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AbbVie (ABBV) investor relations material
AbbVie Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary9 Sep, 2025
Policy and regulatory environment
Engaged with U.S. administration to improve access, affordability, and address global pricing disparities, especially in Europe where reimbursement delays and high clawbacks are concerns.
Advocating for trade negotiations and use of Section 301 to address unfair international practices, with increased engagement from EU leadership noted this year.
Focused on reforming the 340B program due to patient cost issues and negative impact on R&D funding.
Monitoring IRA negotiations for key products, with public pricing details expected in November.
Significant U.S. manufacturing investments, including a new API plant, with expectations of minimal tariff impact through 2026.
Commercial performance and market dynamics
Raised annual guidance by $1.5 billion, driven by strong performance of recent launches, especially in immunology.
SKYRIZI and RINVOQ capturing significant market share, particularly in IBD, with robust growth in atopic dermatitis and other indications.
New RINVOQ indications expected to add over $2 billion in peak revenue.
Formulary negotiations for 2026 indicate stable access and low single-digit price concessions.
Strategy centers on innovation and differentiation, supporting strong global performance and predictable pricing dynamics.
Competitive landscape and pipeline strategy
Confident in SKYRIZI’s entrenched position despite new entrants like TREMFYA and emerging oral IL-23 competitors.
IL-23 class in IBD expected to grow rapidly, offsetting share shifts.
RINVOQ maintains a strong second-line position in atopic dermatitis, with new mechanisms showing limited differentiation.
Ongoing head-to-head and combination studies in immunology, with a focus on lifecycle management and unmet needs.
Precision medicine and biomarker strategies are being integrated into development to enhance efficacy and future positioning.
Impact of 340B abuse on future innovation?
RINVOQ's competitive position vs. OX40 antibodies?
BD focus for post-2030 growth drivers
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Next AbbVie earnings date
Q3 202531 Oct, 2025
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Frequently asked questions
Innovative therapies for improved health worldwide
Abbvie is a global biopharmaceutical company that focuses on the discovery, development, and commercialization of innovative medicines. The company's mission is to address complex health challenges and improve the lives of people around the world. Abbvie's primary areas of therapeutic focus include immunology, oncology, neuroscience, virology, and general medicine.
Abbvie's business model revolves around research and development (R&D) to discover and advance novel therapies, obtaining regulatory approvals for its products, and commercializing them in global markets. The company's revenue primarily comes from the sales of its pharmaceutical products.
Structural tailwinds
Opportunities for Abbvie lie in several areas. The global healthcare market continues to grow as the population ages, and there is a constant need for effective treatments for various diseases. Abbvie can leverage its R&D capabilities to develop innovative therapies that address unmet medical needs, expanding its product portfolio and capturing market share.
Furthermore, Abbvie has a robust pipeline of potential new drugs, which presents opportunities for future growth. By successfully developing and commercializing these pipeline candidates, the company can strengthen its market position and drive revenue growth.
Challenges faced by Abbvie include the competitive nature of the pharmaceutical industry. There are other established pharmaceutical companies and biotech firms developing treatments for similar indications. Abbvie needs to navigate patent expirations, competition from generic drugs, and the potential impact of biosimilars on its revenue.
Additionally, the regulatory environment poses challenges for Abbvie. Obtaining regulatory approvals for new drugs is a complex and time-consuming process, and the company must meet stringent safety and efficacy requirements set by regulatory authorities worldwide.
Three listed peers to Abbvie
Johnson & Johnson, a multinational healthcare conglomerate that operates in various segments, including pharmaceuticals, medical devices, and consumer health. It develops and sells a wide range of products and therapies across multiple therapeutic areas.
The leading global pharmaceutical company Pfizer that develops, manufactures, and markets a diverse portfolio of prescription drugs, vaccines, and consumer healthcare products. It has a strong presence in various therapeutic areas, including oncology, immunology, and rare diseases.
Eli Lilly and Company, a global pharmaceutical company that focuses on developing and commercializing innovative medicines in areas such as oncology, diabetes, neuroscience, and immunology. The company is known for its expertise in biotechnology and has a strong pipeline of potential new drugs.
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