Theravance Biopharma Management
Management Kriterienprüfungen 4/4
Theravance Biopharma CEO ist Rick Winningham , ernannt in Jun 2014, hat eine Amtszeit von 12.08 Jahren. Die jährliche Gesamtvergütung beträgt $1.47M , bestehend aus 71.2% Gehalt und 28.8% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 3.37% der Aktien des Unternehmens, im Wert von $29.45M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.7 Jahre bzw. 9.6 Jahre.
Wichtige Informationen
Rick Winningham
Geschäftsführender
US$1.5m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 71.16% |
| Amtszeit als Geschäftsführer | 12.1yrs |
| Eigentum des Geschäftsführers | 3.4% |
| Durchschnittliche Amtszeit des Managements | 4.7yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 9.6yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Jul 21
TBPH: Future Returns Will Hinge On Closing The 17 Dollar Cash Deal
Theravance Biopharma’s fair value estimate has been revised from $15.00 to $17.00 as analysts align their price target with the agreed $17 per share cash acquisition by Zymeworks and the view that the deal offers predictable cash flows with limited additional risk. Analyst Commentary Recent analyst commentary on Theravance Biopharma centers on the agreed US$17 per share cash acquisition price, with several bearish analysts shifting their ratings to more neutral stances.
Narrative-Update • Jul 07
TBPH: Zymeworks Cash Deal Will Reset Equity Case Around Future P/E
The analyst price target for Theravance Biopharma has been reduced by $2 to $19, as analysts factor in the proposed $17 per share cash acquisition by Zymeworks and adjust their assumptions for revenue trends, profit margins, and future P/E multiples. Analyst Commentary Recent Street research around Theravance Biopharma has shifted toward a more neutral stance after the proposed US$17 per share cash acquisition by Zymeworks, but several comments still highlight potential value in the transaction and its implications for shareholders.Narrative-Update • Jun 23
TBPH: Reset Equity Case Will Rely On Richer Future P/E Multiple
Analysts have lifted their price target on Theravance Biopharma by $3, citing updated assumptions around long term revenue trends, profit margins, and future P/E expectations. What’s in the News for Theravance Biopharma No recent Theravance Biopharma specific news items were identified in the provided sources.Narrative-Update • Jun 06
TBPH: Future Returns Will Depend On Executing Against Refined Earnings Assumptions
Analysts have raised their Theravance Biopharma price target by $3, citing updated views on its long term earnings profile and valuation metrics, including a revised future P/E assumption and modest adjustments to revenue and margin expectations. Analyst Commentary Recent research updates around Theravance Biopharma highlight a mix of optimism on the long term earnings profile and a careful stance on the path to getting there.Narrative-Update • May 23
TBPH: Cost Cuts And Royalty Streams Will Support Future Equity Reset
Analysts kept the fair value estimate for Theravance Biopharma steady at $21.00. Recent price target changes reflect the removal of ampreloxetine from some models, a shift toward Yupelri and Trelegy cash flows, and updated assumptions for revenue trends, margins, and P/E multiples.Narrative-Update • May 08
TBPH: Future Returns Will Rely On Cost Cuts After Program Setback
Narrative Update Analysts have adjusted Theravance Biopharma's consensus price target to $15, with recent research highlighting the removal of ampreloxetine from models after the CYPRESS miss. This change is offset by a focus on Yupelri, Trelegy related cash flows, cost cuts, and a reassessment of risk that is reflected in a modestly higher discount rate and slightly weaker revenue growth and profit margin assumptions, as well as a P/E of about 205x.Narrative-Update • Apr 23
TBPH: Restructuring And Royalty Cash Flows Will Reset Equity Story
Theravance Biopharma's updated analyst price target has moved from $26 to $21. This reflects analysts' removal of ampreloxetine from their models after the CYPRESS Phase 3 miss, as well as a greater focus on Yupelri, Trelegy related cash flows, and planned cost reductions.Seeking Alpha • Apr 21
Theravance Biopharma: A Special Situation With A 50-100% Likely Upside
Summary Theravance Biopharma Inc is a special situation where the downside is well protected by cash on the balance sheet, near term milestone payments, and near-term cash flow. The company is now ~$400M in cash, $100M in 2026 milestones tied to a sales goal that was easily exceeded in 2025, and ~$60 -$70M per year in FCF. YUPELRI is the only once-daily, nebulized LAMA maintenance medicine for COPD, with patent protection until 2039. It seems likely that Viatris would be better served by paying 7.7x for Theravance’s cut of the YUPELRI sales than they would by buying their own stock. As a Strategic Review Committee has recently 'accelerated' their work, it seems likely that this situation will be resolved within the next 0 to 6 months. Read the full article on Seeking AlphaNarrative-Update • Apr 09
TBPH: Future Returns Will Depend On Cost Cuts After Ampreloxetine Failure
Analysts have lifted the fair value estimate for Theravance Biopharma to $15 from $13, reflecting updated models that factor in the wind down of ampreloxetine, a reset of revenue and margin expectations, and a higher future P/E multiple tied to cash runway, Yupelri, Trelegy related cash flows, and cost reduction plans. Analyst Commentary Street research around Theravance Biopharma has shifted quickly as the company announced that the Phase 3 CYPRESS study for ampreloxetine did not meet its primary endpoint and that the program will be wound down.
Narrative-Update • Mar 25
TBPH: Cost Reset And Cash Reserves Will Shape Post Ampreloxetine Future
Analysts nudged their average price target for Theravance Biopharma higher by about $0.33, reflecting updated models that remove ampreloxetine after the CYPRESS miss, while giving more weight to cost reductions, Yupelri and Trelegy cash flows, and a lower assumed future P/E multiple. Analyst Commentary Recent research shows a split view on Theravance Biopharma after the CYPRESS outcome and the decision to wind down ampreloxetine, with price targets reset and ratings shifting as analysts reassess what drives value from here.Narrative-Update • Mar 10
TBPH: Cost Reset And Cash Runway Will Support Future Upside Potential
Analysts have cut their average price target on Theravance Biopharma from about $26.71 to roughly $15.83 after the ampreloxetine Phase 3 CYPRESS study miss. Revised models place more weight on existing respiratory assets, cost reductions, and the current cash position.Narrative-Update • Feb 23
TBPH: Stable Assumptions And Margins Will Support Future Upside Potential
Analysts maintained their average price target for Theravance Biopharma at about $26.71. The latest models indicate a similar fair value, with only a modest adjustment to the assumed future P/E multiple as they refine their views on the company’s revenue growth and profit margin outlook.Narrative-Update • Feb 08
TBPH: Stable Assumptions And Margins Will Support Future Upside Potential
Analysts kept their fair value estimate for Theravance Biopharma broadly unchanged at about $26.71, noting only slight tweaks in inputs such as the discount rate and future P/E, rather than a major shift in their overall view. Valuation Changes Fair Value Estimate is stable at about $26.71 per share, with no change between the previous and updated model.Narrative-Update • Jan 24
TBPH: Stable Assumptions And Margins Will Support Future Upside Potential
Analysts have maintained their price target for Theravance Biopharma at $26.71 per share, with only minimal adjustments to inputs such as the discount rate, revenue growth assumptions, profit margin and future P/E. This reflects a consistent view of the company’s risk profile and earnings potential.Narrative-Update • Jan 10
TBPH: Stable Margins And Revenue Outlook Will Support Future Upside
Analysts have left their price targets for Theravance Biopharma essentially unchanged, keeping the implied fair value around $26.71. Only very small tweaks to inputs like discount rate, revenue growth, profit margin and future P/E underpin their updated models.Narrative-Update • Dec 26
TBPH: Stable Margins And Revenue Outlook Will Drive Future Upside
Analysts have modestly reaffirmed their view on Theravance Biopharma, leaving their price target effectively unchanged at approximately $26.71 per share as they continue to factor in stable long term revenue growth, profit margin expectations, and a high future P E multiple. Valuation Changes Fair Value Estimate: Remains unchanged at approximately $26.71 per share.Narrative-Update • Dec 11
TBPH: Respiratory Focus And Asset Monetization Will Drive Future Shareholder Upside
Analysts have modestly raised their price target on Theravance Biopharma to approximately $26.71 from about $26.67, citing the company’s fully integrated respiratory franchise and its strengthened strategic position following the monetization of Trelegy and a value unlocking review process. Analyst Commentary Analyst commentary on Theravance Biopharma is largely constructive, emphasizing the company’s positioning as a focused respiratory biopharma player with a simplified asset base following the monetization of Trelegy.Narrative-Update • Nov 27
TBPH: Recent Asset Monetization Will Unlock Greater Shareholder Value Ahead
Theravance Biopharma’s analyst price target has increased from $21.50 to $26.67 per share. This change reflects analysts’ confidence in the company’s strengthened strategic position and growth prospects following a recent review and asset monetization.Analyseartikel • Nov 12
Revenues Not Telling The Story For Theravance Biopharma, Inc. (NASDAQ:TBPH) After Shares Rise 32%
Theravance Biopharma, Inc. ( NASDAQ:TBPH ) shares have continued their recent momentum with a 32% gain in the last...Narrative-Update • Nov 12
TBPH: Recent Asset Monetization Will Drive Commercial Focus And Shareholder Value
Theravance Biopharma's analyst fair value target has increased from $20.00 to $21.50, as analysts cite the company’s strengthened commercial focus and strategic positioning in respiratory therapies following its recent asset monetization. Analyst Commentary Analysts evaluating Theravance Biopharma have offered insights on both the company’s strengths and areas of caution, contributing to recent adjustments in fair value targets.Narrative-Update • Sep 20
Chronic And Respiratory Care Will Fuel Future Market Expansion
Analysts have raised Theravance Biopharma’s price target from $18.40 to $20.00, citing strengthened balance sheet from Trelegy monetization, strategic review initiatives, and new milestone payments from Yupelri's China approval. Analyst Commentary Monetization of the non-core asset Trelegy has strengthened the company’s balance sheet and strategic focus.Narrative-Update • Sep 05
Chronic And Respiratory Care Will Fuel Future Market Expansion
Analysts cite improved near- and medium-term outlooks for Theravance Biopharma driven by milestone payments and royalty streams from Yupelri’s approval in China, but these updates have not altered the consensus price target, which remains at $18.40. Analyst Commentary Yupelri's approval in China has activated a $7.5M milestone payment to Theravance.Analyseartikel • Aug 29
Theravance Biopharma, Inc.'s (NASDAQ:TBPH) 27% Share Price Surge Not Quite Adding Up
Despite an already strong run, Theravance Biopharma, Inc. ( NASDAQ:TBPH ) shares have been powering on, with a gain of...Neues Narrative • May 30
Clinical Milestones And Patent Extensions Will Secure Future Expansion
Accelerating demand for key respiratory therapies and strong royalty income support sustained revenue growth and improved earnings visibility.Analyseartikel • May 12
We Think Some Shareholders May Hesitate To Increase Theravance Biopharma, Inc.'s (NASDAQ:TBPH) CEO Compensation
Key Insights Theravance Biopharma to hold its Annual General Meeting on 19th of May Total pay for CEO Rick Winningham...Analyseartikel • Apr 25
We're Interested To See How Theravance Biopharma (NASDAQ:TBPH) Uses Its Cash Hoard To Grow
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Mar 10
Theravance Biopharma: Clinical Progress Is Not Enough To Make It Attractive
Summary Theravance's stock has traded sideways for three years, with minimal price movement between $7 and $12. The company’s current focus is on ampreloxetine for treating multiple system atrophy, showing promising but not statistically strong results. Financially, Theravance has a limited cash runway and faces risks due to its small target market and history of trial failures. Despite recent progress, significant risks remain, leading me to stay on the sidelines regarding investment in Theravance. Read the full article on Seeking AlphaAnalyseartikel • Nov 12
With Theravance Biopharma, Inc. (NASDAQ:TBPH) It Looks Like You'll Get What You Pay For
With a price-to-sales (or "P/S") ratio of 7.2x Theravance Biopharma, Inc. ( NASDAQ:TBPH ) may be sending very bearish...Analyseartikel • Jul 16
We're Interested To See How Theravance Biopharma (NASDAQ:TBPH) Uses Its Cash Hoard To Grow
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Analyseartikel • May 02
Shareholders May Be More Conservative With Theravance Biopharma, Inc.'s (NASDAQ:TBPH) CEO Compensation For Now
Key Insights Theravance Biopharma's Annual General Meeting to take place on 8th of May Salary of US$1.05m is part of...Analyseartikel • Feb 05
Some Confidence Is Lacking In Theravance Biopharma, Inc.'s (NASDAQ:TBPH) P/S
You may think that with a price-to-sales (or "P/S") ratio of 8.1x Theravance Biopharma, Inc. ( NASDAQ:TBPH ) is a stock...Analyseartikel • Nov 11
Upgrade: Analysts Just Made A Sizeable Increase To Their Theravance Biopharma, Inc. (NASDAQ:TBPH) Forecasts
Celebrations may be in order for Theravance Biopharma, Inc. ( NASDAQ:TBPH ) shareholders, with the analysts delivering...Seeking Alpha • Sep 28
Theravance to purchase $95M of ordinary shares
Theravance Biopharma, Inc. (NASDAQ:TBPH), a company focused on respiratory disorders, announced Wednesday a tender offer to purchase $95M of its ordinary shares at a price range of $9.75 – $10.50 per share. The "modified Dutch auction" tender offer is expected to expire at midnight Eastern Time on Nov. 10, 2022. The company intends to find the purchase with cash on hand. Per the terms, TBPH will purchase ~9.0M and ~9.7M of ordinary shares, representing ~13% and ~15% of its outstanding shares, if the offering is fully subscribed at the maximum purchase price of $10.50 and the minimum purchase price of $9.75 per share respectively. The share repurchase comes at a time when TBPH stock has gained ~37% to outperform the broader market over the past 12 months, as shown in this graph.Analyseartikel • Sep 21
Things Look Grim For Theravance Biopharma, Inc. (NASDAQ:TBPH) After Today's Downgrade
The latest analyst coverage could presage a bad day for Theravance Biopharma, Inc. ( NASDAQ:TBPH ), with the analysts...Seeking Alpha • Sep 19
Theravance Biopharma announces $250M capital return program
Theravance Biopharma (NASDAQ:TBPH) has launched a $250M capital return program, the biopharmaceutical company announced on Monday. The firm plans to initiate a Dutch auction tender offer to purchase ~$95M of its ordinary shares in the near term. It is also looking at an open market stock repurchase plan to enable the repurchase of approximately $60M of its ordinary shares subsequent to the completion of the tender offer, with a goal to complete this program by the end of 2023. In addition, Theravance (TBPH) has executed a definitive agreement with GSK (GSK) to purchase all of its equity stake in TBPH, constituting ~9.6M shares at $9.75/share, with a closing date of Sep 20, 2022.Seeking Alpha • Aug 04
Theravance Biopharma GAAP EPS of -$0.11, revenue of $11.1M
Theravance Biopharma press release (NASDAQ:TBPH): Q2 GAAP EPS of -$0.11. Revenue of $11.1M (-14.0% Y/Y). Cash, cash equivalents and marketable securities totaled $132.9 million as of June 30, 2022. 2022 Financial Guidance: Operating Expenses: The Company expects full year 2022 R&D expense of $45 million to $55 million and SG&A expense of $35 million to $45 millionAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$115m |
| Dec 31 2025 | US$1m | US$1m | US$106m |
| Sep 30 2025 | n/a | n/a | US$29m |
| Jun 30 2025 | n/a | n/a | US$13m |
| Mar 31 2025 | n/a | n/a | -US$58m |
| Dec 31 2024 | US$4m | US$1m | -US$56m |
| Sep 30 2024 | n/a | n/a | -US$49m |
| Jun 30 2024 | n/a | n/a | -US$46m |
| Mar 31 2024 | n/a | n/a | -US$45m |
| Dec 31 2023 | US$4m | US$1m | -US$55m |
| Sep 30 2023 | n/a | n/a | -US$61m |
| Jun 30 2023 | n/a | n/a | -US$68m |
| Mar 31 2023 | n/a | n/a | -US$75m |
| Dec 31 2022 | US$6m | US$1m | -US$93m |
| Sep 30 2022 | n/a | n/a | -US$136m |
| Jun 30 2022 | n/a | n/a | -US$196m |
| Mar 31 2022 | n/a | n/a | -US$226m |
| Dec 31 2021 | US$4m | US$1m | -US$265m |
| Sep 30 2021 | n/a | n/a | -US$266m |
| Jun 30 2021 | n/a | n/a | -US$264m |
| Mar 31 2021 | n/a | n/a | -US$275m |
| Dec 31 2020 | US$7m | US$1m | -US$295m |
| Sep 30 2020 | n/a | n/a | -US$285m |
| Jun 30 2020 | n/a | n/a | -US$270m |
| Mar 31 2020 | n/a | n/a | -US$247m |
| Dec 31 2019 | US$6m | US$984k | -US$236m |
Vergütung im Vergleich zum Markt: RickDie Gesamtvergütung ($USD1.47M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD3.63M).
Entschädigung vs. Einkommen: RickDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Rick Winningham (66 yo)
12.1yrs
Amtszeit
US$1,472,019
Vergütung
Mr. Rick E. Winningham, M.B.A., serves as Director at Rivus Pharmaceuticals, Inc. since 2024. He has been Lead Independent Director and Director of Jazz Pharmaceuticals Public Limited Company since May 201...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 12.1yrs | US$1.47m | 3.37% $ 29.5m | |
| Chief Business Officer and Senior VP of Commercial & Medical Affairs | 4.6yrs | US$1.38m | 0.45% $ 3.9m | |
| Senior VP of Development & Head of Ireland Office | no data | US$1.45m | 0.38% $ 3.3m | |
| Senior VP of Operations Strategy & CFO | 3.5yrs | US$1.45m | 0.67% $ 5.8m | |
| Senior VP of IT&I and Chief Information Officer | 6yrs | keine Daten | keine Daten | |
| Senior VP | 4.8yrs | US$1.48m | 0.70% $ 6.1m | |
| Senior VP & Chief Strategy Officer | 3.8yrs | keine Daten | keine Daten |
4.7yrs
Durchschnittliche Betriebszugehörigkeit
52yo
Durchschnittliches Alter
Erfahrenes Management: TBPHDas Führungsteam des Unternehmens gilt als erfahren (4.7 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 13yrs | US$1.47m | 3.37% $ 29.5m | |
| Independent Director | 6yrs | US$317.42k | 0.12% $ 1.1m | |
| Independent Director | 12.1yrs | US$304.92k | 0.19% $ 1.6m | |
| Independent Director | 10.8yrs | US$319.92k | 0.15% $ 1.4m | |
| Independent Chairman | 3.4yrs | US$348.28k | 0.093% $ 811.8k | |
| Independent Director | 8.4yrs | US$291.42k | 0.16% $ 1.4m |
9.6yrs
Durchschnittliche Betriebszugehörigkeit
68yo
Durchschnittliches Alter
Erfahrener Vorstand: TBPHDie Vorstandsmitglieder gelten als erfahren (9.6 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/26 07:50 |
| Aktienkurs zum Tagesende | 2026/07/24 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
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Metriken für Industrie und Sektor
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Analysten-Quellen
Theravance Biopharma, Inc. wird von 14 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Brian Skorney | Baird |
| Tazeen Ahmad | BofA Global Research |
| Mayank Mamtani | B. Riley Securities, Inc. |