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Polaris Global Equity's investment thesis on United Therapeutics Corp. ($UTHR) — Q4 2025 | Buyside Digest

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$UTHRNASDAQUnited Therapeutics Corp.

BULL

Polaris Global Equity—UTHR

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$526.80USD

+8.0% vs last month

$496.72Pitched

+6.1% since pitch

Market Cap$26.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Polaris Global Equity Composite posted strong performance in Q4 2025, gaining 7.00% (net of fees) outperforming the MSCI World Index's 3.20%. For the full...

— Bernard Horn

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What other investors think about $UTHR, and what else Polaris Global Equity is buying.

Other pitches on $UTHR

Other investors who've written on United Therapeutics Corp.

Arquitos Capital ManagementBULL

Pitched Apr 30, 2026

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

View all $UTHR pitches →