Theravance Biopharma 향후 성장
Future 기준 점검 0/6
Theravance Biopharma 의 수익과 수익은 각각 연간 1.8% 및 17% 감소할 것으로 예상됩니다 while EPS는 연간 20.5% 만큼 쇠퇴할 것으로 예상됩니다.
핵심 정보
-17.0%
이익 성장률
-20.49%
EPS 성장률
| Pharmaceuticals 이익 성장 | 14.5% |
| 매출 성장률 | -1.8% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 08 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 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 |
애널리스트 향후 성장 전망
수입 대 저축률: TBPH 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -17%).
수익 vs 시장: TBPH 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -17%).
고성장 수익: TBPH 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: TBPH 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.8%).
고성장 매출: TBPH 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.8%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TBPH의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 07:01 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 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 |
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| 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.
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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 6명의 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. |