WEBULL

Will Insider Stock Sales Amid EXPAND Xenotransplantation Progress Change United Therapeutics' (UTHR) Narrative?

Simply Wall St · 2d ago
  • In December 2025, several United Therapeutics insiders, including officer Paul A. Mahon and directors Jan Malcolm and Christopher Patusky, disclosed past sales of company stock totaling more than US$5.33 million, as required under federal securities laws.
  • These insider transactions came as analysts highlighted encouraging clinical progress, including the first clinical xenotransplantation in the EXPAND study, alongside a solid operational backdrop for United Therapeutics.
  • We’ll explore how positive sentiment around the EXPAND xenotransplantation milestone and broader clinical momentum may influence United Therapeutics’ investment narrative.

Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

United Therapeutics Investment Narrative Recap

To own United Therapeutics, you need to believe its pulmonary franchise can keep funding a high-cost push into organ manufacturing and xenotransplantation. The recent insider sales, totaling over US$5.33 million, do not appear to alter the key near term catalyst around Tyvaso’s TETON IPF program or the main risk that heavy R&D on ambitious projects like EXPAND may not translate into commercially viable products on the expected timelines.

The EXPAND UKidney xenotransplantation milestone is the clearest link between the insider activity and the current investment story, since analysts have cited it when raising price targets. As this program moves forward, its progress will likely sit alongside TETON IPF data as one of the main clinical signposts investors watch to gauge how much the innovation wave might offset intensifying competition in pulmonary arterial hypertension.

Yet investors should also keep in mind how dependent United Therapeutics still is on a concentrated pulmonary portfolio and what that means if treatment paradigms shift toward...

Read the full narrative on United Therapeutics (it's free!)

United Therapeutics' narrative projects $3.7 billion revenue and $1.5 billion earnings by 2028.

Uncover how United Therapeutics' forecasts yield a $518.25 fair value, in line with its current price.

Exploring Other Perspectives

UTHR 1-Year Stock Price Chart
UTHR 1-Year Stock Price Chart

Five fair value estimates from the Simply Wall St Community span roughly US$280 to over US$1,346, reflecting sharply different expectations. You can weigh those views against the central catalyst around Tyvaso’s potential IPF expansion and consider how a setback there could reshape the company’s longer term earnings profile.

Explore 5 other fair value estimates on United Therapeutics - why the stock might be worth 45% less than the current price!

Build Your Own United Therapeutics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your United Therapeutics research is our analysis highlighting 4 key rewards that could impact your investment decision.
  • Our free United Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate United Therapeutics' overall financial health at a glance.

Contemplating Other Strategies?

Our daily scans reveal stocks with breakout potential. Don't miss this chance:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.