The earnings call reflects a strong financial position with record sales and profitability for YUPELRI, significant progress in ampreloxetine's clinical trials, and upcoming milestone achievements for Trelegy. Despite minor operational challenges, the overall outlook remains positive with a focus on future growth and strategic objectives.
Company Guidance
During the Theravance Biopharma Third Quarter 2025 Conference Call, the company reported robust financial performance and progress in its strategic objectives. The third quarter saw YUPELRI achieving record net sales of $71.4 million, a 15% year-over-year increase, driven by a 6% increase in demand and improved net pricing. This positions YUPELRI to trigger a $25 million milestone from Viatris with just $54 million in sales needed in Q4. Theravance also highlighted the advancement of the pivotal Phase III Cyprus trial of ampreloxetine, targeting a data readout in early 2026, which could significantly impact the company’s valuation. The company ended the quarter with $333 million in cash and no debt, anticipating $75 million in near-term milestones. Furthermore, the strong performance of Trelegy, with $1 billion in sales for the quarter, is expected to yield a $50 million milestone in Q4 and $100 million in 2026. The company maintains a focus on financial discipline, achieving non-GAAP breakeven, and aims to leverage its robust balance sheet and strategic initiatives for long-term value creation.
YUPELRI Sales Growth
Third quarter net sales for YUPELRI increased 15% year over year to $71.4 million, driven by a 6% increase in demand and favorable net pricing.
Record Profitability and Financial Strength
Theravance achieved non-GAAP breakeven and ended the quarter with $333 million in cash and no debt. The company is on track to achieve near-term milestones totaling $75 million in the fourth quarter.
Trelegy Milestone Achievements
Trelegy sales reached $1 billion for the quarter, setting up the achievement of a $50 million milestone in 2025 and a $100 million milestone in 2026.
Ampreloxetine Phase III Progress
The pivotal Phase III Cyprus trial for ampreloxetine is on track for data readout in early 2026, with significant progress in NDA preparation. A KOL event for investors is planned to highlight its potential.
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
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
Nov 10, 2025
$15.08
$18.50
+22.68%
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%
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 Mar 02, 2026, Before Open (Confirmed).
What is Theravance Biopharma (TBPH) earnings time?
Theravance Biopharma (TBPH) earnings time is at Mar 02, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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