Innoviva, Inc. (INVA) Stock

Innoviva, Inc. (INVA) is a Healthcare stock trading at $21.08 (as of 2026-08-21), with a market capitalization of $1.52B and a trailing P/E of 4.0. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Innoviva, Inc. engages in the development and commercialization of pharmaceuticals in the United States and internationally. Its products include RELVAR/BREO ELLIPTA, a once-daily combination medicine consisting of a LABA, vilanterol (VI), an inhaled corticosteroid (ICS), and fluticasone furoate; ANORO ELLIPTA, a once-daily medicine combining a long-acting muscarinic antagonist (LAMA), umeclidinium bromide (UMEC), with a LABA, and VI; and TRELEGY ELLIPTA, a once-daily combination medicine consisting of an ICS, LAMA, and LABA. Innoviva, Inc. has a strategic partnership with Sarissa Capital Management LP. The company has long-acting beta2 agonist (LABA) collaboration agreement with Glaxo Group Limited to develop and commercialize once-daily products for the treatment of chronic obstructive pulmonary disease and asthma. The company was formerly known as Theravance, Inc. and changed its name to Innoviva, Inc. in January 2016. Innoviva, Inc. was incorporated in 1996 and is headquartered in Burlingame, California.

Understand Innoviva, Inc.: how it makes money

Innoviva develops and commercializes specialty pharmaceuticals, and it makes money primarily through royalties tied to net sales of products such as RELVAR/BREO ELLIPTA and ANORO ELLIPTA, plus its own net product sales and licensing revenue.

The profit engine is royalty revenue tied to partners' global net sales of its key inhaled medicines (RELVAR/BREO ELLIPTA and ANORO ELLIPTA), supplemented by Innoviva's smaller net product sales and license revenue.

Revenue by segment (latest quarter)
Relvar/Breo R$0.1B
Anoro R$0.0B
Prod+Lic$0.0B
Other$0.0B

Business quality (Strong): Clear operating visibility into royalty revenue and product or licensing revenue, but the segment breakdown provided here does not fully reconcile the remaining revenue, limiting how precisely investors can decompose total sales.

Valuation: At 4× earnings, INVA trades 79% below the Pharmaceutical Products average (17×). Note: one-time items can distort reported P/E.

Bull case

  • Royalty revenue anchored to established brands: In the latest quarter, gross royalty revenue from Glaxo group limited is 0.06B, showing a meaningful recurring component of revenue.
  • High profitability alongside royalties and licensing: For the quarter ended 2026-03-31, gross margin is 77.4% and operating margin is 38.9%, which is consistent with a model supported by royalties plus selective commercialization and licensing.

Bear case

  • Royalty dependence can amplify partner and product sales volatility: A large portion of revenue is royalty-based on net sales for products tied to Glaxo, so changes in those net sales can move Innoviva's revenue.
  • Smaller contribution from net product sales and licensing: Net product sales and license revenue is 0.02B versus 0.06B of gross royalty revenue from Glaxo, so there is less diversification in the non-royalty portion based on the figures provided.
Valuation — source: SEC EDGAR (first-party)
Price$21.08
Market Cap$1.52B
P/E Ratio4.0
EV / EBITDA7.5
Price / Book1.23
Price / Sales3.60
FCF Yield19.5%
DCF Value (model)$39.06
DCF Upside vs Price85.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$411.33M
Net Margin65.9%
Revenue Growth (YoY)14.7%
EPS Growth (YoY)986.5%
FCF Growth (YoY)3.9%
Financial Health — source: SEC EDGAR
Altman Z-Score3.34 (safe)
Valuation vs Sector & Industry
Stock P/E4.0
Sector P/E (Healthcare)21.7
Industry P/E (Pharmaceutical Products)17.2
vs Sector-81.5%
vs Industry-76.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($263.47M)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorHealthcare
IndustryPharmaceutical Products
CEOPavel Raifeld
Employees127
CountryUS
IPO Date2004-10-05

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INVA earnings history · INVA institutional & insider holders · INVA KPIs & operating metrics · INVA financials · INVA investor presentations & press releases · INVA SEC filings · INVA peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.