Theravance Biopharma marginally beats Q3 revenue estimates, YUPELRI sales up 15%

Theravance Biopharma

10/11/2025 21:33

Overview

Theravance Q3 revenue slightly beats estimates, driven by Viatris collaboration

Adjusted net income for Q3 beats estimates, reflecting financial discipline

YUPELRI net sales in Q3 reach $71.4 mln, up 15% YoY

Outlook

Theravance expects topline Phase 3 CYPRESS results in Q1 2026

Company on track to achieve $50 mln TRELEGY sales milestone in 2025

Theravance expects breakeven non-GAAP net income margin in Q4 2025

Result Drivers

YUPELRI SALES - Record net sales of $71.4 mln in Q3, up 15% YoY, driven by customer demand and improved net pricing

STRONG CASH POSITION - Co reports $333 mln in cash and no debt, supporting ongoing and future initiatives

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$19.99 mln
$19.96 mln (6 Analysts)
Q3 EPS
$0.07
Q3 Adjusted Net Income
Beat
$2.26 mln
-$6.73 mln (6 Analysts)
Q3 Net Income
$3.62 mln
Q3 Operating Income
-$6.46 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy"

Wall Street's median 12-month price target for Theravance Biopharma Inc is $20.00, about 26.3% above its November 7 closing price of $14.75

Press Release: ID:nPn6jqwdba

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)