Why Investors Should Watch Teva Despite Regional Risks

  • Despite the lack of cautious enthusiasm from retail investors in Teva, it continues to beat consensus estimates by wide margins and has once again raised its 2025 financial guidance. I highlight Austedo, Uzedy, the launch of biosimilars, and the more than successful development of duvakitug for the treatment of IBD in collaboration with Sanofi as key growth drivers. Moody's and Fitch also recently raised the Israeli pharmaceutical giant's credit ratings thanks to the continued strengthening of its balance sheet.