Teva Pharmaceutical Industries (TEVA) 2025 Conference June 04, 2025 09:20 AM ET Speaker0 Good morning. Welcome to the Jefferies Healthcare Conference in New York, day one. My name is Dennis Thing, biotech analyst, here at Jefferies. I have the great pleasure of having Teva here with us. Welcome. So maybe to I think there's a little bit of feedback, but maybe just help level set us in terms of where the business is right now and how the business has evolved over the last several years and some of the investm ...

Group 1 - Alkermes plc presented research at key scientific conferences related to its psychiatry products LYBALVI® and ARISTADA® during Mental Health Awareness Month in May 2025 [1][2] - The company aims to advance patient care and contribute to the body of evidence in neuro-psychiatry, particularly for schizophrenia and bipolar I disorder [2][50] - The presentations included analyses of lipid and glycemic profiles, safety, tolerability, and treatment effects of LYBALVI and ARISTADA across various patient subgroups [5][9] Group 2 - The conferences where Alkermes presented included the American Association of Psychiatric Pharmacists (AAPP), Neuroscience Education Institute (NEI) Spring Congress, and the American Psychiatric Association (APA) among others [4][5] - Specific findings from the presentations included the effects of LYBALVI on negative symptoms of schizophrenia and the efficacy of ARISTADA in patients with varying severity of illness [5][9] - The company highlighted the importance of these findings in understanding treatment patterns and healthcare resource utilization for patients with schizophrenia and bipolar I disorder [5][9] Group 3 - LYBALVI is a once-daily oral atypical antipsychotic approved for treating adults with schizophrenia and bipolar I disorder, combining olanzapine and samidorphan [9][50] - ARISTADA is an injectable atypical antipsychotic approved for the treatment of schizophrenia in adults, available in multiple dosing options [28][50] - Alkermes is focused on developing innovative medicines in neuroscience, with a portfolio addressing alcohol dependence, opioid dependence, schizophrenia, and bipolar I disorder [50]

PIVOT TO GROWTH Accelerate Growth May 29, 2025 Teva Pharmaceutical Industries Ltd. Welcome! and other factors discussed in our Quarterly Report on Form 10-Q for the first quarter of 2025 and in our Annual Report on Form 10-K for the year ended December 31, 2024, including in the sections captioned "Risk Factors" and "Forward-looking Statements." Forward-looking statements speak only as of the date on which they are made, and we assume no obligation to update or revise any forward-looking statements or other ...

Summary of Royalty Pharma Conference Call Company Overview - **Company**: Royalty Pharma - **Key Executives**: Terence Coyne (Executive VP and CFO), Marshall Uerst (EVP, Head of Research and Investments) Key Industry Insights - **Therapeutics Landscape**: The current environment in the biopharma market is characterized by uncertainty, but Royalty Pharma remains optimistic about finding attractive royalty opportunities amidst this turmoil [2][6][10] - **Capital Allocation**: The company has a balanced approach to capital allocation, focusing on share buybacks and business development (BD) to maximize returns [3][7][25] Financial Performance - **Q1 Performance**: Royalty Pharma reported a 17% growth in top-line revenue and a 12% increase in royalty receipts, maintaining consistent growth since its IPO [4][6] - **Share Buybacks**: Approximately $725 million worth of shares were repurchased in Q1, indicating a strong commitment to returning value to shareholders [7] Strategic Focus - **Internalization Transaction**: The internalization transaction was approved by 89.9% of shareholders, which is seen as a positive development for the company [2] - **Deal Pipeline**: The company is actively seeking new royalty deals, leveraging its flexibility to adapt to changing market conditions [10][11] - **Regulatory Environment**: Royalty Pharma is cautious but optimistic about drug approvals, believing that strong data will lead to successful outcomes regardless of regulatory changes [22][23] Market Risks and Opportunities - **Tariffs and Drug Pricing**: The company does not foresee significant exposure to tariffs due to its business model, which typically avoids tariff-bearing sales [15][18] - **FDA Dynamics**: The company believes that drugs with strong clinical data will continue to receive approvals, despite potential regulatory challenges [22] - **Royalty Market Growth**: The royalty market is expanding, with increasing opportunities for funding in the biopharma ecosystem [41][44] Portfolio Highlights - **Vertex Royalty**: The early adoption of Vertex's triplet product is gradual, but Royalty Pharma remains confident in its long-term value [33][34] - **Tourette's Asset**: The company identified a significant market opportunity in Tourette's syndrome, with over 100,000 patients and no new drugs approved in over a decade [47][48] - **Cytokinetics Partnership**: The long-term view on investments allows Royalty Pharma to remain optimistic about partnerships, even amidst short-term challenges [53][54] - **Olanzapine LAI**: The company is excited about the potential of the olanzapine long-acting injection, addressing a significant unmet need in the market [66][68] Conclusion - Royalty Pharma is well-capitalized with over $1 billion in cash and a debt-to-EBITDA ratio of 3x, allowing for flexibility in pursuing new deals or share buybacks [26][28] - The company maintains a positive outlook on the royalty market and is strategically positioned to capitalize on emerging opportunities while managing risks effectively [41][44]

Teva Pharmaceutical Industries (TEVA) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Speaker0 Hello, and welcome to the Q1 twenty twenty five Teva Pharmaceutical Industries Limited Earnings Conference Call. My name is Alex, and I'll be coordinating the call today. I'll now hand it over to your host, Christopher Stivo, Head of Investor Relations to begin. Please go ahead. Speaker1 Thank you, Alex. Good morning, everyone. In the course of this call, we're going to be making some forward looking statements. An ...

May 7, 2025 Teva Pharmaceutical Industries Ltd. This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on management's current beliefs and expectations and are subject to substantial risks and uncertainties, both known and unknown, that could cause our future results, performance or achievements to differ significantly from that expressed or implied by such forward-looking statements. These forward-looking statements ...

Teva Pharmaceutical Industries (TEVA) Q4 2024 Earnings Call January 29, 2025 08:00 AM ET Company Participants Christopher Stevo - SVP - Head of IRRichard Francis - President & CEOEric Hughes - Executive VP of Global R&D and Chief Medical OfficerEli Kalif - Chief Financial OfficerAshwani Verma - Executive DirectorGlen Santangelo - Managing DirectorChris Schott - Managing Director Conference Call Participants Umer Raffat - AnalystJason Gerberry - AnalystDavid Amsellem - Sr. Research AnalystBalaji Prasad - Ana ...