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An Updated View On Theravance Biopharma

Aug. 02, 2018 9:43 AM ETTheravance Biopharma, Inc. (TBPH)JNJ5 Comments


  • Today we revisit a small developmental biotech concern called Theravance Biopharma.
  • Yesterday, Theravance posted encouraging mid-stage trial results and garnered praise from a couple of analyst firms.
  • We take a deeper look at the investment case for Theravance in the paragraphs below.
  • This idea was first discussed with members of my private investing community, The Biotech Forum. To get an exclusive ‘first look’ at my best ideas, subscribe today >>

If you try to cure evil with evil you will add more pain to your fate.” ― Sophocles, Ajax

Today we take a look at Theravance Biopharma (NASDAQ:TBPH). Wednesday morning the company posted encouraging four-week data from its 2 clinical trial evaluating TD-9855. This compound is a once-daily norepinephrine and serotonin reuptake inhibitor and is in this study to treat patients with symptomatic neurogenic orthostatic hypotension (nOH) which is a rare disorder characterized by low pressure when a person stands up. The company also posted second quarter results yesterday.

Initiation of a registrational Phase 3 program in nOH planned in late 2018 or early 2019 following positive data from this Phase 2 study and successful dialogue with FDA.

Given this let's revisit the investment case around Theravance.

Company Overview:

Theravance Biopharma is an Cayman Islands based clinical staged biopharmaceutical company that was founded in 2013 and came public in mid-2014. The company aims to create novel and potentially best-in-class therapeutics to address the unmet needs of patients being treated for serious conditions in the acute care setting. The company’s areas of focus include infectious disease, respiratory, gastrointestinal, and cardiovascular. Theravance Biopharma currently has a market cap around $1.4 billion and trades at just over $25.50 a share.


Vibativ is the company’s first product to make it onto the market. It is a once-daily dual-mechanism antibiotic that has been approved to treat certain difficult to treat infections in the United States, Europe, and a few other countries.

Source: Company Website

As can be seen above, Theravance has a diverse pipeline with multiple 'shots on goal'. Here are some of the recent highlights around key developments. In February of this year, the company made an announcement that they would be teaming up with Janssen Pharmaceutical, who’s parent company is Johnson & Johnson (

This article was written by

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Finding tomorrow's big winners in the lucrative biotech sector

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Analyst’s Disclosure: I am/we are long TBPH. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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