Theravance Biopharma Inc
NASDAQ:TBPH
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Theravance Biopharma Inc
Theravance Biopharma, Inc. is a biopharmaceutical company, which engages in the discovery, research, development, and commercialization of respiratory medicines. The company is headquartered in George Town, Grand Cayman and currently employs 158 full-time employees. The company went IPO on 2014-05-16. The firm develops transformational medicines to improve the lives of patients suffering from serious illnesses. The firm's research is focused in the areas of inflammation and immunology. The company applies organ-selective knowledge to biologically compelling targets to discover and develop medicines, which are designed to treat underserved localized diseases and to limit systemic exposure. The firm is developing lung-selective medicines to treat respiratory disease, including YUPELRI (revefenacin) inhalation solution indicated for the maintenance treatment of patients with chronic obstructive pulmonary disease (COPD). Its revefenacin is a long-acting muscarinic antagonist (LAMA). Its programs also include Nezulcitinib, Ampreloxetine (TD-9855), Izencitinib, TD-5202 and TD-8236.
Theravance Biopharma, Inc. is a biopharmaceutical company, which engages in the discovery, research, development, and commercialization of respiratory medicines. The company is headquartered in George Town, Grand Cayman and currently employs 158 full-time employees. The company went IPO on 2014-05-16. The firm develops transformational medicines to improve the lives of patients suffering from serious illnesses. The firm's research is focused in the areas of inflammation and immunology. The company applies organ-selective knowledge to biologically compelling targets to discover and develop medicines, which are designed to treat underserved localized diseases and to limit systemic exposure. The firm is developing lung-selective medicines to treat respiratory disease, including YUPELRI (revefenacin) inhalation solution indicated for the maintenance treatment of patients with chronic obstructive pulmonary disease (COPD). Its revefenacin is a long-acting muscarinic antagonist (LAMA). Its programs also include Nezulcitinib, Ampreloxetine (TD-9855), Izencitinib, TD-5202 and TD-8236.
YUPELRI Growth: YUPELRI delivered record net sales of $71.4 million in Q3, up 15% year-over-year, reaching all-time highs in both sales and profitability.
Profitability: Theravance achieved non-GAAP breakeven in Q3, highlighting strong cost discipline and commercial execution.
Milestone Payments: The company is on track to unlock $75 million in milestone payments in Q4—$25 million for YUPELRI and $50 million for TRELEGY—with strong visibility into a further $100 million milestone in 2026.
Financial Position: Ended the quarter with $333 million in cash and no debt, reinforcing a robust balance sheet.
Pipeline Progress: The pivotal Phase III CYPRESS trial for ampreloxetine remains on schedule for a data readout in Q1 2026, a key potential value inflection point.
Clinical Data: New YUPELRI data shows reduced COPD exacerbations and lower healthcare costs, supporting ongoing hospital adoption.
Guidance Reiterated: 2025 expense guidance was reaffirmed and Q4 results are expected to remain broadly consistent with Q3.
