Added to YB: 2026-05-27
Pitch date: 2026-03-24
TBPH [bullish]
Theravance Biopharma, Inc.
+9.11%
current return
Author Info
No bio for this author
Company Info
Theravance Biopharma, Inc., a biopharmaceutical company, develops and commercializes medicines in the United States.
Market Cap
$853.2M
Pitch Price
$15.04
Price Target
23.00 (+41%)
Dividend
N/A
EV/EBITDA
75.89
P/E
N/A
EV/Sales
N/A
Sector
Pharmaceuticals
Category
special_situation
Theravance Biopharma, Inc. - $TBPH
TBPH: Failed Ph3 trial, -30% stock, but protected by $400M cash, $100M 2026 milestone (easily hit in '25), $2.6B Irish tax assets. YUPELRI COPD drug: 35% profit share = $65M FCF post-restructure, 12% '25 growth, patent to 2039. DCF 10% discount = $20/share (vs ~$10 current). Viatris (65% partner) logical buyer at 7.7x FCF = $17.60. Activists Irenic/Weiss accelerating strategic review. 50-100% upside in 0-6mo.
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