Earnings summaries and quarterly performance for Amneal Pharmaceuticals.
Executive leadership at Amneal Pharmaceuticals.
Chintu Patel
Co-Chief Executive Officer
Chirag Patel
Co-Chief Executive Officer and President
Anastasios Konidaris
Executive Vice President, Chief Financial Officer
Andrew Boyer
Executive Vice President, Chief Commercial Officer-Generics
Jason Daly
Executive Vice President, Chief Legal Officer and Corporate Secretary
Nikita Shah
Executive Vice President, Chief Human Resources Officer
Board of directors at Amneal Pharmaceuticals.
Research analysts who have asked questions during Amneal Pharmaceuticals earnings calls.
David Amsellem
Piper Sandler Companies
4 questions for AMRX
Leszek Sulewski
Truist Securities
4 questions for AMRX
Christopher Schott
JPMorgan Chase & Co.
3 questions for AMRX
Balaji Prasad
Barclays
2 questions for AMRX
Chris Stott
JPMorgan Chase & Co.
1 question for AMRX
Matthew Dellatorre
Goldman Sachs Group Inc.
1 question for AMRX
Recent press releases and 8-K filings for AMRX.
- Amneal projects Full Year 2025 Net Revenues of $3.0 - $3.1 billion, Adjusted EBITDA of $675M - $685M, and Operating Cash Flow of $300M - $330M.
- The company has significantly reduced its Net Leverage from 7.4x in 2019 to 3.7x in 2025.
- Amneal is driving long-term growth through a diversified portfolio, including Specialty Branded products, an expanding Biosimilars portfolio with six expected by 2027, and a strategic collaboration in the GLP-1/Peptides space.
- A significant new product launch phase in Affordable Medicines is underway, with key launches such as Lenalidomide (Revlimid®) in Q1 2026 and Denosumab biosimilars (PROLIA® & XGEVA®) in Q4 2025.
- Amneal Pharmaceuticals is undergoing a transformation, with 70%-75% of the complex generics shift complete, and a future focus on biosimilars and specialty branded products, aiming to be the number one affordable medicines company in America by 2030.
- The company's specialty branded product, Crexont, is performing strongly, with 22,000 patients and 3.2% market share currently, projected to reach 6% market share in 2026 and generate over $120 million in revenue for 2026, with peak sales estimated between $300 million and $500 million.
- Amneal is expanding its biosimilar portfolio, with five biosimilars launched or about to launch, including two Denosumab presentations (Xgeva and Prolia), and an Xolair biosimilar expected for early 2027. The company aims to be a top three biosimilar player and plans vertical integration in 2026.
- For 2026, Amneal anticipates EBITDA to grow faster than revenue and projects a double-digit EPS growth rate, specifically 20%-25%+, driven by reduced interest expenses. The company also expects a 50-60 basis points improvement in gross margin.
- Capital deployment priorities include biosimilars first, followed by branded assets in Parkinson's or oncology, with a disciplined approach to maintain net leverage just below three times.
- Amneal is undergoing a strategic transformation, shifting its focus from traditional retail generics to complex generics, biosimilars, and specialty branded products, with only 25% of revenue now from retail oral solid generics.
- The company reported strong financial progress, having doubled revenue and EBITDA over the last six years and reducing net leverage from 7.4 to 3.7.
- For 2026, Amneal anticipates high single-digit growth in its affordable medicines segment, a 50-60 basis points improvement in gross margin, and double-digit EPS growth.
- Key product highlights include the successful launch of Crexont, a Parkinson's treatment, which is projected to generate over $120 million in revenue in 2026 and achieve 6% market share.
- Amneal is heavily investing in biosimilars, aiming to become a top three player and vertically integrate, and has a significant partnership with Pfizer for GLP-1 peptide manufacturing.
- Amneal Pharmaceuticals reported doubled revenue and EBITDA over the last six years, with EBITDA exceeding $685 million, and reduced net leverage to 3.7.
- The company projects double-digit EPS growth for 2026, specifically 20%-25%+, due to recent refinancing and repricing of interest expenses.
- Its Parkinson's treatment, Crexont, is expected to double sales from $60-$65 million in 2025 to over $120 million in 2026 and reach 6% market share in 2026.
- Amneal is strategically expanding its biosimilars portfolio, aiming to be a top three player with an early 2027 launch for Xolair, and is building manufacturing capacity for a GLP-1 peptide partnership with Pfizer, expected to contribute revenue from 2029-2030.
- The U.S. Food and Drug Administration (FDA) has approved Boncresa and Oziltus, two denosumab biosimilars referencing Prolia and XGEVA, with Amneal holding exclusive U.S. commercialization rights and mAbxience handling development and manufacturing.
- These approvals increase Amneal's commercial biosimilar portfolio to five, with plans to expand to six by 2027, targeting a market that generated approximately $5.3 billion in U.S. sales over the last 12 months for the reference products.
- Investors and analysts view these approvals as a growth catalyst for Amneal's specialty portfolio, aligning with management's strategic emphasis on the biosimilars market.
- Amneal reported approximately $2.93 billion in revenue and a market capitalization of nearly $4.03 billion, though financial metrics present a mixed picture, including valuation concerns and noted insider selling despite solid operational liquidity.
- Amneal Pharmaceuticals has completed a financial turnaround and diversified its business, shifting focus from oral solid generics to higher-growth areas like specialty, biosimilars, and injectables.
- The company anticipates its generic injectables revenue to grow from approximately $200 million this year to $240-$250 million next year, with plans to add around 10 new products annually to its current portfolio of 40 products.
- Amneal expects its biosimilars revenue to reach about $100 million this year, with a pipeline of five new biosimilars launching through 2026-2028, including a significant $4 billion generic XOLAIR opportunity projected for 2027.
- The specialty product CREXONT for Parkinson's disease is projected to generate $60 million in revenue this year and $120 million next year, with a long-term annual revenue goal of $300-$500 million.
- Amneal has invested in R&D and manufacturing capabilities for GLP-1s, including two new manufacturing sites in India, positioning the company for future participation in these markets.
- Amneal's CFO, Tasos Konidaris, outlined the company's diversification strategy, including a significant shift in its affordable medicines business by de-emphasizing oral solid generics (down from 53% to a projected 10%-15% of revenue) and focusing on complex generics.
- The company anticipates its generic injectables revenue to grow from approximately $200 million this year to $240-$250 million next year, supported by a portfolio of 40 products and an annual addition of about 10 new products.
- Amneal's biosimilars segment, which generated no revenue three years ago, is projected to reach $100 million in revenue this year, with a pipeline including a 2027 opportunity for generic Xolair, a $4 billion market that could yield hundreds of millions of dollars for Amneal.
- The specialty drug Crexont, for Parkinson's, is expected to generate approximately $60 million in revenue this year, projected to grow to $120 million next year, with a long-term target of $300-$500 million in annual revenue.
- Amneal has made substantial investments in R&D and manufacturing capabilities for GLP-1s and complex peptides, including two new manufacturing sites in India, positioning the company for future participation in these markets.
- Amneal (AMRX) is strategically shifting its business focus away from oral solid generics, which comprised 25% of revenue last year and are projected to decrease to 10%-15% in the coming years, towards complex generics, biosimilars, and injectables. This shift is supported by 90% of its R&D pipeline being dedicated to complex generics.
- The company projects significant growth in its injectables and biosimilars segments; injectables revenue is expected to increase from $200 million this year to $240-$250 million next year, while biosimilars revenue is anticipated to reach $100 million this year. Key future opportunities include the Omnipaque generic starting in 2026 and the Xolair biosimilar in 2027, targeting a $4 billion market.
- Amneal's specialty product Crexont, for Parkinson's patients, is demonstrating strong performance, with projected revenues of $60 million this year and $120 million next year, with a long-term goal of $300-$500 million in annual revenue. Payer access for Crexont is expected to reach 70% next year.
- The company has launched a DHE auto-injector, projecting $10-$15 million in revenue for 2026 and a long-term potential of $50-$100 million. Additionally, Amneal is investing in GLP-1s and complex peptides, including building an auto-injector facility in India capable of producing 100 million units per year, positioning for future market entry.
- Amneal Pharmaceuticals, Inc. (AMRX) has received U.S. FDA approval for its iohexol injection (300 mg Iodine/mL), marking it as the first generic version of GE Healthcare's Omnipaque® (iohexol) injection.
- The company expects to launch the product in the first quarter of 2026.
- U.S. annual sales for iohexol injection, the reference product, were approximately $652 million for the 12 months ended September 2025.
- This approval reinforces Amneal's leadership in differentiated, complex injectables and its commitment to improving access to high-quality, affordable medicines.
- Achieve Life Sciences reported a net loss of $14.4 million for the third quarter of 2025 and $40.0 million for the nine months ended September 30, 2025.
- The company held $48.1 million in cash, cash equivalents, and marketable securities as of September 30, 2025.
- The FDA accepted the New Drug Application (NDA) for cytisinicline for smoking cessation, with a Prescription Drug User Fee Act (PDUFA) targeted action date of June 20, 2026.
- Achieve was awarded the FDA Commissioner's National Priority Voucher for cytisinicline for e-cigarette or vaping cessation, being one of only nine therapies to receive this inaugural designation.
- Erik Atkisson was appointed as Chief Legal Officer in October.
Quarterly earnings call transcripts for Amneal Pharmaceuticals.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more