TBPH at a glance
Theravance Biopharma, Inc. (TBPH, SEC CIK 1583107) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 23, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Theravance Biopharma, Inc. (TBPH) reported revenue of $107.5 million (up 66.9% from FY2024) and net income of $105.9 million. Diluted EPS was $2.06.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Theravance Biopharma, Inc. (TBPH) shares worth $251.2 million in 13F-HR filings.
- In the last 90 days, TBPH insiders reported 0 open-market purchases ($0) and 3 open-market sales ($227K) on Form 4, a net sale of $227K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $107.5M
- +66.9% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$227K
- 13F holders
- 27 funds
- $251.2M · +1 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 1.01 · Item 2.01 · Item 5.02 · Item 3.03 · Item 8.01 · Item 5.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- YUPELRI net sales $70.7M, up 7% YoY from $66.3M
- Theravance implied YUPELRI share $24.7M, up 7% YoY from $23.2M
- Best-performing product line YUPELRI, with 7% YoY growth
- Restructuring targeting approximately 60% lower operating expenses versus $111.1M in 2025
- Merger with Zymeworks expected in second half of 2026; CYPRESS program winding down after missed endpoint
Risk Factors
- Merger completion risk triggered by June 28, 2026 Zymeworks agreement, requiring two-thirds shareholder approval and Hart-Scott-Rodino clearance
- Merger termination fee of $32.5 million, consuming cash otherwise available for corporate purposes
- Regulatory compliance risk from FDA oversight, with noncompliance potentially triggering penalties and commercialization restrictions
- YUPELRI market risk from evolved channel mix and lower realized net price
- Profitability risk with six-month 2026 net loss of $10.8 million and accumulated deficit of $870.5 million
AI summary of the TBPH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Item 1.01 contains no standalone agreement terms
- Material transaction details reside in Items 2.01 and 5.02 of the same filing
Item 2.01: Completion of Acquisition or Disposition of Assets
- Merger completed under the Merger Agreement, with the surviving company’s governing documents becoming effective
- Surviving company renamed Theravance Biopharma, Inc., confirming post-closing corporate identity
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Item 5.02 disclosure appears incomplete, limiting assessment of officer departures or appointments
- Introductory Note referenced for potentially material executive changes and compensation arrangements
Item 3.03: Material Modification to Rights of Security Holders
- Merger completion eliminated existing Ordinary Shareholder rights at the Effective Time
- Shareholders retained only the right to receive the Per Share Merger Consideration
Item 8.01: Other Events
- Non-tradeable CVRs tied to ampreloxetine monetization, with no equity, voting or dividend rights
- Holders receive pro rata 80% of net proceeds from qualifying transactions within 10 years after merger completion
Item EX-99.1: Item EX-99.1
- Merger consideration includes one nontransferable CVR per ordinary share and eligible equity-award share
- CVRs provide $0.93 per CVR upon first commercial sale in the United States, United Kingdom, Spain, France, Germany or Italy
Item 5.01: Changes in Control of Registrant
- Merger completion triggered a change in control of Theravance Biopharma
- TBPH became a wholly owned subsidiary of Parent, removing standalone public-company status
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders approved Zymeworks merger proposal with 40,993,370 votes for and 8,671 against
- 79.14% participation established quorum, with 41,086,774 of 51,918,754 shares represented
Item 8.01: Other Events
- Merger shareholder vote scheduled for September 18, 2026, making approval the key near-term closing catalyst
- Three lawsuits and 13 demand letters allege proxy disclosure deficiencies, creating potential delay, litigation costs, or damages
AI summaries of TBPH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TBPH
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| GRAY SUSANNAH | D | Sep 23, 2026 | 6,009 | - |
| GRAY SUSANNAH | D | Sep 23, 2026 | 42,137 | - |
| MITCHELL DEAN J | D | Sep 23, 2026 | 13,398 | - |
| MITCHELL DEAN J | D | Sep 23, 2026 | 6,000 | - |
| MITCHELL DEAN J | D | Sep 23, 2026 | 22,044 | - |
| MITCHELL DEAN J | D | Sep 23, 2026 | 28,000 | - |
| MITCHELL DEAN J | D | Sep 23, 2026 | 24,258 | - |
| MITCHELL DEAN J | D | Sep 23, 2026 | 23,576 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $57.4M | $64.4M | $107.5M |
| Operating Income | -$56.0M | -$46.9M | -$3.6M |
| Net Income | -$55.2M | -$56.4M | $105.9M |
| Op. Margin | -97.6% | -72.9% | -3.4% |
| Net Margin | -96.1% | -87.6% | 98.5% |
| Balance Sheet | |||
| Total Assets | $382.0M | $354.2M | $485.6M |
| Equity | - | $175.5M | $296.7M |
| ROE | - | -32.1% | 35.7% |
| Per Share | |||
| EPS | $-1.00 | $-1.15 | $2.06 |
| Cash Flow | |||
| Operating CF | -$27.0M | -$11.5M | $238.5M |
Source: XBRL data in Theravance Biopharma, Inc. (TBPH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TBPH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $251.2M |
| Q1 2026 | 26 | $224.4M |
| Q4 2025 | 23 | $245.0M |
| Q3 2025 | 23 | $177.0M |
| Q2 2025 | 24 | $128.6M |
| Q1 2025 | 21 | $65.1M |
| Q4 2024 | 15 | $54.8M |
| Q3 2024 | 13 | $28.3M |
- Citadel Advisors LLC+420.6K (+489%)
- BlackRock+266.2K (+6%)
- D.E. Shaw & Co+231.3K (+24%)
- Morgan Stanley+194.9K (+38%)
- JPMorgan Chase & Co+94.6K (+74%)
- Invesco Ltd−334.1K (-82%)
- Bank of America Corp−115.5K (-61%)
- Goldman Sachs Group−76.2K (-18%)
- Prudential Financial−45.5K (-48%)
- Two Sigma Investments−32.9K (-3%)
- Millennium Management+115.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 172 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TBPH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 10-Q | Aug 11, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
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TBPH SEC filings: frequently asked questions
Are TBPH insiders buying or selling?
In the last 90 days, Theravance Biopharma, Inc. (TBPH) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $226,793 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TBPH stock?
As of June 30, 2026, the largest Theravance Biopharma, Inc. (TBPH) holders among the 13F filers tracked by SignalX were BlackRock ($77.6 million), Vanguard Capital Management LLC ($30.1 million), State Street Corp ($22.6 million), Two Sigma Investments ($20.8 million), D.E. Shaw & Co ($20.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TBPH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Theravance Biopharma, Inc. (TBPH) reported revenue of $107.5 million (up 66.9% from FY2024) and net income of $105.9 million. Diluted EPS was $2.06. The figures come from the XBRL data in the 10-K.
What did TBPH report in its latest 8-K?
Theravance Biopharma, Inc. (TBPH) filed an 8-K on September 23, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 5.02 (Departure/Appointment of Directors or Principal Officers), Item 3.03 (Material Modification to Rights of Security Holders), Item 8.01 (Other Events) and Item 5.01 (Changes in Control of Registrant). Item 1.01 contains no standalone agreement terms.
What are the latest TBPH SEC filings?
Theravance Biopharma, Inc. (TBPH) filed its latest 10-K annual report on March 23, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 23, 2026 and a Form 4 insider filing on September 28, 2026.
What is TBPH's SEC CIK number?
Theravance Biopharma, Inc. (TBPH)'s SEC Central Index Key (CIK) is 1583107. EDGAR lists every TBPH filing under that number.
Ask anything about TBPH
The research agent reads TBPH's filings, financials, insider trades and 13F holders, then answers with sources.