Analysts show high confidence in Theravance Biopharma's growth rate, predicting a breakeven point by 2026. The company's lack of debt, which is unusual for a loss-making pharma, reduces the risk around investing in the company.
Theravance Biopharma's high P/S ratio is alarming considering its unimpressive revenue predictions. Investors seem hopeful for a business turnaround, but analysts lack confidence. The anticipated revenue growth could pressure the share price.
The appointment of Jeremy Grant and the cooperation with Irenic are seen as positive steps towards strengthening Theravance's position. Irenic supports Theravance's potential to successfully complete the Phase 3 trial of ampreloxetine and deliver enhanced value to shareholders.
$テラバンス・バイオファーマ(TBPH.US)$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
The consensus remains at US$14.50 despite weaker earnings forecast, suggesting a belief in a minimal long-term impact to valuation. Yet, the rise in anticipated losses next year and reduced revenue predictions might raise investor concerns about Theravance Biopharma.
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: $スカイワークス・ソリューションズ(SWKS.US)$and$ジャズ・ファーマシューティカルズ(JAZZ.US)$ Stake Disposals: $メタ・プラットフォームズ(META.US)$ ...
Gapping up In reaction to earnings/guidance: •$オートゾーン(AZO.US)$+2.7%,$ジェイコブズ・ソリューション(J.US)$+0.9% (reaffirms Q4 EPS and adjusted EBITDA guidance) Other news: •$パープル・イノベーション(PRPL.US)$+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...
$フェデックス(FDX.US)$– 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....
Gainers: •$テラバンス・バイオファーマ(TBPH.US)$+15.9% (TBPH to sell all of its units in Theravance Respiratory to RPRX for over $1.5 bln) •$Amryt Pharma(AMYT.US)$+11.9% (FDA grants Orphan Drug Designation to Mycapssa for the treatment of Carcinoid Syndrome) •$グリーンブリック・パートナーズ(GRBK.US)$+7.3% (to join S&P SmallCap 600) •$TransGlobe Energy(TGA.US)$+6.9% (Transglobe Energy to be acquired by VALLCO Energy (EGY) in stock-for-stock...
テラバンス・バイオファーマに関するコメント
Update
Moomoo 24/7· 3 mins ago
Tracking Seth Klarman's Baupost Group Holdings - Q1 2023 Update
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:
$スカイワークス・ソリューションズ(SWKS.US)$ and $ジャズ・ファーマシューティカルズ(JAZZ.US)$
Stake Disposals:
$メタ・プラットフォームズ(META.US)$
...
コラムToday's Pre-Market Stock Movers: TTWO, AZO, BLUE, PRPL and More
In reaction to earnings/guidance:
• $オートゾーン(AZO.US)$ +2.7%,$ジェイコブズ・ソリューション(J.US)$ +0.9% (reaffirms Q4 EPS and adjusted EBITDA guidance)
Other news:
• $パープル・イノベーション(PRPL.US)$ +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...
$NCR Corp(NCR.US)$ – 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....
コラムToday's pre-market stock movers: TSLA, JPM, NVAX, CAG and more
• $テラバンス・バイオファーマ(TBPH.US)$ +15.9% (TBPH to sell all of its units in Theravance Respiratory to RPRX for over $1.5 bln)
• $Amryt Pharma(AMYT.US)$ +11.9% (FDA grants Orphan Drug Designation to Mycapssa for the treatment of Carcinoid Syndrome)
• $グリーンブリック・パートナーズ(GRBK.US)$ +7.3% (to join S&P SmallCap 600)
• $TransGlobe Energy(TGA.US)$ +6.9% (Transglobe Energy to be acquired by VALLCO Energy (EGY) in stock-for-stock...
まだコメントはありません