Teva Pharmaceutical (TEVA) cia siab tias 2023 kev muag khoom yuav loj hlob thawj zaug hauv rau xyoo, tab sis nws qhov kev xav tau los nrog ib qho kev ceeb toom tseem ceeb. Yog vim li cas Teva Tshuag poob rau hnub Wednesday.
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Rau tag nrho lub xyoo, tus tsim tshuaj generic cia siab tias $ 14.8 billion rau $ 15.4 billion hauv kev muag khoom. Ntawm qhov nruab nrab, kev muag khoom yuav loj hlob tsuas yog 1.8%, tab sis qhov ntawd tom qab xyoo poob. Txawm li cas los xij, qhov kev kwv yees hais tias Teva thiab nws tus khub Alvotech (ALVO) yuav tso tawm biosimilar knockoff ntawm AbbVie's (ABBV) Humira.
Xyoo tas los Teva qhov muag tau loj hlob yog nyob rau hauv 2017, thaum lawv nce roughly 2%. Tsis tas li ntawd, qhov nruab nrab ntawm kev muag khoom muag rau Teva yog nyob ze cov kws tshuaj ntsuam hu rau $ 15.19 billion. Txawm li cas los xij, qhov nyiaj tau los kwv yees rau $ 2.25- $ 2.55 ib feem yog qhov pom ntawm qhov nruab nrab. Txoj Kev kwv yees $ 2.52 ib feem.
"Kev txiav txim siab tseem ceeb: tus khub tsim khoom, Alvotech, yuav tsum tau txais los ntawm Kev Tshuaj Xyuas Khoom Noj thiab Tshuaj," Evercore ISI tus kws tshuaj ntsuam Umer Raffat tau hais hauv tsab ntawv rau cov neeg siv khoom. "Qhov no yog qhov tuav rov qab lawv cov ntaub ntawv biosimilar yav dhau los."
Thaum sawv ntxov trading rau hnub no lub khw lag luam, Teva Tshuag poob 5.7% rau 10.28.
Teva Tshuag: Plaub-Lub quarter Metrics Miss
Cov txiaj ntsig ntawm peb lub quarter thib plaub kuj pockmarked Teva Tshuag.
Kev muag khoom poob qis 5% rau $ 3.88 nphom thiab tsuas yog qis dua qhov kev cia siab rau $ 3.89 nphom. Kho cov nyiaj khwv tau los ntawm 71 xees ib feem, nqis 7.8% thiab teeb los ntawm ib lub nyiaj, raws li FactSet.
Cov khoom siv dav dav thiab Copaxone hnyav rau Teva qhov muag. Zuag qhia tag nrho, cov nyiaj tau los ntawm cov tshuaj generic poob 6.2% mus rau yuav luag $ 2.28 billion. Kev muag khoom ntawm ntau yam kev kho mob sclerosis Copaxone poob ntau dua 37% rau $ 169 lab.
Austedo tseem muab cov nyiaj hauv kab rau Teva cov tub ua lag luam. Cov tshuaj kho tardive dyskinesia, ib qho kev tsis tuaj yeem txav mus los. Austedo tsuas yog muag hauv North America chav tsev. Kev muag khoom nce 22% rau $ 344 lab. Lub caij no, kev muag tshuaj migraine Ajovy tau nce 43% rau $ 123 lab.
Kev loj hlob mus ntev pom ntawm Austedo
"Kev tswj hwm ntseeg tias 'muaj peev xwm tseem ceeb rau kev loj hlob mus ntev' ntawm Austedo tam sim no $ 1 nphom - qhov no yog qhov zoo rau pom," Evercore's Raffat tau hais.
Xyoo tas los, Austedo tsim tau $ 963 lab hauv kev muag khoom, nce 20%. Xyoo no, Teva hu txog $ 1.2 nphom hauv kev muag khoom los ntawm cov tshuaj ntawd. Nws tseem cia siab tias $ 500 lab los ntawm Copaxone thiab lwm $ 400 lab los ntawm Ajovy. Xyoo tas los, Ajovy muag tau nce 24% rau $ 218 lab.
Teva Tshuag tau ua ib yam dab tsi ntawm rov qab los nrog ib Ntsuam Xyuas Lub Zog Muaj Zog ua 89, IB Digital. Qhov no tso cov khoom lag luam rau saum 11% ntawm tag nrho cov khoom lag luam thaum nws los txog rau 12 lub hlis ua haujlwm.
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
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Tau qhov twg los: https://www.investors.com/news/technology/teva-stock-teva-earnings-q4-2022/?src=A00220&yptr=yahoo