The publisher explores Teva’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (6 November 2020)
Model updates (5 August 2020)
Model updates (7 May 2020)
Model updates (12 February 2020)
Snapshot
- Overview - Teva will look to build on the launches of Austedo and Ajovy to counter the erosion of Copaxone, the litigation risk around opioids in the US, and the company’s high debt burden.
- Key themes - [1] Launch of Austedo is going extremely well, with favorable national formulary coverage and growth in Huntington’s disease, chorea, and tardive dyskinesia [2] Teva’s North American generics business will remain broadly stable over the forecast period [3] Copaxone sales will continue to fall as generics erode its market share.
Model updates (6 November 2020)
- Copaxone forecast adjusted higher
- Ajovy forecast adjusted lower
- Austedo forecast adjusted lower.
Model updates (5 August 2020)
- Ajovy forecast adjusted lower
- Biosimilars forecast removed due to Teva including this revenue in its Generics segment
- Generics forecast adjusted higher to account for biosimilar revenues.
Model updates (7 May 2020)
- Treanda/Bendeka forecast adjusted higher due to patent resolution extending exclusivity until 2031
- Ajovy forecast adjusted lower
- Biosimilars forecast adjusted higher due to launches of Truxima and Herzuma.
Model updates (12 February 2020)
- Copaxone forecast adjusted higher as pace of generic decline starts to abate
- Austedo forecast adjusted higher due to continued adoption.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
