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Teva Pharmaceutical Industries (TEVA) investor relations material

Teva Pharmaceutical Industries UBS Global Healthcare Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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UBS Global Healthcare Conference 2025 summary10 Nov, 2025

Strategic transformation and growth

  • Pivot to growth strategy implemented nearly three years ago, focusing on returning, accelerating, and maintaining growth.

  • Achieved 11 consecutive quarters of growth, with Q3 marking a shift to accelerated growth.

  • Innovative business grew 33% in Q3, surpassing $800 million in sales, with key products Austedo, Ajovy, and UZEDY showing strong double-digit growth.

  • Gross margin improved from 48% in Q1 2023 to a range of 40%-55% due to portfolio shift and operational efficiencies.

  • Company now positions itself as a biopharma leader with a robust generics and innovative pipeline.

Product performance and commercial strategy

  • Austedo's 38% Q3 growth driven by improved patient journey management, titration support, and transition to XR formulation.

  • Maintains disciplined approach to value and access, preparing for increasingly challenging payer environments.

  • UZEDY's uptake attributed to product profile advantages and disciplined pricing, avoiding excessive discounting to preserve long-term value.

  • Olanzapine LAI filing planned for this quarter, with launch targeted for the second half of next year.

  • Schizophrenia franchise expected to reach $1.5-$2 billion, with Austedo targeting $2.5-$3 billion.

Pipeline and innovation

  • Duvakitug advanced rapidly from phase two to phase three for UC and CD, with additional indications under consideration.

  • DARI (dual action rescue inhaler) on track for full recruitment by year-end, aiming for 2027 launch with pediatric indication as a differentiator.

  • Emphasis on disciplined, value-driven launches and deep understanding of patient journeys.

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Jefferies London Healthcare Conference 202518 Nov, 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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