Leerink Partners analyst Roanna Ruiz reiterated a Buy rating on United Therapeutics yesterday and set a price target of $402.00.
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Roanna Ruiz has given her Buy rating due to a combination of factors that suggest potential growth for United Therapeutics. One of the primary reasons is the anticipated positive outcome of the Phase 3 TETON-2 trial data for idiopathic pulmonary fibrosis (IPF) expected in September 2025. This could significantly boost the Tyvaso franchise, tapping into the large IPF market and unlocking substantial value.
Additionally, United Therapeutics is expected to maintain its strong position against emerging competition in the PAH/PH-ILD market, thanks to its established commercial presence and the unique features of Tyvaso. The company’s recent announcement of a $1 billion share repurchase program through March 2026 also adds to the positive outlook. Although there was a slight deceleration in sequential growth for the Tyvaso franchise, the overall performance remains robust with record patient shipments and strong demand, supporting the Buy rating.
Ruiz covers the Healthcare sector, focusing on stocks such as United Therapeutics, Amarin, and Lantheus. According to TipRanks, Ruiz has an average return of -7.9% and a 36.55% success rate on recommended stocks.
In another report released today, TD Cowen also maintained a Buy rating on the stock with a $400.00 price target.