Theravance Biopharma (TBPH) 주식 개요
테라밴스 바이오파마는 미국에서 의약품을 개발 및 상용화하는 바이오 제약 회사입니다. 자세히 보기
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Analyst Price Targets
LO
Lou_Basenese
Community ContributorUS$7.6FV • 75.3% 저평가 내재 할인율
5022.2%Revenue growth p.a.
3.7k
23
2
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Theravance Biopharma, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$16.79 |
| 52주 최고가 | US$21.03 |
| 52주 최저가 | US$8.33 |
| 베타 | 0.16 |
| 1개월 변동 | 6.00% |
| 3개월 변동 | -11.35% |
| 1년 변동 | 61.91% |
| 3년 변동 | 48.19% |
| 5년 변동 | -14.99% |
| IPO 이후 변동 | -26.87% |
최근 뉴스 및 업데이트
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.Theravance Biopharma: A Special Situation With A 50-100% Likely Upside
Apr 21
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.
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.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.Recent updates
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.Theravance Biopharma: A Special Situation With A 50-100% Likely Upside
Apr 21TBPH: 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.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.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.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.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.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.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.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.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.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.Revenues Not Telling The Story For Theravance Biopharma, Inc. (NASDAQ:TBPH) After Shares Rise 32%
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.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.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.Theravance Biopharma, Inc.'s (NASDAQ:TBPH) 27% Share Price Surge Not Quite Adding Up
Aug 29Clinical 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.We Think Some Shareholders May Hesitate To Increase Theravance Biopharma, Inc.'s (NASDAQ:TBPH) CEO Compensation
May 12We're Interested To See How Theravance Biopharma (NASDAQ:TBPH) Uses Its Cash Hoard To Grow
Apr 25Theravance Biopharma: Clinical Progress Is Not Enough To Make It Attractive
Mar 10With Theravance Biopharma, Inc. (NASDAQ:TBPH) It Looks Like You'll Get What You Pay For
Nov 12We're Interested To See How Theravance Biopharma (NASDAQ:TBPH) Uses Its Cash Hoard To Grow
Jul 16Shareholders May Be More Conservative With Theravance Biopharma, Inc.'s (NASDAQ:TBPH) CEO Compensation For Now
May 02Some Confidence Is Lacking In Theravance Biopharma, Inc.'s (NASDAQ:TBPH) P/S
Feb 05Upgrade: Analysts Just Made A Sizeable Increase To Their Theravance Biopharma, Inc. (NASDAQ:TBPH) Forecasts
Nov 11Theravance to purchase $95M of ordinary shares
Sep 28Things Look Grim For Theravance Biopharma, Inc. (NASDAQ:TBPH) After Today's Downgrade
Sep 21Theravance Biopharma announces $250M capital return program
Sep 19Theravance Biopharma GAAP EPS of -$0.11, revenue of $11.1M
Aug 04Theravance: All-Round Failure
Mar 10주주 수익률
| TBPH | US Pharmaceuticals | US 시장 | |
|---|---|---|---|
| 7D | 2.0% | 0.3% | 0.6% |
| 1Y | 61.9% | 29.1% | 28.7% |
수익률 대 산업: TBPH은 지난 1년 동안 29.1%의 수익을 기록한 US Pharmaceuticals 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: TBPH은 지난 1년 동안 28.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| TBPH volatility | |
|---|---|
| TBPH Average Weekly Movement | 8.8% |
| Pharmaceuticals Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
안정적인 주가: TBPH는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TBPH의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2013 | 90 | Rick Winningham | www.theravance.com |
테라밴스 바이오파마는 미국에서 의약품을 개발 및 상용화하는 바이오 제약 회사입니다. 이 회사는 만성 폐쇄성 폐질환(COPD) 치료를 위한 1일 1회 분무형 지속성 무스카린 길항제인 유펠리와 다발성 전신 위축증(MSA) 환자의 증상성 신경인성 기립성 저혈압(nOH)을 위한 임상 3상 시험 중인 1일 1회 분무형 노르에피네프린 재흡수 억제제 암프레록세틴을 공급하고 있습니다. 유펠리 흡입액을 포함한 레페나신의 개발 및 상용화를 위해 비아트리스와 전략적 협업 계약을 체결했습니다.
Theravance Biopharma, Inc. 기초 지표 요약
| TBPH 기초 통계 | |
|---|---|
| 시가총액 | US$861.99m |
| 순이익 (TTM) | US$105.90m |
| 매출 (TTM) | US$107.46m |
8.2x
주가수익비율(P/E)8.0x
주가매출비율(P/S)TBPH는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TBPH 손익계산서 (TTM) | |
|---|---|
| 매출 | US$107.46m |
| 매출원가 | US$37.41m |
| 총이익 | US$70.05m |
| 기타 비용 | -US$35.84m |
| 순이익 | US$105.90m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.06 |
| 총이익률 | 65.18% |
| 순이익률 | 98.54% |
| 부채/자본 비율 | 0% |
TBPH의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/01 22:57 |
| 종가 | 2026/05/01 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Theravance Biopharma, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brian Skorney | Baird |
| Tazeen Ahmad | BofA Global Research |
| Mayank Mamtani | B. Riley Securities, Inc. |