Glenview Doubles Down on Teva Stock With $72 Million Buy, According to Recent SEC Filing

Company Overview - Teva Pharmaceutical Industries Limited is a leading global pharmaceutical company with a strong presence in both the generic and specialty drug markets, focusing on delivering accessible medicines across various therapeutic areas [1] - The company generates revenue through the development, manufacturing, and global distribution of prescription drugs and active pharmaceutical ingredients, utilizing both branded and generic product lines [2] Financial Performance - As of December 05, 2025, Teva's shares were priced at $28.46, reflecting a 63.5% increase over the past year, significantly outperforming the S&P 500 by 49.6 percentage points [2] - Over the last five years, Teva's shares have appreciated by 157%, resulting in a compound annual growth rate (CAGR) of 20.7%, which surpasses the S&P 500's total return of 99% and a CAGR of 14.8% during the same period [8] Institutional Investment - Glenview Capital Management reported a net increase of 868,457 shares in Teva during the third quarter, with the position's value rising to $337.19 million as of September 30, 2025, due to price appreciation and additional share accumulation [3][4] - Glenview's recent acquisition of approximately $72 million worth of Teva stock during the third quarter indicates a strong conviction in the company, making Teva the 4th-largest position in Glenview's portfolio, totaling 16.7 million shares valued at around $337 million [7][8]