- Global license agreement to focus on the development of FG-M701, a TL1A antibody, for the treatment of inflammatory bowel disease (IBD) NORTH CHICAGO, Ill. and BEIJING, June 13, 2024 /PRNewswire/ -- AbbVie (NYSE: ABBV) and FutureGen Biopharmaceutical (Beijing) Co., Ltd. today announced a license agreement to develop FG-M701, a next generation TL1A antibody for the treatment of IBD currently in preclinical development. FG-M701 is a fully human monoclonal antibody targeting TL1A, a clinically validated targ ...

会议主要讨论的核心内容 - 公司在2023年度实现了强劲的业绩表现,其中Humira收入下降幅度低于预期,Skyrizi和Rinvoq等新产品增长强劲,占公司收入比重超过80% [7][8][18] - 公司预计2025年及以后将实现高单位数的复合年收入增长,高于行业平均水平 [7][8] - 公司正在积极拓展免疫学领域的新适应症和新机制,包括与Landos NX-13等新机制的联合用药 [54][55][56][57][58] - 公司正在推进神经科学领域的新产品管线,如Cerevel公司的Emraclidine和Tavapadon,预计2026年上市 [61][62][63][64][65][66][67] - 公司在美容领域推出新一代神经毒素BoNT/E,预计2026年上市,有望进一步提升Botox的市场地位 [74][75] - 公司在肿瘤领域持续推进ADC和多特异性抗体等新机制,如Elahere和383等产品 [78][79] 问答环节重要的提问和回答 问题1 **Chris Shibutani 提问** 对于Humira收入下滑的情况,公司是如何进行预测和应对的? [15][16][17][19] **Robert Michael 回答** 公司对Humira收入下滑有较为精准的预测,主要基于对美国市场销量下降和国际市场时间性因素的判断 [16][17][19] 问题2 **Chris Shibutani 提问** 公司如何看待Skyrizi和Rinvoq等新产品在定价和市场准入方面的挑战? [23][24][25][26] **Jeffrey Stewart 回答** 公司采取了一系列策略来应对定价和市场准入的挑战,如进行大量头对头临床试验来证明产品优势,并与支付方进行积极沟通,保持了较为稳定的定价水平 [23][24][25][26] 问题3 **Chris Shibutani 提问** 公司在神经科学领域的新产品管线,如Cerevel公司的资产,有何发展计划和预期? [60][61][62][63][64][65][66][67] **Robert Michael 和 Scott Reents 回答** 公司对Cerevel公司的资产如Emraclidine和Tavapadon充满信心,预计2026年上市,有望重塑精神分裂症治疗市场 [61][62][63][64][65][66][67]

AbbVie, Inc. (NYSE:ABBV) Goldman Sachs 45th Annual Global Healthcare Conference June 12, 2024 10:00 AM ET Company Participants Robert Michael - President & COO Jeffrey Stewart - EVP & Chief Commercial Officer Roopal Thakkar - SVP & Chief Medical Officer, Global Therapeutics Scott Reents - EVP & CFO Conference Call Participants Chris Shibutani - Goldman Sachs Chris Shibutani Welcome everybody. Glad that you can join us. My name is Chris Shibutani, member at the Goldman Sachs Healthcare Research team. We are ...

When it comes to targeting discounted ideas in the equities sector, undervalued blue-chip stocks offer some of the most compelling prospects. First and foremost, blue chips earn the status through decades of business and earnings expansion. In other words, they’re predictable stalwarts that can be depended on in good times and bad. As an investor, understanding this point gives you a clear advantage. Usually, when you hear about a “cheap” security in the financial information sector, it’s tied to an excitin ...

EXTON, PA, June 12, 2024 (GLOBE NEWSWIRE) -- Despite being the second IL-23 inhibitor to enter the market, AbbVie’s Skyrizi (risankizumab) is expected to have a substantial impact on ulcerative colitis (UC) treatment. Spherix Global Insights recently conducted the Q2 2024 wave of its UC RealTime Dynamix™ study, assessing the perspectives of gastroenterologists (n=101) on pipeline agents in development for UC, including Skyrizi. While Eli Lilly’s Omvoh, another IL-23 inhibitor, was approved in late 2023, ove ...

For The Second Year, 20 Women Entrepreneurs Will Each Receive $25,000 In Funding, Plus Access to Mentorship and Community—Helping to Close the Confidence Gap IRVINE, Calif., June 11, 2024 /PRNewswire/ -- Today, Allergan Aesthetics, an AbbVie company (NYSE: ABBV) revealed this year's 20 BOTOX® Cosmetic grant recipients. Each inspiring woman entrepreneur will receive a $25,000 grant, mentorship, and access to community through the BOTOX® Cosmetic grant program in partnership with IFundWomen. The winners were ...

AbbVie (ABBV) ended the recent trading session at $170.46, demonstrating a +0.61% swing from the preceding day's closing price. This change outpaced the S&P 500's 0.26% gain on the day. At the same time, the Dow added 0.18%, and the tech-heavy Nasdaq gained 0.35%. The drugmaker's stock has climbed by 5.39% in the past month, exceeding the Medical sector's gain of 3.06% and the S&P 500's gain of 3.25%. The investment community will be paying close attention to the earnings performance of AbbVie in its upcomi ...

文章核心观点 - AbbVie公司宣布其FRα阳性铂敏感性卵巢癌(PSOC)患者的二期临床试验PICCOLO取得积极成果,患者的客观缓解率(ORR)为51.9% [1][2] - Elahere(mirvetuximab soravtansine)是一种首创的抗体偶联药物(ADC),最近获得FDA批准用于治疗FRα阳性铂耐药性上皮性卵巢癌、输卵管癌或原发性腹膜癌患者 [4] - Elahere正在多项研究中进行评估,包括单药和联合用药,以扩大其在卵巢癌治疗中的应用范围 [5] - 通过收购ImmunoGen,AbbVie进一步丰富了其肿瘤管线,涉足了ADC领域,这一领域受到了制药巨头的广泛关注和投资 [6][8] 行业概况 - 大型制药公司如AstraZeneca、Merck和Pfizer都在ADC领域进行了大规模投资,开发和销售新型ADC药物 [8][12][13] - AstraZeneca在新加坡建立了首个ADC制造设施,涵盖整个制造过程,其ADC产品线包括6个临床阶段产品和更多在研产品 [9][10][11] - Pfizer通过收购Seagen公司获得了3个已上市的ADC药物,以及Seagen的专有ADC技术 [12] - Merck与大日本住友制药合作,共同开发3个ADC药物,有望带来数十亿美元的全球商业收益 [13][14] 公司表现 - AbbVie公司的股价在今年上涨了8.8%,但仍低于行业18.9%的整体增长 [5] - AbbVie目前的股票评级为Zacks Rank 3(Hold) [15]

文章核心观点 - 随着美国劳动力市场、经济和核心通胀出现放缓迹象,美联储可能会很快降息,有利于高股息股票的投资[1] - 在这种有利条件下,文章分析了两只高股息股票作为长期投资的选择[2] AbbVie (NYSE: ABBV) - AbbVie是一只高股息支付股票,过去5年股息年增长率达10%,远高于6%的平均水平[3] - AbbVie股票目前交易价格低于15倍未来收益,相比标普500指数的21倍显得估值较低[3] - 过去5年AbbVie股价上涨117.71%[3] - AbbVie正在应对其主要现金奶牛药物Humira专利到期的挑战,但新药物Skyrizi、Rinvoq和Vraylar的销售表现良好[4][5] Pfizer (NYSE: PFE) - Pfizer是一只长期投资组合中必备的高股息股票,股息收益率达5.76%,股价不到13倍未来收益[6] - Pfizer作为制药行业的主要参与者,拥有广泛的药品和前景良好的管线,有望实现强劲的未来表现[7] - 但Pfizer股价在过去5年内下跌29.17%,主要是由于新冠疫苗销售下降和收购事项未引起投资者足够关注[8] - 与关注减肥药的公司相比,Pfizer的肿瘤业务因其定价能力强和长期性而被忽视[9]

文章核心观点 - 公司启动了一项针对复发/难治性多发性骨髓瘤的III期临床试验CERVINO,测试其BCMA-CD3双特异性抗体ABBV-383 [1][2][3][4] - 多发性骨髓瘤是全球第二常见的血液癌,2020年全球约有176,000人被诊断 [5] - 公司正在努力丰富其肿瘤/血液肿瘤产品线,最近完成了对ImmunoGen的收购,并与Genmab合作推出了新的淋巴瘤药物 [6][7] - 如果CERVINO试验结果积极,公司的新药将与强生和辉瑞的同类产品展开竞争 [8][9][10] 公司相关 - 公司正在通过收购和合作等方式丰富肿瘤/血液肿瘤产品线 [6][7] - 公司股价今年涨幅低于行业平均水平 [5] 行业相关 - 多发性骨髓瘤是全球第二常见的血液癌,2020年全球约有176,000人被诊断 [5] - 公司新药将与强生和辉瑞的同类产品展开竞争 [8][9][10]