EBITDA GuidanceViatris' 4Q update was highlighted by disappointing FY25 EBITDA guidance, coming in 8% below consensus.
Revenue ImpactThe generic Revlimid impact, due to its inclusion on the import ban list, resulted in a $200 million revenue loss at a gross margin exceeding 95%.
Strategic ChallengesThe company still struggles to define its identity in the biopharma ecosystem, reflecting ongoing strategic challenges.