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Alvotech (ALVO) investor relations material
Alvotech Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary18 Nov, 2025
Strategic positioning and partnerships
Operates in over 90 countries with 20 commercial partners, leveraging a global partnership model to access regional market leaders.
Invested $2 billion in a state-of-the-art manufacturing facility in Reykjavík, with additional R&D and packaging acquisitions in Sweden and Switzerland to improve cost structure and lead times.
Transitioning from 2 to 4–6 programs annually, supported by in-house R&D and manufacturing integration.
Key partners include Teva (U.S.), JAMP (Canada), STADA and Advanz (Europe), and Dr. Reddy's (Europe/U.S.).
Product portfolio and market growth
Currently markets biosimilar Humira (Simlandi) and Stelara, with Simlandi becoming the second largest biosimilar in the U.S. by market share.
U.S. biosimilar Humira market has reached 50% conversion since 2023, with further volume growth expected.
Stelara biosimilar launched in Q2, with 25% market conversion expected to grow to 50–70% in coming years.
Four new products (Prolex, Jiva, Symphony, Eylea) are set for launch, expanding the portfolio from two to six products.
Eylea and Symphony have approvals in Japan, U.K., and Europe, with U.S. launches planned for 2025–2026.
Regulatory and operational updates
Recent U.K. court win against Regeneron supports Eylea launch; Symphony received positive EMA CHMP opinion and is expected to launch in Japan (H1 2026), Europe (this quarter), and U.S. (next year).
FDA issued a CRL for Symphony due to facility observations, not product deficiencies; 95% of remediation is complete, and the facility remains approved for other products.
Confident in resolving FDA queries and maintaining the roadmap to be first to market with Symphony in the U.S.
Detail Symphony's first-to-market US path
How does Alvotech leverage new FDA biosimilar rules
Elaborate on undisclosed, limited-competition pipeline
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Next Alvotech earnings date
Q4 202526 Mar, 2026
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Frequently asked questions
Alvotech is a biopharmaceutical company focused on developing and manufacturing high-quality biosimilar medicines. The company aims to improve patient health by increasing access to affordable biologic treatments. Alvotech specializes in biosimilars targeting therapeutic areas such as autoimmune diseases, eye disorders, osteoporosis, respiratory diseases, and cancer. Their pipeline includes a range of monoclonal antibodies aimed at treating various conditions within these areas. The company maintains a vertically integrated approach from cell line development through fill and finish manufacturing, which enhances their control, scale, and speed in bringing products to market. The company is headquartered in Luxembourg, and its shares are listed on the NASDAQ.
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