Jason Gerber's questions to Viatris Inc (VTRS) leadership • Q1 2025
Question
Jason Gerber from Bank of America inquired about the drivers behind brand resilience versus generic weakness, the sustainability of underlying growth, and the expected cadence of key new product launches contributing to the second-half weighted guidance.
Answer
CFO Theodora Mistras attributed brand strength to momentum in China and Europe, while noting the generics portfolio was most impacted by the Indoor facility issues. She reaffirmed the second-half weighted outlook (approx. 52% of revenue), driven by the timing of new product launches and normal seasonality. Chief R&D Officer Philippe Martin confirmed key launches like octreotide are scheduled for the second half of the year.