Teva Pharmaceutical Industries Limited (TEVA): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Sumérgete en el intrincado mundo de Teva Pharmaceutical Industries Limited, una potencia farmacéutica global que ha revolucionado la atención médica a través de su innovador modelo de negocio. Desde medicamentos genéricos asequibles hasta tratamientos especializados de vanguardia, el enfoque estratégico de Teva transforma los complejos desafíos de salud en soluciones accesibles que afectan a millones de vidas en todo el mundo. Esta exploración de lienzo de modelo de negocio presenta los mecanismos sofisticados detrás de una de las empresas más dinámicas y resistentes de la industria farmacéutica, que ofrece información sin precedentes sobre cómo Teva navega por el intrincado panorama de la innovación y la prestación de la atención médica global.

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negocios: asociaciones clave

Alianzas estratégicas con fabricantes farmacéuticos genéricos y especializados

Teva mantiene asociaciones estratégicas con múltiples fabricantes farmacéuticos a nivel mundial:

Pareja	Tipo de asociación	Área de enfoque
Pfizer Inc.	Colaboración de fabricación	Medicamentos respiratorios genéricos
Allergan PLC	Desarrollo conjunto	Tratamientos especializados en el SNC
Takeda Pharmaceutical	Acuerdo de distribución	Medicamentos de enfermedades raras

Colaboraciones de investigación con instituciones académicas y empresas de biotecnología

Las asociaciones de investigación de Teva incluyen:

• Instituto de Tecnología de Massachusetts (MIT): programa de investigación neurológica de $ 12.5 millones
• Universidad de Stanford: $ 8.3 millones en la colaboración de investigación de enfermedades neurodegenerativas
• Biogen Inc.: Asociación de desarrollo de medicamentos de esclerosis múltiple de $ 45 millones

Asociaciones de distribución con redes de salud globales

Red de atención médica	Cobertura geográfica	Volumen de distribución anual
Salud CVS	Estados Unidos	247 millones de unidades recetadas
Walgreens Boots Alliance	América del norte	189 millones de unidades recetadas
AmerisourceBergen	Global	312 millones de unidades farmacéuticas

Acuerdos de licencia con organizaciones de investigación farmacéutica

Los acuerdos de licencia de Teva incluyen:

• Regeneron Pharmaceuticals: Acuerdo de licencia de drogas de enfermedades raras de $ 67 millones
• Momento Pharmaceuticals: Licencia de investigación de inmunología de $ 125 millones
• CellTrion Healthcare: Asociación de desarrollo biosimilar de $ 53 millones

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negocio: actividades clave

Desarrollo de fármacos farmacéuticos genéricos y especializados

En 2023, Teva invirtió $ 2.1 mil millones en actividades de investigación y desarrollo. La compañía mantiene una cartera de aproximadamente 1,800 productos farmacéuticos genéricos y 350 especiales en múltiples áreas terapéuticas.

Categoría de desarrollo de medicamentos	Número de programas activos	Inversión (2023)
Farmacéuticos genéricos	1.800 productos	$ 1.3 mil millones
Farmacéuticos especiales	350 productos	$ 800 millones

Fabricación farmacéutica a gran escala

Teva opera 25 instalaciones de fabricación a nivel mundial, produciendo más de 77 mil millones de tabletas y cápsulas anualmente.

• Ubicaciones de fabricación en 15 países
• Capacidad de producción total: 77 mil millones de unidades por año
• Procesos de fabricación certificados ISO 9001: 2015

Distribución global de medicamentos y gestión de la cadena de suministro

La red de distribución de Teva cubre 60 países con una infraestructura global de la cadena de suministro que administra aproximadamente $ 16.4 mil millones en ventas farmacéuticas anuales.

Métrico de distribución	2023 estadísticas
Países atendidos	60
Ventas farmacéuticas anuales	$ 16.4 mil millones
Centros de distribución globales	42

Investigación y desarrollo continuos de medicamentos innovadores

TEVA mantiene 15 centros de investigación activos con 2.700 personal de investigación dedicado a desarrollar soluciones farmacéuticas innovadoras.

• 15 centros de investigación globales
• 2.700 personal de investigación dedicado
• Centrarse en las innovaciones de neurociencia, respiratoria y oncología

Procesos de cumplimiento regulatorio y control de calidad

TEVA mantiene estándares de control de calidad estrictos con un 99.97% de cumplimiento regulatorio en las operaciones globales.

Métrico de cumplimiento	2023 rendimiento
Tasa de cumplimiento regulatorio	99.97%
Auditorías de calidad realizadas	287
Inspecciones regulatorias aprobadas	98.5%

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negocios: recursos clave

Extensas instalaciones de investigación y desarrollo farmacéutico

Teva opera 15 centros de I + D a nivel mundial, con instalaciones de investigación primarias ubicadas en:

• Israel (sede de Petah Tikva)
• Estados Unidos (West Chester, Pensilvania)
• Budapest, Hungría

Inversión de I + D	Cantidad (2023)
Gastos totales de I + D	$ 1.12 mil millones
Porcentaje de ingresos	7.2%

Cartera de propiedad intelectual robusta

Métricas de patentes a partir de 2023:

Categoría de patente	Número de patentes
Patentes activas totales	4,650
Aplicaciones de patentes pendientes	1,200

Infraestructura de fabricación global

Distribución de instalaciones de fabricación:

• Sitios de fabricación totales: 75
• Países con presencia de fabricación: 26

Región	Número de sitios de fabricación
América del norte	22
Europa	28
Asia-Pacífico	15
América Latina	10

Fuerza laboral científica y técnica calificada

Composición de la fuerza laboral en 2023:

Categoría de empleado	Número de empleados
Total de empleados	40,700
Profesionales de I + D	4,850
Personal de fabricación	18,300

Plataformas tecnológicas avanzadas para el descubrimiento de fármacos

Métricas de inversión tecnológica:

Plataforma tecnológica	Inversión (2023)
Inteligencia artificial en el descubrimiento de drogas	$ 95 millones
Tecnologías de investigación genómica	$ 78 millones
Herramientas de biología computacional	$ 62 millones

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negocio: propuestas de valor

Alternativas de medicamentos genéricos asequibles

La cartera de medicamentos genéricos de Teva representaba $ 6.9 mil millones en ingresos a partir de 2023. La compañía produce más de 3,500 productos farmacéuticos genéricos en 70 áreas terapéuticas.

Categoría de productos genéricos	Ingresos anuales	Cuota de mercado
Genéricos respiratorios	$ 1.2 mil millones	22%
Genéricos cardiovasculares	$ 987 millones	18%
Genéricos del sistema nervioso central	$ 845 millones	15%

Tratamientos farmacéuticos especializados innovadores

El segmento farmacéutico especializado generó $ 4.3 mil millones en ingresos durante 2023, con áreas de enfoque clave que incluyen:

• Tratamientos de esclerosis múltiple
• Medicamentos neurología
• Oncología Cuidados de apoyo

Amplia gama de soluciones de área terapéutica

Teva opera en 60 países con ofertas de productos en 25 áreas terapéuticas distintas. La distribución global de productos llega a más de 160 países.

Área terapéutica	Gama de productos	Penetración del mercado global
Neurociencia	127 productos	85 países
Respiratorio	89 productos	62 países
Apoyo oncológico	53 productos	47 países

Productos de salud accesibles de alta calidad y accesibles

Teva mantiene Instalaciones de fabricación aprobadas por la FDA En 15 ubicaciones globales, garantizando estándares de calidad consistentes.

Opciones de tratamiento rentables para pacientes en todo el mundo

La reducción de costos promedio para los pacientes que usan medicamentos genéricos de TEVA oscilan entre 30 y 75% en comparación con las alternativas de marca.

• Precio promedio de medicamentos genéricos: $ 12- $ 45 por receta
• Precio promedio de medicamentos de marca: $ 100- $ 300 por receta

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negocio: Relaciones con los clientes

Compromiso médico directo

Teva mantiene canales de participación directa con profesionales de la salud a través de:

Canal de compromiso	Métricas de interacción
Interacciones representativas médicas	Más de 2.500 representantes de ventas directas a nivel mundial
Programas de enlace de ciencias médicas	Aproximadamente 350 enlaces de ciencias médicas en todo el mundo
Conferencias médicas profesionales	Participación en 87 conferencias médicas internacionales en 2023

Programas de apoyo y educación del paciente

TEVA implementa estrategias integrales de apoyo al paciente:

• Programas de asistencia al paciente que cubren 12 áreas terapéuticas
• Plataformas de educación de pacientes digitales que alcanzan 145,000 pacientes anualmente
• Servicios de soporte de adherencia a la medicación en 23 países

Interfaces de tecnología de salud digital

Plataforma digital	Estadísticas de participación del usuario
Aplicaciones móviles de paciente	672,000 usuarios activos en 8 plataformas de salud digital
Servicios de consulta de telesalud	Más de 45,000 consultas de atención médica virtual en 2023
Gestión de recetas en línea	Gestión de recetas digitales para 215,000 pacientes

Servicios de consultoría de salud personalizados

Las ofertas de consultoría especializada incluyen:

• Programas de manejo de enfermedades crónicas
• Servicios de asesoramiento de medicamentos personalizados
• Consultas de la vía de tratamiento individual

Plataformas de servicio al cliente receptivas

Canal de servicio al cliente	Métricas de rendimiento
Línea directa de soporte al cliente 24/7	Tiempo de respuesta promedio: 7.2 minutos
Centros de soporte de varios idiomas	Servicios disponibles en 15 idiomas
Plataformas de soporte en línea	99.7% de tiempo de actividad de plataforma digital en 2023

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negocios: canales

Mayoristas y distribuidores farmacéuticos

Teva distribuye productos farmacéuticos a través de 13 principales socios mundiales mundiales. En 2023, estos mayoristas representaron el 42% de los canales de distribución farmacéutica total de Teva.

Mayorista	Cuota de mercado	Alcance geográfico
AmerisourceBergen	18.5%	América del norte
McKesson Corporation	15.3%	América del norte
Salud cardinal	8.7%	América del norte

Ventas directas a instituciones de atención médica

TEVA mantiene relaciones directas de ventas con 3.742 instituciones de salud a nivel mundial, generando $ 2.1 mil millones en ventas institucionales directas en 2023.

• Hospitales: 1.876 cuentas institucionales directas
• Clínicas: 1.246 cuentas institucionales directas
• Centros de investigación: 620 cuentas institucionales directas

Plataformas de suministro médico en línea

Las plataformas de suministro médico en línea de Teva generaron $ 387 millones en ingresos durante 2023, lo que representa el 5.6% de las ventas farmacéuticas totales.

Plataforma	Ingresos anuales	Base de usuarios
Tevacare en línea	$ 214 millones	62,000 profesionales de la salud registrados
Sistema global de poscripción en	$ 173 millones	48,000 clientes institucionales registrados

Farmacias y redes de atención médica minoristas

TEVA colabora con 47,000 farmacias en 60 países, generando $ 4.3 mil millones en ingresos por canales minoristas en 2023.

• Farmacias de cadena: 22,500 asociaciones
• Farmacias independientes: 24,500 asociaciones

Canales de marketing e información

Teva invirtió $ 129 millones en canales de marketing digital durante 2023, llegando a 2.7 millones de profesionales de la salud a través de plataformas digitales.

Canal digital	Inversión anual	Alcanzar
Sitios web médicos profesionales	$ 47 millones	1.2 millones de profesionales de la salud
Plataformas de redes sociales	$ 38 millones	890,000 profesionales de la salud
Plataformas de seminarios web y de conferencias virtuales	$ 44 millones	610,000 profesionales de la salud

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negocio: segmentos de clientes

Instituciones y hospitales de atención médica

Teva sirve aproximadamente 40,000 instalaciones de atención médica A nivel mundial, con presencia clave del mercado en:

Región	Número de instalaciones de atención médica
Estados Unidos	15,600
Europa	12,500
Israel	850

Distribuidores farmacéuticos

Teva colabora con Más de 200 redes de distribución farmacéutica mundial.

• Volumen de distribución de América del Norte: 65 millones de recetas anualmente
• Volumen de distribución europea: 42 millones de recetas anualmente
• Cuota de mercado global de distribución de medicamentos genéricos: 9.2%

Pacientes individuales con afecciones crónicas

Área de enfermedades	Tamaño del segmento del paciente
Esclerosis múltiple	250,000 pacientes
Enfermedad de Parkinson	180,000 pacientes
Tratamiento de migraña	350,000 pacientes

Sistemas de atención médica del gobierno

Teva suministra medicamentos para Sistemas nacionales de atención médica en 60 países.

• Contratos del gobierno de los Estados Unidos: $ 2.3 mil millones anuales
• Contratos del gobierno europeo: € 1.7 mil millones anuales
• Adquisición del sector público: 35% de los ingresos totales

Proveedores de seguros privados

Categoría de proveedor de seguros	Valor anual del contrato
Grandes aseguradoras nacionales	$ 1.5 mil millones
Redes de seguros regionales	$ 850 millones
Proveedores de seguros de especialidad	$ 400 millones

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negocio: Estructura de costos

Extensos gastos de investigación y desarrollo

En 2023, Teva invirtió $ 1.13 mil millones en gastos de investigación y desarrollo. El gasto de I + D de la compañía representó aproximadamente el 7,8% de sus ingresos totales para ese año fiscal.

Año	Gastos de I + D	Porcentaje de ingresos
2023	$ 1.13 mil millones	7.8%
2022	$ 1.06 mil millones	7.5%

Costos de fabricación y producción

Las operaciones de fabricación global de TEVA implican inversiones significativas en costos en múltiples instalaciones.

• Instalaciones de fabricación totales: 83 en todo el mundo
• Costo de fabricación en 2023: $ 4.2 mil millones
• Costo promedio de producción por sitio de fabricación: $ 50.6 millones

Distribución global y logística

Los gastos de distribución de Teva para 2023 totalizaron $ 672 millones, cubriendo las operaciones globales de gestión de la cadena de suministro y logística.

Región de distribución	Costos logísticos
América del norte	$ 312 millones
Europa	$ 224 millones
Resto del mundo	$ 136 millones

Inversiones de cumplimiento regulatorio

TEVA asignó $ 215 millones para el cumplimiento regulatorio y la garantía de calidad en 2023.

• Personal del departamento de cumplimiento: 742 empleados
• Costos de presentación regulatoria: $ 89 millones
• Inversiones de control de calidad: $ 126 millones

Gastos de marketing y ventas

Los gastos de marketing y ventas para TEVA en 2023 alcanzaron los $ 1.45 mil millones.

Categoría de marketing	Gastos
Fuerza de ventas	$ 612 millones
Marketing digital	$ 287 millones
Conferencia y eventos	$ 156 millones
Materiales promocionales	$ 395 millones

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negocios: flujos de ingresos

Ventas farmacéuticas genéricas

En 2023, las ventas farmacéuticas genéricas de Teva alcanzaron los $ 6.9 mil millones a nivel mundial, lo que representa aproximadamente el 46% de los ingresos totales de la compañía.

Región geográfica	Ingresos de ventas genéricos	Porcentaje de ventas genéricas globales
América del norte	$ 3.8 mil millones	55%
Europa	$ 1.9 mil millones	27.5%
Resto del mundo	$ 1.2 mil millones	17.5%

Ingresos de productos farmacéuticos especializados

Los ingresos farmacéuticos especializados en 2023 totalizaron $ 4.2 mil millones, con tratamientos de esclerosis múltiple que representan $ 2.1 mil millones de este segmento.

• Tratamientos de esclerosis múltiple: $ 2.1 mil millones
• Medicamentos de trastorno neurológico: $ 1.3 mil millones
• Medicamentos de apoyo oncológico: $ 800 millones

Ingresos por licencias e propiedad intelectual

TEVA generó $ 287 millones a partir de los ingresos por licencias y propiedades intelectuales en 2023.

Servicios de fabricación de contratos

Los servicios de fabricación por contrato contribuyeron con $ 412 millones a los ingresos de Teva en 2023.

Distribución farmacéutica del mercado global

Mercado	Ingresos por distribución	Cuota de mercado
Estados Unidos	$ 5.6 mil millones	37%
unión Europea	$ 3.2 mil millones	21%
Mercados internacionales	$ 2.9 mil millones	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.