Talphera, Inc. (TLPH)

Over the past six months, Talphera reported its Q3 2025 earnings on November 12, 2025, with an EPS of -$0.11, surpassing analysts' consensus estimates. Talphera announced its Q2 2025 financial results on August 14, 2025, including updates on the enrollment progress of its NEPHRO study. In September 2025, Talphera announced a private placement financing of up to $29 million and CorMedix announced a strategic minority investment in Talphera. Talphera achieved the 17-patient enrollment milestone in its NEPHRO CRRT Pivotal Trial around September 2025. The company's stock price increased by 103.85% over the last six months. An insider increased their holding by 138% in December 2025. On February 4, 2026, Talphera's price target was decreased by 22.00% to $3.32. Talphera's stock price has shown volatility over the past three months. The next Q4 earnings date is estimated for March 30, 2026.

The provided information does not contain explicit details regarding demand seasonality for Talphera, Inc.'s products and services. Given that the company develops and commercializes pharmaceutical therapies for medically supervised settings, it is generally less susceptible to the pronounced seasonal fluctuations often seen in consumer-facing industries. Without specific data, no definitive statement on demand seasonality can be made.

Talphera, Inc. is a pharmaceutical company focused on developing and commercializing innovative therapies for medically supervised settings, operating within the Healthcare sector, specifically in the Drug Manufacturers - Specialty & Generic industry. Its product portfolio includes nafamostat product candidates like Niyad and LTX-608, and pre-filled syringe product candidates like Fedsyra and phenylephrine. Niyad has received Breakthrough Device Designation status from the FDA. The company receives royalties and milestone payments from DSUVIA, divested in April 2023. Formerly known as AcelRx Pharmaceuticals, Inc., Talphera rebranded in January 2024 to reflect its expanded mission beyond opioid-based pain management.

Talphera, Inc. is headquartered in San Mateo, California, USA. The company is focused on developing and commercializing therapies for medically supervised settings, with a partnership with a France-based pharmaceutical company for certain pre-filled syringe candidates.

Talphera, Inc. rebranded in January 2024 from AcelRx Pharmaceuticals to reflect its expanded mission beyond opioid-based pain management solutions. Niyad has received Breakthrough Device Designation status from the FDA, which can positively impact the company's reputation. The company's mission to support healthcare providers by developing products that deliver advances in care to patients in medically supervised settings also contributes to its brand identity. No specific negative events impacting its reputation in the past year were found.

Talphera, Inc. has a significant number of institutional owners and shareholders. 40 institutional owners hold a total of 18,316,419 shares. Major institutional owners include AIGH Capital Management LLC, Rosalind Advisors, Inc., Rock Springs Capital Management LP, Nantahala Capital Management, LLC, Bleichroeder LP, Vanguard Group Inc, Caption Management, LLC, Geode Capital Management, Llc, Dauntless Investment Group, LLC, and BlackRock, Inc. CorMedix Inc. holds 19.5% of the company's shares. Individual insiders hold approximately 0.97% of the shares, and CEO Vincent Angotti made an insider purchase in April 2025.