NASDAQ$UTHR

United Therapeutics Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

United Therapeutics' financial performance saw revenue growth, driven by Tyvaso sales, while net income decreased due to increased expenses and other factors.

United Therapeutics reported a 5% year-over-year increase in total revenues for Q2 2022, reaching $466.9 million. This growth was primarily driven by increased sales of Tyvaso. However, net income decreased by 33% to $116.0 million compared to the same period in the previous year, impacted by increased operating expenses and other expenses.

  • Total revenues increased by 5% year-over-year to $466.9 million.
  • Net income decreased by 33% year-over-year to $116.0 million.
  • Tyvaso sales increased by 31% year-over-year, driven by an increase in quantities sold after label expansion.
  • The company launched Tyvaso DPI after FDA approval and saw first commercial shipments in June 2022.

Headline financials

Total Revenue

$467M

Previous: $447M+4.6%
EPS (adj)

$2.41

Previous: $4.09-41.1%
Capital Expenditures

-$30.5M

Previous: -$26.9M-13.4%
Free Cash Flow

$85.5M

Previous: $146M-41.3%
Net Income

$116M

Previous: $173M-32.8%
Operating Income

$202M

Previous: $222M-9.2%
Gross Profit

$437M

Previous: $409M+6.8%
Cash & Equivalents

$795M

Previous: $942M-15.6%
Total Assets

$5.54B

Previous: $4.84B+14.4%
Stock-Based Comp

$65.5M

Previous: $29.1M+125.1%

Revenue & EPS history

United Therapeutics · Revenue · Quarterly

$467M

Q2 2022+4.6%vs Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

United Therapeutics · $467M total across 5 segments · Q2 2022

  • Nebulized Tyvaso
    $201M+30.7%
  • Remodulin
    $132M-5.6%
  • Orenitram
    $79M+3.7%
  • Unituxin
    $44.5M-16.2%
  • Adcirca
    $10.4M-55.9%

Forward guidance

The company is focused on expanding the use of Tyvaso and advancing its pipeline programs, including studies for Tyvaso in IPF and PH-COPD, and ralinepag in PAH. They aim to reach 6,000 patients on Tyvaso by the end of 2022.

Tailwinds

  • FDA approved Tyvaso DPI in May 2022 for PAH and PH-ILD.
  • Centers for Medicare and Medicaid Services updated its Local Coverage Determination (LCD) for Tyvaso to include an indication for PH-ILD, effective June 5, 2022.
  • Enrollment is ongoing for the phase 3 PERFECT study evaluating Tyvaso for the treatment of WHO Group 3 pulmonary hypertension associated with chronic obstructive pulmonary disease (PH-COPD).
  • The company is enrolling two phase 3 studies to support the potential approval of oral ralinepag for PAH.
  • Tyvaso may offer a treatment option for patients with fibrotic lung disease, supported by data from the INCREASE study.

Headwinds

  • Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from anticipated results.
  • The decrease in Unituxin revenues resulted primarily from a decrease in quantities sold.
  • The decrease in Adcirca revenues resulted primarily from higher gross-to-net deductions and, to a lesser extent, a decline in bottles sold as a result of generic competition for Adcirca.
  • Increased spending on preclinical work on technologies designed to increase the supply of transplantable organs.
  • The company assumes 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.

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 2022

Historical avgQ2 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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