• Viatris Inc. recently appointed Matthew J. Maletta as Chief Legal Officer, effective February 9, 2026, bringing nearly 30 years of pharmaceutical legal experience spanning generics, branded drugs, and complex corporate transactions, while long-serving legal leader Brian Roman transitions to an advisory role through April 1, 2026.
• Maletta’s track record in major industry deals and corporate restructurings suggests Viatris is reinforcing its in-house legal capabilities for handling large-scale transactions, regulatory complexity, and potential portfolio reshaping.
• With this leadership change in the legal function as a backdrop, we’ll now explore how it might influence Viatris’ investment narrative and risk profile.

Find 55 companies with promising cash flow potential yet trading below their fair value.

Viatris Investment Narrative Recap

To own Viatris, you really need to believe that a global, diversified generics and branded platform can steadily convert its scale into improving cash flow, even with price pressure and regulatory scrutiny. The Maletta appointment strengthens Viatris’ bench for complex deals and regulatory matters, but it does not fundamentally change the near term picture, where upcoming Q4 2025 results and ongoing plant remediation remain the key catalyst and operational risk to watch.

In that context, the recent launch of Inpefa in the UAE looks relevant, because it shows Viatris still working to broaden its higher value cardiovascular portfolio outside the US and Europe. For investors focused on catalysts, incremental launches like Inpefa matter as proof points that the company is trying to lean more on differentiated products and less on low margin, commodity generics at a time when regulatory and pricing risks are front of mind.

But while recent governance hires and product launches are encouraging, investors should be aware that unresolved regulatory issues at sites like Indore and Nashik could...

Viatris' narrative projects $14.5 billion revenue and $419.7 million earnings by 2028. This implies a 0.9% yearly revenue decline and an earnings increase of about $3.9 billion from $-3.5 billion today.

Uncover how Viatris' forecasts yield a $12.67 fair value, a 20% downside to its current price.

Exploring Other Perspectives

Some analysts were far more optimistic, projecting revenue of about US$14.7 billion and roughly US$1.0 billion in earnings by 2028, so this new legal hire and ongoing regulatory challenges could easily shift how you, and they, rethink both upside and risk.

Explore 10 other fair value estimates on Viatris - why the stock might be worth over 3x more than the current price!

Build Your Own Viatris Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Viatris research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Viatris research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Viatris' overall financial health at a glance.

Interested In Other Possibilities?

Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:

• Capitalize on the AI infrastructure supercycle with our selection of the 34 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.
• The latest GPUs need a type of rare earth metal called Neodymium and there are only 30 companies in the world exploring or producing it. Find the list for free.
• The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 27 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.