Most pharmaceutical businesses are slow-moving by nature due to the lengthy amount of time it takes to develop a new medicine, and AbbVie (ABBV -1.23%) is no exception. Nonetheless, the next five years will likely see it growing faster than the last five years, and shareholders are apt to benefit.Here's where this company will be going, and where it's probably going to end up.It's hard to see this business getting any smallerIn the next five years, expect AbbVie to continue to compete in the disease areas t ...

AbbVie (ABBV) announced that the European Commission (“EC”) has granted marketing authorization to Elahere (mirvetuximab soravtansine) for treating platinum-resistant ovarian cancer.The EC has approved Elahere for treating adult patients with folate receptor-alpha (FRα) positive, platinum-resistant and high-grade serous epithelial ovarian, fallopian tube or primary peritoneal cancer who have received one to three prior systemic treatments.Following the approval, Elahere became the first and only FRα-directe ...

关于iREIT on Alpha - 加入iREIT on Alpha可获取包括REITs、mREITs等多种收入替代方案的深度研究 [1] - 有438条评价且多数为5星 [1] - 提供免费2周试用 [1] 分析师披露 - 分析师在PEP、LMT、NOC、ABBV、UNP、ODFL、LHX股票中通过持股、期权或其他衍生品持有多头头寸 [2] - 文章为分析师本人所写表达个人观点且未从除Seeking Alpha外获取报酬 [2] - 与文章提及股票的公司无业务关系 [2] Seeking Alpha披露 - 过去表现不保证未来结果 [3] - 未给出投资是否适合特定投资者的推荐或建议 [3] - 上述观点可能不代表Seeking Alpha整体观点 [3] - Seeking Alpha不是持牌证券交易商、经纪商、美国投资顾问或投资银行 [3] - 分析师为第三方作者包括专业和个人投资者且可能未被任何机构或监管机构许可或认证 [3]

ELAHERE is the first and only novel therapy approved in the European Union specifically for patients with folate receptor-alpha (FRα) positive, platinum-resistant ovarian cancer ELAHERE represents the first treatment to demonstrate an overall survival benefit in a Phase 3 trial in platinum-resistant ovarian cancer compared with chemotherapy VENTANA FOLR1 (FOLR1-2.1) RxDx Assay, the companion diagnostic to identify ovarian cancer patients eligible for ELAHERE, also receives CE MarkNORTH CHICAGO, Ill., Nov. ...

公司股票近期表现及原因 - 公司股票近一个月下跌近11%主要因为管线受挫 其治疗精神分裂症的候选药物emraclidine两项II期研究未达主要终点 该药物是收购Cerevel的关键原因 这让收购交易的可行性受到质疑[1] - 尽管emraclidine的Ib期数据表现良好 II期失败仍让投资者意外 消息导致公司股票暴跌 投资者犹豫是否抛售[2] 公司成功新药情况 - 公司2023年1月在美国 2018年在欧盟失去Humira的专利保护 由于失去独占性和生物类似药的冲击 Humira销售额下降 但Skyrizi和Rinvoq这两款新免疫药物表现出色 获批新适应症助力其发展[3] - Skyrizi和Rinvoq可能在未来几年支持营收增长 二者在临床研究中有竞争优势 公司预计到2027年二者风险调整后的销售额总和将超270亿美元 有潜力取代Humira[4] - 在炎症性肠病领域 Rinvoq的使用率持续强劲 Skyrizi在美国6月和欧盟7月获批用于溃疡性结肠炎后 有望快速进入市场 公司预计2024年二者在炎症性肠病适应症的销售额将翻倍[5] - 新的偏头痛药物Ubrelvy和Qulipta/Aquipta代表着超30亿美元的峰值销售机会 受新产品推出推动 公司预计2025年恢复稳健的中个位数营收增长 到本十年末实现高个位数的复合年增长率[6] 公司的产品线情况 - 公司有多个早期/中期管线候选药物具有重磅潜力 预计未来12个月有多项监管申报 批准和关键数据读出[7] - 在血液癌症和实体肿瘤方面 公司有处于后期开发阶段的ABBV - 383用于多发性骨髓瘤 以及Teliso - V用于非小细胞肺癌 9月已向FDA提交Teliso - V的生物制品许可申请[8] - 公司与Genmab合作的Epkinly/Tepkinly于2023年在美国和欧盟获批用于弥漫性大B细胞淋巴瘤 2024年在美国获批用于滤泡性淋巴瘤 本月初公司的Vyalev获批用于治疗晚期帕金森病 同时也在评估肉毒杆菌毒素和Juvederm填充剂的新适应症[9] 公司的收购情况 - 公司今年进行了一系列收购 加强了产品线 在免疫学领域签署了多项并购交易 在肿瘤学和神经科学领域也签署了一些早期交易[10] - 2024年公司收购了Landos Biopharma和Celsius Therapeutics等小型生物科技公司 还与FutureGen签署许可协议 并同意收购Aliada 扩大了与Gedeon Richter的神经科学合作[11] 公司面临的挑战 - 公司的重磅药物Humira由于生物类似药的冲击销售额下降 2024年第三季度开始 其销量受到的冲击比预期更严重 公司下调了2024年美国市场的销售预期[12] - 公司的Juvederm填充剂在美国和中国的销售额下降 美国面部注射剂市场增长放缓和中国经济逆风影响消费者支出 导致价格较高的Juvederm销售额下降 2024年前9个月下降14.6%[13] - 公司面临Humira生物类似药的冲击 癌症药物Imbruvica竞争压力增加 美国和中国填充剂市场增长缓慢等挑战[18] 公司股票的估值及盈利预期 - 公司股票今年迄今上涨9.5% 高于行业的8.0% 从估值角度看 公司相对于行业有吸引力 其市盈率低于行业水平 也低于其他大型制药商[14] - 过去30天 Zacks对公司2024年每股收益的共识估计从10.87美元上升到10.93美元 2025年每股收益估计从12.10美元上升到12.18美元[15] - 公司第三季度财报表现强劲 超出盈利和销售额预期 并上调了全年的盈利和销售额预期[17] 公司的其他积极因素 - 公司除Humira平台的销售额实现两位数增长 超过公司预期 股票股息率约3.6% 2025年季度股息将增加5.8%[19] - 公司估值合理 盈利预期上升 产品线稳固 2025年销售和利润有望增长 对于持有该股票的投资者来说有理由继续持有 近期股价下跌对长期投资者来说可能是买入机会[20][21]

The drugmaker has convincingly laid to rest the biggest threat to its top line.It's always a good sign when a company successfully navigates a period of uncertainty with the help of a well-executed plan. For AbbVie, (ABBV -0.42%) it looks like some celebration is in order, because it just resolved one of its most pressing issues of the past few years.Here's how this drugmaker proved the bears wrong, and why that means it's worth investing $1,500 in today.A major period of uncertainty is endingAt the start o ...

These companies have solid businesses and excellent dividend growth track records.The healthcare sector might not be at the forefront of exciting developments like artificial intelligence, but because good medical care is always in high demand, many healthcare companies boast stable, reliable businesses. That's precisely the kind that can also sustain growing dividends, making the industry pretty attractive for income-oriented investors.Which healthcare stock can dividend investors safely buy? Let's conside ...

AbbVie Migraine Career Catalyst Award™ contest winners shared inspiring stories and professional goals, showcasing their triumphs over the challenges of living with migraine AbbVie, a leader in migraine treatment, is committed to addressing the impact of migraine in the workplace Nearly 40 million Americans are living with migraine, a debilitating neurological disease, and are more likely to call in sick due to symptoms associated with migraine.1-2NORTH CHICAGO, Ill., Nov. 14, 2024 /PRNewswire/ -- AbbVie ...

文章核心观点 - 作者从生物技术领域扩展到多个行业进行研究 以DCF分析等金融建模技术识别股票估值中的潜在假设并提供情景预测[1] 相关目录总结 关于作者情况 - 作者有医疗保健临床经验和MBA学位自2017年开始在Seeking Alpha分享见解[1] - 受相关著作影响倡导通过杠铃策略进行有纪律的风险管理[1] 关于DCF模型假设 - 估值模型假设未来八年自由现金流以恒定年增长率增长 每年预计现金流用固定贴现率贴现回现值 贴现率通过资本资产定价模型（CAPM）得出[1] - 计算第九年的终值时假设自由现金流继续以相同速度增长 然后用戈登增长模型应用永续增长率 终值也贴现回现值[1] - 关键假设包括随时间恒定的增长率和贴现率 贴现率超过永续增长率以确保终值有限 自由现金流预测准确反映未来业绩无意外变化[1]

On Monday, AbbVie Inc ABBV stock plunged after two trials investigating emraclidine as a once-daily, oral monotherapy treatment for adults with schizophrenia failed two Phase 2 trials.The studies did not meet their primary endpoint of showing a statistically significant improvement in the change from baseline in the Positive and Negative Syndrome Scale (PANSS) total score compared to the placebo group at week 6.Truist says due to the failure, Bristol Myers Squibb & Co’s BMY Cobenfy (xanomeline and trospium ...