United Therapeutics (UTHR) in Polaris Global Value Fund Q2 2024

Growth Driven by Strong Adoption of Tyvaso and Medicare Part D Redesign

Apr 15, 2025

Summary

Strong patient adoption of Tyvaso, a treatment for pulmonary arterial hypertension.
Benefited from the IRA Medicare Part D redesign, boosting commercial drug use.
Risks include regulatory changes and competition in the biotech sector.
Contributed positively to the healthcare sector gains in the fund.
Future outlook remains robust with continued drug adoption and favorable policy impacts.

United Therapeutics (UTHR, Financial) was a key contributor to the healthcare sector's performance in Bernard Horn (Trades, Portfolio)'s Polaris Global Value Fund 2nd-Quarter Letter 2024 Q2. The company experienced strong patient adoption of Tyvaso, a vasodilator used to treat pulmonary arterial hypertension. Additionally, United Therapeutics benefited from the IRA Medicare Part D redesign, which boosted the commercial use of its drugs.

"United Therapeutics, the U.S. biotech company, noted strong patient adoption of Tyvaso, a vasodilator that treats pulmonary arterial hypertension. United also benefitted from the IRA Medicare Part D redesign, boosting commercial use of its drugs." — Bernard Horn (Trades, Portfolio), Polaris Global Value Fund, Q2 2024 Fund Letter

Read full letter at gurufocus Bernard Horn's Polaris Global Value Fund 2nd-Quarter Letter 2024 Q2 page.

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