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梯瓦制药Teva Pharmaceutical Industries(TEVA)2025年第三季度财报电话会议纪要「NYSE」(英文版)(19页).pdf

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1、 Corrected Transcript 1-877-FACTSET Total Pages:19 Copyright 2001-2025 FactSet CallStreet,LLC 05-Nov-2025 Teva Pharmaceutical Industries Ltd.(TEVA)Q3 2025 Earnings Call Teva Pharmaceutical Industries Ltd.(TEVA)Q3 2025 Earnings Call Corrected Transcript 05-Nov-2025 1-877-FACTSET 2 Copyright 2001-2025

2、 FactSet CallStreet,LLC CORPORATE PARTICIPANTS Christopher J.Stevo Senior Vice President-Investor Relations&Competitive Intelligence,Teva Pharmaceutical Industries Ltd.Richard Francis President,Chief Executive Officer&Director,Teva Pharmaceutical Industries Ltd.Eric A.Hughes Executive Vice President

3、-Global R&D&Chief Medical Officer,Teva Pharmaceutical Industries Ltd.Eli Kalif Executive Vice President&Chief Financial Officer,Teva Pharmaceutical Industries Ltd.OTHER PARTICIPANTS Dennis Ding Analyst,Jefferies LLC David Amsellem Analyst,Piper Sandler&Co.Jason M.Gerberry Analyst,BofA Securities,Inc

4、.Chris Schott Analyst,JPMorgan Securities LLC Ashwani Verma Analyst,UBS Securities LLC Leszek Sulewski Analyst,Truist Securities,Inc.Umer Raffat Analyst,Evercore ISI Matt Dellatorre Analyst,Goldman Sachs&Co.LLC .MANAGEMENT DISCUSSION SECTION Operator:Hello and welcome to the Q3 2025 Teva Pharmaceuti

5、cal Industries Limited Earnings Conference Call.My name is Alex,and Ill be coordinating todays call.Operator Instructions Ill now hand it over to Chris Stevo,SVP,Investor Relations.Please go ahead.Christopher J.Stevo Senior Vice President-Investor Relations&Competitive Intelligence,Teva Pharmaceutic

6、al Industries Ltd.Thank you,Alex.Good morning and good afternoon,everyone.In a moment,Ill hand the call over to my CEO,Richard Francis.But before I do that,it is my duty and my honor to remind you of our forward-looking statements.Today,on this call,well be making forward-looking statements,and we u

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- **业绩增长**:Teva在2025年第三季度实现了连续11个季度的收入增长,收入增长3%至45亿美元,调整后EBITDA增长6%,非GAAP每股收益增长14%。 - **创新药物**:创新药物AUSTEDO、UZEDY和AJOVY的增长推动了收入增长,AUSTEDO收入增长38%,达到6.18亿美元。 - **仿制药业务**:仿制药业务收入增长2%,得益于美国市场的强劲增长和生物类似药的增长。 - **转型计划**:Teva正在进行7000万美元的转型计划,预计到2027年实现约7000万美元的净节省。 - **债务减少**:净债务与EBITDA比率首次降至3倍以下,自2016年以来首次。 - **TAPI出售**:Teva决定重新启动TAPI的出售流程,以探索替代方案并最大化潜在价值。
创新驱动增长" ** "Teva如何通过创新产品组合实现连续11个季度增长?" Teva的下一个增长引擎?" ** "Teva如何确保AUSTEDO达到2027年25亿美元的营收目标?" 700百万美元的节省如何实现?" ** "Teva如何通过转型计划实现到2027年30%的运营利润率目标?"
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