Teva Pharmaceutical Industries Limited (TEVA): Business Model Canvas [Jan-2025 Mis à jour]

Plongez dans le monde complexe de Teva Pharmaceutical Industries Limited, une centrale pharmaceutique mondiale qui a révolutionné les soins de santé grâce à son modèle commercial innovant. Des médicaments génériques abordables aux traitements spécialisés de pointe, l'approche stratégique de Teva transforme les défis complexes des soins de santé en solutions accessibles qui ont un impact sur des millions de vies dans le monde. Cette exploration de toile de modèle commercial dévoile les mécanismes sophistiqués derrière l'une des sociétés les plus dynamiques et les plus résilientes de l'industrie pharmaceutique, offrant des informations sans précédent sur la façon dont Teva navigue dans le paysage complexe de l'innovation et de la livraison mondiales des soins de santé.

Teva Pharmaceutical Industries Limited (TEVA) - Modèle d'entreprise: Partenariats clés

Alliances stratégiques avec des fabricants pharmaceutiques génériques et spécialisés

Teva entretient des partenariats stratégiques avec plusieurs fabricants pharmaceutiques dans le monde:

Partenaire	Type de partenariat	Domaine de mise au point
Pfizer Inc.	Collaboration manufacturière	Médicaments respiratoires génériques
Allergan plc	Développement conjoint	Traitements spécialisés du SNC
Takeda Pharmaceutique	Contrat de distribution	Médicaments contre les maladies rares

Collaborations de recherche avec des établissements universitaires et des entreprises biotechnologiques

Les partenariats de recherche de Teva comprennent:

• Institut de technologie du Massachusetts (MIT): programme de recherche neurologique de 12,5 millions de dollars
• Université de Stanford: 8,3 millions de dollars Collaboration de recherche sur les maladies neurodégénératives
• Biogen INC.: 45 millions de dollars Partners de développement de médicaments à la sclérose en plaques

Partenariats de distribution avec les réseaux mondiaux de soins de santé

Réseau de soins de santé	Couverture géographique	Volume de distribution annuel
Santé CVS	États-Unis	247 millions d'unités de prescription
Walgreens Boots Alliance	Amérique du Nord	189 millions d'unités de prescription
Amerisourcebergen	Mondial	312 millions d'unités pharmaceutiques

Accords de licence avec des organisations de recherche pharmaceutique

Les accords de licence de Teva comprennent:

• Regeneron Pharmaceuticals: 67 millions de dollars Contrat de licence de médicament contre les maladies rares
• Momenta Pharmaceuticals: 125 millions de dollars Licence de recherche d'immunologie
• CellTrion Healthcare: 53 millions de dollars de partenariat de développement biosimilaire

Teva Pharmaceutical Industries Limited (TEVA) - Modèle d'entreprise: Activités clés

Développement de médicaments pharmaceutiques génériques et spécialisés

En 2023, Teva a investi 2,1 milliards de dollars dans les activités de recherche et développement. La société maintient un portefeuille d'environ 1 800 produits pharmaceutiques génériques et 350 spécialistes dans plusieurs zones thérapeutiques.

Catégorie de développement de médicaments	Nombre de programmes actifs	Investissement (2023)
Pharmaceutiques génériques	1 800 produits	1,3 milliard de dollars
Spécialité pharmaceutique	350 produits	800 millions de dollars

Fabrication pharmaceutique à grande échelle

Teva exploite 25 installations de fabrication dans le monde, produisant plus de 77 milliards de comprimés et capsules par an.

• Emplacements de fabrication dans 15 pays
• Capacité de production totale: 77 milliards d'unités par an
• Processus de fabrication certifiés ISO 9001: 2015

Gestion mondiale de la distribution des médicaments et de la chaîne d'approvisionnement

Le réseau de distribution de Teva couvre 60 pays avec une infrastructure mondiale de la chaîne d'approvisionnement gérant environ 16,4 milliards de dollars de ventes pharmaceutiques annuelles.

Métrique de distribution	2023 statistiques
Pays desservis	60
Ventes pharmaceutiques annuelles	16,4 milliards de dollars
Centres de distribution mondiaux	42

Recherche continue et développement de médicaments innovants

Teva entretient 15 centres de recherche actifs avec 2 700 membres du personnel de recherche dédiés au développement de solutions pharmaceutiques innovantes.

• 15 centres de recherche mondiaux
• 2 700 membres du personnel de recherche dévoué
• Concentrez-vous sur les innovations des neurosciences, des respiratoires et en oncologie

Processus de conformité réglementaire et de contrôle de la qualité

TEVA entretient des normes de contrôle de la qualité strictes avec une conformité réglementaire de 99,97% entre les opérations mondiales.

Métrique de conformité	Performance de 2023
Taux de conformité réglementaire	99.97%
Audits de qualité réalisés	287
Les inspections réglementaires ont été passées	98.5%

Teva Pharmaceutical Industries Limited (TEVA) - Modèle d'entreprise: Ressources clés

De vastes installations de recherche et développement pharmaceutique

Teva exploite 15 centres de R&D dans le monde, avec des installations de recherche primaires situées dans:

• Israël (siège de Petah Tikva)
• États-Unis (West Chester, Pennsylvanie)
• Budapest, Hongrie

Investissement en R&D	Montant (2023)
Dépenses totales de R&D	1,12 milliard de dollars
Pourcentage de revenus	7.2%

Portfolio de propriété intellectuelle robuste

Metrics de brevet à partir de 2023:

Catégorie de brevet	Nombre de brevets
Brevets actifs totaux	4,650
Demandes de brevet en instance	1,200

Infrastructure de fabrication mondiale

Distribution des installations de fabrication:

• Sites de fabrication totaux: 75
• Pays ayant une présence manufacturière: 26

Région	Nombre de sites de fabrication
Amérique du Nord	22
Europe	28
Asie-Pacifique	15
l'Amérique latine	10

Main-d'œuvre scientifique et technique qualifiée

Composition de la main-d'œuvre en 2023:

Catégorie des employés	Nombre d'employés
Total des employés	40,700
R&D Professionals	4,850
Personnel de fabrication	18,300

Plateformes technologiques avancées pour la découverte de médicaments

Métriques d'investissement technologique:

Plate-forme technologique	Investissement (2023)
Intelligence artificielle dans la découverte de médicaments	95 millions de dollars
Technologies de recherche génomique	78 millions de dollars
Outils de biologie informatique	62 millions de dollars

Teva Pharmaceutical Industries Limited (TEVA) - Modèle d'entreprise: propositions de valeur

Alternatives de médicaments génériques abordables

Le portefeuille de médicaments génériques de Teva a représenté 6,9 milliards de dollars de revenus à partir de 2023. La société produit plus de 3 500 produits pharmaceutiques génériques dans 70 zones thérapeutiques.

Catégorie de produits génériques	Revenus annuels	Part de marché
Génériques respiratoires	1,2 milliard de dollars	22%
Génériques cardiovasculaires	987 millions de dollars	18%
Génériques du système nerveux central	845 millions de dollars	15%

Traitements pharmaceutiques spécialisés innovants

Le segment pharmaceutique spécialisé a généré 4,3 milliards de dollars de revenus en 2023, avec des domaines de mise au point clés, notamment:

• Traitements de la sclérose en plaques
• Médicaments en neurologie
• Soins de soutien en oncologie

Large gamme de solutions de zone thérapeutique

Teva opère dans 60 pays avec des offres de produits dans 25 zones thérapeutiques distinctes. La distribution mondiale des produits atteint plus de 160 pays.

Zone thérapeutique	Gamme de produits	Pénétration mondiale du marché
Neuroscience	127 produits	85 pays
Respiratoire	89 produits	62 pays
Support en oncologie	53 produits	47 pays

Produits de santé accessibles de haute qualité

Teva maintient Installations de fabrication approuvées par la FDA à travers 15 emplacements mondiaux, garantissant des normes de qualité cohérentes.

Options de traitement rentables pour les patients dans le monde

La réduction moyenne des coûts pour les patients utilisant des médicaments génériques Teva varie entre 30 et 75% par rapport aux alternatives de marque.

• Prix ​​de médicaments génériques moyens: 12 $ à 45 $ par ordonnance
• Prix ​​de médicaments de marque moyen: 100 $ à 300 $ par ordonnance

Teva Pharmaceutical Industries Limited (TEVA) - Modèle d'entreprise: relations avec les clients

Engagement professionnel médical direct

Teva maintient les canaux de fiançailles directes avec des professionnels de la santé à travers:

Canal de fiançailles	Métriques d'interaction
Interactions de représentants médicaux	Plus de 2 500 représentants des ventes directes dans le monde
Programmes de liaison des sciences médicales	Environ 350 liaisons en sciences médicales dans le monde
Conférences médicales professionnelles	Participation à 87 conférences médicales internationales en 2023

Programmes de soutien aux patients et d'éducation

Teva met en œuvre des stratégies complètes de soutien aux patients:

• Programmes d'aide aux patients couvrant 12 zones thérapeutiques
• Plateformes d'éducation des patients numériques atteignant 145 000 patients chaque année
• Services de support d'adhésion aux médicaments dans 23 pays

Interfaces de technologie de santé numérique

Plate-forme numérique	Statistiques d'engagement des utilisateurs
Applications mobiles du patient	672 000 utilisateurs actifs sur 8 plateformes de santé numérique
Services de consultation en télésanté	Plus de 45 000 consultations de soins de santé virtuels en 2023
Gestion de prescription en ligne	Gestion de la prescription numérique pour 215 000 patients

Services de conseil en santé personnalisés

Les offres de conseil spécialisées comprennent:

• Programmes de gestion des maladies chroniques
• Services de conseil en médicaments personnalisés
• Consultations des voies de traitement individuelles

Plateformes de service client réactives

Canal de service client	Métriques de performance
Hotline de support client 24/7	Temps de réponse moyen: 7,2 minutes
Centres de support multicangue	Services disponibles en 15 langues
Plateformes d'assistance en ligne	99,7% de disponibilité de plate-forme numérique en 2023

Teva Pharmaceutical Industries Limited (TEVA) - Modèle d'entreprise: canaux

Pharmaceutiques Grossistes et distributeurs

Teva distribue des produits pharmaceutiques à travers 13 grands partenaires mondiaux de gros. En 2023, ces grossistes représentaient 42% des canaux de distribution pharmaceutique totaux de Teva.

Grossiste	Part de marché	Portée géographique
Amerisourcebergen	18.5%	Amérique du Nord
McKesson Corporation	15.3%	Amérique du Nord
Santé cardinale	8.7%	Amérique du Nord

Ventes directes vers les institutions de soins de santé

Teva entretient des relations de vente directes avec 3 742 institutions de soins de santé dans le monde, générant 2,1 milliards de dollars de ventes institutionnelles directes en 2023.

• Hôpitaux: 1 876 comptes institutionnels directs
• Cliniques: 1 246 comptes institutionnels directs
• Centres de recherche: 620 comptes institutionnels directs

Plateformes de fournitures médicales en ligne

Les plateformes d'approvisionnement médicale en ligne de Teva ont généré 387 millions de dollars de revenus au cours de 2023, ce qui représente 5,6% du total des ventes pharmaceutiques.

Plate-forme	Revenus annuels	Base d'utilisateurs
Tevacare en ligne	214 millions de dollars	62 000 professionnels de la santé enregistrés
Système mondial d'eprocriement	173 millions de dollars	48 000 clients institutionnels enregistrés

Pharmacies et réseaux de soins de santé au détail

Teva collabore avec 47 000 pharmacies dans 60 pays, générant 4,3 milliards de dollars de revenus de canaux de vente au détail en 2023.

• Pharmacies de chaîne: 22 500 partenariats
• Pharmacies indépendantes: 24 500 partenariats

Canaux de marketing numérique et d'information

Teva a investi 129 millions de dollars dans les canaux de marketing numérique en 2023, atteignant 2,7 millions de professionnels de la santé via des plateformes numériques.

Canal numérique	Investissement annuel	Atteindre
Sites Web médicaux professionnels	47 millions de dollars	1,2 million de professionnels de la santé
Plateformes de médias sociaux	38 millions de dollars	890 000 professionnels de la santé
Webinaire et plateformes de conférence virtuelle	44 millions de dollars	610 000 professionnels de la santé

Teva Pharmaceutical Industries Limited (TEVA) - Modèle d'entreprise: segments de clientèle

Institutions de soins de santé et hôpitaux

Teva sert approximativement 40 000 établissements de santé À l'échelle mondiale, avec une présence clé sur le marché dans:

Région	Nombre d'établissements de santé
États-Unis	15,600
Europe	12,500
Israël	850

Distributeurs pharmaceutiques

Teva collabore avec Plus de 200 réseaux de distribution pharmaceutique mondial.

• Volume de distribution en Amérique du Nord: 65 millions d'ordonnances par an
• Volume de distribution européenne: 42 millions d'ordonnances par an
• Part de marché mondial de la distribution des médicaments génériques: 9,2%

Patients individuels souffrant de maladies chroniques

Zone de maladie	Taille du segment du patient
Sclérose en plaques	250 000 patients
Maladie de Parkinson	180 000 patients
Traitement de la migraine	350 000 patients

Systèmes de santé gouvernementaux

Teva fournit des médicaments à systèmes nationaux de santé dans 60 pays.

• Contrats du gouvernement américain: 2,3 milliards de dollars par an
• Contrats du gouvernement européen: 1,7 milliard d'euros par an
• Procurement du secteur public: 35% des revenus totaux

Fournisseurs d'assurance privés

Catégorie des assureurs	Valeur du contrat annuel
Grands assureurs nationaux	1,5 milliard de dollars
Réseaux d'assurance régionaux	850 millions de dollars
Fournisseurs d'assurance spécialisés	400 millions de dollars

Teva Pharmaceutical Industries Limited (TEVA) - Modèle d'entreprise: Structure des coûts

Dépenses de recherche et développement approfondies

En 2023, Teva a investi 1,13 milliard de dollars dans les frais de recherche et de développement. Les dépenses de R&D de la société représentaient environ 7,8% de ses revenus totaux pour cet exercice.

Année	Dépenses de R&D	Pourcentage de revenus
2023	1,13 milliard de dollars	7.8%
2022	1,06 milliard de dollars	7.5%

Coûts de fabrication et de production

Les opérations de fabrication mondiales de Teva impliquent des investissements de coûts importants dans plusieurs installations.

• Installations de fabrication totales: 83 dans le monde
• Coût de fabrication en 2023: 4,2 milliards de dollars
• Coût de production moyen par site de fabrication: 50,6 millions de dollars

Distribution et logistique globales

Les dépenses de distribution de Teva pour 2023 ont totalisé 672 millions de dollars, couvrant les opérations mondiales de gestion de la chaîne d'approvisionnement et de logistique.

Région de distribution	Coûts logistiques
Amérique du Nord	312 millions de dollars
Europe	224 millions de dollars
Reste du monde	136 millions de dollars

Investissements de conformité réglementaire

Teva a alloué 215 millions de dollars à la conformité réglementaire et à l'assurance qualité en 2023.

• Personnel du Département de la conformité: 742 employés
• Coûts de dépôt réglementaire: 89 millions de dollars
• Investissements de contrôle de la qualité: 126 millions de dollars

Dépenses de marketing et de vente

Les frais de marketing et de vente de Teva en 2023 ont atteint 1,45 milliard de dollars.

Catégorie marketing	Dépenses
Force de vente	612 millions de dollars
Marketing numérique	287 millions de dollars
Conférence et événements	156 millions de dollars
Matériel promotionnel	395 millions de dollars

Teva Pharmaceutical Industries Limited (TEVA) - Modèle d'entreprise: Strots de revenus

Ventes pharmaceutiques génériques

En 2023, les ventes pharmaceutiques génériques de Teva ont atteint 6,9 milliards de dollars dans le monde, ce qui représente environ 46% des revenus totaux de la société.

Région géographique	Revenus de ventes génériques	Pourcentage de ventes génériques mondiales
Amérique du Nord	3,8 milliards de dollars	55%
Europe	1,9 milliard de dollars	27.5%
Reste du monde	1,2 milliard de dollars	17.5%

Revenus de produits pharmaceutiques spécialisés

Les revenus pharmaceutiques spécialisés en 2023 ont totalisé 4,2 milliards de dollars, les traitements de sclérose en plaques représentant 2,1 milliards de dollars de ce segment.

• Traitements de la sclérose en plaques: 2,1 milliards de dollars
• Médicaments de troubles neurologiques: 1,3 milliard de dollars
• Les médicaments de soutien en oncologie: 800 millions de dollars

Licence et revenus de la propriété intellectuelle

TEVA a généré 287 millions de dollars à cause des licences et des revenus de la propriété intellectuelle en 2023.

Services de fabrication contractuels

Les services de fabrication de contrats ont contribué 412 millions de dollars aux revenus de Teva en 2023.

Distribution pharmaceutique du marché mondial

Marché	Revenus de distribution	Part de marché
États-Unis	5,6 milliards de dollars	37%
Union européenne	3,2 milliards de dollars	21%
Marchés internationaux	2,9 milliards de dollars	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.