10 Best High-Margin Pharma Stocks to Buy Now

4. United Therapeutics Corporation (NASDAQ:UTHR)

TTM Operating Profit Margin: 49.35%

Average Analyst upside: 29.92%

Number of Hedge Fund Holders: 43

United Therapeutics Corporation (NASDAQ:UTHR) is one of the high-margin pharma stocks to buy now. Morgan Stanley has lowered its price target on United Therapeutics (NASDAQ: UTHR) to $328 from $348, while maintaining an Equal Weight rating, amid broader headwinds facing the biotech and pharmaceutical sectors. The firm flagged persistent macroeconomic challenges and regulatory uncertainties that continue to weigh on investor sentiment across the space.

In a research note to clients, the firm pointed to several factors pressuring large-cap healthcare names this year, including policy volatility around drug pricing, ongoing debates over international transfer pricing, and staffing turnover at the FDA. Against that backdrop, United Therapeutics is facing specific questions about near-term sales performance, particularly around its key pulmonary arterial hypertension therapy, Tyvaso.

Morgan Stanley is now modeling second-quarter Tyvaso sales of $442 million, below the Street consensus of $483 million. Total revenue is expected to reach $768 million, also under consensus estimates of $805 million. The firm attributes the cautious outlook to potential softness in Tyvaso DPI uptake and less momentum in patient onboarding than previously projected.

Despite strong fundamentals and long-term growth driver, including its organ manufacturing pipeline, Morgan Stanley appears to be taking a more conservative stance in the near term. With shares already reflecting much of the upside potential, the firm sees a more balanced risk-reward profile at current levels.