Theravance Biopharma Inc (TBPH)

Theravance Biopharma reported strong Q3 2025 financial results, with YUPELRI net sales reaching an all-time high, leading to a stock surge. The open-label portion of the pivotal Phase 3 CYPRESS study of ampreloxetine was completed, with topline readout on track for Q1 2026. The company is on track to achieve a $50 million milestone from Royalty Pharma in 2025 based on TRELEGY sales. YUPELRI net sales increased year-over-year in Q2 2025, and the company completed the sale of its TRELEGY ELLIPTA royalty interest to GSK. YUPELRI net sales increased year-over-year in Q1 2025. Theravance Biopharma has a consensus "Strong Buy" rating from analysts, with a potential upside from its current price.

There is no explicit mention of demand seasonality for Theravance Biopharma's products and services. Respiratory diseases like COPD can sometimes exhibit seasonal patterns, with exacerbations often increasing during colder months, which could imply potential fluctuations in demand for respiratory medicines. The company has reported consistent year-over-year growth in YUPELRI net sales and customer demand across different quarters, suggesting a relatively stable demand profile or effective management of any potential seasonality.

Theravance Biopharma is a biopharmaceutical company focused on discovering, developing, and commercializing organ-selective medicines for respiratory and neurological diseases. The company specializes in respiratory medicines and investigates treatments for inflammation, immune disorders, asthma, and neurogenic orthostatic hypotension (nOH). Its major product is YUPELRI, a once-daily nebulized long-acting muscarinic antagonist for COPD. The company also has a late-stage product, Ampreloxetine, for symptomatic nOH in patients with Multiple System Atrophy (MSA). Theravance Biopharma holds economic interests in potential future payments related to Glaxo Group Limited's (GSK) sales of TRELEGY ELLIPTA.

Theravance Biopharma operates through U.S. and Europe geographical segments. The company has subsidiaries in the U.S., Ireland, and the UK, and its headquarters are located in George Town, Cayman Islands.

Theravance Biopharma's brand reputation appears to be largely positive, particularly among financial analysts. The company has received a consensus "Buy" or "Strong Buy" rating from multiple Wall Street analysts. Positive news and analyst coverage have highlighted the company's strong performance trajectory, particularly with YUPELRI sales and the advancement of its pipeline drug, ampreloxetine. There is no readily available information suggesting significant negative events that have affected its brand reputation in the past year.

Theravance Biopharma's stock is primarily held by institutional shareholders and Theravance Biopharma insiders, with a minimal percentage held by retail investors. Major institutional owners include Madison Avenue Partners, LP, Weiss Asset Management LP, Newtyn Management, LLC, BlackRock, Inc., Irenic Capital Management LP, Vanguard Group Inc, Park West Asset Management LLC, D. E. Shaw & Co., Inc., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Oasis Management Co Ltd. Eli Samaha is the largest individual shareholder.