Shifts in the Narrative Surrounding Theravance Biopharma Following Trelegy Monetization and Strategic Review
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
0mins
Source: Yahoo Finance
Fair Value Update: Theravance Biopharma's fair value estimate has increased slightly to approximately $26.71 per share, reflecting a more focused respiratory strategy and disciplined capital allocation, despite a conservative revenue growth outlook of about 23.28%.
Market Visibility: The company has been added to the S&P Pharmaceuticals Select Industry Index, enhancing its visibility among institutional investors and potentially attracting demand from index tracking funds.
Revenue and Profit Margin Changes: Revenue growth expectations have decreased from 26.97% to 23.28%, and the net profit margin has significantly declined from around 11.05% to approximately 5.24%.
Community Engagement: Investors are encouraged to engage with the Simply Wall St Community to explore various perspectives on Theravance Biopharma's strategy, revenue growth, and future earnings potential.
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Analyst Views on TBPH
Wall Street analysts forecast TBPH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TBPH is 28.40 USD with a low forecast of 13.00 USD and a high forecast of 42.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 19.030
Low
13.00
Averages
28.40
High
42.00
Current: 19.030
Low
13.00
Averages
28.40
High
42.00
About TBPH
Theravance Biopharma, Inc. is a biopharmaceutical company primarily focused on the development and commercialization of medicines for the specialty respiratory and neurologic diseases. The Company operates through a single segment, namely, development and commercialization of human therapeutics. Its product, YUPELRI (revefenacin) inhalation solution, is a nebulized long-acting muscarinic antagonist used for the treatment of patients with chronic obstructive pulmonary disease (COPD). COPD is a long-term lung disease that includes chronic bronchitis, emphysema, or both. YUPELRI is an anticholinergic medicine, which helps the muscles around the airway in the lungs stay relaxed to prevent symptoms, such as wheezing, shortness of breath, and others. Its Ampreloxetine, is a late-stage investigational norepinephrine reuptake inhibitor in development for the treatment of symptomatic neurogenic orthostatic hypotension in patients with Multiple System Atrophy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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