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Teva Pharmaceutical Industries (TEVA) investor relations material
Teva Pharmaceutical Industries 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 growth and financial outlook
Achieved 11 consecutive quarters of growth, now focused on accelerating and maintaining growth through innovative products and pipeline expansion.
Innovative business sales grew 33% in Q3, surpassing $800 million, driving higher gross margins and EBITDA.
Despite a $1 billion revenue loss from generic Revlimid in 2026, EBITDA is expected to grow due to innovative portfolio and $700 million in operational savings by 2027, with two-thirds realized by end of 2026.
Disciplined OpEx management and resource reallocation support sustainable margin expansion and shareholder value.
Targeting a $5 billion+ innovative portfolio by 2030, with a 30% operating margin in sight.
Innovative portfolio and product performance
AUSTEDO on track for at least $2.5 billion in 2027 sales, with peak sales expected over $3 billion; growth driven by increased patient access, adherence, and optimal dosing.
UZEDY exceeded expectations in a competitive, genericized market, forecasted to reach $1.5–$2 billion as part of a schizophrenia franchise with long-acting olanzapine.
Long-acting olanzapine NDA submission imminent, with a planned late 2026 U.S. launch; potential for accelerated approval using a priority review voucher.
Both UZEDY and olanzapine expected to treat 80% of schizophrenia patients, leveraging shared technology and commercial teams.
Resource allocation prioritizes innovative assets, with capital shifted from other business areas to maximize product launches.
Pipeline and future catalysts
Late-stage pipeline includes anti-IL-15 (vitiligo, celiac), emrusolmin (MSA), duvakitug (TL1A, multiple indications), PD-1 IL-2 (oncology), and dual action rescue inhaler (asthma, diarrhea).
Key launches planned: olanzapine LAI (2026), DARI (2027), emrusolmin (2028), duvakitug in two indications (2029), with continued growth in AUSTEDO, UZEDY, and AJOVY.
Duvakitug, partnered with Sanofi, positioned for broad multi-indication expansion, leveraging Sanofi's experience and ambition.
All major pipeline assets currently underappreciated by investors, with management confident in future valuation as milestones are achieved.
Execution focus remains on maximizing pipeline value and sustaining long-term growth.
2026 EBITDA growth despite Revlimid loss?
AUSTEDO $2.5B 2027 target growth drivers
Which pipeline assets are most underappreciated?
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Next Teva Pharmaceutical Industries earnings date
Evercore ISI 8th Annual HealthCONx Conference3 Dec, 2025
Next Teva Pharmaceutical Industries earnings date
Evercore ISI 8th Annual HealthCONx Conference3 Dec, 2025
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Frequently asked questions
Teva Pharmaceutical Industries Limited, a pharmaceutical company, develops, manufactures, markets and distributes generic medicines and a portfolio of specialty medicines worldwide. It operates in two segments, Generic Medicines and Specialty Medicines. The company offers various APIs and molecules for the treatment of various disorders in a range of therapeutic areas, including CNS, oncology, respiratory, cardiology and other specialty areas. The company was founded in 1901 and is headquartered in Tel Aviv-Yafo, Israel.
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