Teva’s New CEO Levin Urges “Fiscal, Strategic Discipline,” Reduces 2012 Guidance

In a hastily scheduled, between-quarters update, Teva takes down its 2012 guidance issued only five months ago. New CEO Jeremy Levin promises a full strategic rendering by year end, announces long-time Teva exec Allan Oberman as new head of U.S. generics and establishment of a global compliance committee.

Teva Pharmaceutical Industry Ltd.’s first-quarter earnings call on May 9 was a bit awkward, with outgoing CEO Shlomo Yanai presiding, and incoming CEO Jeremy Levin adhering to mostly stock comments, before being interrupted by a technical snafu that required everyone to dial back in. That said, Levin made one revelation: a review of the company’s previously announced 2012 financial performance estimates was under way.

Barely two weeks later, on May 24, in a hastily scheduled call, Levin was on the phone again with analysts,...

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