TherapeuticsMD, Inc.

NasdaqGS:TXMD Stock Report

Market Cap: US$23.1m

TherapeuticsMD Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Marlan Walker

Chief executive officer

US$561.1k

Total compensation

CEO salary percentage89.10%
CEO tenure3.4yrs
CEO ownership1.2%
Management average tenureno data
Board average tenure10.1yrs

Recent management updates

Recent updates

Seeking Alpha Oct 03

TherapeuticsMD raises $7M in private placement

TherapeuticsMD (NASDAQ:TXMD) has received a $7M private investment in the Company’s Series A Preferred Stock from Rubric Capital Management LP. TherapeuticsMD expects to use the proceeds from the transaction for working capital. Under the terms of the Company’s financing agreement with its lender, Sixth Street Specialty Lending, upon receipt of the investment and the delivery to Sixth Street of warrants to acquire 125,000 shares of the Company’s common stock at an exercise price of $0.01 per share, the maturity date of the financing agreement was automatically extended until October 31, 2022. The Company has the option to further extend the maturity date until November 30, 2022, if it receives additional equity capital of $7 million. Source: Press Release
Seeking Alpha Sep 12

TherapeuticsMD appoints interim co-CEOs

TherapeuticsMD (NASDAQ:TXMD) appointed Brian Bernick and Mark Glickman as interim co-CEO and co-principal executive officers. Bernick and Glickman succeed Hugh O’Dowd as CEO, the company said in a Sept. 12 press release. Prior to this appointment, Bernick, the company's co-founder, served as chief scientific and medical officer, and Glickman served as chief business officer. TherapeuticsMD also appointed Tommy Thompson, who served as chairman since 2012, as the executive chairman of the Board.
Seeking Alpha Aug 12

Therapeutics MD Q2 Earnings Preview

Therapeutics MD (NASDAQ:TXMD) is scheduled to announce Q2 earnings results on Monday, August 15th, before market open. The consensus EPS Estimate is -$3.04 (-2663.6% Y/Y) and the consensus Revenue Estimate is $23.2M (+0.9% Y/Y). Over the last 1 year, TXMD has beaten EPS estimates 25% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 0 upward revision and 0 downward. Revenue estimates have seen 0 upward revision and 1 downward.
Seeking Alpha Aug 01

TherapeuticsMD receives $15M equity investment from Rubric Capital

TherapeuticsMD (NASDAQ:TXMD) received a $15M private investment in its common stock and a new series of preferred stock PIPE from Rubric Capital Management. Proceeds to be used for fulfilling its near-term operating capital requirements. In exchange for its initial $15M investment, Rubric received 565K shares of TherapeuticsMD common stock and 15K shares of newly designated Series A Preferred Stock, with a liquidation value of $1,333/share. Post transaction closure, Rubric will own ~18.3% of stock. The company also entered into an amendment with its lender, Sixth Street Specialty Lending, to extend the maturity date of of its financing agreement debt to Sep.30, 2022. The company also granted Sixth Street warrants to acquire 200K shares at an exercise price of $0.01 and would grant 125K additional common stock warrants for each additional monthly extension. It also has the option to further extend the maturity date until Oct. 31, 2022 and Nov. 30, 2022 if it receives additional equity capital of $7M per extension.
Seeking Alpha Jul 19

TherapeuticsMD jumps 12% as top investor discloses insider purchase

The shares of the women’s healthcare company TherapeuticsMD (NASDAQ:TXMD) surged ~12% on Tuesday after one of its leading institutional holders, Rubric Capital Management, announced the purchase of approximately 82.6K of company shares. The hedge fund, which had over 10% of company ownership, bought the shares on Friday and Monday at $5.56 and $6.03 apiece. The transactions valued at $467.4K have increased its holding by ~4%. Tuesday’s disclosure on the insider transactions comes days after TherapeuticsMD (TXMD) terminated its merger agreement with Athene Merger, an affiliate of EW Healthcare Partners. The deal fell apart after Athene failed to acquire the required number of TXMD shares during the tender offer, which the private equity firm previously extended, noting that TherapeuticsMD (TXMD) risked bankruptcy without the closure of the deal.
Seeking Alpha Jul 13

TherapeuticsMD plunges 42% as merger agreement ends

The shares of TherapeuticsMD (NASDAQ:TXMD) dropped ~42% in the pre-market Wednesday after the women’s healthcare company announced the termination of its merger agreement with an Athene Merger, an affiliate of the private equity firm EW Healthcare Partners. The termination of the deal comes after Athene failed to acquire the required number of TXMD shares during an extended period of tender offer that ended on July 12. The end of the merger agreement is expected to take effect from July 13. Announcing the extension of the tender offer, EW Healthcare said last week that TherapeuticsMD (TXMD) risks bankruptcy without the closure of the merger deal. As of July 05, more than 2.5M TXMD shares or about ~29% of the company’s issued and outstanding shares, had been tendered.
Seeking Alpha Jul 06

TherapeuticsMD risks bankruptcy as EW Healthcare extends tender offer for acquisition

Private equity firm EW Healthcare Partners announced on Wednesday that its affiliate Athene Merger extended the tender offer to acquire the women’s healthcare company TherapeuticsMD (NASDAQ:TXMD). Without a successful closure of the transaction, TherapeuticsMD (TXMD) will likely need to file for protection under Chapter 11, EW Healthcare reiterated. Per the revised terms, Athene Merger has extended the expiration date of its tender offer to July 12, 2022. As of July 05, more than 2.5M shares of TXMD, about ~29% of the issued and outstanding shares, had been tendered following the buyout offer. In May, TherapeuticsMD (TXMD) agreed to be acquired by an affiliate of EW Healthcare for $10 per share in an all-cash transaction. Previously, the parties expected to close the transaction before July 13.
Seeking Alpha Jun 16

TherapeuticsMD: Privatization Deal Expected To Meet With Shareholder Pushback

TherapeuticsMD’s $177 million buyout deal with EW Healthcare largely undervalues the biotech. TherapeuticsMD is close to stimulating the commercialization of Annovera which may increase its value as a standalone company in the long run. Shareholders were informed of a 50:1 reverse stock split at the end of Q1 2021 just a few days before the buyout was announced. Investors are in support of the acquisition due to TherapeuticsMD's poor financial position but insist on better terms including an expanded bidding process.
Seeking Alpha Mar 14

TherapeuticsMD: Looking For A Potential Turnaround After Divesting VitaCare Business

TherapeuticsMD had a rough 2021, and the share price shows it. The company battled the COVID-19 headwinds and has struggled to expand ANNOVERA’s manufacturing. TherapeuticsMD has an imposing product portfolio. Sadly, the company’s products have struggled to gain traction on the market, and the earnings show it. TherapeuticsMD is selling their vitaCare prescription health business to GoodRx for $150M in cash, with an extra $7M in contingent. The company can pay off some of their debt. I believe there is a chance we finally see a turnaround for TXMD. I discuss my plan for managing my position. I have the buy target at $0.35 with Sell 1 at $0.67 and Sell 2 at $1.49. I do have a Sell 3 at $2.14, however, I am probably going to have to adjust that in the coming weeks as the chart’s technicals change.
Seeking Alpha Oct 22

TherapeuticsMD: Time For Bulls To Take A Contrarian Approach

Despite having an impressive product portfolio and established commercial organization, the company has struggled to get their products off the launchpad and through COVID-19 headwinds. Earnings have been lackluster while the cash burn continues to incinerate their cash position. Accordingly, the share price has been pummeled to all-time lows along with investor sentiment. I still have a long-term bullish outlook in anticipation the company is able to weather the COVID-19 headwinds and record significant growth in the coming years. I reveal my strategy for changing my position from a dark red to a bright green.
Seeking Alpha Jul 08

TherapeuticsMD: The Long Road To Profitability

Although the market did not take favorably to recent Q1 numbers, there were some encouraging trends. ANNOVERA continues to execute as marketing strategies continue to build awareness. Costs came down significantly in Q1 and sales grew by over 60%. We need more of the same going forward.
Analysis Article Feb 24

TherapeuticsMD, Inc. (NASDAQ:TXMD): Are Analysts Optimistic?

TherapeuticsMD, Inc. ( NASDAQ:TXMD ) is possibly approaching a major achievement in its business, so we would like to...
Analysis Article Jan 29

TherapeuticsMD, Inc. (NASDAQ:TXMD) Analysts Are More Bearish Than They Used To Be

The analysts covering TherapeuticsMD, Inc. ( NASDAQ:TXMD ) delivered a dose of negativity to shareholders today, by...
Analysis Article Jan 27

What Type Of Shareholders Make Up TherapeuticsMD, Inc.'s (NASDAQ:TXMD) Share Registry?

Every investor in TherapeuticsMD, Inc. ( NASDAQ:TXMD ) should be aware of the most powerful shareholder groups...
Analysis Article Dec 30

Have Insiders Been Buying TherapeuticsMD, Inc. (NASDAQ:TXMD) Shares?

We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...
Analysis Article Dec 09

TherapeuticsMD (NASDAQ:TXMD) Share Prices Have Dropped 87% In The Last Five Years

Long term investing is the way to go, but that doesn't mean you should hold every stock forever. We really hate to see...

CEO Compensation Analysis

How has Marlan Walker's remuneration changed compared to TherapeuticsMD's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$86k

Dec 31 2025US$561kUS$500k

-US$653k

Sep 30 2025n/an/a

US$73k

Jun 30 2025n/an/a

-US$544k

Mar 31 2025n/an/a

-US$2m

Dec 31 2024US$759kUS$500k

-US$2m

Sep 30 2024n/an/a

-US$4m

Jun 30 2024n/an/a

-US$5m

Mar 31 2024n/an/a

-US$6m

Dec 31 2023US$1mUS$476k

-US$8m

Sep 30 2023n/an/a

US$42m

Jun 30 2023n/an/a

US$29m

Mar 31 2023n/an/a

US$17m

Dec 31 2022US$2mUS$425k

US$1m

Sep 30 2022n/an/a

US$3m

Jun 30 2022n/an/a

-US$30m

Mar 31 2022n/an/a

-US$58m

Dec 31 2021US$2mUS$415k

-US$79m

Compensation vs Market: Marlan's total compensation ($USD561.14K) is about average for companies of similar size in the US market ($USD647.77K).

Compensation vs Earnings: Marlan's compensation has been consistent with company performance over the past year.


CEO

Marlan Walker (49 yo)

3.4yrs
Tenure
US$561,137
Compensation

Mr. Marlan D. Walker, J.D., has been Chief Executive Officer of TherapeuticsMD, Inc since December 2022 and was its General Counsel since March 2016 until 2023. He served as the Secretary of TherapeuticsMD...


Board Members

NamePositionTenureCompensationOwnership
Gail Naughton
Independent Director6.2yrsUS$87.28k0.073%
$ 17.0k
Thomas Thompson
Independent Chairman of the Board14yrsUS$104.78k0.32%
$ 75.0k
Cooper Collins
Independent Director14.3yrsUS$109.28k0.52%
$ 121.0k
Justin Roberts
Independent Director3.8yrsno datano data
10.1yrs
Average Tenure
57.5yo
Average Age

Experienced Board: TXMD's board of directors are seasoned and experienced ( 10.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 06:46
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

TherapeuticsMD, Inc. is covered by 17 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John TannerCantor Fitzgerald & Co.
Oren LivnatCitizens JMP Securities, LLC
Robert LabickCJS Securities, Inc.