Viatris is a global pharma selling branded drugs, generics, biosimilars, and APIs across 165+ countries, like a supermarket for medicines.
Money comes from selling a huge portfolio of drugs, but margins are thin (gross ~35%) and net income is negative, so it's a low-margin, high-volume business.
Its scale and diverse product range create some barriers, but patent expiries and competition from Teva, Novartis (Sandoz), and Amgen erode pricing power, making the moat eroding.
Sell (sector percentile 15) — value B+, growth D-, profitability C, momentum C+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Q2 revenue $3.8B beat, raised guidance, divested Tyrvaya to Harrow
Board declared on Aug 3, reflecting shareholder return commitment
First once-weekly low-dose estrogen combo contraceptive patch approved, advancing women's health portfolio
Q1 2026 total revenues of $3.5 billion, up 3% operationally year-over-year; adjusted EBITDA of $1 billion and adjusted EPS of $0.59 per share
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