Teva Pharmaceutical Industries Ltd. TEVA will release its second-quarter 2025 financial results tomorrow, July 30.According to Benzinga Pro, the company expects to report second-quarter earnings of 62 cents, with sales of around $4.29 billion.Teva’s generics business has rebounded. The company saw a 5% increase in revenue across regions. Its top-three global portfolio may yield five new product launches by 2027.Also Read: Goldman Sachs Bullish On Branded Drug Upside At Teva: What About Viatris?According to ...

All right, look at some new data uh from RSM. They say about more than 40% of the branded drugs we use here in the US, they come from Europe, about 18% of gener. So really, how big of an impact will these tariffs have not only on pricing but availability.>> Well, I think uh you know what was really causing investors the most concern was that this was completely uncharted territory. We've never seen tariffs in the pharma sector before. Um and um so it was a lot of sort of a guessing game of what the final ra ...

Company Overview - ANI Pharmaceuticals, Inc. is a diversified biopharmaceutical company focused on developing, manufacturing, and commercializing innovative therapeutics [2] - The company aims to deliver sustainable growth through its Rare Disease business, Generics business, and Brands business [2] Recent Developments - Nikhil Lalwani, President and CEO of ANI Pharmaceuticals, will host 1x1 meetings at the Leerink Partners Therapeutics Forum: I&I and Metabolism on July 8, 2025, in Boston, MA [1]

R&D and cross-functional operations will be centralized in a single location to enhance collaboration and operational efficiency.Tevogen.AI, strengthened by its partnership with Microsoft, continues to expand. An update on AI and other Company assets, previously estimated to have a market value of $10 billion, is forthcoming.Shareholders will soon receive an update on Tevogen’s goal of finalizing in-house manufacturing capabilities, which are expected to support projected cumulative revenues of $10–14 billi ...

Financial Data and Key Metrics Changes - The company provided guidance for 2025 revenues between $768 million and $793 million, representing a year-over-year growth of approximately 25% to 29% [4][5] - Adjusted non-GAAP EBITDA guidance for 2025 is between $195 million and $205 million [4] - Q1 2025 revenues reached a record $197 million with adjusted non-GAAP EBITDA of $51 million [6] Business Line Data and Key Metrics Changes - The rare disease segment is the primary growth driver, with Cortrophin Gel expected to generate $265 million to $274 million in 2025, reflecting a year-over-year growth of 384% to 38% [8][9] - Generic revenues reached a record high of $98.7 million in Q1 2025, driven by successful new product launches [8] - The generics business is expected to sustain high single-digit to low double-digit growth, with a mid double-digit growth forecast for 2025 [37] Market Data and Key Metrics Changes - The ACTH market, which includes Cortrophin Gel, is projected to grow to $792 million in 2025, with a 16% growth rate [16] - The addressable market for Cortrophin Gel is significantly larger than the current patient population, indicating substantial growth potential [19][20] Company Strategy and Development Direction - The company aims to reinvest cash flows from generics and established brands into the rare disease business, which is expected to account for approximately half of 2025 revenues [4][36] - The acquisition of Alimera is intended to expand the rare disease business and align with the company's M&A strategy [24][32] - The company is focusing on expanding the adoption of Cortrophin Gel in targeted specialties and addressing sales factors impacting ILUVIEN and YUTIQ [38] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning, with over 90% of revenues coming from U.S.-manufactured products and minimal reliance on China [5] - The management highlighted the strong growth momentum in the rare disease segment, particularly for Cortrophin Gel, and the ongoing investment in R&D to support this growth [20][23] Other Important Information - The company has a healthy balance sheet with $150 million in cash and a net leverage of 2.7 turns [4][38] - The generics business launched 17 products in 2024, including two competitive generic therapy products with exclusivity [33] Q&A Session Summary Question: What is the growth outlook for Cortrophin Gel? - Management indicated that Cortrophin Gel is on a strong multiyear growth trajectory, with significant headroom for expansion in its addressable market [19][20] Question: How is the company addressing the sales impact on ILUVIEN and YUTIQ? - The company is focusing on capturing larger opportunities in diabetic macular edema and chronic noninfectious uveitis, while also expanding the sales team to drive growth [38] Question: What are the priorities for 2025? - The company outlined four key priorities: expanding Cortrophin Gel adoption, addressing sales factors for ILUVIEN and YUTIQ, sustaining generics momentum, and expanding the rare disease business through M&A [38]

ANI Pharmaceuticals (ANIP) Q4 2024 Earnings Call February 28, 2025 08:00 AM ET Company Participants Lisa Wilson - Founder and PresidentNikhil Lalwani - President and CEOChristopher Mutz - Senior Vp & Head of Rare DiseaseStephen Carey - Senior VP of Finance & CFOGary Nachman - Managing Director - Equity ResearchJeevan Larson - Equity Research AssociateGlen Santangelo - Managing Director Conference Call Participants David Amsellem - Sr. Research AnalystVamil Divan - Managing Director & Senior Research Analyst ...