Swiss generic drugmaker Sandoz said on Wednesday it would continue discussions with policymakers after U.S. President Donald Trump threatened the industry with steep tariffs unless drugmakers manufacture medicines domestically.
The U.S. Food and Drug Administration has agreed to review Swiss generics drugmaker Sandoz's two generic tirzepatide GLP-1s that, if approved, would rival obesity drugs made by Eli Lilly.
Sandoz, Teva and Viatris target biosimilars, complex generics and specialty drugs as new growth drivers reshape the Medical - Generic Drugs industry.
Investors interested in stocks from the Medical - Drugs sector have probably already heard of Sandoz Group AG Sponsored ADR (SDZNY) and United Therapeutics (UTHR). But which of these two stocks presents investors with the better value opportunity right now?
Sandoz Group AG Sponsored ADR (SDZNY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Switzerland's Sandoz sees Canada and Brazil markets as testing grounds before semaglutide goes off patent in Europe and the U.S. in the 2030s.
Sandoz Group AG (SDZNY) Q1 2026 Sales/Trading Call Transcript
Sandoz Group AG Sponsored ADR (SDZNY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Sandoz Group AG (SDZNY) Q4 2025 Earnings Call Transcript
Sandoz delivered steady revenue and EBITDA growth, with 2025 revenue projected near $11B and EBITDA margin guidance raised to 21-22%. SDZNY now trades at a relatively rich EV/EBITDA multiple of ~16 for 2025 and ~13 forward based on 2027 consensus estimates. While the business model and growth profile remain attractive, current valuation justifies only a "hold" rating after a 65% share price run-up.
Sandoz Group AG (SDZNY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Investors interested in Medical - Drugs stocks are likely familiar with Sandoz Group AG Sponsored ADR (SDZNY) and Stevanato Group (STVN). But which of these two stocks presents investors with the better value opportunity right now?