Letters by company
Theravance Biopharma, Inc.
2 letters discussing TBPH. Everything written about it on this site is on its ticker page.
- Laughing Water Capital H1 2026 Laughing Water Capital redeployed after the acquisitions of Theravance Biopharma, Avanos Medical and SECURE Waste Infrastructure, leaving cash available for event-driven opportunities. The portfolio added AnaptysBio ahead of its GSK litigation, while maintaining conviction in Liquidia, Nextnav, Lifecore and Stride despite regulatory, legal or operational overhangs. Q2 of 2026 ANAB $1.4BGSK $95BLFCR $244M
- Summers Value Partners Q2 2026 Letter Consensus Cloud Solutions remains a core holding as its cloud-fax healthcare business resumes growth, pays down debt and deploys free cash flow toward repurchases. Summers Value Partners initiated AnaptysBio on expected GSK litigation resolution, exited Avanos after its acquisition, and sold Embecta after a customer loss exposed fragility in its business model. second quarter of 2026 CCSI $657M
