Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| Statement |
|---|
| So we're very proud of it |
| It's a great opportunity |
| So, we have a really good data set observed patients in the study |
| We have a great go-to-market model and we have a supply chain, which is good and we are going to make it even better |
| We have products on the market, which I think are going to drive growth, and we have a great pipeline, which Eric can help me to talk a bit about |
| It's growing mid-single-digit, and it's growing very well |
| That gives us growth as a company and it gives us it helps drive the pivot to growth |
| So for me, I think Teva is well-positioned, and we have had two quarters of growth |
| But yes, I think the short answer is, our gross margin is going to continue to improve, primarily driven by the fact that we are expanding our in our Innovative portfolio, which is a very different gross margin and number than our generics business |
| So, we think they're set up for a really good inspection, but you never know because each inspection is about what happens that week to a certain degree, but we feel very confident that the team in place know what they're doing, how to do it, not just get through an inspection but to be a good, reliable commercial supplier |
| And that's why I think we've got a great partner who, by the way, from an immunology point of view and capability and understanding came in and really the product we have even though it's early and saw the value in it |
| Our service levels are very good |
| And it's rated as the customer satisfaction is very high |
| It'll be another opportunity for us to drive growth in the top-line of the Company |
| We're excited about the potential of the compound |
| Now for us about, because we have this growth opportunity, which is, I think very unique in that we have, these products which we're going to talk about today that we've already launched, AUSTEDO, UZEDY and AJOVY that can drive significant growth for the Company |
| But for me, this product, it's going to continue to grow and grow well, and I think it's going to be a big driver for our top and bottom line |
| So clearly, it's tracking so strong |
| So, it was a good opportunity to get it done now so that we can have more patients in the arms account and that we can have better data when we have the readout |
| Now what ultimately does is create more efficient manufacturing network, which improves your gross margin |
| and we are improving our manufacturing capabilities |
| So you think all those things together, you think, okay, what do we need to do? So I think this works out really well for us |
| Our innovative business is somebody who from the outside came in I think a very attractive business |
| Actually, our Crohn's is doing a little bit better than our ulcerative colitis most recently |
| So, we plan to have a readout in the second half of 2024 that includes the primary endpoint and the 3,600 injections we always talk about because we're really excited about this program |
| There's not many people coming to the market with a biosimilar, so we see that as a really attractive one |
| Excellent |
| Excellent |
| It's a great business |
| Q3, it was still double-digit in the 20s, so still good growth |
| Statement |
|---|
| The API business is not growing |
| And I keep coming back to this mostly because I'm a little confused on how the mechanics work |
| That said we are going to be a bit more clear and communicative about helping people understand what is coming, because I realize that sort of unknown creates people, it makes it difficult for people to model and to forecast |
| But because of that balance sheet, we have constraints about what we can do |
| But this has been under such focus because of that 1Q choppiness that happened |
| But just before that, in terms of mix, there was -- there is a general perception in the marketplace right now that, things are stabilizing in the generics landscape |
| We just need to execute better on them |
| I didn't realize |
| Umer Raffat So, as obviously, there was a prominent issue with Lily's, Zyprexa Relprevv, but PDSS |
| So I always say, and I am doing the numbers for next year, I do not forecast anything getting better over short-term or long-term, it is what it is |
| And by the way, I apologize for talking about generics |
| Where we play in that, I think, is still open for debate because we have to have a successful site inspection of our partner, Alvotech, in Iceland, which is going to happen, I think, early January, and then based on that whether we launch in H1 or midsummer also as far as variability around forecasting |
| To answer your question on Humira, look, I think, it's sort of -- for me, firstly, what I would say is last year was a tough year in that because everybody launched midyear, I think contracting, I think perhaps probably thought about, let's just plan for what we can plan for |
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