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Theravance Biopharma(TBPH) - 2025 FY - Earnings Call Transcript
2025-05-20 15:30
Financial Data and Key Metrics Changes - The total YUPELRI business has shown strong growth, particularly in the hospital channel, recovering well post-COVID pandemic [2][3] - The company has been able to slightly increase pricing, stabilizing it after previous disruptions [12] Business Line Data and Key Metrics Changes - The hospital business for YUPELRI has been growing unit volume at a faster rate, driven by formulary wins and increased sales representative collaboration with Viatris [4][5] - The company is still in the early stages of growth for YUPELRI, indicating significant potential for future expansion [9] Market Data and Key Metrics Changes - The entry of ensifentrine has not significantly impacted the market share of YUPELRI, as it is generally added to existing therapies rather than replacing them [10][11] - The company is focused on optimizing the channel to improve net pricing and overall fulfillment processes [12] Company Strategy and Development Direction - The company is prioritizing the growth of YUPELRI in the hospital setting before considering adding new products to the sales force [14][15] - Ampreloxetine is viewed as a critical asset for future growth, with a focus on efficient commercialization strategies [30][32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term potential of YUPELRI and Trelegy, highlighting the challenges of replicating Trelegy's success [33][35] - The company is committed to returning excess capital to shareholders while focusing on the success of YUPELRI and the development of ampreloxetine [38] Other Important Information - The company has a strong cash position with $130 million on the balance sheet and potential milestones from Trelegy and YUPELRI [31] - The development of Ampreloxetine is seen as a unique opportunity to address a significant unmet need in treating MSA patients [19][24] Q&A Session Summary Question: Are you losing patients at the initial script fill or during refills? - Management indicated that they lose patients both at the initial fill and during follow-up with regional pulmonologists [8] Question: How is the enrollment for the Ampreloxetine study progressing? - Management emphasized the importance of selecting the right patients and sites for the study, ensuring quality care throughout the process [26][27] Question: What is the long-term outlook for Trelegy and its royalties? - Management believes that Trelegy will continue to perform well in both asthma and COPD markets, with royalties reverting back to the company in 2029 [35]
Theravance Biopharma(TBPH) - 2025 Q1 - Quarterly Report
2025-05-12 20:29
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36033 C/O Theravance Biopharma US, LLC 901 Gateway Boulevard South San Francisco, CA 94080 (Address of Princi ...
Theravance's Q1 Loss Wider Than Expected, Revenues Rise Y/Y
ZACKS· 2025-05-09 17:40
Theravance Biopharma (TBPH) reported first-quarter 2025 adjusted net loss of 17 cents per share, which was wider than the Zacks Consensus Estimate of a loss of 11 cents. In the year-ago quarter, the company had reported an adjusted loss of 9 cents per share.The reported loss excludes share-based compensation expense, income tax benefit and non-cash interest expense. Including these items, the company incurred a loss of 27 cents per share in the first quarter compared with a loss of 24 cents in the year-ago ...
Theravance Biopharma(TBPH) - 2025 Q1 - Earnings Call Presentation
2025-05-09 01:20
Theravance Biopharma First Quarter 2025 Financial Results and Business Update May 8, 2025 Forward Looking Statements This presentation contains certain "forward-looking" statements as that term is defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things, statements relating to goals, plans, objectives, expectations and future events. Theravance Biopharma, Inc. (the "Company") intends such forward-looking statements to be covered by the safe harbor provisions for forward- ...
Theravance Biopharma (TBPH) Reports Q1 Loss, Misses Revenue Estimates
ZACKS· 2025-05-08 23:10
Theravance Biopharma (TBPH) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -54.55%. A quarter ago, it was expected that this biopharmaceutical company would post a loss of $0.05 per share when it actually produced a loss of $0.05, delivering no surprise.Over the last four quarters, the compa ...
Theravance Biopharma(TBPH) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
Theravance Biopharma (TBPH) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Rick Winningham - CEORhonda Farnum - Chief Business Officer and Senior VP of Commercial & Medical AffairsAziz Sawaf - SVP - Operations & Strategy and CFOAine Miller - SVP - Development & Head of Ireland Office Conference Call Participants Marc Frahm - AnalystNone - Analyst Operator Hello, ladies and gentlemen. Good afternoon. I would like to welcome everyone to the Theravance Biopharma First Quarter twenty twenty ...
Theravance Biopharma(TBPH) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:00
Theravance Biopharma (TBPH) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Hello, ladies and gentlemen. Good afternoon. I would like to welcome everyone to the Theravance Biopharma First Quarter twenty twenty five Conference Call. During the presentation, all participants will be in a listen only mode. A question and answer session will follow the company's formal remarks. To ask questions, press the star key followed by the digit one on your phone. Again, that is If listening via webcast, please m ...
Theravance Biopharma(TBPH) - 2025 Q1 - Quarterly Results
2025-05-08 20:18
Exhibit 99.1 Theravance Biopharma, Inc. Reports First Quarter 2025 Financial Results and Provides Corporate Update DUBLIN, IRELAND – MAY 8, 2025 – Theravance Biopharma, Inc. ("Theravance Biopharma" or the "Company") (NASDAQ: TBPH) today reported financial and operational results for the first quarter of 2025. "As we begin the year, we remain focused on delivering against our operational priorities for YUPELRI and ampreloxetine," said Rick E Winningham, CEO of Theravance Biopharma. "Our commercial partnershi ...
Theravance Biopharma, Inc. Reports First Quarter 2025 Financial Results and Provides Corporate Update
Prnewswire· 2025-05-08 20:05
YUPELRI® (revefenacin) net sales of $58.3 million, recognized by Viatris, increased 6% versus Q1 20241  TRELEGY net sales of $854M, as reported by GSK, increased 14% versus Q1 20242 CYPRESS study open label enrollment nearing completion with final patient expected to be enrolled by late summer Quarter-end cash balance of $131 million, with no debt Reaffirming all financial guidance metricsDUBLIN, May 8, 2025 /PRNewswire/ -- Theravance Biopharma, Inc. ("Theravance Biopharma" or the "Company") (NASDAQ: TBPH) ...
Theravance Biopharma to Report First Quarter 2025 Financial Results on May 8, 2025
Prnewswire· 2025-04-24 10:00
DUBLIN , April 24, 2025 /PRNewswire/ -- Theravance Biopharma, Inc. (NASDAQ: TBPH) will report its first quarter 2025 financial results and provide a business update after market close on Thursday, May 8, 2025. An accompanying conference call and simultaneous webcast will be hosted at 5:00 pm EDT (2:00 pm PDT/10:00 pm IST) that day.Conference Call InformationTo participate in the live call by telephone, please dial (800) 715-9871 from the US or (646) 307-1963 for international callers, using the Conference I ...