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Teva JPM-2025_presentation_vF.pdf

上传人: c** 编号:603998 2025-02-03 32页 2.47MB

1、January 13,202543rdAnnual J.P.Morgan Healthcare ConferenceTeva Pharmaceutical Industries Ltd.2|This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995,which are based on managements current beliefs and expectations and are subj

2、ect 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.Important factors that could cause or contribute to such differences include ris

3、ks relating to:our ability to successfully compete in the marketplace,including:that we are substantially dependent on our generic products;concentration of our customer base and commercial alliances among our customers;delays in launches of new generic products;our ability to develop and commercial

4、ize biopharmaceutical products;competition for our innovative medicines;our ability to achieve expected results from investments in our product pipeline;our ability to develop and commercialize additional pharmaceutical products;our ability to continue to successfully execute our Pivot to Growth str

5、ategy,including to expand our innovative and biosimilar medicines pipeline and profitably commercialize the innovative medicines and biosimilar portfolio,whether organically or through business development,and to sustain and focus our portfolio of generics medicines;and the effectiveness of our pate

6、nts and other measures to protect our intellectual property rights,including any potential challenges toour Orange Book patent listings in the U.S.;our substantial indebtedness,which may limit our ability to incur additional indebtedness,engage in additional transactions or make new investments,may

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根据报告的内容,本文主要介绍了Teva制药公司2025年战略执行情况。主要内容包括: 1. Teva制药公司正在执行其“转向增长”战略,以实现2027年的目标。 2. Teva的创新药物组合(如AUSTEDO、AJOVY、UZEDY等)预计2024年收入约为22亿美元,比2022年增长64.2%。 3. Teva计划通过出售其API业务和日本BV业务来聚焦业务,并计划于2025年上半年完成。 4. Teva的仿制药业务预计2024年收入将超过90亿美元,为创新药物业务提供资金支持。 5. Teva预计2024年自由现金流将在17亿至20亿美元之间。 6. Teva的债务水平正在下降,净债务/调整后EBITDA比率从2023年的22倍降至2024年第三季度的7倍。 7. Teva的股价评级已从Ba2提升至BB,展望为正面。 8. Teva的创新药物管线包括多个阶段的项目,包括与MODAG、Sanofi和Launch Therapeutics合作的项目。 9. Teva的第三季度收入同比增长4%,显示出其业务正在恢复增长。
泰尔制药如何实现2024年收入目标? 泰尔制药的创新药物管线进展如何? 泰尔制药如何通过优化业务实现增长?
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