NASDAQ$UTHR

United Therapeutics Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

United Therapeutics experienced revenue growth driven by Tyvaso, Orenitram, and Unituxin, with a significant increase in net income compared to the previous year.

United Therapeutics reported a 22% increase in total revenue to $461.9 million for the first quarter of 2022, compared to $379.1 million in the first quarter of 2021. Net income saw a substantial rise to $239.9 million, a 748% increase from $28.3 million in the same period last year. The company is progressing with its phase 3 studies and anticipates potential FDA approval for Tyvaso DPI.

  • Total revenue increased by 22% year-over-year, reaching $461.9 million.
  • Net income increased significantly to $239.9 million, up 748% from the previous year.
  • Tyvaso revenue grew by 40% due to increased quantities sold and label expansion.
  • The company is actively progressing seven phase 3 studies and awaiting the FDA's decision on Tyvaso DPI.

Headline financials

Total Revenue

$462M

Previous: $379M+21.8%
EPS (adj)

$5.03

Previous: $3.49+44.1%
Capital Expenditures

-$13.5M

Previous: -$10.6M-27.4%
Free Cash Flow

$226M

Previous: $17.7M+1179.1%
Net Income

$240M

Previous: $28.3M+747.7%
Operating Income

$288M

Previous: -$64.8M+544.4%
Gross Profit

$426M

Previous: $356M+19.6%
Cash & Equivalents

$813M

Previous: $832M-2.3%
Total Assets

$5.36B

Previous: $4.64B+15.5%
Stock-Based Comp

-$21.1M

Previous: $40.1M-152.6%

Revenue & EPS history

United Therapeutics · Revenue · Quarterly

$462M

Q1 2022+21.8%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

United Therapeutics · $462M total across 6 segments · Q1 2022

  • Nebulized Tyvaso
    $172M+39.8%
  • Remodulin
    $132M+1.2%
  • Orenitram
    $82.8M+14.4%
  • Unituxin
    $55.6M+26.7%
  • Other
    $10M
  • Adcirca
    $9.8M+2.1%

Forward guidance

United Therapeutics did not provide specific forward guidance in this report, but highlighted their goals of reaching 6,000 U.S. patients on Tyvaso by the end of 2022 and 25,000 patients on their therapies by the end of 2025.

Tailwinds

  • Continued traction for Tyvaso in pulmonary hypertension associated with interstitial lung disease.
  • Awaiting the FDA’s decision on Tyvaso DPI.
  • Working toward reaching 6,000 patients on Tyvaso therapy by the end of 2022.
  • Working toward reaching 25,000 patients on our therapies by the end of 2025.
  • Progressing seven phase 3 studies.

Headwinds

  • FDA issued a complete response letter (CRL) from the FDA noting a single deficiency preventing approval of Tyvaso DPI, related to an open inspection issue at a third-party facility.
  • The FDA had not yet completed its review of a Citizen Petition submitted to the FDA in July 2021 concerning the safety of an excipient in Tyvaso DPI.
  • The FDA requested additional information concerning the pulmonary safety of Tyvaso DPI related to the Citizen's Petition.
  • Decrease in U.S. Remodulin revenues was primarily due to a decrease in quantities sold.
  • Increase in legal expenses related to litigation matters

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 2022

Historical avgQ1 2022

+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%

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