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    Teva’s FDA Filing For Once-Monthly Schizophrenia Drug Might Change The Case For Investing In TEVA

    Simply Wall St·12/10/2025 15:20:54
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    • Earlier this month, Teva Pharmaceutical Industries submitted a New Drug Application to the U.S. FDA for its once-monthly olanzapine extended-release injectable suspension to treat schizophrenia in adults, supported by Phase 3 SOLARIS trial data on efficacy, safety, and tolerability.
    • This filing underscores Teva’s push deeper into neuroscience and longer-acting therapies aimed at improving real-world treatment adherence for patients with serious mental illness.
    • We’ll now explore how Teva’s push into long-acting schizophrenia treatment with olanzapine LAI could influence the company’s broader investment narrative.

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    Teva Pharmaceutical Industries Investment Narrative Recap

    To own Teva today, you generally need to believe that its shift from a low growth generics base to higher margin neuroscience and immunology drugs can continue to support earnings, while the heavy debt load gradually becomes more manageable. The olanzapine LAI filing fits this thesis by adding another late stage asset alongside AUSTEDO, AJOVY and UZEDY, but it does not change the near term focus on execution in branded launches and the ongoing risk that a few key products carry much of the growth burden.

    Among recent developments, Teva’s 11th consecutive quarter of growth and higher full year EPS guidance stand out, as they show early financial traction from its branded pivot, including AUSTEDO and UZEDY. If olanzapine LAI is eventually approved and adopted, it could further support this move toward a more profitable product mix, but investors still need to watch how pricing pressures, especially future AUSTEDO negotiations under the Inflation Reduction Act, affect margins and cash needed for debt reduction.

    Yet behind the growing neuroscience story, investors should be aware that reliance on a small group of branded drugs could...

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

    Teva Pharmaceutical Industries’ narrative projects $17.8 billion revenue and $1.5 billion earnings by 2028. This requires 2.3% yearly revenue growth and an earnings increase of about $1.7 billion from -$157.0 million today.

    Uncover how Teva Pharmaceutical Industries' forecasts yield a $28.61 fair value, in line with its current price.

    Exploring Other Perspectives

    TEVA 1-Year Stock Price Chart
    TEVA 1-Year Stock Price Chart

    Fourteen fair value estimates from the Simply Wall St Community span about US$26 to nearly US$73 per share, showing wide disagreement on Teva’s potential. Against this, the core debate remains whether its branded pivot, including olanzapine LAI, can offset a flat generics base and support the earnings growth many are modeling.

    Explore 14 other fair value estimates on Teva Pharmaceutical Industries - why the stock might be worth over 2x more than the current price!

    Build Your Own Teva Pharmaceutical Industries Narrative

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    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.