Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dave Amsellem | Piper Sandler | 12 | 0% |
| Ashwani Verma | UBS | 9 | 33% |
| Umer Raffat | Evercore ISI | 8 | 13% |
| Chris Schott | JPMorgan | 7 | 0% |
| Jason Gerberry | Bank of America | 6 | 17% |
| Matt Dellatorre | Goldman Sachs | 5 | 0% |
| Glenn Santangelo | Barclays | 4 | 0% |
| Les Sulewski | Truist Securities | 4 | 0% |
| Bhavin Patel | Bank of America | 4 | 25% |
| Balaji Prasad | Barclays | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Piper Sandler | 1 | 12 | 0% |
| Bank of America | 2 | 10 | 20% |
| UBS | 1 | 9 | 33% |
| Evercore ISI | 1 |
| 8 |
| 13% |
| JPMorgan | 1 | 7 | 0% |
| Barclays | 2 | 6 | 0% |
| Goldman Sachs | 1 | 5 | 0% |
| Truist Securities | 1 | 4 | 0% |
Viatris delivered strong Q1 revenue growth of $3.5B, representing operational growth of 3% year-over-year, with adjusted EPS of $0.59 as clean year-over-year comparisons (ex-Indore) finally showed the underlying business trajectory. FY2026 guidance was reaffirmed with potential to meet or exceed expectations, and Greater China growth accelerated to 18% while the enterprise strategic review delivered on track. The meloxicam NDA was accepted with a PDUFA date expected imminently, EFFEXOR GAD was approved in Japan, and selatogrel and cenerimod Phase 3 programs progressed alongside a CFO transition.
Innovation & R&D | Product Launch | Cost Pressure | Revenue Growth | Regulation Policy | Competitive Dynamics | M&A | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 1 | 1 | 4 | 1 | 1 | 1 | |
| 2025Q1 | 3 | 3 | 2 | 1 | 1 | 1 | 3 | |
| 2025Q2 | 2 | 2 | 1 | 1 | 1 | 2 | 1 | 1 |
| 2025Q3 | 4 | 2 | 3 | 2 | 2 | 2 | 1 | |
| 2025Q4 | 2 | 4 | 5 | 3 | 1 | 1 | 2 | |
| 2026Q1 | 4 | 4 | 1 | 2 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 2 | 3 | 2 | 4 | 2 | 4 |
| Product Launch | 1 | 3 | 2 | 2 | 4 | 4 |
| Cost Pressure | 1 | 1 | 3 | 5 | 1 | |
| Revenue Growth | 2 | 1 | 2 | 3 | 2 | |
| Regulation Policy | 4 | 1 | 1 | 2 | 1 | |
| Competitive Dynamics | 1 | 1 | 2 | 2 | 1 | 1 |
| M&A | 1 | 1 | 1 | 1 | 2 | 2 |
| Supply Chain | 1 | 3 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VTRS Viatris | 8 | +8.1% | |
| ZTS Zoetis | 3 | +1.9% |