Theravance Biopharma (TBPH) Corporate Presentation summary
Event summary combining transcript, slides, and related documents.
Corporate Presentation summary
15 Dec, 2025Strategic focus and leadership
Concentrates on respiratory and neurological diseases, with a strong financial base and cash-generating assets supporting near-term clinical catalysts.
Leadership team has extensive experience from major biotech and pharmaceutical companies.
Ampreloxetine clinical and market opportunity
Ampreloxetine is a first-in-class, once-daily selective norepinephrine reuptake inhibitor for symptomatic neurogenic orthostatic hypotension (nOH) in multiple system atrophy (MSA) patients.
Phase 3 CYPRESS trial enrollment completed in Q3 2025; topline data expected Q1 2026, targeting ~40,000 underserved U.S. patients.
Prior Phase 3 studies showed clinically meaningful and durable symptom improvement, with a 1.6-point benefit in OHSA composite score and no signal for worsening supine hypertension.
Safety profile in MSA patients is comparable to placebo, with no significant increase in adverse events or supine hypertension.
Ampreloxetine holds FDA Orphan Drug Designation and is positioned for a precision therapy launch in a concentrated treatment landscape.
YUPELRI performance and growth
YUPELRI, the only once-daily nebulized LAMA for COPD, continues to generate strong cash flow and profit growth, with U.S. net sales of $71.4M in Q3 2025, up 15% year-over-year.
Maintains a 35% U.S. profit share with Viatris and is eligible for tiered royalties in China; IP protection extends into 2039.
Sizable addressable patient population remains, with ~1.9M U.S. COPD patients suitable for YUPELRI.
Hospital initiation is a key driver, with over 80% of patients continuing therapy post-discharge.
Latest events from Theravance Biopharma
- Record Q4 2025 profitability, major restructuring, and strong cash outlook driven by YUPELRI and TRELEGY.TBPH
Q4 202519 Mar 2026 - YUPELRI sales growth and strong cash flow position support near-term $100M TRELEGY milestone.TBPH
Corporate presentation16 Mar 2026 - YUPELRI sales steady, cash strong, TRELEGY milestones likely, CYPRESS study progressing.TBPH
Q2 20242 Feb 2026 - Hospital channel growth and robust IP position drive optimism, with milestone payments likely.TBPH
H.C. Wainwright 26th Annual Global Investment Conference21 Jan 2026 - Record YUPELRI and TRELEGY sales, strong cash, and strategic review highlight Q3 2024.TBPH
Q3 202414 Jan 2026 - YUPELRI's growth funds late-stage ampreloxetine, targeting a rare disease with global potential.TBPH
7th Annual Evercore ISI HealthCONx Conference12 Jan 2026 - YUPELRI and Trelegy drive near-term growth, while ampreloxetine targets rare disease opportunity.TBPH
TD Cowen 45th Annual Healthcare Conference26 Dec 2025 - Record sales, milestone payments, and strong cash position drive growth and strategic options.TBPH
Q4 202423 Dec 2025 - YUPELRI and Trelegy drive near-term growth, while ampreloxetine targets a rare disease opportunity.TBPH
Oppenheimer 35th Annual Healthcare Life Sciences Conference (Virtual) 202523 Dec 2025