NASDAQ$UTHR

United Therapeutics Corp · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

United Therapeutics reported a strong second quarter in 2021, marked by revenue growth and progress in clinical trials.

United Therapeutics Corporation announced its financial results for the quarter ended June 30, 2021, with total revenue growing by 23% year over year to $446.5 million. The company is focused on expanding its medical options for PAH and progressing in phase 3 studies.

  • Total revenue increased by 23% year over year, reaching $446.5 million.
  • Tyvaso net revenue grew by 29% year over year.
  • Net income increased by 61% to $172.6 million.
  • The NDA for Tyvaso DPI is under review, with FDA action expected in October 2021.

Headline financials

Total Revenue

$447M

Previous: $362M+23.3%
EPS (adj)

$4.09

Previous: $3.68+11.1%
Capital Expenditures

-$26.9M

Previous: -$31.2M+13.8%
Free Cash Flow

$146M

Previous: $75.9M+92.0%
Net Income

$173M

Previous: $107M+61.2%
Operating Income

$222M

Previous: $141M+58.1%
Gross Profit

$409M

Previous: $336M+21.8%
Cash & Equivalents

$942M

Previous: $685M+37.5%
Total Assets

$4.84B

Previous: $4.22B+14.8%
Stock-Based Comp

$29.1M

Previous: $51.8M-43.8%

Revenue & EPS history

United Therapeutics · Revenue · Quarterly

$447M

Q2 2021+23.3%vs Q2 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

United Therapeutics · $447M total across 5 segments · Q2 2021

  • Nebulized Tyvaso
    $154M+29.0%
  • Remodulin
    $140M+17.5%
  • Orenitram
    $76.2M+1.1%
  • Unituxin
    $53.1M+83.1%
  • Adcirca
    $23.6M+21.6%

Forward guidance

United Therapeutics provided forward-looking statements regarding the launches of Remunity Pump for Remodulin and Tyvaso for patients with PH-ILD, the timing and success of efforts to obtain FDA approvals for Tyvaso DPI, research and development plans related to the PERFECT and TETON studies of Tyvaso, the ADVANCE studies of ralinepag, and organ transplantation programs.

Tailwinds

  • Prospects following the launches of Remunity Pump for Remodulin.
  • Prospects following the launches of Tyvaso for patients with PH-ILD.
  • Expectations concerning the timing and success of efforts to obtain the necessary FDA approvals to launch Tyvaso DPI.
  • Statements regarding our research and development plans related to the PERFECT and TETON studies of Tyvaso
  • Statements regarding our research and development plans related to the ADVANCE studies of ralinepag, and our organ transplantation programs

Headwinds

  • The risk that we will not obtain the necessary FDA approvals to launch Tyvaso DPI.
  • Uncertainties related to clinical trial outcomes.
  • Risks associated with research and development plans.
  • Dependence on key products and regulatory approvals.
  • Competition from other pharmaceutical companies.

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 Q2 2021

Historical avgQ2 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%

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