How Investors May Respond To Teva (TEVA) Launching the First Generic Saxenda for Weight Loss in the US

• Teva Pharmaceuticals recently announced the FDA approval and U.S. launch of its generic version of Saxenda® (liraglutide injection), marking the introduction of the first generic GLP-1 receptor agonist specifically indicated for weight loss in the United States.
• This milestone expands Teva’s complex generics portfolio and addresses increased demand for accessible obesity management therapies, offering patients an alternative in a market previously served only by branded products with annual sales of US$165 million as of June 2025.
• We'll explore how the launch of a first-to-market generic GLP-1 for weight loss fits into Teva's long-term investment outlook.

The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

Teva Pharmaceutical Industries Investment Narrative Recap

For those considering Teva as a long-term holding, the core thesis centers around its ability to shift from a reliance on generics, where growth is constrained by competition and flat demand, to leveraging branded drugs and newly launched complex generics for margin expansion and profit recovery. The FDA approval and U.S. launch of the generic Saxenda® marks a significant addition to Teva’s complex generics portfolio, but unless this launch drives substantial market share and outpaces competitive responses, it is unlikely to quickly outweigh the ongoing risks of sluggish generics growth or Teva's considerable debt burden.

Of Teva’s recent announcements, the August 2025 FDA approval for AJOVY® in pediatric migraines stands out. Like the Saxenda® launch, this expands Teva’s branded product reach into a new patient group, a clear positive for the company’s most important near-term catalyst: driving profitable growth from higher-margin innovative products while its generics base remains under pressure.

By contrast, one risk investors should watch closely is Teva’s heavy debt load and the impact it could have if new launches like generic Saxenda® do not deliver expected financial uplift…

Read the full narrative on Teva Pharmaceutical Industries (it's free!)

Teva Pharmaceutical Industries' outlook anticipates $17.8 billion in revenue and $1.5 billion in earnings by 2028. This is based on a 2.3% annual revenue growth rate and a $1.66 billion increase in earnings from the current -$157 million.

Uncover how Teva Pharmaceutical Industries' forecasts yield a $23.56 fair value, a 28% upside to its current price.

Exploring Other Perspectives

Fourteen members of the Simply Wall St Community set fair values for Teva between US$23.56 and US$87.16. Amid this wide range, Teva’s expanding branded portfolio alongside unsteady generics performance shows why your outlook on the company’s transformation really matters, explore what others are seeing before deciding what it means for you.

Explore 14 other fair value estimates on Teva Pharmaceutical Industries - why the stock might be worth over 4x more than the current price!

Build Your Own Teva Pharmaceutical Industries Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Teva Pharmaceutical Industries research is our analysis highlighting 5 key rewards that could impact your investment decision.
• Our free Teva Pharmaceutical Industries research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Teva Pharmaceutical Industries' overall financial health at a glance.

No Opportunity In Teva Pharmaceutical Industries?

Our top stock finds are flying under the radar-for now. Get in early:

• We've found 19 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.
• These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com