The earnings call showcased a strong financial performance with significant growth in YUPELRI sales and strategic financial transactions that bolster Theravance's balance sheet. The advancement of the ampreloxetine trial and strong TRELEGY performance add to the positive outlook. However, uncertainties around YUPELRI's launch in China and tax liabilities from recent transactions were noted as slight concerns.

Company Guidance

During the Theravance Biopharma Second Quarter 2025 Conference Call, CEO Rick Winningham highlighted the company's strong financial performance and strategic advancements. Key metrics included YUPELRI's net sales reaching approximately $66 million, a 22% year-over-year increase, driven by demand growth and favorable pricing, notably achieving a 31% increase in hospital channel volume. The company also completed a $225 million sale of its remaining royalty interest in TRELEGY to GSK, strengthening the balance sheet with expectations of receiving $150 million in milestones from Royalty Pharma in the next 18 months. The CYPRESS Phase III trial for ampreloxetine in patients with multiple system atrophy (MSA) remained on track for completion, with a focus on delivering top-line data in six months. Theravance ended the quarter with $340 million in cash and no debt, maintaining operations near cash neutral, and reaffirmed its 2025 financial guidance, anticipating improvements in non-GAAP losses and cash burn compared to 2024.

Strong YUPELRI Performance

Net sales for YUPELRI reached approximately $66 million, a 22% increase year-over-year, marking the highest Q2 result since launch. This growth was driven by demand growth, net price improvement, and a onetime favorable adjustment to net pricing.

Strategic Financial Transactions

Completed a $225 million sale of remaining royalty interest in TRELEGY to GSK, significantly strengthening the balance sheet. The transaction increases the likelihood of receiving $150 million in milestones from Royalty Pharma in the next 18 months.

Advancement in Ampreloxetine Development

The Phase III CYPRESS trial for ampreloxetine is progressing well, with enrollment expected to complete soon. This program is seen as having potential to bring great value to patients with MSA and shareholders.

Financial Strength and Cash Position

Ended the quarter with approximately $340 million in cash and no debt. Operations remain near cash neutral, highlighting strong cash management.

TRELEGY's Strong Performance

GSK reported an all-time high of $1.1 billion in sales for TRELEGY, putting Theravance on track to exceed a $3.4 billion annual sales threshold in 2025, triggering a $50 million milestone payment.

Theravance Biopharma (TBPH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TBPH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.13 / -	-0.26	―	―	―
Aug 12, 2025	2025 (Q2)	0.67 / 1.08	-0.34	417.65% (+1.42)
May 08, 2025	2025 (Q1)	-0.21 / -0.27	-0.24	-12.50% (-0.03)
Feb 26, 2025	2024 (Q4)	-0.20 / -0.31	-0.17	-82.35% (-0.14)
Nov 12, 2024	2024 (Q3)	-0.23 / -0.26	-0.17	-52.94% (-0.09)
Aug 05, 2024	2024 (Q2)	-0.21 / -0.34	-0.28	-21.43% (-0.06)
May 13, 2024	2024 (Q1)	-0.25 / -0.24	-0.35	31.43% (+0.11)	―
Feb 26, 2024	2023 (Q4)	-0.15 / -0.17	-0.15	-13.33% (-0.02)	―
Nov 07, 2023	2023 (Q3)	-0.21 / -0.17	12.14	-101.40% (-12.31)	―
Aug 07, 2023	2023 (Q2)	-0.21 / -0.28	-0.11	-154.55% (-0.17)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TBPH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	$11.92	$12.42	+4.19%
May 08, 2025	$9.90	$8.98	-9.29%
Feb 26, 2025	$9.08	$9.27	+2.09%
Nov 12, 2024	$8.91	$9.68	+8.64%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Theravance Biopharma (TBPH) report earnings?

Theravance Biopharma (TBPH) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Theravance Biopharma (TBPH) earnings time?

Theravance Biopharma (TBPH) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TBPH EPS forecast?

TBPH EPS forecast for the fiscal quarter 2025 (Q3) is -0.13.

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