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Amneal Pharmaceuticals (NasdaqGS:AMRX) FY Earnings Call Presentation
2026-01-14 00:30
Financial Performance & Growth - Amneal's net revenues increased from $1.6 billion in 2019 to $3.0 - $3.1 billion in 2025, reflecting a Compound Annual Growth Rate (CAGR) of +7% to +11%[14] - Adjusted EBITDA grew from $339 million in 2019 to $675 million - $685 million in 2025, with a CAGR of +8% to +9%[14] - Operating cash flow increased significantly from $2 million in 2019 to an estimated $300 million - $330 million in 2025[14] - Total company revenue for FY 2024 was $2.794 billion, with a +9% historical growth rate (2020-2024 CAGR) and a high single-digit growth projection[18] Portfolio & Pipeline - The company has a growing portfolio of 280+ affordable medicines across complex dosage forms[10] - The company has 69 pending ANDAs (Abbreviated New Drug Applications), with 64% being non-oral solids[14] - The company has 44 pipeline products, with 95% being non-oral solids[14] - The company has 3 commercial biosimilars and 5 biosimilars in the pipeline[14] Market & Strategy - The company is targeting the GLP-1/Peptides market, which is projected to grow from $26 billion in 2025 to $50 billion in 2030[16] - The company expects $300-500 million in U S peak sales for CREXONT® for Parkinson's Disease[19] - The company expects $50-100 million in U S peak sales for Brekiya® for migraine[24]
Amneal Pharmaceuticals(AMRX) - 2025 Q3 - Earnings Call Presentation
2025-10-30 12:30
Financial Performance - Q3 2025 revenue reached $785 million, a 12% increase compared to Q3 2024[5] - Adjusted EBITDA for Q3 2025 was $160 million, a 1% increase year-over-year[5] - Adjusted EPS for Q3 2025 was $017, a 6% increase compared to Q3 2024[5] - The company updates 2025 guidance for adjusted EBITDA between $675 million to $685 million and adjusted EPS of $075 to $080[5] Segment Performance - AvKARE segment experienced substantial revenue growth of 24% in Q3[5] - Specialty segment grew 8% in Q3, driven by CREXONT® and UNITHROID®[5] - Affordable Medicines segment grew 8% in Q3, driven by complex products and new launches[5] Product and Pipeline - CREXONT® uptake continues with approximately 17000 Parkinson's patients on therapy[5] - Brekiya® DHE autoinjector launched for migraine & cluster headache[5] - Biosimilars portfolio poised to expand, including BLA submission for bXOLAIR® in September[5]
Amneal Pharmaceuticals(AMRX) - 2025 Q2 - Earnings Call Presentation
2025-08-05 12:30
Financial Performance & Growth - Q2 2025 revenue reached $725 million, a 3% increase compared to Q2 2024[5] - Adjusted EBITDA for Q2 2025 was $184 million, up 13% from Q2 2024[5] - Adjusted EPS for Q2 2025 increased by 56% to $025, compared to $016 in Q2 2024[5] - The company is increasing its 2025 adjusted EBITDA guidance range to $665 million - $685 million[5] - Net revenues are projected to be between $30 billion and $31 billion in 2025, representing a 7% to 11% increase[11] Segment Performance - Specialty segment revenue increased by 13% in the first half of 2025[5] - Affordable Medicines segment revenue increased by 4% in the first half of 2025[5] - AvKARE segment revenue increased by 1% in the first half of 2025[5] - AvKARE revenue reached $663 million in 2024, with a 23% compound annual growth rate (CAGR) from 2020 to 2024, and is projected to exceed $900 million by 2027[24] Product & Pipeline Development - CREXONT is on track to achieve peak U S sales of $300 million to $500 million[39] - The company expects to file a Biologics License Application (BLA) for an omalizumab biosimilar (bXOLAIR) in Q4[5] - The company launched 15 new products in the Affordable Medicines portfolio year-to-date[5]
Amneal Pharmaceuticals (AMRX) 2025 Earnings Call Presentation
2025-06-06 09:18
Financial Performance & Growth - Amneal Pharmaceuticals is entering a new era of growth as a global biopharmaceutical company[9] - The company projects net revenues of $3.0 - $3.1 billion for 2025, reflecting a growth of 7% to 11%[11] - Adjusted EBITDA is guided at $650 million - $675 million for 2025, indicating a growth of 4% to 8%[11] - The company's net leverage stands at 3.9x as of Q1 2025, with expectations to reduce it to less than 3x in the coming years[11, 50] Business Diversification & Pipeline - Oral solid generics are decreasing as a percentage of total revenue, from 53% in 2019 to 23%[11] - The pipeline is shifting towards non-oral solids, with 96% of pipeline products being non-oral solids[11, 44] - The company has 3 commercial biosimilars and 5 biosimilars in the pipeline[11] Strategic Initiatives & Product Portfolio - Specialty business revenue reached $449 million in the last twelve months of Q1 2025, growing +11% compared to the prior year period[26] - CREXONT for Parkinson's Disease is expected to achieve $300-500 million in U S peak sales[29] - AvKARE segment is experiencing double-digit growth, aiming for $900 million+ revenue by 2027[16]
Amneal Pharmaceuticals(AMRX) - 2024 Q4 - Earnings Call Presentation
2025-02-28 19:21
Financial Performance & Growth - Amneal reported strong 2024 net revenue of $2.8 billion, a 17% increase year-over-year, and adjusted EBITDA of $627 million, a 12% increase year-over-year[9] - The company achieved broad-based double-digit revenue growth across all three business segments in 2024: Affordable Medicines +15%, Specialty +14%, and AvKARE +25%[9] - Net leverage was reduced to 3.9x, below the expected 4x, and down from 4.8x at the end of 2023[9] - Amneal paid down $182 million in debt over the course of 2024[9] - The company projects 2025 net revenue between $3.0 and $3.1 billion (7% to 11% growth) and adjusted EBITDA between $650 and $675 million (4% to 8% growth)[52] Strategic Initiatives & Portfolio Expansion - Amneal is entering a new chapter of growth in 2025 and beyond, focusing on becoming a global biopharmaceutical company[12, 14] - The company is expanding its biosimilar portfolio from three biosimilars to six biosimilars across eight product presentations expected by 2027[9, 36] - A collaboration with Metsera is in place for developing next-generation obesity therapies (GLP-1s)[9, 31] Segment Performance & Outlook - Affordable Medicines generated $1.685 billion in revenue in 2024 and is projected to have high single-digit growth[22] - Specialty revenue was $446 million in 2024, with a high single-digit growth projection, aiming for $500M+ revenue by 2027[22] - AvKARE achieved $663 million in revenue in 2024 and is projected to have double-digit growth, targeting $900M+ revenue by 2027[22]