Teva Execs Shrug Off Pharmaceutical Tariff Threat as Turnaround Strategy Rolls Forward

Teva Pharmaceuticals' executives, including CEO Richard Francis and CFO Eli Kalif, stated that the company has already incorporated existing U.S. tariffs into its 2025 financial guidance and expects minimal impact from potential new tariffs due to its diversified supply chain and product mix13.

Teva's largest branded drug, Austedo, is manufactured in the United States, and overall, 70% of Teva’s generics business operates outside the U.S., reducing exposure to U.S. trade disruptions1.

As of Q2 2025, Teva reported strengthening product performance, driven by innovative drugs (Austedo, Ajovy, Uzedy), and raised its 2025 revenue outlook for these key products5.

The company’s transformation programs have already realized about $140 million in annual savings, contributing to a broader $700 million net savings target by 2027 as part of its 'Pivot to Growth' strategy5.

Teva’s revenue and performance outlook is based on the current tariff and trade environment as of July 30, 2025, and does not factor in future policy changes that could introduce new pharmaceutical sector tariffs5.

Despite sector-wide ambiguity, Teva’s execs displayed confidence in their current business strategy and resilience against tariff risks while acknowledging there are still unknowns regarding future policy changes13.

Sources:

1. https://www.investing.com/news/stock-market-news/teva-ceo-sees-minimal-impact-from-potential-us-tariffs-despite-big-ambiguity-in-sector-93CH-4160302

3. https://www.fiercepharma.com/pharma/teva-execs-shrug-pharmaceutical-tariff-threat-turnaround-strategy-rolls-forward

5. https://ir.tevapharm.com/news-and-events/press-releases/press-release-details/2025/Tevas-Innovative-Portfolio-Fuels-10th-Consecutive-Quarter-of-Growth-in-Q2-2025-Increases-2025-Revenue-Outlook-for-Key-Innovative-Products-and-EPS-and-Reaffirms-All-Other-Components/default.aspx