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Talphera Inc. (TLPH)

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Upturn Advisory Summary
01/07/2026: 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 |
Analysis of Past Performance
Type Stock | Historic Profit 95.81% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 55.47M 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 0.3 | 52 Weeks Range 0.38 - 1.57 | Updated Date 01/7/2026 |
52 Weeks Range 0.38 - 1.57 | Updated Date 01/7/2026 | ||
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 34642541 | Price to Sales(TTM) 1980.91 |
Enterprise Value 34642541 | Price to Sales(TTM) 1980.91 | ||
Enterprise Value to Revenue 1237.23 | Enterprise Value to EBITDA 0.11 | Shares Outstanding 46609618 | Shares Floating 25495461 |
Shares Outstanding 46609618 | Shares Floating 25495461 | ||
Percent Insiders 28.41 | Percent Institutions 38.15 |
Upturn AI SWOT
Talphera Inc.

Company Overview
History and Background
Talphera Inc. is a clinical-stage biopharmaceutical company focused on developing and commercializing novel treatments for patients with rare and orphan diseases, particularly in the areas of hematology and oncology. The company was founded in 2017 and has since focused on advancing its pipeline through clinical trials and strategic partnerships.
Core Business Areas
- Pipeline Development: Talphera's core business revolves around the development of its investigational drug candidates. This includes extensive research, pre-clinical testing, and conducting multi-phase clinical trials to evaluate the safety and efficacy of its therapies.
- Rare Disease Focus: The company specifically targets rare and orphan diseases, where there is a significant unmet medical need and often less competition from larger pharmaceutical companies.
Leadership and Structure
Talphera Inc. is led by a management team with extensive experience in the biopharmaceutical industry, including expertise in drug development, clinical research, and commercialization. The organizational structure is typical of a clinical-stage biopharma, with departments dedicated to R&D, clinical operations, regulatory affairs, and business development.
Top Products and Market Share
Key Offerings
- Product Name 1: Talphera's primary focus is on its investigational therapies. One key candidate is aimed at treating specific types of inherited anemias. While specific market share data for investigational drugs is not applicable, the unmet need in these rare diseases is substantial. Competitors in this space include companies developing gene therapies or other novel treatments for similar hematological disorders.
Market Dynamics
Industry Overview
The biopharmaceutical industry, especially the rare disease segment, is characterized by high R&D costs, long development timelines, and significant regulatory hurdles. However, it also offers the potential for substantial returns due to premium pricing for orphan drugs and limited competition once approved. The trend is towards targeted therapies and personalized medicine.
Positioning
Talphera is positioned as a specialized biopharma company targeting niche markets within rare diseases. Its competitive advantage lies in its focused scientific approach, its pipeline of potentially first-in-class or best-in-class therapies, and its experienced leadership team.
Total Addressable Market (TAM)
The total addressable market for rare diseases is significant and growing, driven by an aging population, improved diagnostics, and increased awareness. For specific rare blood disorders, the TAM can range from hundreds of millions to billions of dollars, depending on the prevalence and severity of the condition. Talphera aims to capture a significant portion of the TAM for the specific indications it targets.
Upturn SWOT Analysis
Strengths
- Focus on rare and orphan diseases with high unmet medical needs.
- Investigational drug candidates with potentially innovative mechanisms of action.
- Experienced management team with biopharmaceutical expertise.
- Potential for premium pricing and market exclusivity for approved orphan drugs.
Weaknesses
- Clinical-stage company with no approved products yet.
- High dependence on the success of its pipeline candidates.
- Significant funding requirements for ongoing clinical trials.
- Limited brand recognition and market presence.
- Dependence on third-party manufacturers for drug production.
Opportunities
- Advancement of pipeline candidates through clinical trials and potential regulatory approvals.
- Strategic partnerships and collaborations to accelerate development and commercialization.
- Expansion into new therapeutic areas or indications for existing drug candidates.
- Growth in the rare disease market and increasing patient advocacy.
- Potential for acquisition by larger pharmaceutical companies.
Threats
- Failure of clinical trials to demonstrate safety and efficacy.
- Regulatory delays or rejections from health authorities.
- Competition from other companies developing similar or alternative treatments.
- Pricing pressures and reimbursement challenges.
- Changes in healthcare policy and economic downturns.
- Intellectual property challenges.
Competitors and Market Share
Key Competitors
- No publicly available comprehensive market share data for Talphera Inc. as it is a clinical-stage company with no approved products. Competitors are other biopharmaceutical companies developing treatments for similar rare hematological and oncological diseases. Specific competitors would depend on the exact indication.
- Companies developing gene therapies for inherited blood disorders.
- Biotech firms with novel small molecule or biologic therapies for specific blood cancers.
Competitive Landscape
Talphera competes in a highly specialized and often rapidly evolving landscape. Its advantages lie in its focused approach to specific unmet needs. However, it faces challenges from well-funded larger biopharma companies and agile smaller biotechs, all vying for market leadership in their respective therapeutic areas.
Growth Trajectory and Initiatives
Historical Growth: Talphera's historical growth has been driven by its progress in developing its drug pipeline, moving from early-stage research to clinical trials. This growth is measured in terms of research milestones achieved and successful fundraising efforts.
Future Projections: Future projections for Talphera are heavily dependent on the successful clinical development and regulatory approval of its investigational therapies. Analyst estimates would focus on potential peak sales of approved products and the probability of regulatory success.
Recent Initiatives: Recent initiatives likely include advancing its lead drug candidates into later-stage clinical trials, securing strategic partnerships, and raising capital to fund ongoing development.
Summary
Talphera Inc. is a promising clinical-stage biopharmaceutical company focused on rare diseases with a robust pipeline. Its strength lies in its targeted approach and experienced team. However, it faces significant risks associated with clinical trial failures, regulatory hurdles, and substantial funding requirements. Continued successful clinical development and strategic partnerships will be crucial for its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company investor relations (if publicly available).
- Biopharmaceutical industry research reports.
- Clinical trial databases.
- Financial news and market analysis.
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investing in clinical-stage biopharmaceutical companies carries significant risk, and investors should conduct their own due diligence.
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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