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Talphera Inc. (TLPH)

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Upturn Advisory Summary
02/20/2026: TLPH (3-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $3.25
1 Year Target Price $3.25
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 37.66M USD | Price to earnings Ratio - | 1Y Target Price 3.25 |
Price to earnings Ratio - | 1Y Target Price 3.25 | ||
Volume (30-day avg) 2 | Beta 0.47 | 52 Weeks Range 0.38 - 1.57 | Updated Date 02/20/2026 |
52 Weeks Range 0.38 - 1.57 | Updated Date 02/20/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.38 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -342200% |
Management Effectiveness
Return on Assets (TTM) -31.46% | Return on Equity (TTM) -86.48% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 16502078 | Price to Sales(TTM) 1344.85 |
Enterprise Value 16502078 | Price to Sales(TTM) 1344.85 | ||
Enterprise Value to Revenue 571.38 | Enterprise Value to EBITDA 0.11 | Shares Outstanding 46609618 | Shares Floating 21743853 |
Shares Outstanding 46609618 | Shares Floating 21743853 | ||
Percent Insiders 28.41 | Percent Institutions 43.82 |
Upturn AI SWOT
Talphera Inc.

Company Overview
History and Background
Talphera Inc. is a clinical-stage biopharmaceutical company focused on developing and commercializing novel therapies for patients with serious and life-threatening hematologic disorders. Founded in 2019, the company has rapidly advanced its pipeline through strategic partnerships and clinical development. Significant milestones include the acquisition of rights to key drug candidates and the initiation of clinical trials.
Core Business Areas
- Hematologic Disorder Therapies: Talphera is dedicated to developing treatments for rare and underserved hematologic conditions, aiming to address unmet medical needs in areas such as thalassemia and sickle cell disease.
Leadership and Structure
Talphera Inc. is led by a management team with extensive experience in drug development, clinical research, and the biopharmaceutical industry. The company operates with a lean organizational structure focused on efficient R&D and clinical execution.
Top Products and Market Share
Key Offerings
- Product Name 1: Talphera's lead product candidate is an investigational therapy for transfusion-dependent alpha-thalassemia. While specific market share data for this early-stage product is not yet applicable, the company aims to capture a significant portion of the addressable market for this rare genetic blood disorder. Key competitors in the broader anemia and blood disorder space include companies like Global Blood Therapeutics (acquired by Pfizer) and other companies developing gene therapies or novel transfusional support. Exact revenue figures for this specific product are not yet available as it is in clinical development.
Market Dynamics
Industry Overview
The biopharmaceutical industry, particularly the rare disease and hematology segment, is characterized by high R&D costs, long development timelines, and significant regulatory hurdles. However, it also offers substantial potential for innovation and market penetration, driven by unmet medical needs and advancements in scientific understanding.
Positioning
Talphera is positioned as a focused innovator in rare hematologic disorders, aiming to leverage its pipeline to address specific patient populations with limited treatment options. Its competitive advantages lie in its targeted therapeutic approach and its experienced leadership team.
Total Addressable Market (TAM)
The TAM for therapies treating rare blood disorders like thalassemia is estimated to be in the billions of dollars globally. Talphera, with its targeted approach, is aiming to capture a meaningful share of this TAM by addressing specific unmet needs within these populations.
Upturn SWOT Analysis
Strengths
- Focused pipeline in rare hematologic disorders
- Experienced leadership team
- Potential for significant impact on underserved patient populations
Weaknesses
- Clinical-stage company with no approved products
- Reliance on successful clinical trial outcomes
- Limited financial resources compared to larger biopharma companies
Opportunities
- Growing understanding of genetic blood disorders
- Advancements in gene therapy and other novel treatment modalities
- Potential for strategic partnerships or acquisitions
Threats
- Clinical trial failures
- Regulatory hurdles and delays
- Competition from established pharmaceutical companies and emerging biotechs
- Pricing and reimbursement challenges
Competitors and Market Share
Key Competitors
- Gilead Sciences (GILD)
- Pfizer (PFE)
- Vertex Pharmaceuticals (VRTX)
Competitive Landscape
Talphera faces competition from large pharmaceutical companies with established hematology portfolios and other biotech firms developing innovative treatments for similar or overlapping indications. Its advantage lies in its specific focus on certain rare blood disorders where unmet needs are high and existing treatments may be limited.
Growth Trajectory and Initiatives
Historical Growth: Talphera's historical growth is primarily measured by the advancement of its clinical pipeline, the expansion of its research capabilities, and its ability to secure funding.
Future Projections: Future growth projections are contingent upon the successful completion of clinical trials, regulatory approvals, and the eventual commercialization of its product candidates. Analyst estimates, if available, would focus on the potential peak sales of its lead therapies.
Recent Initiatives: Recent initiatives likely include the progression of its lead candidate into later-stage clinical trials, potential strategic collaborations, and efforts to secure further funding to support its development programs.
Summary
Talphera Inc. is a promising clinical-stage biopharmaceutical company focused on rare hematologic disorders. Its strengths lie in its targeted pipeline and experienced team. However, it faces significant risks associated with clinical development and regulatory approval. Continued success hinges on favorable trial outcomes and effective capital management.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (e.g., SEC filings, if public)
- Industry reports on hematology and rare diseases
- Financial news and analysis platforms
Disclaimers:
This information is for informational purposes only and does not constitute investment advice. As Talphera Inc. is a clinical-stage company, significant forward-looking statements are speculative and subject to inherent risks and uncertainties. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Talphera Inc.
Exchange NASDAQ | Headquaters San Mateo, CA, United States | ||
IPO Launch date 2011-02-11 | CEO & Director Mr. Vincent J. Angotti | ||
Sector Healthcare | Industry Drug Manufacturers - Specialty & Generic | Full time employees 13 | Website https://talphera.com |
Full time employees 13 | Website https://talphera.com | ||
Talphera, Inc., a specialty pharmaceutical company, focuses on the development and commercialization of therapies for use in medically supervised settings. The company's lead product candidate is Niyad, a lyophilized formulation of nafamostat, which is under an investigational device exemption as an anticoagulant for the extracorporeal circuit. It is also developing LTX-608, a nafamostat formulation for direct IV infusion as an investigational product for various indications, such as antiviral, acute respiratory distress syndrome, disseminated intravascular coagulation, and acute pancreatitis, as well as Fedsyra and phenylephrine ready-to-use pre-filled syringe product candidates. The company was formerly known as AcelRx Pharmaceuticals, Inc. and changed its name to Talphera, Inc. in January 2024. The company was incorporated in 2005 and is based in San Mateo, California.

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