Viatris IncNasdaq: VTRS
Health Care · Pharmaceuticals
$15.05
+0.74%
Vol: 5.7M
Research Digest
Friday, May 1, 2026
Viatris presents positive contraceptive patch data at ACOG; Q1 earnings due May 7
Viatris announced six abstracts on investigational low-dose estrogen contraceptive weekly patch will be presented at 2026 ACOG Annual Meeting May 1-3, highlighting positive Phase 3 study results with strong adhesion profile and cycle control findings. Company completed enterprise-wide strategic review expecting $650M in cost savings with reinvestment of up to $250M over next 3 years. FDA accepted supplemental NDA for MR-141 ophthalmic solution for presbyopia with PDUFA goal date Oct 17, 2026. Q1 2026 earnings report scheduled for May 7. Company raised dividend policy to 48 cents per share annually. Analyst mean PT of $13.33 with Barclays raising PT to $17. Guidance for 5-6% annual revenue growth through 2030 with 7-8% adjusted EBITDA growth.
Previous Market Intelligence
13 daysApr 30Viatris targets 5-6% revenue and 7-8% EBITDA growth through 2030, Q1 earnings expected May 7Mixed▶
Viatris Inc. outlined strategic vision at March 19 investor event targeting 5%-6% revenue CAGR and 7%-8% EBITDA CAGR through 2030 with $650M gross cost savings identified. Q1 2026 earnings expected May 7 with analyst consensus EPS of $0.52 (4% increase). Recent highlights: Board approved 2026 dividend of $0.48/share, company launched Inpefa (sotagliflozin) for heart failure, and Effexor approved in Japan for GAD. Near-term launches include fast-acting meloxicam and low-dose estrogen weekly patch in U.S., and pitolisant in Japan. Analysts rate as Moderate Buy with $13.33 mean price target; stock up 14.6% over past year despite recent net loss.
Apr 16Viatris presented ophthalmology data at ASCRS annual meeting and scheduled Q1 2026 earnings for May 7Neutral▶
Viatris announced four abstracts presented at American Society of Cataract and Refractive Surgery Annual Meeting (April 10-13, 2026) including Phase 3 VEGA-3 results for presbyopia drug MR-141 and other ophthalmic products. Q1 2026 financial results scheduled for May 7, 2026 at 8:30 a.m. ET webcast. Company targets $14.45-14.95 billion revenue in 2026, marking first top-line growth since formation, though facing pricing and regulatory headwinds. As of April 15, stock at $13.86.
Apr 15Viatris wins Japan FDA approval for Effexor GAD treatment; Q1 2026 earnings April 28.Positive▶
Viatris announced Japan's Ministry of Health approved Effexor SR for generalized anxiety disorder treatment, making it the first and only approved option in Japan for adult GAD. The FDA accepted for review a supplemental New Drug Application for MR-141 (Phentolamine) for presbyopia treatment. Company approved 2026 dividend policy of $0.48/share and declared Q1 dividend of $0.12/share. Q1 2026 results expected May 7, 2026.
Apr 14Viatris presents VEGA-3 Phase 3 MR-141 presbyopia data at ASCRS conference April 10-13; Q1 earnings scheduled May 7.Neutral▶
Viatris announced four abstracts presented at the American Society of Cataract and Refractive Surgery Annual Meeting in Washington, D.C. (April 10-13), with full Phase 3 VEGA-3 data for MR-141 (phentolamine 0.75%) for presbyopia presented as an oral presentation April 11. Viatris will report Q1 2026 earnings May 7.
Apr 13Viatris announces four ophthalmology data presentations at ASCRS conference April 10-13, including full VEGA-3 Phase 3 results.Positive▶
Viatris is presenting multiple data presentations at the ASCRS Annual Meeting on April 10-13, 2026. Key presentations include full Phase 3 VEGA-3 results for MR-141 phentolamine for presbyopia and Phase 1 varenicline nasal spray data. This represents important clinical validation for Viatris' pipeline in eye care treatments.
Apr 10Viatris achieved FDA approvals and dividend hike; stock flat on concerns about growth outlook and pricing pressure.Neutral▶
Viatris announced four regulatory milestones including FDA approval for generic Sandostatin LAR and acceptance of a new low-dose estrogen patch application. The company maintained its 2026 dividend policy at $0.48 per share. Analyst estimates remain pressured by pricing competition. VTRS closed at $13.74, down 0.43%.
Apr 9Viatris announces 2026 dividend policy of $0.48 per share, maintains 6-year dividend streakPositive▶
Viatris maintained its dividend policy with $0.48 per share for 2026, marking the sixth consecutive year of dividend payments. The company reported $14.3 billion in 2025 revenues and returned over $1 billion to shareholders via dividends and buybacks. Viatris provided long-term 2026-2030 targets with 3-4% revenue CAGR and 6-7% adjusted EPS CAGR. Pipeline updates include FDA clearance for MR-146 gene therapy candidate and upcoming launches of fast-acting meloxicam and low-dose estrogen patch. Analysts rate VTRS as Buy with $13.50 price target representing modest upside potential.
Apr 8Viatris Barclays Raises Price Target to $17; Four FDA Regulatory Milestones AchievedPositive▶
Viatris announced four regulatory milestones including FDA approval for generic Sandostatin LAR Depot and FDA acceptance of NDA for low-dose estrogen weekly patch for contraception. Barclays raised price target to $17 from $15 on March 24. Company maintains dividend policy of $0.48 per share for 2026 and targets $14.45-14.95B revenue.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Viatris launched $650M cost-savings program targeting first growth year since formation.Positive▶
Viatris announced $650M cost-savings program and targeting $14.45-14.95B revenue for 2026, first growth year since inception. Barclays raised PT to $17 (from $15). Returned over $920M to shareholders YTD including $500M buybacks. Launched Inpefa for heart failure.
Apr 3Viatris narrowed 2026 profit guidance due to February India plant fire, targeting first year of top-line growth since formation.Mixed▶
Viatris issued 2026 guidance of $14.45-14.95 billion in revenue, representing the company's first projected year of top-line growth since its formation. The company is executing a $650 million cost-savings program. Manufacturing at its Nashik, India facility was temporarily suspended after a February fire but is expected to resume in April 2026.
Apr 2Viatris targeting $14.45-14.95B revenue for 2026, marking first year of top-line growth since formation; launching $650M cost-savings program.Positive▶
Viatris reported Q4 2025 results and announced its first annual revenue growth target since merger, with plans for $1B+ shareholder returns and new drug approvals including Effexor SR in Japan for GAD treatment. The company outlined 2030 capital and R&D framework at investor event. Analysts maintain bullish stance with Jefferies keeping Buy rating. Upcoming pipeline launches (fast-acting meloxicam, cenerimod, selatogrel) expected to support mid-single-digit growth through 2027.
Apr 1FDA accepts supplemental NDA for presbyopia treatment MR-141 with PDUFA date October 2026.Positive▶
Viatris announced FDA acceptance of supplemental NDA for MR-141 for presbyopia treatment, with approval expected October 17, 2026. Company maintained 2026 dividend at $0.48 per share and completed strategic review with up to $650M in net cost savings.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VTRSVIATRIS | $15.05 | +0.74% | +11.4% | 5.6x | 0.82 | $17.4B |
| LLYELI | $964.50 | +3.20% | +0.8% | 22.2x | 0.50 | $834.9B |
| JNJJOHNSON | $227.78 | -0.90% | -4.6% | 18.1x | 0.33 | $553.3B |
| MRKMERCK | $112.32 | +2.88% | -9.7% | 11.2x | 0.28 | $269.7B |
| PFEPFIZER | $26.37 | -1.25% | -4.1% | 9.5x | 0.39 | $151.9B |
| BMYBRISTOL | $58.19 | -3.97% | +2.1% | 9.9x | 0.27 | $123.7B |
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Price above both MAs — bullish structure.