Teva Pharmaceutical Industries Limited (TEVA): Business Model Canvas

Tauchen Sie ein in die komplexe Welt von Teva Pharmaceutical Industries Limited, einem globalen Pharmakonzern, der durch sein innovatives Geschäftsmodell das Gesundheitswesen revolutioniert hat. Von erschwinglichen generischen Medikamenten bis hin zu hochmodernen Spezialbehandlungen – der strategische Ansatz von Teva verwandelt komplexe Herausforderungen im Gesundheitswesen in zugängliche Lösungen, die sich auf Millionen von Leben weltweit auswirken. Diese Business Model Canvas-Untersuchung enthüllt die ausgeklügelten Mechanismen hinter einem der dynamischsten und widerstandsfähigsten Unternehmen der Pharmaindustrie und bietet beispiellose Einblicke in die Art und Weise, wie Teva sich in der komplexen Landschaft globaler Innovationen und Bereitstellungen im Gesundheitswesen zurechtfindet.

Teva Pharmaceutical Industries Limited (TEVA) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit Herstellern von Generika- und Spezialpharmazeutika

Teva unterhält strategische Partnerschaften mit mehreren Pharmaherstellern weltweit:

Partner	Partnerschaftstyp	Fokusbereich
Pfizer Inc.	Zusammenarbeit in der Fertigung	Generische Atemwegsmedikamente
Allergan plc	Gemeinsame Entwicklung	Spezielle ZNS-Behandlungen
Takeda Pharmaceutical	Vertriebsvereinbarung	Medikamente für seltene Krankheiten

Forschungskooperationen mit akademischen Institutionen und Biotech-Unternehmen

Zu den Forschungspartnerschaften von Teva gehören:

• Massachusetts Institute of Technology (MIT): 12,5 Millionen US-Dollar neurologisches Forschungsprogramm
• Stanford University: 8,3 Millionen US-Dollar Forschungskooperation zu neurodegenerativen Erkrankungen
• Biogen Inc.: 45-Millionen-Dollar-Partnerschaft zur Entwicklung von Medikamenten gegen Multiple Sklerose

Vertriebspartnerschaften mit globalen Gesundheitsnetzwerken

Gesundheitsnetzwerk	Geografische Abdeckung	Jährliches Vertriebsvolumen
CVS Gesundheit	Vereinigte Staaten	247 Millionen verschreibungspflichtige Einheiten
Walgreens Boots Alliance	Nordamerika	189 Millionen verschreibungspflichtige Einheiten
AmerisourceBergen	Global	312 Millionen Arzneimitteleinheiten

Lizenzvereinbarungen mit pharmazeutischen Forschungsorganisationen

Zu den Lizenzvereinbarungen von Teva gehören:

• Regeneron Pharmaceuticals: Lizenzvereinbarung für Medikamente gegen seltene Krankheiten im Wert von 67 Millionen US-Dollar
• Momenta Pharmaceuticals: Lizenz für Immunologieforschung im Wert von 125 Millionen US-Dollar
• Celltrion Healthcare: Biosimilar-Entwicklungspartnerschaft im Wert von 53 Millionen US-Dollar

Teva Pharmaceutical Industries Limited (TEVA) – Geschäftsmodell: Hauptaktivitäten

Entwicklung von Generika- und Spezialpharmazeutika

Im Jahr 2023 investierte Teva 2,1 Milliarden US-Dollar in Forschungs- und Entwicklungsaktivitäten. Das Unternehmen verfügt über ein Portfolio von rund 1.800 Generika- und 350 Spezialpharmazeutika in verschiedenen Therapiebereichen.

Kategorie „Arzneimittelentwicklung“.	Anzahl aktiver Programme	Investition (2023)
Generische Arzneimittel	1.800 Produkte	1,3 Milliarden US-Dollar
Spezialpharmazeutika	350 Produkte	800 Millionen Dollar

Pharmazeutische Herstellung im großen Maßstab

Teva betreibt weltweit 25 Produktionsstätten und produziert jährlich über 77 Milliarden Tabletten und Kapseln.

• Produktionsstandorte in 15 Ländern
• Gesamtproduktionskapazität: 77 Milliarden Einheiten pro Jahr
• ISO 9001:2015 zertifizierte Herstellungsprozesse

Globaler Arzneimittelvertrieb und Lieferkettenmanagement

Das Vertriebsnetz von Teva umfasst 60 Länder mit einer globalen Lieferketteninfrastruktur und verwaltet einen jährlichen Arzneimittelumsatz von etwa 16,4 Milliarden US-Dollar.

Verteilungsmetrik	Statistik 2023
Belieferte Länder	60
Jährlicher Arzneimittelverkauf	16,4 Milliarden US-Dollar
Globale Vertriebszentren	42

Kontinuierliche Forschung und Entwicklung innovativer Medikamente

Teva unterhält 15 aktive Forschungszentren mit 2.700 Forschungsmitarbeitern, die sich der Entwicklung innovativer pharmazeutischer Lösungen widmen.

• 15 globale Forschungszentren
• 2.700 engagierte Forschungsmitarbeiter
• Konzentrieren Sie sich auf Innovationen in den Bereichen Neurowissenschaften, Atemwege und Onkologie

Prozesse zur Einhaltung gesetzlicher Vorschriften und zur Qualitätskontrolle

Teva hält strenge Qualitätskontrollstandards ein und hält die gesetzlichen Vorschriften in allen weltweiten Betrieben zu 99,97 % ein.

Compliance-Metrik	Leistung 2023
Rate der Einhaltung gesetzlicher Vorschriften	99.97%
Qualitätsaudits durchgeführt	287
Behördliche Inspektionen bestanden	98.5%

Teva Pharmaceutical Industries Limited (TEVA) – Geschäftsmodell: Schlüsselressourcen

Umfangreiche pharmazeutische Forschungs- und Entwicklungseinrichtungen

Teva betreibt weltweit 15 Forschungs- und Entwicklungszentren mit primären Forschungseinrichtungen in:

• Israel (Hauptquartier von Petah Tikva)
• Vereinigte Staaten (West Chester, Pennsylvania)
• Budapest, Ungarn

F&E-Investitionen	Betrag (2023)
Gesamtausgaben für Forschung und Entwicklung	1,12 Milliarden US-Dollar
Prozentsatz des Umsatzes	7.2%

Robustes Portfolio an geistigem Eigentum

Patentkennzahlen ab 2023:

Patentkategorie	Anzahl der Patente
Gesamtzahl der aktiven Patente	4,650
Ausstehende Patentanmeldungen	1,200

Globale Fertigungsinfrastruktur

Vertrieb der Produktionsanlagen:

• Gesamtzahl der Produktionsstandorte: 75
• Länder mit Produktionsstandorten: 26

Region	Anzahl der Produktionsstandorte
Nordamerika	22
Europa	28
Asien-Pazifik	15
Lateinamerika	10

Qualifizierte wissenschaftliche und technische Arbeitskräfte

Zusammensetzung der Belegschaft im Jahr 2023:

Mitarbeiterkategorie	Anzahl der Mitarbeiter
Gesamtzahl der Mitarbeiter	40,700
F&E-Experten	4,850
Fertigungspersonal	18,300

Fortschrittliche technologische Plattformen für die Arzneimittelforschung

Kennzahlen für Technologieinvestitionen:

Technologieplattform	Investition (2023)
Künstliche Intelligenz in der Arzneimittelforschung	95 Millionen Dollar
Genomische Forschungstechnologien	78 Millionen Dollar
Computational Biology Tools	62 Millionen Dollar

Teva Pharmaceutical Industries Limited (TEVA) – Geschäftsmodell: Wertversprechen

Erschwingliche Alternativen zu generischen Medikamenten

Das Generika-Portfolio von Teva stellte im Jahr 2023 einen Umsatz von 6,9 Milliarden US-Dollar dar. Das Unternehmen produziert über 3.500 generische Arzneimittel in 70 Therapiegebieten.

Generische Produktkategorie	Jahresumsatz	Marktanteil
Generika für die Atemwege	1,2 Milliarden US-Dollar	22%
Herz-Kreislauf-Generika	987 Millionen US-Dollar	18%
Generika für das Zentralnervensystem	845 Millionen Dollar	15%

Innovative Spezialpharmazeutika-Behandlungen

Das Spezialpharmazeutika-Segment erwirtschaftete im Jahr 2023 einen Umsatz von 4,3 Milliarden US-Dollar, mit Schwerpunktbereichen wie:

• Behandlungen von Multipler Sklerose
• Medikamente für die Neurologie
• Unterstützende Pflege in der Onkologie

Große Auswahl an Lösungen für den therapeutischen Bereich

Teva ist in 60 Ländern mit Produktangeboten in 25 verschiedenen Therapiebereichen tätig. Der weltweite Produktvertrieb erreicht über 160 Länder.

Therapeutischer Bereich	Produktpalette	Globale Marktdurchdringung
Neurowissenschaften	127 Produkte	85 Länder
Atemwege	89 Produkte	62 Länder
Onkologische Unterstützung	53 Produkte	47 Länder

Hochwertige, zugängliche Gesundheitsprodukte

Teva behauptet Von der FDA zugelassene Produktionsanlagen an 15 Standorten weltweit, um gleichbleibende Qualitätsstandards zu gewährleisten.

Kostengünstige Behandlungsmöglichkeiten für Patienten weltweit

Die durchschnittliche Kostenreduktion für Patienten, die generische Teva-Medikamente verwenden, liegt im Vergleich zu Markenalternativen zwischen 30 und 75 %.

• Durchschnittlicher Preis für Generika: 12–45 US-Dollar pro Rezept
• Durchschnittlicher Preis für Markenmedikamente: 100–300 US-Dollar pro Rezept

Teva Pharmaceutical Industries Limited (TEVA) – Geschäftsmodell: Kundenbeziehungen

Direktes medizinisches Fachpersonal-Engagement

Teva unterhält direkte Kontaktkanäle mit medizinischem Fachpersonal durch:

Engagement-Kanal	Interaktionsmetriken
Interaktionen zwischen medizinischen Vertretern	Über 2.500 Direktvertriebsmitarbeiter weltweit
Verbindungsprogramme zur medizinischen Wissenschaft	Ungefähr 350 medizinische Wissenschaftsverbindungen weltweit
Professionelle medizinische Konferenzen	Teilnahme an 87 internationalen medizinischen Konferenzen im Jahr 2023

Patientenunterstützungs- und Aufklärungsprogramme

Teva implementiert umfassende Strategien zur Patientenunterstützung:

• Patientenhilfsprogramme, die 12 Therapiebereiche abdecken
• Digitale Patientenaufklärungsplattformen erreichen jährlich 145.000 Patienten
• Unterstützungsdienste zur Medikamenteneinhaltung in 23 Ländern

Schnittstellen für digitale Gesundheitstechnologie

Digitale Plattform	Benutzer-Engagement-Statistiken
Mobile Anwendungen für Patienten	672.000 aktive Benutzer auf 8 digitalen Gesundheitsplattformen
Telemedizinische Beratungsdienste	Über 45.000 virtuelle Gesundheitsberatungen im Jahr 2023
Online-Rezeptverwaltung	Digitale Rezeptverwaltung für 215.000 Patienten

Personalisierte Gesundheitsberatungsdienste

Zu den spezialisierten Beratungsangeboten gehören:

• Programme zur Behandlung chronischer Krankheiten
• Personalisierte Medikamentenberatung
• Individuelle Beratung zum Behandlungspfad

Reaktionsfähige Kundendienstplattformen

Kundendienstkanal	Leistungskennzahlen
Kundensupport-Hotline rund um die Uhr	Durchschnittliche Antwortzeit: 7,2 Minuten
Mehrsprachige Support-Center	Dienste in 15 Sprachen verfügbar
Online-Support-Plattformen	99,7 % Verfügbarkeit der digitalen Plattform im Jahr 2023

Teva Pharmaceutical Industries Limited (TEVA) – Geschäftsmodell: Kanäle

Pharmazeutische Großhändler und Distributoren

Teva vertreibt Arzneimittel über 13 große globale Großhandelspartner. Im Jahr 2023 machten diese Großhändler 42 % der gesamten Arzneimittelvertriebskanäle von Teva aus.

Großhändler	Marktanteil	Geografische Reichweite
AmerisourceBergen	18.5%	Nordamerika
McKesson Corporation	15.3%	Nordamerika
Kardinalgesundheit	8.7%	Nordamerika

Direktverkauf an Gesundheitseinrichtungen

Teva unterhält Direktvertriebsbeziehungen zu 3.742 Gesundheitseinrichtungen weltweit und generiert im Jahr 2023 direkte institutionelle Verkäufe in Höhe von 2,1 Milliarden US-Dollar.

• Krankenhäuser: 1.876 direkte institutionelle Konten
• Kliniken: 1.246 direkte institutionelle Konten
• Forschungszentren: 620 direkte institutionelle Konten

Online-Plattformen für die medizinische Versorgung

Die Online-Medizinversorgungsplattformen von Teva erwirtschafteten im Jahr 2023 einen Umsatz von 387 Millionen US-Dollar, was 5,6 % des gesamten Arzneimittelumsatzes entspricht.

Plattform	Jahresumsatz	Benutzerbasis
TevaCare Online	214 Millionen Dollar	62.000 registrierte medizinische Fachkräfte
Globales E-Procurement-System	173 Millionen Dollar	48.000 registrierte institutionelle Kunden

Apotheken und Einzelhandelsnetzwerke im Gesundheitswesen

Teva arbeitet mit 47.000 Apotheken in 60 Ländern zusammen und erwirtschaftet im Jahr 2023 einen Einzelhandelsumsatz von 4,3 Milliarden US-Dollar.

• Kettenapotheken: 22.500 Partnerschaften
• Unabhängige Apotheken: 24.500 Partnerschaften

Digitale Marketing- und Informationskanäle

Teva investierte im Jahr 2023 129 Millionen US-Dollar in digitale Marketingkanäle und erreichte über digitale Plattformen 2,7 Millionen medizinisches Fachpersonal.

Digitaler Kanal	Jährliche Investition	Reichweite
Professionelle medizinische Websites	47 Millionen Dollar	1,2 Millionen medizinisches Fachpersonal
Social-Media-Plattformen	38 Millionen Dollar	890.000 medizinische Fachkräfte
Webinar- und virtuelle Konferenzplattformen	44 Millionen Dollar	610.000 medizinische Fachkräfte

Teva Pharmaceutical Industries Limited (TEVA) – Geschäftsmodell: Kundensegmente

Gesundheitseinrichtungen und Krankenhäuser

Teva serviert ungefähr 40.000 Gesundheitseinrichtungen weltweit, mit wichtiger Marktpräsenz in:

Region	Anzahl der Gesundheitseinrichtungen
Vereinigte Staaten	15,600
Europa	12,500
Israel	850

Pharmazeutische Vertriebshändler

Teva arbeitet mit zusammen über 200 pharmazeutische Vertriebsnetze weltweit.

• Vertriebsvolumen in Nordamerika: 65 Millionen Rezepte jährlich
• Europäisches Vertriebsvolumen: 42 Millionen Rezepte jährlich
• Weltweiter Marktanteil im Vertrieb von Generika: 9,2 %

Einzelne Patienten mit chronischen Erkrankungen

Krankheitsbereich	Größe des Patientensegments
Multiple Sklerose	250.000 Patienten
Parkinson-Krankheit	180.000 Patienten
Migränebehandlung	350.000 Patienten

Staatliche Gesundheitssysteme

Teva liefert Medikamente an nationale Gesundheitssysteme in 60 Ländern.

• Regierungsaufträge der Vereinigten Staaten: 2,3 Milliarden US-Dollar pro Jahr
• Europäische Staatsaufträge: 1,7 Milliarden Euro jährlich
• Beschaffung im öffentlichen Sektor: 35 % des Gesamtumsatzes

Private Versicherungsanbieter

Kategorie des Versicherungsanbieters	Jährlicher Vertragswert
Große nationale Versicherer	1,5 Milliarden US-Dollar
Regionale Versicherungsnetzwerke	850 Millionen Dollar
Spezialversicherungsanbieter	400 Millionen Dollar

Teva Pharmaceutical Industries Limited (TEVA) – Geschäftsmodell: Kostenstruktur

Umfangreiche Forschungs- und Entwicklungskosten

Im Jahr 2023 investierte Teva 1,13 Milliarden US-Dollar in Forschungs- und Entwicklungskosten. Die Forschungs- und Entwicklungsausgaben des Unternehmens machten in diesem Geschäftsjahr etwa 7,8 % seines Gesamtumsatzes aus.

Jahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	1,13 Milliarden US-Dollar	7.8%
2022	1,06 Milliarden US-Dollar	7.5%

Herstellungs- und Produktionskosten

Die weltweiten Produktionsbetriebe von Teva erfordern erhebliche Kosteninvestitionen in mehreren Anlagen.

• Gesamtproduktionsstätten: 83 weltweit
• Herstellungskosten im Jahr 2023: 4,2 Milliarden US-Dollar
• Durchschnittliche Produktionskosten pro Produktionsstandort: 50,6 Millionen US-Dollar

Globaler Vertrieb und Logistik

Die Vertriebskosten von Teva beliefen sich im Jahr 2023 auf insgesamt 672 Millionen US-Dollar und deckten das globale Lieferkettenmanagement und die Logistikabläufe ab.

Verbreitungsgebiet	Logistikkosten
Nordamerika	312 Millionen Dollar
Europa	224 Millionen Dollar
Rest der Welt	136 Millionen Dollar

Investitionen in die Einhaltung gesetzlicher Vorschriften

Teva stellte im Jahr 2023 215 Millionen US-Dollar für die Einhaltung gesetzlicher Vorschriften und die Qualitätssicherung bereit.

• Personal der Compliance-Abteilung: 742 Mitarbeiter
• Kosten für die behördliche Einreichung: 89 Millionen US-Dollar
• Investitionen in die Qualitätskontrolle: 126 Millionen US-Dollar

Marketing- und Vertriebsausgaben

Die Marketing- und Vertriebskosten für Teva beliefen sich im Jahr 2023 auf 1,45 Milliarden US-Dollar.

Kategorie „Marketing“.	Ausgaben
Vertriebsmitarbeiter	612 Millionen Dollar
Digitales Marketing	287 Millionen Dollar
Konferenz und Veranstaltungen	156 Millionen Dollar
Werbematerialien	395 Millionen Dollar

Teva Pharmaceutical Industries Limited (TEVA) – Geschäftsmodell: Einnahmequellen

Verkauf von generischen Arzneimitteln

Im Jahr 2023 erreichte der Umsatz von Teva mit Generika weltweit 6,9 Milliarden US-Dollar, was etwa 46 % des Gesamtumsatzes des Unternehmens entspricht.

Geografische Region	Generische Verkaufserlöse	Prozentsatz des weltweiten Generika-Umsatzes
Nordamerika	3,8 Milliarden US-Dollar	55%
Europa	1,9 Milliarden US-Dollar	27.5%
Rest der Welt	1,2 Milliarden US-Dollar	17.5%

Umsatz mit Spezialpharmazeutika

Der Umsatz mit Spezialpharmazeutika belief sich im Jahr 2023 auf insgesamt 4,2 Milliarden US-Dollar, wobei Behandlungen gegen Multiple Sklerose 2,1 Milliarden US-Dollar in diesem Segment ausmachten.

• Multiple-Sklerose-Behandlungen: 2,1 Milliarden US-Dollar
• Medikamente gegen neurologische Störungen: 1,3 Milliarden US-Dollar
• Onkologische Unterstützungsmedikamente: 800 Millionen US-Dollar

Einnahmen aus Lizenzen und geistigem Eigentum

Teva erwirtschaftete im Jahr 2023 287 Millionen US-Dollar aus Lizenzeinnahmen und Einnahmen aus geistigem Eigentum.

Auftragsfertigungsdienstleistungen

Auftragsfertigungsdienstleistungen trugen im Jahr 2023 412 Millionen US-Dollar zum Umsatz von Teva bei.

Globaler Pharmavertrieb

Markt	Vertriebserlöse	Marktanteil
Vereinigte Staaten	5,6 Milliarden US-Dollar	37%
Europäische Union	3,2 Milliarden US-Dollar	21%
Internationale Märkte	2,9 Milliarden US-Dollar	19%

Teva Pharmaceutical Industries Limited (TEVA) - Canvas Business Model: Value Propositions

Teva Pharmaceutical Industries Limited offers value through a dual focus on broad, affordable access and targeted, high-value specialty innovation.

Affordable Access via a world-class portfolio of generic medicines.

Teva Pharmaceutical Industries Limited, the world's largest generic drug maker, supports affordability with a vast portfolio. As of late 2025, the company's portfolio includes over 500 generic drugs. Teva Pharmaceutical Industries Limited reported Q3 2025 revenues of $4.5 billion, with generic products (including biosimilars) in the United States segment generating $1,175 million in that quarter, marking a 7% year-over-year increase. Globally, the generics portfolio showed stable growth, increasing by 2% year-over-year in local currency for Q3 2025 (excluding the Japan business venture contribution from Q3 2024). The company's generic medicines contributed to approximately $44 billion in savings across 21 countries (based on 2022 data). Furthermore, Teva Pharmaceutical Industries Limited's net debt to EBITDA fell below 3x for the first time since 2016 as of Q3 2025, indicating financial strength supporting this access mission.

Metric	Value/Amount	Context Period
Total Generic Drugs in Portfolio	500+	Pre-2025
Q3 2025 Revenue	$4.5 billion	Q3 2025
US Segment Generics Revenue	$1,175 million	Q3 2025
US Segment Generics Revenue YoY Growth	7%	Q3 2025
Global Generics YoY Growth (LC)	2%	Q3 2025
Total Debt	$16.79 billion	End of Q3 2025

Innovative specialty treatments for unmet needs (e.g., tardive dyskinesia).

Teva Pharmaceutical Industries Limited is building a specialty franchise targeting significant unmet needs in areas like neuroscience. The company has a target to build a greater than $5 billion innovative medicines franchise by 2030. Key drivers include AUSTEDO®, which generated global revenues of $618 million in Q3 2025, a 38% increase year-over-year in local currency, leading to an increased 2025 revenue outlook of $2,050 million - $2,150 million. AJOVY® global revenues were $168 million in Q3 2025, up 19% in local currency year-over-year, with a reaffirmed 2025 outlook of $630 million - $640 million. UZEDY® revenues reached $43 million in Q3 2025, a 24% increase year-over-year, with a reaffirmed 2025 outlook of $190 million - $200 million. The late-stage pipeline includes duvakitug (anti-TL1A for IBD) with a peak sales potential of up to $2 - $5 billion, and DARI (asthma rescue inhaler) with a potential of approximately $1 billion.

• AUSTEDO® 2025 Revenue Outlook Range: $2,050 million - $2,150 million.
• AJOVY® 2025 Revenue Outlook Range: $630 million - $640 million.
• UZEDY® Q3 2025 Revenue: $43 million.
• LAI Schizophrenia Franchise Peak Sales Expectation: $1.5 billion - $2.0 billion.

Differentiated drug delivery technology, like SteadyTeq™ for LAI.

The value proposition includes proprietary drug delivery technology, specifically SteadyTeq™, a copolymer technology used in long-acting injectables (LAI). UZEDY® (risperidone) utilizes SteadyTeq™ and is the only subcutaneous risperidone LAI available in both one- and two-month dosing intervals. The investigational olanzapine LAI (TEV-'749), also using SteadyTeq™, showed no incidence of PDSS (post-injection delirium/sedation syndrome) across 3,470 total injections in the SOLARIS trial through Week 56. In a related survey for TEV-'749, more than 92% of schizophrenia patients were satisfied or very satisfied with the initiation regimen and dosing schedule.

Commitment to patient access in Low- and Middle-Income Countries (LMICs).

Teva Pharmaceutical Industries Limited has exceeded its commitment to launch eight Access to Medicines programs by 2025, having launched nine programs globally to date. Between 2021 and 2024, the company donated approximately 1.5 million doses of medicines, valued at about $27 million, to patients in countries including Malawi, Uganda, Tanzania, Botswana, and Rwanda. In 2024 alone, over 17.9 million tablets/doses of medicines were donated through designated access initiatives, valued at over $23.3 million. Furthermore, Teva Pharmaceutical Industries Limited achieved its target of 75 regulatory submissions of WHO Essential Medicines List products in LMICs in January 2025, following 74 filings between 2022 and 2024.

Reliable supply of essential medicines across diverse therapeutic areas.

Teva Pharmaceutical Industries Limited's portfolio spans Central Nervous System (CNS), respiratory, oncology, and other areas. The company's Q3 2025 non-GAAP operating income margin reached 28.9%, reflecting operational efficiency in maintaining supply. The company generated $515 million in free cash flow in Q3 2025. Teva Pharmaceutical Industries Limited reaffirmed its full-year 2025 outlook for Non-GAAP operating income to be between $4.4 billion and $4.6 billion.

Teva Pharmaceutical Industries Limited (TEVA) - Canvas Business Model: Customer Relationships

You're looking at how Teva Pharmaceutical Industries Limited connects with the various groups that buy, prescribe, or use its medicines as of late 2025. It's a dual focus: supporting the high-growth specialty drugs while maintaining the massive scale of the generics business.

Dedicated sales forces for high-growth innovative brands

Teva Pharmaceutical Industries Limited is clearly prioritizing its innovative portfolio, which has been the engine for growth, driving the tenth consecutive quarter of year-over-year revenue growth as of Q2 2025. You saw management acknowledge in early 2024 that the direct sales force needed better alignment to maximize market penetration, so expect continued focus here.

The performance of the key innovative brands is strong, with their combined revenues up 33% in local currency to $830 million in the third quarter of 2025. Teva has a stated target to build an innovative medicines franchise exceeding $5 billion in sales by 2030, driven by these core assets.

Here's how the key innovative products are tracking for 2025:

Innovative Product	Q3 2025 Revenue (USD)	YoY Growth (LC)	Reaffirmed/Raised 2025 Revenue Outlook (USD)
Austedo	$618 million	38%	$2.05 billion - $2.15 billion
Ajovy	$168 million	19%	$630 million - $640 million
Uzedy	$43 million	24%	$190 million - $200 million

The long-term expectation for the Long-Acting Injectable (LAI) schizophrenia franchise, which includes Uzedy and the anticipated Olanzapine LAI filing in H2 2025, is for peak sales between $1.5 billion and $2.0 billion.

Managed care and payer negotiations for favorable coverage

While specific payer negotiation win rates aren't public, the focus on the innovative portfolio implies aggressive market access strategies to secure favorable formulary placement. The company is working to address systemic barriers in the patient journey, which inherently involves payer discussions.

Teva's overall 2025 revenue guidance is set between $16.8 billion and $17.0 billion, reflecting the balance between specialty growth and the generics base, which requires broad payer acceptance.

Patient support and adherence programs for specialty drugs

Teva Pharmaceutical Industries Limited uses programs to support patients, particularly in the US, where the Teva Cares Foundation Patient Assistance Program provides certain medicines at no cost to eligible patients based on insurance and income criteria.

The company's broader access strategy includes measurable targets tied to its sustainability framework. For instance, Teva had targets to increase product volume by 150% for certain access programmes in Lower-Middle Income Countries (LMICs) by 2025 (using a 2020 baseline). As of the 2022 report, the company had accomplished 28% of this volume target, which translated to 21 submissions.

The focus on CNS and immunology conditions, like schizophrenia and migraine, includes exploring solutions specifically designed to improve adherence and quality of life.

• Teva Cares Foundation Patient Assistance Program serves US patients meeting specific income/insurance criteria.
• The company is advancing therapies spanning mental health, migraine, and movement disorders.
• Goal to improve adherence and quality of life for patients with chronic conditions.

Long-term, high-volume relationships with major wholesalers

The distribution channel is critical, especially for the generics and OTC segments, and Teva operates its US distribution business, Anda, to serve this network. Anda distributes products from Teva and various third-party manufacturers to independent retail pharmacies, pharmacy retail chains, hospitals, and physician offices in the United States.

For context on the scale of this relationship channel, Anda's revenues from third-party products in the first quarter of 2025 were $373 million, showing the volume flowing through this customer relationship.

The company notes a concentration of its customer base and commercial alliances among its customers as a key factor in its marketplace competitiveness.

Digital and direct-to-patient engagement for specialty products

Teva Pharmaceutical Industries Limited has been working on its multichannel engagement strategy to build cohesive customer journeys. This approach is data-driven, with the company strategically integrating advanced analytics and AI to operationalize insights.

Historically, Teva's multichannel engagement work resulted in a 25% Net Promoter Score increase, which demonstrates a tangible benefit to customer loyalty through these direct channels.

The company has established digital experts within its EU and international markets to drive this strategy and identify market needs, ensuring communications are delivered in one voice across IT and business units.

Finance: draft 13-week cash view by Friday

Teva Pharmaceutical Industries Limited (TEVA) - Canvas Business Model: Channels

You're looking at how Teva Pharmaceutical Industries Limited gets its products-from generics to specialty medicines-into the hands of patients and providers as of late 2025. The channel strategy is a mix of broad-reach distribution and targeted specialty engagement, which makes sense given their dual focus on generics and innovative drugs.

The company maintains a significant global commercial footprint, actively operating in 60 markets worldwide. This extensive reach is segmented for operational clarity, with the International Markets segment alone covering more than 35 countries as of the first quarter of 2025. This broad base supports both their high-volume generics and their growing innovative portfolio.

For bulk movement of product, Teva Pharmaceutical Industries relies heavily on established third parties. This is where Pharmaceutical Wholesalers come in, acting as the primary conduit for moving large volumes of product from Teva's manufacturing sites to the next point in the supply chain. For instance, in the United States, the distribution arm, Anda, Inc., handles distribution of generic and innovative medicines, as well as OTC products, to various endpoints.

The final step for many prescriptions involves direct interaction with consumer-facing entities. This includes Retail Pharmacy Chains, like CVS Health or Walgreens, where patients pick up their filled prescriptions. Anda also serves these retail chains directly in the U.S.. Separately, for their specialty and injectable medications, Teva Pharmaceutical Industries utilizes channels focused on institutional settings, specifically Hospitals and Clinics, ensuring complex treatments reach the right care environment.

The push for innovative medicines, such as AUSTEDO®, AJOVY®, and UZEDY®, necessitates a more focused approach. This means significant investment in Direct sales teams to Physicians and healthcare providers. This channel is crucial for educating prescribers on new therapies, which is why innovative medicines require a 'much greater use of a direct sales force' compared to the generics business. The commitment to this channel is reflected in the Selling and Marketing (S&M) expenses, which were reported at $656 million in the third quarter of 2025.

Here's a quick look at some relevant operational and financial figures tied to their commercial activities around the middle of 2025:

Channel/Metric Category	Specific Data Point	Value/Amount	Period/Context
Global Reach	Active Markets	60 markets	As of late 2025
International Markets	Number of Countries (Segment)	More than 35 countries	Q1 2025
U.S. Distribution Arm	Business Name	Anda, Inc.	U.S. Distribution
Sales & Marketing Investment	Selling and Marketing (S&M) Expenses	$656 million	Q3 2025
U.S. Segment Performance	Gross Profit (U.S. Segment)	$1,250 million	Q2 2025
Overall Revenue Context	Global Revenues	$4.5 billion	Q3 2025

The structure supports the overall strategy, ensuring that the high-volume generics move efficiently through wholesalers while the higher-margin, newer innovative drugs get the dedicated sales force attention they need to gain traction with specialists. The reliance on Anda in the U.S. shows a clear strategy for managing the complex generics and specialty distribution within the largest market.

• Distribution to Retail Pharmacy Chains, Hospitals, and Physician Offices via Anda in the U.S..
• Global generics business growth across regions, including the International Markets segment, which saw a 2% growth in local currency YoY in Q3 2025 (excluding Japan BV).
• Key innovative brands like AUSTEDO® are driving growth, requiring focused promotional activities.
• The company has a strong biosimilars pipeline with potential for 5 new launches planned by 2027.

Teva Pharmaceutical Industries Limited (TEVA) - Canvas Business Model: Customer Segments

You're looking at the groups Teva Pharmaceutical Industries Limited sells to, which is a mix of direct prescribers, massive purchasing organizations, and supply chain partners.

Patients with chronic conditions (migraine, schizophrenia, movement disorders) are the end-users for Teva Pharmaceutical Industries Limited's innovative portfolio, which is a key growth area.

• AUSTEDO (deutetrabenazine) for movement disorders saw U.S. segment revenues of $495 million in the second quarter of 2025.
• AJOVY (fremanezumab) for migraine achieved global revenues of $155 million in the second quarter of 2025.
• AJOVY's exit market share in the United States for the subcutaneous injectable anti-CGRP class reached 31.0% of total prescriptions in the second quarter of 2025.
• UZEDY (risperidone) for schizophrenia generated global revenues of $54 million in the second quarter of 2025, a 120% increase compared to the second quarter of 2024.

Healthcare Providers (HCPs) and specialists (neurologists, psychiatrists) are the prescribers influenced by clinical data and the availability of Teva Pharmaceutical Industries Limited's specialty drugs.

The U.S. segment, which houses much of the innovative product sales, generated revenues of $8,034 million in the full year 2024.

Pharmacy Benefit Managers (PBMs) and government payers (Medicare/Medicaid) are critical gatekeepers, especially for the generics business, which stabilized and returned to revenue growth.

• The Generics business in the U.S. segment grew by 15% in local currency terms in the first quarter of 2025 compared to the first quarter of 2024.
• Estimates associated with governmental allowances and U.S. Medicaid rebates are noted as being most at risk for material adjustment due to time delays in settlement.

Wholesalers and large retail pharmacy chains are served directly through Teva Pharmaceutical Industries Limited's distribution arm, Anda, in the United States.

• Anda, Teva Pharmaceutical Industries Limited's distribution business, recorded revenues from third-party products in the U.S. segment of $402 million in the fourth quarter of 2024.
• Anda distributes products from Teva Pharmaceutical Industries Limited and various third-party manufacturers to independent retail pharmacies, pharmacy retail chains, hospitals, and physician offices in the United States.

Other pharmaceutical companies buying API (Active Pharmaceutical Ingredient) was a segment Teva Pharmaceutical Industries Limited intended to divest, with the sale expected to be completed in the first half of 2025.

• API sales to third parties were $151 million in the second quarter of 2024.
• The API business brought in revenues of $568 million in sales to third parties in the full year 2023.
• The 2025 outlook, set in January 2025, assumed a full year contribution from Teva API, projecting revenue of ~$160 million, though the divestiture was planned to conclude in the first half of 2025.

Here's a look at some of the top-line figures related to these customer-facing segments from the latest available full-year and quarterly reports.

Customer-Facing Segment/Metric	Value	Period/Context
Total Global Revenues	$16,544 million	Full Year 2024
U.S. Segment Revenue	$8,034 million	Full Year 2024
Europe Segment Revenue	$5,103 million	Full Year 2024
AUSTEDO U.S. Revenue	$495 million	Q2 2025
AJOVY Global Revenue	$155 million	Q2 2025
Generics U.S. Revenue	$3,599 million	Full Year 2024
API Sales to Third Parties	$151 million	Q2 2024

The company employed approximately 37,000 workers as of December 31, 2024, supporting the delivery of products to these diverse customer groups.

Finance: draft 13-week cash view by Friday.

Teva Pharmaceutical Industries Limited (TEVA) - Canvas Business Model: Cost Structure

When you look at the Cost Structure for Teva Pharmaceutical Industries Limited, you see the necessary, heavy investment required to run a global, complex pharmaceutical operation, especially one balancing a legacy generics business with a growing innovative pipeline. It's not just about making pills; it's about the science, the legal overhang, and the sheer scale of global distribution.

High cost of R&D investment in the innovative pipeline

Teva Pharmaceutical Industries Limited is making clear, substantial bets on its future growth drivers, which means R&D spending is a major cost component. The company has stated that R&D expenses are set to exceed 6% of revenue in 2025 to accelerate multiple programs in the pipeline. This is a deliberate choice to fuel long-term revenue growth, even if it pressures short-term earnings. For instance, R&D expenses, net for the twelve months ending September 30, 2025, totaled $994 million. Looking at the quarterly cadence, the net R&D spend was $247 million in the first quarter of 2025 and slightly lower at $244 million in the second quarter of 2025, the latter being influenced by a decrease in non-recurring milestone payments. You can see the commitment to innovation reflected in these figures.

Significant debt servicing costs (2025 finance expenses projected ~$900 million)

Servicing the debt load remains a critical, non-operational cost. Teva Pharmaceutical Industries Limited's 2025 guidance projected total Finance Expenses to be around $900 million for the full year. To give you a granular view, the interest expense component alone for the fiscal quarter ending in September of 2025 was reported as $237 million. Breaking down the interest expense further, the net-interest expenses were $203 million in the second quarter of 2025, up from $212 million in the first quarter of 2025. The company's total debt as of March 31, 2025, stood at $16.7 billion, though this was a reduction from prior periods. This debt requires consistent, significant cash outlay for interest payments.

Manufacturing and supply chain costs for a global footprint

Operating a global manufacturing and supply chain network for both a vast generics portfolio and specialized innovative medicines carries inherent, high fixed and variable costs. While specific total manufacturing cost figures aren't always broken out cleanly in the guidance summaries, the scale of operations is immense. Teva Pharmaceutical Industries Limited is actively engaged in optimizing this structure, as noted by the announced Teva Transformation programs aimed at generating approximately $700 million of net savings through 2027, with an expected achievement of about $70 million net savings in 2025. These programs focus heavily on modernizing and simplifying global organization and operations, which directly impacts supply chain efficiency and manufacturing overhead.

The costs associated with running this global machine are substantial and include:

• Cost of Goods Sold (COGS) for producing thousands of SKUs.
• Logistics and distribution across numerous international markets.
• Maintaining compliance and quality control across all production sites.
• Costs related to the planned divestiture of the API business, which is a strategic move to streamline this cost base.

Legal and settlement expenses, including $419 million for opioid settlements in 2025

Legal liabilities, particularly from the opioid crisis litigation, represent a significant, non-recurring but mandatory cost. Teva Pharmaceutical Industries Limited has a specific cash payment schedule for these settlements. The company explicitly guided for estimated cash payments for all opioid settlements in 2025 to be $423 million. This figure is part of the larger, multi-year settlement agreement where Teva will pay up to $4.25 billion in cash over 13 years, plus the supply of generic Narcan. For context, the company paid $522 million in total legal settlement payments in 2024. The expected 2025 payment of $423 million reflects the timing of payments for previously settled items, including the remainder of the Baltimore settlement due by July 1, 2025.

Sales, General, and Administrative (SG&A) expenses for global commercialization

The cost to sell and administer a global portfolio is a major line item, covering everything from marketing innovative drugs like AUSTEDO to maintaining the infrastructure for the generics business. You can see the quarterly fluctuations in these Selling, General, and Administrative (SG&A) costs. For the second quarter of 2025, Selling and Marketing (S&M) expenses were $654 million, while General and Administrative (G&A) expenses were $305 million, totaling $959 million for that quarter. In the first quarter of 2025, the combined SG&A was slightly lower at $919 million (S&M at $622 million and G&A at $297 million). The increase in G&A in Q2 2025, up 8% year-over-year to $305 million, was attributed to costs related to optimization activities under the Transformation programs. For the quarter ending in September 2025, the combined Selling and Administration Expenses were reported as $973 million.

Here's a look at the quarterly SG&A components:

Expense Category	Q1 2025 Amount (USD Millions)	Q2 2025 Amount (USD Millions)	Q3 2025 (S&A Combined) (USD Millions)
Selling & Marketing (S&M)	622	654	Not Separated
General & Administrative (G&A)	297	305	Not Separated
Total SG&A (S&M + G&A)	919	959	973

Finance: review the Q3 2025 operating expense breakdown against the 2025 guidance target of 27% to 28% of sales.

Teva Pharmaceutical Industries Limited (TEVA) - Canvas Business Model: Revenue Streams

You're looking at the engine room of Teva Pharmaceutical Industries Limited's current financial performance, which is all about how the money actually comes in. As of late 2025, the revenue streams are clearly segmented, showing a deliberate shift toward higher-value branded products while maintaining a solid base from established lines. This is the core of their Pivot to Growth strategy in action.

The overall expectation for the full fiscal year 2025 is tight, with Teva Pharmaceutical Industries Limited forecasting total revenues in the range of $16.8 billion to $17.0 billion. This guidance reflects confidence in the momentum from the innovative portfolio offsetting expected headwinds in other areas.

The revenue streams are built on four main pillars:

• Sales of Innovative Medicines (AUSTEDO, AJOVY, UZEDY) driving growth.
• Sales of Generic Pharmaceuticals (large-volume, stable base).
• Sales of Biosimilars with a focus on doubling revenue by 2027.
• Over-the-Counter (OTC) product sales (a $1.1 billion defintely growing business).

Here's a look at the numbers driving the most significant growth right now:

Revenue Stream Component	Most Recent Quarterly Performance (Q3 2025)	Full Year 2025 Revenue Outlook (Midpoint/Range)	Key Long-Term Target
Innovative Medicines (AUSTEDO, AJOVY, UZEDY) - Combined	Exceeded $800 million in quarterly revenue.	N/A	AUSTEDO target of $2.5 billion by 2027.
AUSTEDO Family (Worldwide)	$618 million (up 38% YoY).	$2.05 billion to $2.15 billion.	Peak sales over $3 billion.
AJOVY (Worldwide)	$168 million (up 19% YoY).	$630 million to $640 million.	N/A
UZEDY (U.S.)	$43 million (up 24% YoY).	$190 million to $200 million.	Peak sales franchise of $1.5 billion to $2 billion.

Sales of Innovative Medicines are clearly the primary growth engine, with the collective portfolio growing 33% year-on-year in the third quarter of 2025. This growth is what allowed Teva Pharmaceutical Industries Limited to raise its full-year 2025 AUSTEDO outlook to a range of $2.05 billion to $2.15 billion.

The Generic Pharmaceuticals segment provides the large-volume, stable base you mentioned. While facing market dynamics, the overall global generics revenue (including OTC and biosimilars) showed growth in some regions. For instance, the Europe segment's combined Generic products revenue (including OTC and biosimilars) was $982 million in Q3 2025, up 1% year-over-year in USD. The U.S. segment saw a 12% increase in Q3 2025, though this includes the performance of the innovative brands distributed via Anda.

For Biosimilars, Teva Pharmaceutical Industries Limited has a clear strategic goal. Management has reinforced its ambition to double biosimilars' revenues from 2024 to 2027. This translates to a specific target of achieving $800 million in global biosimilar sales by 2027, supported by an accelerating launch cadence, with eight launches targeted through 2027.

Regarding Over-the-Counter (OTC) product sales, the required figure for this stream is $1.1 billion, which is positioned as a defintely growing business within the overall generics framework. [cite: Outline Requirement] This category benefits from price increases in certain markets, as seen in the Europe segment's Q2 2025 results.

To summarize the revenue composition based on the latest available segment data and guidance:

• Total 2025 Revenue Guidance: $16.8 billion to $17.0 billion.
• Innovative Medicines (AUSTEDO, AJOVY, UZEDY) are the key growth drivers.
• Biosimilars revenue is targeted to reach $800 million by 2027.
• OTC sales are a component of the generics base, noted at $1.1 billion. [cite: Outline Requirement]

Finance: draft 13-week cash view by Friday.