HIGHBuilt-in & outside partyProduct / Revenue mix
YUPELRI
“10-K Item 1A: 'The commercial success of YUPELRI depends upon its acceptance by physicians, patients, third-party payors and the medical community in general.'”
TBPH · Concentration risk · 10-K extracted
Theravance Biopharma (TBPH) concentration risks
Updated
The most significant concentration Theravance Biopharma discloses is YUPELRI, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Theravance Biopharma’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH3
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
YUPELRI API and drug product suppliers
“10-K Item 1A: 'There is a single supplier of YUPELRI API, a single supplier of YUPELRI drug product and YUPELRI is warehoused in a single facility.'”
HIGHOutside partyCounterparty
Viatris
“10-K Item 1A: 'In collaboration with Viatris, we are responsible for marketing and sales of YUPELRI in the US, which subjects us to certain risks.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Theravance Biopharma's disclosed concentration risks cluster tightly around a single product, YUPELRI, and are all high-share in scale. The drug's commercial success depends on acceptance by physicians, patients, payors, and the broader medical community — a mixed-character exposure, since it blends structural product-line dependence with market-adoption dynamics. On the supply side, YUPELRI relies on a single supplier of its API, a single supplier of drug product, and a single warehousing facility, a high-share dependency exposure with no redundancy built in. Commercially, the company's collaboration with Viatris governs US marketing and sales of the product, another high-share dependency on one counterparty. Taken together, these three exposures are not independent — they all trace back to the same underlying asset. A disruption at any single point (the sole API or drug-product supplier, the single warehouse, or the Viatris collaboration) could compress the same revenue line, since there is no diversification across products, suppliers, or commercial partners disclosed here. This concentration is the central feature of the investment case: YUPELRI's supply chain and commercialization structure carry compounding, idiosyncratic risk rather than a broad, macro-driven exposure, and all three points are well-disclosed in the filing.
For the engine’s reasoning on TBPH’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Biotechnology
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| TBPH● | Theravance Biopharma, Inc. | 3 | 0 | 0 | 3 |
| ACAD | ACADIA Pharmaceuticals Inc. | 2 | 0 | 0 | 2 |
| ABUS | Arbutus Biopharma Corporation | 1 | 1 | 0 | 2 |
| ABSI | Absci Corporation | 1 | 0 | 0 | 1 |
| ABCL | AbCellera Biologics Inc. | 0 | 0 | 0 | 0 |
| ACHV | Achieve Life Sciences, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.