Theravance Biopharma 경영진
경영진 기준 점검 4/4
Theravance Biopharma CEO는 Rick Winningham, Jun2014 에 임명되었습니다 의 임기는 12.17 년입니다. 총 연간 보상은 $1.47M, 71.2% 급여 및 28.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $29.65M 가치에 해당하는 회사 주식의 3.36% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.8 년과 9.7 년입니다.
핵심 정보
Rick Winningham
최고경영자
US$1.5m
총 보수
| CEO 급여 비율 | 71.16% |
| CEO 재임 기간 | 12.2yrs |
| CEO 지분 보유율 | 3.4% |
| 경영진 평균 재임 기간 | 4.8yrs |
| 이사회 평균 재임 기간 | 9.7yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Aug 05
TBPH: Zymeworks Cash Deal And CVR Will Shape Post Ampreloxetine Path
Analysts now see Theravance Biopharma's fair value at $17.67, up about $1.50 from the prior $16.17. This reflects the agreed $17 per share cash acquisition price and updated views on cash flow durability, profit margins, and a slightly lower future P/E multiple.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.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 millionCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$54m |
| 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 |
보상 대 시장: Rick의 총 보수(USD1.47M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.54M)보다 낮습니다.
보상과 수익: Rick의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Rick Winningham (66 yo)
12.2yrs
재임 기간
US$1,472,019
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 12.2yrs | US$1.47m | 3.36% $ 29.6m | |
| Chief Business Officer and Senior VP of Commercial & Medical Affairs | 4.7yrs | 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 | 3.6yrs | US$1.45m | 0.66% $ 5.9m | |
| Senior VP of IT&I and Chief Information Officer | 6.1yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP | 4.8yrs | US$1.48m | 0.70% $ 6.2m | |
| Senior VP & Chief Strategy Officer | 3.9yrs | 데이터 없음 | 데이터 없음 |
4.8yrs
평균 재임 기간
52yo
평균 나이
경험이 풍부한 관리: TBPH의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 13.1yrs | US$1.47m | 3.36% $ 29.6m | |
| Independent Director | 6.1yrs | US$317.42k | 0.12% $ 1.1m | |
| Independent Director | 12.2yrs | US$304.92k | 0.19% $ 1.7m | |
| Independent Director | 10.8yrs | US$319.92k | 0.15% $ 1.4m | |
| Independent Chairman | 3.5yrs | US$348.28k | 0.093% $ 817.4k | |
| Independent Director | 8.5yrs | US$291.42k | 0.16% $ 1.4m |
9.7yrs
평균 재임 기간
68yo
평균 나이
경험이 풍부한 이사회: TBPH의 이사회는 경험이 있음으로 간주됩니다(평균 재임 9.7 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/17 08:11 |
| 종가 | 2026/08/14 00:00 |
| 수익 | 2026/06/30 |
| 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 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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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. |