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美股异动 | 梯瓦制药(TEVA.US)盘前大涨近13% Q3营收和调整后每股收益均超预期
智通财经网· 2025-11-05 14:07
智通财经APP获悉,周三,梯瓦制药(TEVA.US)盘前大涨近13%,报23.10美元。梯瓦制药Q3营收为44.8 亿美元,市场预期为43.4亿美元;调整后每股收益0.78美元,市场预期为0.68美元。公司预计2025财年 全年收入区间为168亿美元至170亿美元,而FactSet的预估为168.3亿美元。公司将2025财年调整后每股 收益指引从2.50-2.60美元上调至2.55-2.65美元,分析师预期为2.58美元。 ...
TEVA(TEVA) - 2025 Q3 - Earnings Call Transcript
2025-11-05 14:00
Financial Data and Key Metrics Changes - Teva reported Q3 2025 revenue of approximately $4.5 billion, representing a 3% increase compared to Q3 2024 [4][28] - Adjusted EBITDA increased by 6%, and non-GAAP EPS rose by 14% year over year [4][30] - Free cash flow for Q3 was $515 million, down from $922 million in Q3 2024, primarily due to timing of sales and higher legal settlement payments [30] - Net debt to EBITDA ratio improved to below three times for the first time since 2016, with expectations to reach around 2.8 by the end of the year [4][18] Business Line Data and Key Metrics Changes - Innovative products generated over $800 million in revenue for the quarter, growing 33% year on year [5] - Austedo revenue reached $618 million, up 38% year over year [5][7] - UZEDY revenues increased by 24% to $43 million, with TRx up 119% [9] - Ajovy grew 19% to $168 million [11] - Global generics revenues increased by 2%, while TAPI declined by 4% due to seasonal volatility [6][14] Market Data and Key Metrics Changes - US generics business grew by 7% in Q3, driven by strong performance in biosimilars and several launches [14] - European generics declined by 5% due to tough comparisons from the previous year [14] - International markets grew at 3%, or 12% on a two-year CAGR [14] Company Strategy and Development Direction - Teva's strategy focuses on four pillars: delivering growth engines, stepping up innovation, sustaining generics, and focusing the business [3] - The company aims for mid-single-digit growth by 2027, with a target of $2.5 billion in revenue for Austedo by that year [6][27] - Teva is on track to achieve approximately $700 million in net savings by 2027 through transformation programs [31][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2025 growth targets of 3%-4% and reiterated the 2027 revenue targets [18][27] - The company highlighted the significant unmet need in treating tardive dyskinesia, which supports the growth potential for Austedo [42] - Management remains optimistic about the innovative pipeline and the potential for future growth drivers [13][39] Other Important Information - Teva is initiating a renewed sale process for TAPI after previous discussions did not align with long-term priorities [32] - The company is focused on maintaining a disciplined capital allocation approach while reducing debt and investing in growth [37] Q&A Session Summary Question: Insights on Austedo and IRA negotiations - Management confirmed that the negotiated price for Austedo was in line with internal expectations, supporting confidence in achieving $2.5 billion in revenue [41][42] Question: Pricing structure of Austedo XR and access implications - Management emphasized that Austedo's growth is driven by addressing an underserved market and maintaining access while managing pricing effectively [44][46] Question: OpEx expectations for 2026 - Management indicated that the majority of cost savings from the transformation program will impact OpEx, maintaining a range of 27%-28% [47][49] Question: EU generics market dynamics - Management noted that the EU generics business is expected to grow at a 2% CAGR, with future growth driven by biosimilars [50][52] Question: TAPI divestment process - Management explained that TAPI is considered strategic for sourcing API, leading to the decision to restart the sales process [54][55]
X @Bloomberg
Bloomberg· 2025-11-05 13:08
Teva Pharmaceuticals surged after sales of branded medications topped expectations, showing that its strategy to expand into that drug category is working. https://t.co/yMXQ764kvy ...
TEVA(TEVA) - 2025 Q3 - Earnings Call Presentation
2025-11-05 13:00
Q3 2025 Financial Performance - Revenues reached $4480 million, a 3% increase year-over-year[21, 93] - Adjusted EBITDA was $1400 million, up by 6% compared to the previous year[21] - Non-GAAP EPS increased by 14% to $078[21] - Free Cash Flow was $500 million[21] AUSTEDO Performance and Outlook - AUSTEDO U S revenues grew by 38% year-over-year to $601 million in Q3 2025[32] - AUSTEDO global revenues grew by 38% year-over-year to $618 million in Q3 2025[25] - The company reaffirmed its 2027 sales target for AUSTEDO at over $25 billion[29, 58] Pipeline and Strategic Updates - UZEDY revenues in Q3 2025 reached $43 million, a 24% increase year-over-year[25, 36] - The company reaffirmed its 2025 revenue outlook for UZEDY at $190 million - $200 million[35] - Global revenues for AJOVY reached $168 million in Q3 2025, a 19% increase year-over-year[25, 46] - The company is targeting olanzapine LAI FDA submission in Q4 2025[48, 63]
Teva Pharm third-quarter profit tops estimates as branded drugs gain
Reuters· 2025-11-05 12:44
Core Insights - Teva Pharmaceutical Industries reported a higher-than-expected rise in third-quarter profit, driven by strong sales of its trio of branded drugs for migraines, Huntington's disease, and other conditions [1] Financial Performance - The company's third-quarter profit exceeded expectations, indicating robust financial health and effective market strategies [1] Product Performance - Strong sales from three key branded drugs contributed significantly to the profit increase, showcasing the effectiveness of Teva's product portfolio in addressing specific health conditions [1]
TEVA(TEVA) - 2025 Q3 - Quarterly Results
2025-11-05 12:00
EXHIBIT 99.1 Teva's Innovative Portfolio Drives 11th Consecutive Quarter of Growth in Q3 2025; Increases 2025 Outlook for Austedo® and Non-GAAP EPS For an accessible version of this Press Release, please visit www.tevapharm.com Teva reports revenues of $4.5 billion in the third quarter of 2025, an increase of 3% year-over-year (YoY) in U.S. dollars or 1% in local currency (LC). Excluding Japan BV in Q3 2024, revenues increased 5% in U.S. dollars or 3% in LC. United States segment increased by 12%; Europe se ...
Teva's Innovative Portfolio Drives 11th Consecutive Quarter of Growth in Q3 2025; Increases 2025 Outlook for Austedo® and Non-GAAP EPS
Globenewswire· 2025-11-05 12:00
For an accessible version of this Press Release, please visit www.tevapharm.com Teva reports revenues of $4.5 billion in the third quarter of 2025, an increase of 3% year-over-year (YoY) in U.S. dollars or 1% in local currency (LC). Excluding Japan BV in Q3 2024, revenues increased 5% in U.S. dollars or 3% in LC. United States segment increased by 12%; Europe segment decreased by 10% in LC; and International Markets segment decreased by 10% in LC, or increased by 2% in LC excluding Japan BV in Q3 2024, all ...
Seeking Clues to Teva Pharmaceutical Industries (TEVA) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-11-04 15:15
Wall Street analysts expect Teva Pharmaceutical Industries Ltd. (TEVA) to post quarterly earnings of $0.68 per share in its upcoming report, which indicates a year-over-year decline of 1.5%. Revenues are expected to be $4.35 billion, up 0.4% from the year-ago quarter.Over the last 30 days, there has been an upward revision of 0.4% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the c ...
Teva Kicks Off ‘The Other TD’ to Raise Awareness of Tardive Dyskinesia (TD), with Support from Pro Football Hall of Famer Terrell Davis
Globenewswire· 2025-11-03 13:00
This football season, Teva is increasing education around tardive dyskinesia (TD) by launching ‘The Other TD’ campaignTD is a chronic movement disorder impacting one in four people who take certain prescription mental health medications. While TD can impact your daily life, it can be treated without interrupting your mental health treatment1-4Younger individuals, men, and racial and ethnic minority groups have lower rates of formal diagnoses despite the high impact the movements often have on all aspects of ...
Sun: TASE opens November higher
En.Globes.Co.Il· 2025-11-02 15:57
Market Performance - The Tel Aviv Stock Exchange experienced an overall increase, with the Tel Aviv 35 Index rising by 0.45% to 3,288.20 points, the Tel Aviv 125 Index increasing by 0.74% to 3,363.38 points, and the BlueTech Global Index climbing by 1.43% to 600.56 points [1] - The All Bond corporate bond index saw a slight increase of 0.07% to 418.89 points, with total turnover reaching NIS 1.38 billion in equities and NIS 2.44 billion in bonds [1] Currency Exchange Rates - The shekel-dollar exchange rate was set 0.43% lower at NIS 3.243/$, while the shekel-euro rate decreased by 0.335% to NIS 3.752/€ [2] Notable Stock Movements - Tower Semiconductor Ltd. recorded the largest increase on the Tel Aviv 35 Index, rising by 2.67%. Other notable gainers included Teva Pharmaceutical Industries Ltd. (up 1.23%), Nice (up 1.61%), Energean plc (up 1.80%), and Bezeq Israel Telecommunications Company Ltd. (up 1.30%) [3] - Mizrahi Tefahot Bank and Israel Discount Bank also saw increases of 0.66% and 0.18%, respectively [3] Declining Stocks - Bank Leumi led the market decline, falling by 0.86% with the highest trading turnover. Other decliners included Bank Hapoalim (down 0.30%), Menora Mivtachim (down 0.89%), and Israel Corp. (down 1.03%) [4]