What smart money is saying about Teva Pharmaceutical Industries Limited
1 fund in our archive has pitched Teva Pharmaceutical Industries Limited, most recently Baron Health Care Fund in September 2026.
Teva Pharmaceutical Industries Limited functions as a global pharmaceutical enterprise, involved in the conception, manufacturing, marketing, and provision of a broad spectrum of generic, specialty, and biopharmaceutical products throughout North America, Europe, and various international markets. The company's diverse product range includes sterile items, hormones, potent drugs, and cytotoxic agents, available in numerous forms like tablets, capsules, injectable solutions, inhalable preparations, liquids, transdermal patches, topical ointments, and creams. Additionally, Teva develops, produces, and sells active pharmaceutical ingredients (APIs). The firm prioritizes several key therapeutic domains: central nervous system disorders, pain management, respiratory ailments, and oncology. In the central nervous system sector, prominent products include Copaxone, intended for relapsing forms of multiple sclerosis; AJOVY, prescribed for preventing migraines; and AUSTEDO, which targets tardive dyskinesia and chorea linked to Huntington's disease. For respiratory conditions, Teva offers medications such as ProAir, QVAR, ProAir Digihaler, AirDuo Digihaler, ArmonAir Digihaler, BRALTUS, CINQAIR/CINQAERO, DuoResp Spiromax, and AirDuo RespiClick/ArmonAir RespiClick, all designed to treat asthma and chronic obstructive pulmonary disease. The oncology portfolio features therapies like Bendeka, Treanda, Granix, Trisenox, Lonquex, and Tevagrastim/Ratiograstim. Teva Pharmaceutical Industries Limited is also engaged in a collaboration with MedinCell to advance and commercialize multiple long-acting injectable formulations, notably a risperidone suspension for individuals affected by schizophrenia. The company was established in 1901 and its primary headquarters are located in Tel Aviv-Yafo, Israel.
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Position history
Between Q1 2025 and Q3 2026, 5 fund letters reported a position in Teva Pharmaceutical Industries Limited, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 1 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 2 moves
- September 2026
“During the quarter, we initiated a position in Teva Pharmaceutical Industries, which is shifting from generics toward higher-growth, higher-margin branded drugs, with upside potential from its pipeline (notably duvakitug for inflammatory bowel disease) and biosimilars.”
Teva Pharmaceutical Industries Limited - New positionHardman Johnston International EquitySeptember 2026
“During the quarter, we initiated a position in Teva Pharmaceutical Industries, which is shifting from generics toward higher-growth, higher-margin branded drugs, with upside potential from its pipeline (notably duvakitug for inflammatory bowel disease) and biosimilars.”
Teva Pharmaceutical Industries Limited - September 2026
“Global pharmaceutical company Teva Pharmaceutical Industries Limited contributed to performance, outpacing the broader pharmaceutical sector. Second-quarter results showed strength in Teva’s branded innovative portfolio, with Austedo, Ajovy, and Uzedy collectively growing 43% year-over-year to more than $1 billion in quarterly revenue for the first time. Management raised guidance for all three brands, targeting combined 2026 revenue of approximately $3.7 billion, or roughly 17% year-over-year growth at the midpoint. Sentiment also benefited from Teva’s plan to replace its American Depositary Share program with a direct listing of ordinary shares on the New York Stock Exchange, a move designed to broaden its investor base and reduce financing costs. Pipeline progress added another catalyst, with investigational celiac disease drug TEV ’408 meeting its primary endpoint and the FDA accepting a drug application for a pediatric Tourette syndrome therapy. These developments underscore Teva’s transformation from a generics-heavy business into a diversified innovative biopharmaceutical company with a deepening pipeline and improving financial profile.”
Teva Pharmaceutical Industries Limited - June 2026
Listed in Baron Health Care Fund’s reported holdings.
Teva Pharmaceutical Industries Limited - March 2025
Listed in RS Mid Cap Value Strategy’s reported holdings.
Teva Pharmaceutical Industries Limited
Also mentioned · 2
These funds discuss Teva Pharmaceutical Industries Limited as a competitor, benchmark or comparable, without disclosing a position in it.
- June 2026
“Capacity within the generic drug manufacturing industry has also exited or has been retooled for other purposes. Major players like Teva and Sandoz have rationalized their portfolios to exit traditional oral solids and shifted their capacity towards more complex deliveries, like inhalers and injectables.”
Teva Pharmaceutical Industries Limited - MentionedThird Avenue Small-Cap Value FundMarch 2026
“Catalyst has prevailed multiple times in defending its intellectual property against three other generic manufacturers including Teva Pharmaceuticals, Inventia Healthcare and Lupin Pharmaceuticals, while the U.S. Court of Appeals for the 11th Circuit has ruled in favor of Catalyst intellectual property rights.”
Teva Pharmaceutical Industries Limited
Fund coverage · 1 thesis
- Baron Health Care FundSeptember 2026
Teva Pharmaceutical Industries Limited is transforming into a diversified innovative biopharmaceutical company with strong branded growth and a deepening pipeline.
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