Theravance Biopharma 将来の成長
Future 基準チェック /06
Theravance Biopharmaの収益と利益はそれぞれ年間1.8%と17%減少すると予測されていますが、EPS は年間20.5% 減少すると予測されています。
主要情報
-17.0%
収益成長率
-20.49%
EPS成長率
| Pharmaceuticals 収益成長 | 14.4% |
| 収益成長率 | -1.8% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Good |
| 最終更新日 | 08 May 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alphaナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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.分析記事 • 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 millionSeeking Alpha • Mar 10
Theravance: All-Round Failure
Theravance failed 3 trials last year. There was a major restructuring and change of focus. A small revenue stream from YUPELRI is its only positive, but that doesn't justify the valuation.業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 92 | 47 | 61 | N/A | 5 |
| 12/31/2027 | 97 | 66 | 55 | N/A | 6 |
| 12/31/2026 | 85 | 107 | 12 | N/A | 3 |
| 3/31/2026 | 110 | 115 | 269 | 269 | N/A |
| 12/31/2025 | 107 | 106 | 238 | 239 | N/A |
| 9/30/2025 | 80 | 29 | 243 | 244 | N/A |
| 6/30/2025 | 77 | 13 | 245 | 245 | N/A |
| 3/31/2025 | 65 | -58 | 32 | 33 | N/A |
| 12/31/2024 | 64 | -56 | -12 | -12 | N/A |
| 9/30/2024 | 63 | -49 | -12 | -11 | N/A |
| 6/30/2024 | 62 | -46 | -10 | -9 | N/A |
| 3/31/2024 | 62 | -45 | -18 | -17 | N/A |
| 12/31/2023 | 57 | -55 | -29 | -27 | N/A |
| 9/30/2023 | 55 | -61 | -152 | -150 | N/A |
| 6/30/2023 | 51 | -68 | -172 | -170 | N/A |
| 3/31/2023 | 49 | -75 | -173 | -172 | N/A |
| 12/31/2022 | 51 | -93 | -188 | -187 | N/A |
| 9/30/2022 | 52 | -136 | -106 | -105 | N/A |
| 6/30/2022 | 52 | -196 | -131 | -129 | N/A |
| 3/31/2022 | 54 | -226 | -166 | -164 | N/A |
| 12/31/2021 | 55 | -265 | -211 | -208 | N/A |
| 9/30/2021 | 59 | -266 | -235 | -230 | N/A |
| 6/30/2021 | 64 | -264 | -267 | -262 | N/A |
| 3/31/2021 | 66 | -275 | -273 | -265 | N/A |
| 12/31/2020 | 72 | -295 | -257 | -250 | N/A |
| 9/30/2020 | 83 | -285 | -257 | -250 | N/A |
| 6/30/2020 | 77 | -270 | -222 | -217 | N/A |
| 3/31/2020 | 88 | -247 | -215 | -212 | N/A |
| 12/31/2019 | 73 | -236 | N/A | -238 | N/A |
| 9/30/2019 | 60 | -221 | N/A | -226 | N/A |
| 6/30/2019 | 60 | -222 | N/A | -230 | N/A |
| 3/31/2019 | 57 | -223 | N/A | -244 | N/A |
| 12/31/2018 | 60 | -216 | N/A | -113 | N/A |
| 9/30/2018 | 49 | -252 | N/A | -105 | N/A |
| 6/30/2018 | 41 | -260 | N/A | -118 | N/A |
| 3/31/2018 | 21 | -285 | N/A | -101 | N/A |
| 12/31/2017 | 15 | -285 | N/A | -201 | N/A |
| 9/30/2017 | 17 | -266 | N/A | -185 | N/A |
| 6/30/2017 | 31 | -233 | N/A | -135 | N/A |
| 3/31/2017 | 33 | -214 | N/A | -123 | N/A |
| 12/31/2016 | 49 | -191 | N/A | -99 | N/A |
| 9/30/2016 | 47 | -168 | N/A | -105 | N/A |
| 6/30/2016 | 38 | -182 | N/A | -124 | N/A |
| 3/31/2016 | 40 | -182 | N/A | -139 | N/A |
| 12/31/2015 | 42 | -182 | N/A | -169 | N/A |
| 9/30/2015 | 40 | -202 | N/A | -178 | N/A |
| 6/30/2015 | 35 | -209 | N/A | -182 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: TBPHの収益は今後 3 年間で減少すると予測されています (年間-17% )。
収益対市場: TBPHの収益は今後 3 年間で減少すると予測されています (年間-17% )。
高成長収益: TBPHの収益は今後 3 年間で減少すると予測されています。
収益対市場: TBPHの収益は今後 3 年間で減少すると予想されています (年間-1.8% )。
高い収益成長: TBPHの収益は今後 3 年間で減少すると予測されています (年間-1.8% )。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: TBPHの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 02:18 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Theravance Biopharma, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Brian Skorney | Baird |
| Tazeen Ahmad | BofA Global Research |
| Mayank Mamtani | B. Riley Securities, Inc. |