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- **Operational Growth**: 1% Q3 revenue growth (ex-Indore), driven by generics and established brands.
- **Pipeline Momentum**: Fast-acting meloxicam NDA submission by year-end; selatogrel/cenerimod enrollment on track.
- **Capital Allocation**: $500M share buybacks YTD; $920M total capital returned in 2025.
- **Strategic Review**: Multiyear cost savings with reinvestment in growth, details in Q1 2026.
- **Japan Expansion**: Aculys acquisition adds CNS assets, strengthening innovative brands portfolio.

**【CEO Summary】**
- Delivered strong Q3 performance with 1% operational revenue growth (excluding Indore), driven by generics and established brands.
- Advanced strategic review to identify multiyear cost savings, with reinvestment in growth opportunities.
- Pipeline progress: fast-acting meloxicam NDA submission expected by year-end, selatogrel and cenerimod enrollment on track.
- Acquired Aculys Pharma in Japan, adding CNS assets and strengthening innovative brands portfolio.

**【CFO Financial Commentary】**
- Total revenue $3.76B, down 1% YoY due to Indore impact; adjusted EBITDA $1.1B, up 12% YoY.
- Free cash flow $658M, enabling $500M share buybacks YTD and $920M total capital return.
- 2025 guidance updated: 2-3% operational revenue growth, adjusted EBITDA $4.3-4.5B.

**【CCO Commercial Highlights】**
- Fast-acting meloxicam go-to-market strategy finalized, targeting acute pain with opioid-sparing potential.
- Low-dose estrogen patch expected to launch mid-2026, addressing unmet need for contraception.
- Japan expansion with Aculys acquisition, adding pitolisant and spydia for CNS indications.
- EpiPen share stable at 24-25%, driven by Europe and Canada relaunches.

**【Q&A Highlights】**
- Indore resolution: FDA reinspection pending; redundancies built with third-party vendors.
- Meloxicam: $500M peak sales potential, with Phase III data supporting opioid-sparing label.
- Strategic review: savings to be reinvested in pipeline and M&A, with details in Q1 2026 investor event.
- 2026 outlook: new product revenue expected to meet $450-550M target, excluding Indore.

Viatris Inc. (VTRS) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

VTRS

VTRS fundamentals

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