United Therapeutics (UTHR) moves to return $4B to shareholders with new buyback

United Therapeutics (UTHR) is under scrutiny after the FDA accepted its supplemental New Drug Application for Tyvaso in idiopathic pulmonary fibrosis. The company's stock has seen short-term declines, but long-term returns remain strong. Analysts suggest UTHR may be undervalued, with a fair value estimate of $665.23, citing its drug pipeline and innovation. However, risks include potential trial disappointments and competition.

United Therapeutics (UTHR) announced a strategic shift toward pulmonary fibrosis at the Cantor Fitzgerald Global Healthcare Conference, aiming for a 10-fold market expansion. The company presented strong clinical data for nebulized Tyvaso, with FDA review expected by April 2027. Management also announced a $500M stock repurchase and plans for 14 product launches through 2029, including new Tyvaso formulations and ralinepag products. The company projects a significant revenue opportunity in the p

United Therapeutics (UTHR) stock rose 4.3% post-earnings, trading at $214.36. Myriad Genetics (MYGN) reported $190.7M revenue, down 10.5% YoY, missing estimates, and guidance fell short, causing a 40.9% stock drop to $3.18. Gilead Sciences (GILD) reported $7.8B revenue, up 10.2% YoY, beating estimates, with stock up 8.1% to $146.16. Novavax (NVAX) reported $56.7M revenue, down 76.3% YoY, but beat estimates, with stock up 32.2% to $10.18.

United Therapeutics (UTHR) agreed to repurchase $477.6M of its common stock through an accelerated share repurchase with Citi. The company will pay upfront and receive an initial 719,376 shares, with final count based on average daily VWAP. Settlement is expected in Q4 2026.

United Therapeutics' nebulized Tyvaso for idiopathic pulmonary fibrosis (IPF) had its sNDA accepted by the FDA. The treatment showed significant efficacy in phase 3 trials, with a 111.8 mL improvement in forced vital capacity over placebo. Review is expected by late April 2027. The company aims for Tyvaso to be the first inhaled anti-fibrotic treatment for IPF if approved.

United Therapeutics (UTHR) announced FDA acceptance of its sNDA for nebulized Tyvaso to treat IPF. The FDA review is expected to conclude in late April 2027. The application is supported by positive Phase 3 study results, showing significant improvements in lung function and quality of life. UTHR stock closed at $512.70, up 0.45%.