United Therapeutics Corporation (UTHR) Earnings Call Transcripts
United Therapeutics Corporation's Latest Earnings Call - June 3, 2026
In the June 3, 2026 earnings call, United Therapeutics Corporation (UTHR:US) highlighted significant advancements in its clinical pipeline, particularly with the successful trials of nebulized Tyvaso for idiopathic pulmonary fibrosis and Ralinepag for pulmonary arterial hypertension. Management reiterated their confidence in achieving a $1 billion quarterly run rate by the end of 2027, driven by these products and existing commercial operations. Revenue guidance remains focused on double-digit growth, with expectations to reach a $4 billion run rate by 2027, although some analysts expressed caution regarding these projections.
Reported metrics
| Metric | Value |
|---|---|
| Revenue Guidance | $4 billion run rate by 2027 (inline) |
| Quarterly Run Rate | $1 billion (inline) |
| Clinical Trial p-values | <0.0003 (positive) |
| Sales Force Expansion | Ongoing hiring (positive) |
| FDA Filing Timeline | End of summer 2026 (positive) |
| Transplant Trials | 3 ongoing trials (positive) |
Guidance from management
Management maintained their revenue guidance of a $4 billion run rate by 2027, with a focus on double-digit growth driven by the Tyvaso franchise and new product contributions.
What management said
Yes. Thanks for having us, Roger. Thanks for everybody in the room and online listening in as well. Today, we may make some forward-looking statements and for any risks and uncertainties associated with those statements. I would encourage you to look at our latest SEC filings on Forms 10-K and 10-Q.
Thanks, Roger. So Tyvaso, as we know now is an approved therapy, and we don't anticipate modifying the current price by adding IPF to the label for nebulized Tyvaso just in summary. And as I mentioned earlier, we'll -- at some point, we'll be talking from our perspective, more about the market size. Obviously, that would play into the pricing aspect. But at this point, we don't anticipate changing by adding Tyvaso to...
What analysts pressed on
Analysts expressed caution regarding the ambitious revenue growth projections, questioning whether the market could support the expected run rates given competitive pressures and the need for successful product launches.
Main topics on the call
- Successful Clinical Trials — Management reported 'p-values of 0.0003 or less' from two successful clinical trials for Tyvaso and Ralinepag, indicating strong efficacy. They are on track to file for FDA approval for both products by the end of summer...
- Revenue Growth Guidance — Management maintained their expectation to exit 2027 with a '$1 billion run rate' and a $4 billion run rate by 2027, emphasizing confidence in the Tyvaso franchise and new product contributions.
- Sales Force Expansion — United Therapeutics is accelerating hiring for its sales force, particularly for the IPF and Ralinepag markets, to support anticipated growth. Management stated, 'We're going to have more individuals, so feet on the stre...
- Market Competition Concerns — Despite confidence in Tyvaso's market position, management acknowledged competition in the PH-ILD space but believes their product's profile will support continued growth.
Read the full United Therapeutics Corporation transcript (June 3, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About United Therapeutics Corporation
United Therapeutics Corporation (UTHR) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 77 calls on record spanning January 13, 2020 to August 5, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 77 United Therapeutics Corporation earnings call transcripts on record, spanning January 13, 2020 to August 5, 2026. Based on this history, United Therapeutics Corporation reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- UTHR
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 77
- First call
- January 13, 2020
- Most recent
- August 5, 2026
- Reporting cadence
- quarterly