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    Jason Gerber

    Managing Director and Senior Analyst at Bank of America

    Jason Gerber is a Managing Director and Senior Analyst at Bank of America specializing in equity research within the industrials and diversified services sectors. He is recognized for his coverage of major companies such as United Rentals, Herc Holdings, and WillScot Mobile Mini, delivering investment insights that have contributed to high success rates and favorable client returns, with rankings as a top analyst on platforms like TipRanks. Gerber began his analyst career in the early 2000s, previously holding key roles at JPMorgan before joining Bank of America in 2016. He holds multiple securities licenses, including FINRA Series 7, 63, 86, and 87, and has been repeatedly cited for industry-leading research accuracy and client service excellence.

    Jason Gerber's questions to Viatris (VTRS) leadership

    Jason Gerber's questions to Viatris (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.

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