11:07 AM EDT, 09/05/2025 (MT Newswires) -- United Therapeutics ( UTHR ) has a clear path for additional revenue of $5.4 billion from Tyvaso by 2033 following positive results in a clinical trial for idiopathic pulmonary fibrosis, Oppenheimer said in a note Friday.

The trial results were in-line with Oppenheimer's base case scenario of Tyvaso reaching statistically significant benefit in forced vital capacity supported by significant improvements in key secondary endpoints, the note said.

"While investors await the full results at the upcoming ERS Congress...the magnitude of benefit suggests that Tyvaso has an impact not just in patients with underlying PH, positioning it as a potential backbone therapy," it said. PH refers to pulmonary hypertension.

Oppenheimer kept its outperform rating on the stock while raising its price target to $575 from $510.

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