TBPH

Financial Performance: Theravance Biopharma reported an 83.2% year-over-year revenue growth to $26.2 million in Q2 2025, with a net income of $54.8 million largely due to a one-time gain from the TRELEGY royalty asset sale. However, operational profitability remains limited, and future growth relies on YUPELRI's performance and upcoming clinical milestones.

Strategic Focus: The company is concentrating on expanding YUPELRI in both domestic and international markets while advancing its ampreloxetine program through pivotal trials. Following the TRELEGY asset sale, Theravance anticipates milestone-based revenue streams and is under a strategic review for potential asset sales or partnerships to enhance shareholder value.

Financial Performance: Theravance Biopharma reported a 22% year-over-year increase in net sales of YUPELRI to $66.3 million for Q2 2025, alongside a strong cash position of $339 million and a net income of $54.8 million compared to a loss in the same period last year.

Operational Highlights: The company is on track to complete enrollment for its pivotal Phase 3 CYPRESS study for ampreloxetine by late summer 2025, with preparations underway for potential regulatory approval aimed at treating symptomatic neurogenic orthostatic hypotension in patients with multiple system atrophy.

Financial Performance: Theravance Biopharma reported a narrower adjusted net loss of 8 cents per share for Q2 2025, with total revenues of $26.2 million, significantly surpassing estimates and reflecting an 83.2% year-over-year increase due to collaboration revenues from Viatris related to Yupelri sales.

Strategic Developments: The company reaffirmed its financial guidance for 2025 while continuing the development of ampreloxetine for neurogenic orthostatic hypotension; it also completed a strategic sale of its royalty interest in Trelegy Ellipta to GSK for $225 million.