United Therapeutics' Tyvaso Outlook Faces Near-Term Pressure After Liquidia Settlement, RBC Says

MT Newswires Live10-22 23:35

United Therapeutics (UTHR) faces limited near-term upside for Tyvaso following the Liquidia (LQDA) settlement, RBC Capital Markets said in a note Thursday.

The analysts said key investor questions include whether Yutrepia can be prescribed off-label, how quickly can Yutrepia revenue transition to Tyvaso, whether United Therapeutics can take legal action against Liquidia's other treprostinil products, and why the company agreed to settle.

The analysts now expect Tyvaso franchise revenue to remain flat year-over-year in Q3 at $450 million, below the consensus estimate of $468 million.

They also revised their full-year 2026 revenue estimate to $1.87 billion, compared with consensus of $1.91 billion, and their full-year 2027 estimate to $2.72 billion, above consensus of $2.48 billion.

"Overall, while the upside scenario did not come to fruition for United, we think resolution of this dispute is a positive as corporate focus can be zoomed in on the upcoming IPF launch in April 2027," the analysts added.

RBC lowered its price target on United Therapeutics to $697 from $708 and kept its outperform rating.

Price: 587.16, Change: +23.67, Percent Change: +4.20

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2677962498?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-10-22 23:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2677962498","market":"hk","top_or_hot":-1,"title":"United Therapeutics' Tyvaso Outlook Faces Near-Term Pressure After Liquidia Settlement, RBC Says","media":"MT Newswires Live","content":"<html><body><p> United <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (UTHR) faces limited near-term upside for Tyvaso following the Liquidia (LQDA) settlement, RBC Capital Markets said in a note Thursday.</p><p>The analysts said key investor questions include whether Yutrepia can be prescribed off-label, how quickly can Yutrepia revenue transition to Tyvaso, whether United Therapeutics can take legal action against Liquidia's other treprostinil products, and why the company agreed to settle.</p><p>The analysts now expect Tyvaso franchise revenue to remain flat year-over-year in Q3 at $450 million, below the consensus estimate of $468 million.</p><p>They also revised their full-year 2026 revenue estimate to $1.87 billion, compared with consensus of $1.91 billion, and their full-year 2027 estimate to $2.72 billion, above consensus of $2.48 billion.</p><p>\"Overall, while the upside scenario did not come to fruition for United, we think resolution of this dispute is a positive as corporate focus can be zoomed in on the upcoming IPF launch in April 2027,\" the analysts added.</p><p>RBC lowered its price target on United Therapeutics to $697 from $708 and kept its outperform rating.</p><p>Price: 587.16, Change: +23.67, Percent Change: +4.20</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>United Therapeutics' Tyvaso Outlook Faces Near-Term Pressure After Liquidia Settlement, RBC Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnited Therapeutics' Tyvaso Outlook Faces Near-Term Pressure After Liquidia Settlement, RBC Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-10-22 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> United <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (UTHR) faces limited near-term upside for Tyvaso following the Liquidia (LQDA) settlement, RBC Capital Markets said in a note Thursday.</p><p>The analysts said key investor questions include whether Yutrepia can be prescribed off-label, how quickly can Yutrepia revenue transition to Tyvaso, whether United Therapeutics can take legal action against Liquidia's other treprostinil products, and why the company agreed to settle.</p><p>The analysts now expect Tyvaso franchise revenue to remain flat year-over-year in Q3 at $450 million, below the consensus estimate of $468 million.</p><p>They also revised their full-year 2026 revenue estimate to $1.87 billion, compared with consensus of $1.91 billion, and their full-year 2027 estimate to $2.72 billion, above consensus of $2.48 billion.</p><p>\"Overall, while the upside scenario did not come to fruition for United, we think resolution of this dispute is a positive as corporate focus can be zoomed in on the upcoming IPF launch in April 2027,\" the analysts added.</p><p>RBC lowered its price target on United Therapeutics to $697 from $708 and kept its outperform rating.</p><p>Price: 587.16, Change: +23.67, Percent Change: +4.20</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4139","symbol_name":"生物科技","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2677962498","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2677962498","pubTimestamp":1792683348,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"United Therapeutics  faces limited near-term upside for Tyvaso following the Liquidia  settlement, RBC Capital Markets said in a note Thursday.The analysts said key investor questions include whether Yutrepia can be prescribed off-label, how quickly can Yutrepia revenue transition to Tyvaso, whether United Therapeutics can take legal action against Liquidia's other treprostinil products, and why the company agreed to settle.The analysts now expect Tyvaso franchise revenue to remain flat year-over-year in Q3 at $450 million, below the consensus estimate of $468 million.They also revised their full-year 2026 revenue estimate to $1.87 billion, compared with consensus of $1.91 billion, and their full-year 2027 estimate to $2.72 billion, above consensus of $2.48 billion.\"Overall, while the upside scenario did not come to fruition for United, we think resolution of this dispute is a positive as corporate focus can be zoomed in on the upcoming IPF launch in April 2027,\" the analysts added.RBC","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4139":"生物科技","BK4532":"文艺复兴科技持仓","BK4007":"制药","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LQDA":"Liquidia Technologies Inc","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","UTHR":"美国联合医疗"},"translate_title":"加拿大皇家银行表示，Liquidia 和解后，United Therapeutics 的 Tyvaso 前景面临近期压力","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UTHR":1.5,"LQDA":1},"content_text":"United Therapeutics (UTHR) faces limited near-term upside for Tyvaso following the Liquidia (LQDA) settlement, RBC Capital Markets said in a note Thursday.The analysts said key investor questions include whether Yutrepia can be prescribed off-label, how quickly can Yutrepia revenue transition to Tyvaso, whether United Therapeutics can take legal action against Liquidia's other treprostinil products, and why the company agreed to settle.The analysts now expect Tyvaso franchise revenue to remain flat year-over-year in Q3 at $450 million, below the consensus estimate of $468 million.They also revised their full-year 2026 revenue estimate to $1.87 billion, compared with consensus of $1.91 billion, and their full-year 2027 estimate to $2.72 billion, above consensus of $2.48 billion.\"Overall, while the upside scenario did not come to fruition for United, we think resolution of this dispute is a positive as corporate focus can be zoomed in on the upcoming IPF launch in April 2027,\" the analysts added.RBC lowered its price target on United Therapeutics to $697 from $708 and kept its outperform rating.Price: 587.16, Change: +23.67, Percent Change: +4.20","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.52.0","shortVersion":"4.52.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2677962498","isCrawlerRequest":true}