诉讼背景 - 领先证券律师事务所Bleichmar Fonti & Auld LLP对Viatris Inc及其高管提起集体诉讼 指控其可能违反联邦证券法 [1] - 诉讼依据为《1934年证券交易法》第10(b)和20(a)条款 案件编号25-cv-466 由美国宾夕法尼亚西区法院受理 [2] 指控内容 - 公司声称其印度印多尔工厂"运营状况良好"且"符合最高质量标准" 但FDA在2024年12月23日对该工厂发出警告信 [3] - 公司最初淡化事件影响 称其为"轻微阻力" 并试图与FDA协商产品豁免 [3] - 实际影响包括关键药物来那度胺(Lenalidomide)的生产分销受阻 [4] 财务影响 - 2025年2月27日公布的2024年Q4财报显示 印多尔工厂问题将导致2025年收入减少约5亿美元 运营利润减少3.85亿美元 [5] - 公司未能找到来那度胺替代供应方案 也未能获得FDA更多产品豁免 [5] - 消息公布后股价单日下跌15% 从2月26日收盘价11.24美元跌至9.53美元 [5] 公司概况 - 全球医疗保健企业 为165个国家和地区约10亿患者提供药物 [3]

诉讼案件概述 - Levi & Korsinsky律师事务所针对Viatris公司(NASDAQ: VTRS)提起证券集体诉讼，指控其在2024年8月8日至2025年2月26日期间存在证券欺诈行为 [1] - 诉讼旨在为受影响的投资者挽回损失，相关投资者需在2025年6月3日前申请成为首席原告 [3] 指控核心内容 - 公司被指控隐瞒印度Indore工厂FDA检查失败的关键信息，并将FDA警告信的影响误导性描述为"轻微阻力" [2] - 2025年2月27日公司公布2024年Q4及全年财报时，承认警告信和进口禁令导致2025年财务指引低于预期 [2] 市场反应 - 公告后公司股价从2025年2月26日收盘价11.24美元/股暴跌至2月27日9.53美元/股，单日跌幅达15.21% [2] 律所背景 - Levi & Korsinsky过去20年累计为股东追回数亿美元赔偿，拥有70多名专业人员组成的证券诉讼团队 [4] - 连续七年被ISS证券集体诉讼服务评为全美前50大证券诉讼律所 [4]

产品研发进展 - XULANE LO低剂量周用皮肤避孕贴片在III期研究中展现出良好的避孕效果和安全性，未发现新的安全问题 [1] - 该产品的珍珠指数(PI)为4.14，13个周期内累计妊娠概率为3.7% [2] - 贴片粘附性表现优异，7天佩戴期内完全脱落率仅1.3%，局部应用部位严重反应报告率<1% [3] - 公司计划2025年下半年向FDA提交新药申请 [3] 镇痛药物MR-107A-02临床结果 - 针对中重度急性疼痛的速效制剂MR-107A-02在两项III期试验(疝修补术和拇囊炎切除术)中均显示统计学显著和临床意义的结果 [4][5] - 与安慰剂相比显著减少阿片类药物使用量(疝修补术：72.6% vs 58.6%无阿片类药物使用，拇囊炎切除术：56.9% vs 33.1%) [8] - 术后48小时疼痛强度差总和(SPID0-48h)显著优于阿片类药物组，疼痛缓解起效时间短于安慰剂且与曲马多相当 [8] - 计划2025年底前向FDA提交新药申请 [5] 财务表现 - 2025年第一季度销售额32.5亿美元，基本符合市场预期的32.4亿美元 [5] - 总营收33亿美元，同比下降11%(报告基础)或2%(剥离调整后运营基础)，主要受Indore事件影响 [6] - 排除Indore影响后，剥离调整后运营收入同比实际增长2% [6] - 第一季度Indore事件造成约1.4亿美元营收损失 [9] - 新产品收入贡献6700万美元，预计2025年全年新产品收入4.5-5.5亿美元 [9] 监管与运营影响 - 2024年12月FDA针对印度Indore口服制剂工厂发出警告信和进口警示，预计将导致2025年营收减少5亿美元，调整后EBITDA减少3.85亿美元 [7] 市场表现与指引 - 调整后每股收益0.50美元，超出市场预期的0.49美元 [9] - 重申2025年销售额指引135-140亿美元(市场预期138.2亿美元) [9] - 上调2025年调整后每股收益指引至2.16-2.30美元(原指引2.12-2.26美元，市场预期2.21美元) [10] - 股价当日上涨10.2%至9.48美元 [10]

Viatris Inc. (VTRS) delivered first-quarter adjusted earnings of 50 cents per share, which beat the Zacks Consensus Estimate of 49 cents. The company recorded adjusted earnings of 67 cents per share in the year-ago quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Total revenues were $3.25 billion, down 11% year over year. The top line included product sales and other revenues. Nonetheless, revenues beat the Zacks Consensus Estimate of $3.23 billion.Shares are trading up in r ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth?Viatris Inc. ( VTRS ) has announced its Q1 2025 earnings earlier today and the market's response is initially positive - it's stock is up nearly 10% at the time of writing. Let's consider some headline figures.The g ...

Viatris (VTRS) reported $3.25 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 11.2%. EPS of $0.50 for the same period compares to $0.67 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.23 billion, representing a surprise of +0.81%. The company delivered an EPS surprise of +2.04%, with the consensus EPS estimate being $0.49.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how the ...

Viatris (VTRS) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Bill Szablewski - Head of Capital MarketScott Smith - Director & CEOPhilippe Martin - Chief R&D OfficerDoretta Mistras - CFOChris Schott - Managing DirectorCorinne Le Goff - Chief Commercial OfficerAshwani Verma - Executive Director - SMID Biotech & BiopharmaUmer Raffat - Senior Managing Director Conference Call Participants David Amsellem - Sr. Research AnalystPavan Patel - Analyst Operator Please also note today's event is ...

Viatris (VTRS) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Please also note today's event is being recorded. At this time, I'd like to turn the floor over to Bill Cyblowski, Head of Capital Markets. Please go ahead. Speaker1 Good morning, everyone. Welcome to our Q1 twenty twenty five earnings call. With us today is our CEO, Scott Smith CFO, Doretta Mistras Chief R and D Officer, Philippe Martin and Chief Commercial Officer, Karine Lagasse. During today's call, we will be making forward looking ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________to___________ Commission file number 001-39695 VIATRIS INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpora ...

Viatris (VTRS) came out with quarterly earnings of $0.50 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.67 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.04%. A quarter ago, it was expected that this generic drugmaker would post earnings of $0.57 per share when it actually produced earnings of $0.54, delivering a surprise of -5.26%.Over the last four quarters, the company ...