Teva Pharmaceutical Industries Limited (TEVA): Modelo de Negócios Canvas [Jan-2025 Atualizado]

Mergulhe no intrincado mundo da Teva Pharmaceutical Industries Limited, uma potência farmacêutica global que revolucionou a assistência médica por meio de seu inovador modelo de negócios. De medicamentos genéricos acessíveis a tratamentos especializados de ponta, a abordagem estratégica da Teva transforma desafios complexos de saúde em soluções acessíveis que afetam milhões de vidas em todo o mundo. Esse modelo de negócios Exploration divulga os mecanismos sofisticados por trás de uma das empresas mais dinâmicas e resilientes da indústria farmacêutica, oferecendo informações sem precedentes sobre como a Teva navega no intrincado cenário da inovação e entrega globais de saúde.

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com fabricantes farmacêuticos genéricos e especializados

A Teva mantém parcerias estratégicas com vários fabricantes farmacêuticos em todo o mundo:

Parceiro	Tipo de parceria	Área de foco
Pfizer Inc.	Colaboração de fabricação	Medicamentos respiratórios genéricos
Allergan plc	Desenvolvimento conjunto	Tratamentos especiais do CNS
Takeda Pharmaceutical	Contrato de distribuição	Medicamentos de doenças raras

Colaborações de pesquisa com instituições acadêmicas e empresas de biotecnologia

As parcerias de pesquisa da Teva incluem:

• Instituto de Tecnologia de Massachusetts (MIT): Programa de Pesquisa Neurológica de US $ 12,5 milhões
• Universidade de Stanford: US $ 8,3 milhões em colaboração de pesquisa de doenças neurodegenerativas
• Biogen Inc.: Parceria de desenvolvimento de medicamentos para esclerose múltipla de US $ 45 milhões

Parcerias de distribuição com redes globais de saúde

Rede de Saúde	Cobertura geográfica	Volume anual de distribuição
CVS Health	Estados Unidos	247 milhões de unidades de prescrição
Aliança Walgreens Boots	América do Norte	189 milhões de unidades de prescrição
Amerisourcebergen	Global	312 milhões de unidades farmacêuticas

Acordos de licenciamento com organizações de pesquisa farmacêutica

Os acordos de licenciamento da Teva incluem:

• Regeneron Pharmaceuticals: US $ 67 milhões do Contrato de Licenciamento de Medicamentos de Doenças Raras
• MomentA Pharmaceuticals: Licença de pesquisa de imunologia de US $ 125 milhões
• CellTrion Healthcare: US $ 53 milhões de parceria de desenvolvimento biossimilar

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negócios: Atividades -chave

Desenvolvimento de medicamentos farmacêuticos genéricos e especializados

Em 2023, a Teva investiu US $ 2,1 bilhões em atividades de pesquisa e desenvolvimento. A empresa mantém um portfólio de aproximadamente 1.800 produtos farmacêuticos genéricos e 350 especiais em várias áreas terapêuticas.

Categoria de desenvolvimento de medicamentos	Número de programas ativos	Investimento (2023)
Farmacêuticos genéricos	1.800 produtos	US $ 1,3 bilhão
Farmacêuticos especializados	350 produtos	US $ 800 milhões

Fabricação farmacêutica em larga escala

A TEVA opera 25 instalações de fabricação em todo o mundo, produzindo mais de 77 bilhões de comprimidos e cápsulas anualmente.

• Locais de fabricação em 15 países
• Capacidade total de produção: 77 bilhões de unidades por ano
• Processos de fabricação certificados ISO 9001: 2015

Gerenciamento global de distribuição de medicamentos e cadeia de suprimentos

A rede de distribuição da Teva abrange 60 países com uma infraestrutura global da cadeia de suprimentos que gerencia aproximadamente US $ 16,4 bilhões em vendas farmacêuticas anuais.

Métrica de distribuição	2023 Estatísticas
Países serviram	60
Vendas farmacêuticas anuais	US $ 16,4 bilhões
Centros de distribuição global	42

Pesquisa contínua e desenvolvimento de medicamentos inovadores

A TEVA mantém 15 centros de pesquisa ativos com 2.700 funcionários de pesquisa dedicados ao desenvolvimento de soluções farmacêuticas inovadoras.

• 15 centros de pesquisa globais
• 2.700 pessoal de pesquisa dedicado
• Concentre -se nas inovações de neurociência, respiração e oncologia

Processos de conformidade regulatória e controle de qualidade

A TEVA mantém padrões rigorosos de controle de qualidade com 99,97% de conformidade regulatória entre operações globais.

Métrica de conformidade	2023 desempenho
Taxa de conformidade regulatória	99.97%
Auditorias de qualidade realizadas	287
Inspeções regulatórias aprovadas	98.5%

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negócios: Recursos -chave

Extensas instalações de pesquisa e desenvolvimento farmacêuticas

A TEVA opera 15 centros de P&D em todo o mundo, com instalações de pesquisa primárias localizadas em:

• Israel (sede da Petah Tikva)
• Estados Unidos (West Chester, Pensilvânia)
• Budapeste, Hungria

Investimento em P&D	Valor (2023)
Despesas totais de P&D	US $ 1,12 bilhão
Porcentagem de receita	7.2%

Portfólio de propriedade intelectual robusta

Métricas de patentes a partir de 2023:

Categoria de patentes	Número de patentes
Total de patentes ativas	4,650
Aplicações de patentes pendentes	1,200

Infraestrutura de fabricação global

Distribuição das instalações de fabricação:

• Sites de fabricação total: 75
• Países com presença de fabricação: 26

Região	Número de locais de fabricação
América do Norte	22
Europa	28
Ásia-Pacífico	15
América latina	10

Força de trabalho científica e técnica qualificada

Composição da força de trabalho em 2023:

Categoria de funcionários	Número de funcionários
Total de funcionários	40,700
Profissionais de P&D	4,850
Pessoal de fabricação	18,300

Plataformas tecnológicas avançadas para descoberta de medicamentos

Métricas de investimento em tecnologia:

Plataforma de tecnologia	Investimento (2023)
Inteligência artificial na descoberta de drogas	US $ 95 milhões
Tecnologias de pesquisa genômica	US $ 78 milhões
Ferramentas de biologia computacional	US $ 62 milhões

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negócios: proposições de valor

Alternativas de medicamentos genéricos acessíveis

O portfólio de medicamentos genéricos da Teva representou US $ 6,9 bilhões em receita a partir de 2023. A Companhia produz mais de 3.500 produtos farmacêuticos genéricos em 70 áreas terapêuticas.

Categoria de produto genérico	Receita anual	Quota de mercado
Genéricos respiratórios	US $ 1,2 bilhão	22%
Genéricos cardiovasculares	US $ 987 milhões	18%
Genéricos do sistema nervoso central	US $ 845 milhões	15%

Tratamentos farmacêuticos especiais inovadores

O segmento farmacêutico especializado gerou US $ 4,3 bilhões em receita durante 2023, com as principais áreas de foco, incluindo:

• Tratamentos de esclerose múltipla
• Medicamentos de neurologia
• Cuidados de apoio a oncologia

Ampla gama de soluções de área terapêutica

A TEVA opera em 60 países com ofertas de produtos em 25 áreas terapêuticas distintas. A distribuição global de produtos atinge mais de 160 países.

Área terapêutica	Gama de produtos	Penetração no mercado global
Neurociência	127 produtos	85 países
Respiratório	89 produtos	62 países
Apoio a oncologia	53 produtos	47 países

Produtos de saúde acessíveis de alta qualidade

Teva mantém Instalações de fabricação aprovadas pela FDA em 15 locais globais, garantindo padrões de qualidade consistentes.

Opções de tratamento econômicas para pacientes em todo o mundo

A redução média de custos para pacientes que usam medicamentos genéricos da TEVA varia entre 30-75% em comparação com alternativas de marca.

• Preço médio de medicamentos genéricos: US $ 12 a US $ 45 por receita
• Preço médio de medicação da marca: US $ 100- $ 300 por receita

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negócios: Relacionamentos ao cliente

Engajamento profissional médico direto

A TEVA mantém canais diretos de engajamento com profissionais de saúde através de:

Canal de engajamento	Métricas de interação
Interações representativas médicas	Mais de 2.500 representantes de vendas diretas globalmente
Programas de ligação científica médica	Aproximadamente 350 ligações de ciências médicas em todo o mundo
Conferências médicas profissionais	Participação em 87 conferências médicas internacionais em 2023

Programas de apoio ao paciente e educação

A Teva implementa estratégias abrangentes de apoio ao paciente:

• Programas de assistência ao paciente cobrindo 12 áreas terapêuticas
• Plataformas de educação digital de pacientes atingindo 145.000 pacientes anualmente
• Serviços de apoio à adesão à medicação em 23 países

Interfaces de tecnologia em saúde digital

Plataforma digital	Estatísticas de engajamento do usuário
Aplicações móveis de pacientes	672.000 usuários ativos em 8 plataformas de saúde digital
Serviços de consulta de telessaúde	Mais de 45.000 consultas virtuais de saúde em 2023
Gerenciamento de prescrição on -line	Gerenciamento de prescrição digital para 215.000 pacientes

Serviços personalizados de consultoria em saúde

As ofertas de consultoria especializadas incluem:

• Programas de gerenciamento de doenças crônicas
• Serviços personalizados de aconselhamento de medicamentos
• Consultas de caminho individual

Plataformas de atendimento ao cliente responsivas

Canal de atendimento ao cliente	Métricas de desempenho
24/7 de suporte ao cliente	Tempo médio de resposta: 7,2 minutos
Centros de suporte multi-linguagem	Serviços disponíveis em 15 idiomas
Plataformas de suporte on -line	99,7% de tempo de atividade da plataforma digital em 2023

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negócios: canais

Atacadistas e distribuidores farmacêuticos

A Teva distribui farmacêuticos através de 13 grandes parceiros globais de atacado. Em 2023, esses atacadistas representaram 42% dos canais totais de distribuição farmacêutica da TEVA.

Atacadista	Quota de mercado	Alcance geográfico
Amerisourcebergen	18.5%	América do Norte
McKesson Corporation	15.3%	América do Norte
Cardinal Health	8.7%	América do Norte

Vendas diretas para instituições de saúde

A TEVA mantém relacionamentos diretos de vendas com 3.742 instituições de saúde em todo o mundo, gerando US $ 2,1 bilhões em vendas institucionais diretas em 2023.

• Hospitais: 1.876 contas institucionais diretas
• Clínicas: 1.246 contas institucionais diretas
• Centros de pesquisa: 620 contas institucionais diretas

Plataformas de suprimentos médicos online

As plataformas de suprimentos médicos on -line da Teva geraram US $ 387 milhões em receita durante 2023, representando 5,6% do total de vendas farmacêuticas.

Plataforma	Receita anual	Base de usuários
Tevacare online	US $ 214 milhões	62.000 profissionais de saúde registrados
Sistema de Eprocução Global	US $ 173 milhões	48.000 clientes institucionais registrados

Farmácias e redes de saúde de varejo

A Teva colabora com 47.000 farmácias em 60 países, gerando US $ 4,3 bilhões em receita de canal de varejo em 2023.

• Farmácias da cadeia: 22.500 parcerias
• Farmácias independentes: 24.500 parcerias

Canais de marketing e informação digitais

A Teva investiu US $ 129 milhões em canais de marketing digital durante 2023, atingindo 2,7 milhões de profissionais de saúde por meio de plataformas digitais.

Canal digital	Investimento anual	Alcançar
Sites médicos profissionais	US $ 47 milhões	1,2 milhão de profissionais de saúde
Plataformas de mídia social	US $ 38 milhões	890.000 profissionais de saúde
Plataformas de webinar e conferência virtual	US $ 44 milhões	610.000 profissionais de saúde

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

Instituições de saúde e hospitais

Teva serve aproximadamente 40.000 instalações de saúde Globalmente, com a presença -chave do mercado em:

Região	Número de instalações de saúde
Estados Unidos	15,600
Europa	12,500
Israel	850

Distribuidores farmacêuticos

Teva colabora com Mais de 200 redes de distribuição farmacêutica mundialmente.

• Volume de distribuição da América do Norte: 65 milhões de prescrições anualmente
• Volume de distribuição europeia: 42 milhões de prescrições anualmente
• Participação no mercado global de distribuição de medicamentos: 9,2%

Pacientes individuais com condições crônicas

Área da doença	Tamanho do segmento de pacientes
Esclerose múltipla	250.000 pacientes
Doença de Parkinson	180.000 pacientes
Tratamento da enxaqueca	350.000 pacientes

Sistemas de saúde do governo

Teva fornece medicamentos para Sistemas Nacionais de Saúde em 60 países.

• Contratos do governo dos Estados Unidos: US $ 2,3 bilhões anualmente
• Contratos do governo europeu: 1,7 bilhão de euros anualmente
• Aquisição do setor público: 35% da receita total

Provedores de seguros privados

Categoria de provedor de seguros	Valor anual do contrato
Grandes seguradoras nacionais	US $ 1,5 bilhão
Redes de seguros regionais	US $ 850 milhões
Provedores de seguros especializados	US $ 400 milhões

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negócios: estrutura de custos

Extensas despesas de pesquisa e desenvolvimento

Em 2023, a Teva investiu US $ 1,13 bilhão em despesas de pesquisa e desenvolvimento. Os gastos de P&D da empresa representaram aproximadamente 7,8% de sua receita total para esse ano fiscal.

Ano	Despesas de P&D	Porcentagem de receita
2023	US $ 1,13 bilhão	7.8%
2022	US $ 1,06 bilhão	7.5%

Custos de fabricação e produção

As operações globais de fabricação da Teva envolvem investimentos significativos de custo em várias instalações.

• Total de fabricação: 83 em todo o mundo
• Custo de fabricação em 2023: US $ 4,2 bilhões
• Custo médio de produção por local de fabricação: US $ 50,6 milhões

Distribuição global e logística

As despesas de distribuição da Teva em 2023 totalizaram US $ 672 milhões, cobrindo as operações de gerenciamento e logística da cadeia de suprimentos.

Região de distribuição	Custos de logística
América do Norte	US $ 312 milhões
Europa	US $ 224 milhões
Resto do mundo	US $ 136 milhões

Investimentos de conformidade regulatória

A TEVA alocou US $ 215 milhões para a conformidade regulatória e a garantia da qualidade em 2023.

• Pessoal do Departamento de Conformidade: 742 funcionários
• Custos de arquivamento regulatório: US $ 89 milhões
• Investimentos de controle de qualidade: US $ 126 milhões

Despesas de marketing e vendas

As despesas de marketing e vendas da TEVA em 2023 atingiram US $ 1,45 bilhão.

Categoria de marketing	Despesas
Força de vendas	US $ 612 milhões
Marketing digital	US $ 287 milhões
Conferência e eventos	US $ 156 milhões
Materiais promocionais	US $ 395 milhões

Teva Pharmaceutical Industries Limited (TEVA) - Modelo de negócios: fluxos de receita

Vendas farmacêuticas genéricas

Em 2023, as vendas farmacêuticas genéricas da Teva atingiram US $ 6,9 bilhões globalmente, representando aproximadamente 46% da receita total da empresa.

Região geográfica	Receita de vendas genéricas	Porcentagem de vendas genéricas globais
América do Norte	US $ 3,8 bilhões	55%
Europa	US $ 1,9 bilhão	27.5%
Resto do mundo	US $ 1,2 bilhão	17.5%

Receitas de produtos farmacêuticos especializados

A receita farmacêutica especializada em 2023 totalizou US $ 4,2 bilhões, com tratamentos de esclerose múltipla representando US $ 2,1 bilhões deste segmento.

• Tratamentos de esclerose múltipla: US $ 2,1 bilhões
• Medicamentos neurológicos do distúrbio: US $ 1,3 bilhão
• Medicamentos de apoio a oncologia: US $ 800 milhões

Receitas de licenciamento e propriedade intelectual

A Teva gerou US $ 287 milhões com receitas de licenciamento e propriedade intelectual em 2023.

Serviços de fabricação contratados

Os serviços de fabricação contratados contribuíram com US $ 412 milhões para a receita da Teva em 2023.

Distribuição farmacêutica do mercado global

Mercado	Receita de distribuição	Quota de mercado
Estados Unidos	US $ 5,6 bilhões	37%
União Europeia	US $ 3,2 bilhões	21%
Mercados internacionais	US $ 2,9 bilhões	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.