Theravance Biopharma股票討論區

$Theravance Biopharma(TBPH.US)$ Viatris And Theravance Biopharma Announce Top-Line Results From Yupelri Phase III Trial In China For The Treatment Of Chronic Obstructive Pulmonary Disease
Moomoo 24/7· 3 mins ago

Seth Klarman’s 13F portfolio value decreased from $6.13B to $5.85B this quarter.
Baupost Group increased Alphabet and Fidelity National Information Services while dropping Meta Platforms, Micron Technology, and Amazon.com.
The portfolio continues to be heavily concentrated with the top three positions accounting for ~40% of the 13F portfolio.
New Stakes:
$思佳訊(SWKS.US)$ and $爵士製藥(JAZZ.US)$
Stake Disposals:
$Meta Platforms(META.US)$
...

$Theravance Biopharma(TBPH.US)$營收5年來從1539萬提升到了7341萬，之後下滑到5531萬，營業利潤則穩穩的虧損了5年，基本在2.5億的虧損水平，淨利潤也差不多。2022前三季度營收萎縮，虧損也收窄，Q3停止經營利潤達到了9億，使得前三季度的利潤達到了8.8億。
雖然現金多了很多，但是目前還是沒有盈利的跡象，暫時觀望。

Gapping up
In reaction to earnings/guidance:
• $汽車地帶(AZO.US)$ +2.7%,$雅各布工程(J.US)$ +0.9% (reaffirms Q4 EPS and adjusted EBITDA guidance)
Other news:
• $Purple Innovation(PRPL.US)$ +32.6% (confirms it received an unsolicited, non-binding proposal from Coliseum Capital Management to acquire all of the outstanding capital stock of Purple for $4.35 per share)
• $KnowBe4(KNBE.US)$ +24.9% (received a non-binding proposal f...

$聯邦快遞(FDX.US)$ – FedEx remains on watch after plunging 21.4% in Friday’s trading following an earnings warning, its biggest-ever one-day decline.
$NCR Corp(NCR.US)$ – NCR slid another 1.3% in the premarket on top of a 20.3% plunge Friday after Morgan Stanley downgraded the stock to “equal-weight” from “overweight.” The Friday decline followed news that NCR would separate into two separate companies, and Morgan Stanley said any unlocking of value from that move may take a long time to play out....

$Theravance Biopharma(TBPH.US)$
很快就會回到10元，拿住