Teva - politisk risiko?
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Ser ud til efter Kaare forlod TEVA mange har smidt den.
Jeg holder den stadig og er rigtig godt tilfreds, men funderer lidt over den politiske risiko. Teva er kraftig styret fra Israel eller fra tilknyttede interesser.
TEVA's aktiviterer er selvfølgelig global, men hvordan skal man se TEVA's risiko i den aktuelle politisk krise?
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Indenfor mange andre industrier kunne jeg godt se, at der kunne være en vis politisk risiko. Når det gælder medicin, så tror jeg nu ikke at risikoen er særlig stor, idet syge mennesker nok mere er optaget af at få en effektiv behandling end de er af at føre politik.
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I deres Q3 skiver de:
"In October 2023, Israel was attacked by a terrorist organization and entered a state of war. As of the
date of this Press Release, the situation is evolving. Israel is included in Teva's International Markets
segment results. Teva's global headquarters and several manufacturing and R&D facilities are located in
Israel. Currently, such activities in Israel remain largely unaffected. Teva continues to maintain
contingency plans with backup production locations for key products. As of the date of this Press
Release, the impact of the war on Teva's results of operations and financial condition is immaterial, but
such impact may increase, which could be material, as a result of the continuation, escalation or
expansion of such war".Jeg læser det som en vis bekymring, og i mellemtiden er synet på Israel noget ændret i mange lande.
En del medarbejdere kunne også ikke være til rådighed for Teva. (10%)
Nu venter vi Q4 i næste uge, og hvad de nu vurderer. Selve Q4 ser ud til at blive ok.
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er der nogen der forstår TEVA's udskilning af API business?
https://www.teva-api.com/knowledge-center/synthetic-organic-chemistry/Det er vel de stoffer der for medicin til at virke?
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Bliver TEVA så en "Assist light" når de sælger/udskiller API delen?
https://www.katsura-chemical.co.jp/en/drugs/ (aktiv stof)
https://www.pharmaexcipients.com/pharmaceutical-excipients-some-definition/ (fyld og indpakning)
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