Chris Stott's questions to Amneal Pharmaceuticals Inc (AMRX) leadership • Q2 2025
Question
Catarina, on behalf of Chris Stott from JPMorgan Chase & Co., questioned the key drivers for the expected revenue acceleration in the second half of 2025 and sought Amneal's perspective on the potential impact of US tariffs on pharmaceutical imports.
Answer
CFO Tasos Konidaris attributed the expected second-half revenue growth to the cadence of new product introductions, building momentum from recent launches, and increased manufacturing capacity following facility upgrades. Co-CEO Chintu Patel discussed the potential for tariffs to be chaotic but noted Amneal is less impacted due to its significant US manufacturing footprint, emphasizing the company's advocacy for policies that support national security and US-based production.