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Arquitos Capital Management's investment thesis on United Therapeutics Corp. ($UTHR) — Q1 2026 | Buyside Digest

$UTHRNASDAQUnited Therapeutics Corp.

BULL

Arquitos Capital Management—UTHR

Fund Letter

Q1 2026

Published April 30, 2026

$526.80USD

+8.0% vs last month

$570.40Pitched

-7.6% since pitch

Market Cap$26.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

United Therapeutics is discussed strictly as Liquidia's key competitor and the opposing party in critical patent litigation. Its market multiple...

— Steven Kiel

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