Theravance Biopharma: A Special Situation With A 50-100% Likely Upside [Seeking Alpha]
Viatris Inc. (VTRS)
Company Research
Source: Seeking Alpha
The company is now ~$400M in cash, $100M in 2026 milestones tied to a sales goal that was easily exceeded in 2025, and ~$60 -$70M per year in FCF. YUPELRI is the only once-daily, nebulized LAMA maintenance medicine for COPD, with patent protection until 2039. It seems likely that Viatris would be better served by paying 7.7x for Theravance's cut of the YUPELRI sales than they would by buying their own stock. As a Strategic Review Committee has recently 'accelerated' their work, it seems likely that this situation will be resolved within the next 0 to 6 months. JHVEPhoto/iStock Editorial via Getty Images The following segment was excerpted from the Laughing Water Capital Q1 2026 Letter. Theravance Biopharma Inc ( TBPH is a special situation where the downside is well protected by cash on the balance sheet, near term This article was written by Quick Insights Downside is anchored by ~$10/share in cash, imminent $100M milestone payments, and robust near-term FCF from Y
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VTRS
News
- Is It Too Late To Consider Viatris (VTRS) After A 94% One-Year Share Price Surge [Yahoo! Finance]Yahoo! Finance
- Xanax XR recalled after discovery that tablets may fail to release medication properly [FOX Business Network]FOX Business Network
- Xanax from West Virginia-based company recalled nationwide. What you need to know [Los Angeles Times (CA)]Los Angeles Times
- Viatris to Report First Quarter 2026 Financial Results on May 7, 2026PR Newswire
- Viatris Announces Multiple Data Presentations at the 2026 American Society of Cataract and Refractive Surgery Annual MeetingPR Newswire
VTRS
Earnings
- 2/26/26 - Beat
VTRS
Sec Filings
- 4/16/26 - Form 4
- 4/2/26 - Form ARS
- 4/2/26 - Form DEFA14A
- VTRS's page on the SEC website