TherapeuticsMD (TXMD)
Collects royalties from women’s-health products licensed to pharmaceutical partners.
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Collects royalties from women’s-health products licensed to pharmaceutical partners. Its revenue mainly comes from the Mayne Pharma agreement covering former commercial products.
Royalties arise from a former women’s-health portfolio that includes IMVEXXY, BIJUVA, and prescription prenatal vitamins sold under the BocaGreenMD and vitaMedMD brands. The company also assigned its ANNOVERA license to Mayne Pharma.
Following the sale and licensing transaction, the business collects pharmaceutical royalties instead of performing research, development, manufacturing, or commercial operations. The transaction eliminated the former commercial and manufacturing infrastructure.
Revenue is primarily tied to the Mayne License Agreement, which provides a long-term net-sales royalty stream and potential milestones. The organization operates with a lean structure, with the chief executive as its sole full-time employee at year-end and financial-accounting work provided under a services agreement.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $9.2M · Total debt $5.6M · Total assets $37.5M · Shareholders' equity $27.1M
- Revenue
- $869.0K
- Operating income
- −$803.0K
- Net income
- $155.0K
No dividends on record.
| Institutions49 holders · as of Mar 31, 2026 | 33.96% | 3.93M shares | |
| Insiders4 holders · as of Dec 29, 2025 | 1.43% | 165.8K shares | |
| Otherremainder | 64.61% | 7.48M shares |
11.57M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Rubric Capital Management LPInstitution | 10.30% | 1.19M | 13Fas of Mar 31, 2026 |
Clearline Capital LPInstitution | 5.49% | 635,222 | 13Fas of Mar 31, 2026 |
Baselake Partners, LPInstitution | 5.25% | 607,181 | 13Gfiled Apr 6, 2026 ↗ |
Squadron Capital Management LLCInstitution | 3.63% | 420,421 | 13Fas of Mar 31, 2026 |
Vanguard Capital Management LLCInstitution | 3.06% | 353,697 | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 23, 2025 | Tommy G. Thompson | director | +8,400 | $1.67 |
- Pfizer
Menopause hormone therapies overlap with BIJUVA and IMVEXXY
- Organon
Monthly vaginal-ring contraception overlaps with ANNOVERA
- Novo Nordisk (ADR)
Estradiol vaginal tablets overlap with IMVEXXY in local menopause care
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| TherapeuticsMD | $2.30 | +5.99% | $26.2M | — | — | 8.0 | −8.7% |
| Pfizer | $28.99 | −0.14% | $165.40B | 38.3 | 10.4 | 2.6 | +2.6% |
| Organon | $13.75 | −0.22% | $3.62B | 17.9 | 3.9 | 0.6 | −2.3% |
| Novo Nordisk (ADR) | $47.45 | +1.49% | $207.69B | 11.5 | 18.9 | 4.1 | +0.0% |
| Median | 17.9 | 10.4 | 2.6 | +0.0% |