JPMorgan recomienda esta farmacéutica tras recorte de costos
By: bitfinanzas|2025/05/12 22:45:08
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Teva Pharmaceuticals ( TEVA ) recibe respaldo de JPMorgan Teva Pharmaceuticals recibió un impulso inesperado en medio de un entorno adverso. JPMorgan elevó su recomendación sobre la compañía israelí desde “neutral” a “overweight” , destacando su nuevo plan de reducción de costos por 700 millones de dólares , que permitiría alcanzar un margen operativo del 30% en 2027 . El analista Chris Schott elevó su precio objetivo a 23 dólares , lo que implica un potencial alcista del 35,9% respecto al último cierre. En su nota del lunes, explicó que el ahorro proyectado “cierra gran parte de la brecha” entre los resultados actuales y los objetivos estratégicos de la firma. Schott indicó que el programa marca la transición de Teva hacia la fase de “ aceleración ” dentro de su estrategia “pivot to growth” , anunciada originalmente en 2023. Además, elogió la evolución del portafolio, con Austedo superando expectativas y olanzapina perfilándose como un producto de entre 1.000 y 2.000 millones de dólares tras su lanzamiento en 2026. La acción cae con fuerza por el impacto del decreto presidencial sobre precios de medicamentos Pese al respaldo de JPMorgan, la acción de Teva registró una caída del 5% en la preapertura del lunes , arrastrada por el anuncio de la orden ejecutiva de Donald Trump para recortar drásticamente los precios de medicamentos en Estados Unidos. La compañía ya acumulaba una baja superior al 23% en 2025 , tras haber subido más de 110% el año anterior . El decreto de Trump plantea un cambio estructural para el sector farmacéutico, atando los precios a los valores más bajos a nivel internacional, lo que ha generado temores de pérdida de márgenes en toda la industria. Con esta actualización, Schott se suma a la mayoría de analistas que mantienen una visión alcista sobre Teva, según datos de LSEG . Sin embargo, la reacción bursátil refleja que los inversionistas aún procesan el impacto potencial del nuevo régimen de precios en EE. UU., incluso sobre firmas que han avanzado en eficiencia operativa.
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