United Therapeutics Corp

  • Value Investor Joel Greenblatt’s Small Cap Picks

    By Meena Krishnamsetty - June 28, 2013 | Tickers: GME, SAI, TPX, UTHR, WCRX

    Joel Greenblatt, the former manager of Gotham Capital, has achieved a widespread following among investors through his books (including You Can Be A Stock Market Genius) and his “Magic Formula” among other activities (normally this degree of self-promotion worries us, but Greenblatt does actually offer useful lessons).

    We track Greenblatt’s 13F filings alongside those of hundreds of hedge funds and other notable investors as part of our work developing more »

  • Is There a Future for Small Pharma?

    By Chris Hodge - May 23, 2013 | Tickers: CBST, MDCO, UTHR

    Small pharma is fighting an uphill battle. Fortunately, this is precisely what inspires a lot of companies to reach for the heavens. Unfortunately, the huge costs associated with taking a medicine from being a great idea to a great product on store shelves is one that can easily leave a smaller company broken and derelict. Let's see how some of the smallest drug makers in the world are likely more »

  • Gilead Shows Some Heart

    By Seth Robey - May 8, 2013 | Tickers: GILD, PFE, UTHR | Editor's Choice

    Editor's Note: Gilead acquired Letairis from Myogen, this version has been corrected.

    Gilead (NASDAQ: GILD) has exploded over the last few years as a powerhouse of anti-viral medications.  Its myriad treatments for HIV have brought in $2 billion in Q1 alone, and its hepatitis C drug Sofosbuvir recently showed phenomenal results in a Phase II study.  There's no doubt these drugs are the lifeblood of Gilead.  But the more »

  • Three Mid-Cap Stocks To Keep An Eye On

    By Fani Kelesidou - May 2, 2013 | Tickers: HLF, SWKS, UTHR

    Though the S&P 500 is up nearly 12% year-to-date, keeping investors in high spirits, it's the S&P Mid-cap 400 that's really on fire. The index – which serves as a performance barometer for companies with a market capitalization in the range of $1 billion to roughly $13 billion- has been scoring eye-whopping returns for over 15 years now, bringing out the green-eyed monster in Wall Street's more »

  • Healthcare-Focused Hedgie Bullish on These Stocks

    By Meena Krishnamsetty - April 18, 2013 | Tickers: CYBX, ONXX, QCOR, UTHR, VPHM

    To say that William Leland Edwards of Palo Alto Investors invests heavily in healthcare stocks would be, well, a bit of an understatement. The fund’s positions read like a pharmaceutical sales rep’s resume, with the top five positions, more than 50% of the entire portfolio, all coming from the biopharmaceutical sector. Mr. Edwards has no medical training and does not hold a degree in biology or chemistry. But more »

  • Healthcare-Focused Hedgie Bullish On These Stocks

    By Meena Krishnamsetty - April 16, 2013 | Tickers: CYBX, ONXX, QCOR, UTHR, VPHM

    To say that William Leland Edwards of Palo Alto Investors invest heavily in healthcare stocks would be, well, a bit of an understatement. The fund’s positions read like a pharmaceutical sales rep’s resume, with the top five positions, more than 50% of the entire portfolio, all coming from the biopharmaceutical sector. Mr. Edwards has no medical training and does not hold a degree in biology or chemistry. But more »

  • What Is the Stock Market’s ‘Magic Formula’ Telling Us to Buy?

    By Meena Krishnamsetty - April 7, 2013 | Tickers: CSCO, DLX, GME, RTN, UTHR

    Gotham Asset Management founder Joel Greenblatt is said to use a more cerebral approach to picking stocks. As a professor at Columbia Business School and author of several books on value investing and methods of picking stocks, we’re guessing that Mr. Greenblatt’s top five stock picks are chosen on more than just P/E ratios and growth expectations. His fund is nearly evenly distributed between most sectors of more »

  • Why Are Insiders Purchasing This Biotech Stock?

    By Shas Dey - January 24, 2013 | Tickers: OPK, UTHR

    Insiders purchase stocks for a variety of reasons. One reason could be that insiders are the ones most familiar with the company's everyday operations and its future prospects. Any such purchase could be viewed as a signal that the stock is expected to perform admirably in the future. This could both be genuine buying by the insider in order to benefit from the stock’s performance or just a more »

  • This Biotech Is Opportunistic With Recent CEO Buys

    By Anh HOANG - December 27, 2012 | Tickers: GILD, PFE, UTHR

    Company insiders should have more knowledge about the industry as well as their company than investors. Thus, following an insiders’ move could bring a decent return for investors over time. I am particularly excited to look at the investment opportunities when the company chief is accumulating shares. This is the recent case for United Therapeutics (NASDAQ: UTHR). On Dec. 21, Martine Rothblatt, the company’s CEO, bought 9,000 shares more »

  • Pharma Stocks for Value Investors

    By Shas Dey - December 27, 2012 | Tickers: AZN, MDT, UTHR

    Value investment has a legion of fans and they have good reasons to follow the concept. Value investment focuses on building a long-term portfolio by picking up fundamentally strong companies. While value stocks may lack the thrill of investing in so-called glamour stocks, capable of providing astronomical returns in a short span, these stocks provide low volatility and healthy returns over a long time horizon.

    Value stocks are generally defined more »

  • “Magic Formula” Creator Joel Greenblatt’s Latest Stock Picks

    By Meena Krishnamsetty - November 22, 2012 | Tickers: CSCO, DLB, GME, RTN, UTHR

    Joel Greenblatt isn’t a household name like Warren Buffett, but he’s well known in the value investing community. He has written several books on investing, including You Can Be A Stock Market Genius, and has been developing a “Magic Formula” quantitative strategy. Some of his investing activity is reported to the SEC (and then released to the general public) in 13F filings about seven weeks after the end more »

  • Billionaire Steve Cohen Bought This Drug Manufacturer

    By Meena Krishnamsetty - November 21, 2012 | Tickers: CBST, PCYC, MDCO, UTHR, WCRX

    According to a filing with the SEC, Steve Cohen’s SAC Capital Advisors had acquired a total of 2.7 million shares of The Medicines Company (NASDAQ: MDCO) giving it 5.0% of the shares outstanding (and thus triggering the filing of the 13G). SAC’s 13F filing for the third quarter of the year shows that it owned 1.6 million shares at the end of September, which had more »