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Can The Pipeline Soothe A US Generics Pricing Headache?

Diversified Businesses Provide Sustainability After Challenges Of 2021

Executive Summary

Following a year marked by aggressive pricing pressures weighing down on revenues and margins – pressures that “intensified beyond historical norms and our recent expectations,” as one company put it – the first quarter of 2022 provided some green shoots of optimism, albeit for companies that have been able to shift resources to more complex assets.

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Blocked Pipeline Leads Teva’s US Generics To Fall Well Below $1bn Floor

Teva’s final quarterly earnings call of the year was indicative of its continued need to push valuable pipeline projects in the US to commercialization, as it once again lowered its full-year 2022 revenue guidance.

Do Sandoz’ Q2 Results Indicate US Bottom Is In Sight?

Sandoz has been able to hike its previously flat full-year annual guidance following an upward trajectory for the company, especially in Europe and the US. One analyst pondered whether this suggested the “emergence of a bottom in the US generics sector” during the second half of the year.

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