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梯瓦制药Teva Pharmaceutical Industries(TEVA)2025年第二季度业绩投资人演示文稿「NYSE」(英文版)(68页).pdf

上传人: 1****1 编号:921257 2025-09-22 68页 8.60MB

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1、Teva Pharmaceutical Industries Ltd.July 30,20252|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 subject to substantial risks and uncertainties,bot

2、h 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.These forward-looking statements include statements concerning our plans,strategies,objectives,future performance and financia

3、l and operating targets,and any other information that is not historical information.Important factors that could cause or contribute to such differences include risks relating to:our ability to successfully compete in the marketplace,including:that we are substantially dependent on our generic prod

4、ucts;concentration of our customer base and commercial alliances among our customers;competition faced by our generic medicines from other pharmaceutical companies and changes in regulatory policy that may result in additional costs and delays;delays in launches of new generic products;our ability t

5、o develop and commercialize additional pharmaceutical products;competition for our innovative medicines;our ability to achieve expected results from investments in our product pipeline;our ability to successfully execute our Pivot to Growth strategy,including to expand our innovative and biosimilar

6、medicines pipeline and profitably commercialize the innovative medicines and biosimilar portfolio,whether organically or through business development,to sustain and focus our portfolio of generic medicines,and to execute on our organizational transformation and to achieve expected cost savings;and t

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- **业绩增长**:2025年第二季度收入增长1%,非GAAP每股收益增长10%,调整后EBITDA增长7%。 - **创新药物**:AUSTEDO和AJOVY销售额持续增长,UZEDY作为长效注射剂在市场上表现良好。 - **管线更新**:多个创新药物处于不同开发阶段,包括duvakitug、olanzapine LAI和emrusolmin。 - **组织转型**:预计到2027年实现30%的运营利润率,通过优化成本和资源分配实现约7亿美元的年度节省。 - **财务状况**:第二季度自由现金流为4.76亿美元,净债务/EBITDA为47%。 - **战略目标**:通过创新药物和稳定的基础药物业务实现增长,并持续优化组织结构。
增长引擎何在?" 如何实现30%利润率?" 哪些产品潜力巨大?"
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