NASDAQ$UTHR

United Therapeutics Corp · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

United Therapeutics reported financial results for Q1 2021, which included FDA approval of Tyvaso for PH-ILD and submission of the Tyvaso DPI NDA.

United Therapeutics reported a 6% year-over-year increase in total revenue, reaching $379.1 million in the first quarter of 2021. The company also saw net income decrease by 79% to $28.3 million, and non-GAAP earnings increased by 2% to $162.1 million.

  • Total revenue grew 6% year-over-year to $379.1 million.
  • Net income decreased 79% to $28.3 million.
  • Non-GAAP earnings increased 2% to $162.1 million.
  • Tyvaso approved for pulmonary hypertension associated with interstitial lung disease (PH-ILD).

Headline financials

Total Revenue

$379M

Previous: $356M+6.4%
EPS (adj)

$3.49

Previous: $3.61-3.3%
Capital Expenditures

-$10.6M

Previous: -$13M+18.5%
Free Cash Flow

$17.7M

Previous: $125M-85.8%
Net Income

$28.3M

Previous: $138M-79.4%
Operating Income

-$64.8M

Previous: $167M-138.9%
Gross Profit

$356M

Previous: $333M+7.0%
Cash & Equivalents

$832M

Previous: $875M-4.9%
Total Assets

$4.64B

Previous: $4.03B+15.3%
Stock-Based Comp

$40.1M

Previous: $30.8M+30.2%

Revenue & EPS history

United Therapeutics · Revenue · Quarterly

$379M

Q1 2021+6.4%vs Q1 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

United Therapeutics · $379M total across 5 segments · Q1 2021

  • Remodulin
    $130M+5.6%
  • Nebulized Tyvaso
    $123M+41.9%
  • Orenitram
    $72.4M+3.7%
  • Unituxin
    $43.9M+50.3%
  • Adcirca
    $9.6M-79.7%

Forward guidance

United Therapeutics is focused on obtaining the necessary approvals to launch Tyvaso DPI and the Implantable System for Remodulin, and is progressing with research and development plans related to the PERFECT and TETON studies of Tyvaso, the ADVANCE studies of ralinepag, and organ transplantation programs.

Tailwinds

  • Recent launches of Remunity Pump for Remodulin and Tyvaso for patients with PH-ILD.
  • Efforts to obtain approvals to launch Tyvaso DPI.
  • Ongoing research and development plans related to the PERFECT and TETON studies of Tyvaso.
  • ADVANCE studies of ralinepag.
  • Organ transplantation programs.

Headwinds

  • Risk that the company will not obtain the necessary FDA approvals to launch the products expected to launch in 2021.
  • Uncertainties related to the timing and success of efforts to launch Tyvaso DPI.
  • Dependence on Medtronic satisfying various conditions to its PMA approval for Implantable System for Remodulin (ISR).
  • Risk that conditions for ISR launch will not be satisfied in time for a 2021 launch.
  • The forward-looking statements are subject to certain risks and uncertainties described in periodic reports filed with the Securities and Exchange Commission.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

+0.6%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+1.1%

Avg return

30 days after

57%

39 / 68 earnings

Positive

+16.2%

Q3 2022

Best reaction

-13.0%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.3%-0.4%-4.0%
Q4 2025+13.1%+8.5%+10.4%
Q3 2025+9.7%+5.6%+17.0%
Q1 2025+0.8%-0.7%+6.0%
Q4 2024-10.8%-13.3%-14.1%
Q3 2024+6.0%+6.8%+5.0%
Q2 2024-2.9%-3.5%+7.7%
Q1 2024+10.2%+11.2%+17.4%
Q4 2023+1.6%+4.4%+11.1%
Q3 2023+2.4%+2.4%+8.0%
Q2 2023-3.4%-1.0%-5.0%
Q1 2023-5.7%-8.0%-5.1%
Q4 2022-2.7%-3.3%-13.8%
Q3 2022+16.2%+16.8%+22.0%
Q2 2022-1.5%-2.7%-0.8%
Q1 2022+4.1%-0.6%+27.2%
Q4 2021-13.0%-14.0%-9.5%
Q3 2021+4.8%+5.1%-3.2%
Q2 2021+13.7%+15.0%+16.7%
Q1 2021-1.7%-2.8%-9.9%
Q4 2020-2.1%-0.6%-0.7%
Q3 2020+5.6%+8.6%+9.8%
Q2 2020+0.3%+2.9%-6.3%
Q1 2020-0.2%+2.0%+7.5%
Q4 2019-10.7%-8.0%-19.1%
Q3 2019+3.3%+3.6%+6.1%
Q2 2019+4.5%-0.5%+3.8%
Q1 2019-1.3%-1.9%-18.1%
Q4 2018+3.6%-1.5%-3.8%
Q3 2018-6.2%-6.2%-3.7%
Q2 2018+0.3%+0.7%+0.1%
Q1 2018-8.3%-8.3%-4.2%
Q4 2017-12.9%-14.1%-20.4%
Q3 2017+0.2%+0.8%+5.1%
Q2 2017-2.3%-2.6%-2.2%
Q1 2017-1.0%+1.0%-2.2%
Q4 2016-12.2%-9.2%-16.6%
Q3 2016+4.5%+6.0%+19.0%
Q2 2016+6.9%+11.2%+7.6%
Q1 2016-10.6%
Q4 2015-4.2%
Q3 2015+8.8%
Q2 2015+0.8%
Q1 2015-4.4%
Q4 2014+2.3%
Q3 2014-1.9%
Q2 2014+2.7%
Q1 2014+12.4%
Q4 2013-4.1%
Q3 2013+3.8%
Q2 2013+2.7%
Q1 2013-1.6%
Q4 2012+2.7%
Q3 2012+2.9%
Q2 2012+8.3%
Q1 2012+0.8%
Q4 2011-0.9%
Q3 2011+8.0%
Q2 2011+5.0%
Q1 2010-5.3%
Q1 2011+0.8%
Q4 2008+1.8%
Q4 2010+1.8%
Q3 2009+8.0%
Q3 2010+8.0%
Q4 2009-8.2%
Q2 2010-8.2%
Q2 2009-8.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro