United Therapeutics Corporation (UTHR) Presents at TD Cowen 46th Annual Health Care Conference Transcript

SA Transcripts158.75K FollowersFollow5ShareSaveCommentsQ4: 2026-02-25 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $7.70 beats by $0.46 | Revenue of $790.20M (7.38% Y/Y) misses by $21.15M United Therapeutics Corporation (UTHR) TD Cowen 46th Annual Health Care Conference March 2, 2026 2:30 PM EST Company Participants Michael Benkowitz - President & COOJames Edgemond - CFO & Treasurer Conference Call Participants Joseph Thome - TD Cowen, Research Division Presentation Joseph ThomeTD Cowen, Research Division [Audio Gap] get started. So thank you, everyone, for joining us in the room and online at TD Cowen's 46th Annual Healthcare Conference. I'm Joe Thome, one of the senior biotech analysts here on the team at TD Cowen. And it is my pleasure to have with me today a couple of members of the United Therapeutics team. We have President and COO, Mike Benkowitz; and CFO, James Edgemond. So thank you very much for being here today. Question-and-Answer Session Joseph ThomeTD Cowen, Research Division We usually kick these off with just sort of an overall state of the business, what's been sort of the highlights of recent progress and what should investors be looking for, for the rest of 2026. And then obviously, we'll dive into specific programs and your exciting new data. Michael BenkowitzPresident & COO Thanks, Joe. Thanks for inviting us to attend the conference this year. Yes, I think as we look at really over the next 18 months, I think the key takeaways are we have a growing existing commercial business, reported double-digit annual growth last year, expect that to continue as we move into -- moving forward. And then if you think about where we are or will be over the next 18 months, we released our ralinepag data today, which I know we're going to talk about, but we're poised to launch the best drug in PAH. We're poised to launch the best drug, which is Tyvaso in IPF. And then as we announced on our earnings call last