TEVA

LONGINSIDER SELL

TEVA PHARMACEUTICAL INDS LTD

Funds

Score

6.00

vs SPY

+0.9%

Stock return (since Q-end)

+17.3%

SPY return (since Q-end)

+16.3%

Current price

$35.32

News Summary

Positive

Teva delivered a strong Q1 2026 earnings beat (10.4% EPS surprise on $4.0B revenue) with robust growth in innovative products (Austedo +41%, AJOVY +35%, UZEDY +62%) and maintained 2026 guidance of $16.4–$16.8B. The company acquired Emalex/Amylyx for $700M to add ecopipam (Tourette syndrome candidate with 80% gross margin potential), secured FDA approval for PONLIMSI biosimilar, advanced olanzapine LAI through FDA/EMA acceptance, and achieved investment-grade credit upgrade from Fitch, validating its transition to a higher-margin innovative/biosimilar portfolio targeting 30% operating margins by 2027.

Funds Buying (4)

Fund	Manager	Shares Held	∆ Shares	Position Value	QoQ	Status
Glenview Capital	Larry Robbins	6.7M	+6.7M	$200.6B	—	NEW
Greenlight Capital	David Einhorn	2.9M	+2.9M	$87.7B	—	NEW
Point72	Steve Cohen	1.1M	+1.1M	$34.1B	—	NEW
Duquesne Family Office	Stanley Druckenmiller	2.4M	+2.4M	$72M	—	NEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.

Insider Activity

Name	Title	Type	Shares	Price	Value	Filed
Lippman Evan	EVP, Business Development	SELL	6K	$35.58	$0.20M	2026-05-14
Lippman Evan	EVP, Business Development	SELL	36K	$35.58	$1.28M	2026-05-14
Kalif Eliyahu Sharon	EVP, Chief Financial Officer	SELL	153K	$35.61	$5.46M	2026-05-14
Weiss Amir	Chief Accounting Officer	SELL	11K	$36.00	$0.38M	2026-05-06
Daniell Richard	EVP, Europe Commercial	SELL	30K	$35.40	$1.06M	2026-05-05
Sabag Mark	See "Remarks"	SELL	144K	$34.99	$5.05M	2026-05-01
Fox Christine	EVP, U.S. Commercial	SELL	21K	$35.31	$0.75M	2026-04-30