Theravance Biopharma

Theravance Biopharma

TBPH
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TBPH · Stock Price

USD 17.02+8.04 (+89.53%)
Market Cap: $857.5M

Historical price data

Market Cap: $857.5MPipeline: 61 drugs (6 Phase 3)Patents: 20Founded: 2014HQ: South San Francisco, Cayman Islands

Overview

Theravance Biopharma is a commercial-stage biotech focused on transforming treatment for serious respiratory diseases through organ-selective medicines. Its core achievement is the FDA approval and commercialization of YUPELRI® (revefenacin) for COPD, validating its multivalent pharmacology platform. The company's strategy involves leveraging this platform to advance a pipeline of targeted respiratory therapeutics while managing commercial execution through a partnership with Viatris.

RespiratoryChronic Obstructive Pulmonary Disease (COPD)

Technology Platform

Proprietary multivalent pharmacology platform focused on designing organ-selective small molecules that maximize therapeutic effect at the target site (e.g., lungs) while minimizing systemic exposure and side effects.

Pipeline

61
61 drugs in pipeline6 in Phase 3
DrugIndicationStageWatch
TelavancinEnd-Stage Renal DiseaseApproved
umeclidinium 62.5 µg and vilanterol 25 µg + Revefenacin 175 ...COPD (Chronic Obstructive Pulmonary Disease)Approved
Ampreloxetine + PlaceboSymptomatic Neurogenic Orthostatic HypotensionPhase 3
ampreloxetine + PlaceboSymptomatic Neurogenic Orthostatic HypotensionPhase 3
ampreloxetine + PlaceboSymptomatic Neurogenic Orthostatic HypotensionPhase 3

Opportunities

Growing the nebulized COPD treatment niche with YUPELRI® and a potential LAMA/LABA combination offers a focused market with high patient need.
The organ-selective platform provides a foundation for developing differentiated respiratory therapeutics and could be expanded into other disease areas with local delivery potential.

Risk Factors

Heavy reliance on the commercial success of a single product (YUPELRI®) and a thin, concentrated pipeline create significant execution and clinical risk.
The company is also dependent on its partnership with Viatris for commercialization and operates in a respiratory market dominated by large pharmaceutical companies with vast resources.

Competitive Landscape

Faces direct competition in the nebulized LAMA space from Sunovion's Lonhala Magnair® and indirect competition from dominant handheld LAMA and LAMA/LABA inhalers from giants like GSK, AstraZeneca, and Boehringer Ingelheim. Its platform competes with other approaches to lung-selective drug design.