VTRS · Earnings call · 2026Q2T · Full report
Competition and Market Share
Viatris Inc · 2026-08-06 · Importance 29 · Surprise 24 · In source text
In North America, complex generics, transdermal products and Breyna supported growth, while management expects additional competition affecting Breyna and Wixela in the second half. Established brands in North America and Europe faced competitive pressure, including Dymista, partially offsetting growth from products such as Yupelri, Creon and Brufen. JANZ also experienced increased competition for certain Australian brands. Viatris is prioritizing complex injectables, where it reports first-to-market approval for all three strengths of both iron sucrose and ferric carboxymaltose injection in the U.S.
Key facts
- Additional competitive pressure expected in developed markets in H2 2026, including Breyna and Wixela in North America
- Viatris estimates the acute pain market comprises about 80 million patients per year, with about half already dependent on opioids
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | probable | — | Additional competitive pressure expected in developed markets in H2 2026, including Breyna and Wixela in North America |