that presentations of data from our clinical studies will provide important clinical insights that can meaningfully reshape how diseases are managed and improve outcomes; and our goals of expanding the supply of transplantable organs, developing practical technologies that can save lives, creating long-term shareholder value, and operating with sustainable practices. These forward-looking statements are subject to certain risks and uncertainties, such as those described in our periodic reports filed with the Securities and Exchange Commission, that could cause actual results to differ materially from anticipated results. Consequently, such forward-looking statements are qualified by the cautionary statements, cautionary language, and risk factors set forth in our periodic reports and documents filed with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. We claim the protection of the safe harbor contained in the Private Securities Litigation Reform Act of 1995 for forward-looking statements. We are providing this information as of May 11, 2026, and assume no obligation to update or revise the information contained in this press release whether as a result of new information, future events or any other reason.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260511030304/en/
Contacts
For Further Information Contact:
Investor Inquiries
https://ir.unither.com/contact-ir
Media Inquiries
communications@unither.com
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