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Company Research30 Jun 2025
Eli Lilly: The Pharma Giant Behind Mounjaro and Zepbound
Eli Lilly's journey from insulin pioneer to global pharma giant, leading innovation in diabetes, obesity, and the future of metabolic health.
AbbVie
AbbVie (ABBV) investor relations material
AbbVie 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Strategic priorities and financial outlook
Focus remains on operational execution for strong financial results and advancing the pipeline into 2026.
Growth platform excluding Humira has driven significant sales, with Skyrizi and Rinvoq growing $15B and neuroscience adding $3B since 2023.
2025 guidance projects 8% overall top-line growth, with the growth platform at 19%.
Long-term guidance targets high single-digit CAGR through the decade, with EPS expected to outpace sales due to margin expansion.
R&D investment will remain robust, with $9B planned for 2025, about 15% of sales.
Product portfolio and market dynamics
Skyrizi and Rinvoq have significant growth runway through the decade, supported by head-to-head trials and market expansion in immunology.
IL-23 class, led by Skyrizi, is rapidly gaining share in IBD, with new patient capture rates at 40-50% and potential for majority market share in coming years.
Combination therapies in IBD are a key focus, with multiple assets in trials aiming to surpass current efficacy ceilings.
Neuroscience is the fastest-growing franchise, with Vraylar, Ubrelvy, Qulipta, and Vyalev driving growth and new launches like Tavapadon expected.
Oncology pipeline is expanding, with multiple phase three trials and new assets targeting solid tumors and hematologic malignancies.
Competitive landscape and pricing
Immunology pricing headwinds remain low single-digit, with stable access and competition focused on brand profiles rather than payer shifts.
New entrants in IBD and psoriasis are seen as market expanders rather than direct threats to leading brands.
Aesthetics faces macro-driven softness, especially in HA fillers, but investments in consumer campaigns and innovation (e.g., Trinibot E) aim to revitalize growth.
Market share in toxins and fillers remains stable, with geographic mix impacting performance.
IL-23 IBD penetration outlook
Parkinson's franchise growth strategy
TrenibotE's market impact and strategy
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Next AbbVie earnings date
Q4 20254 Feb, 2026
AbbVie
Next AbbVie earnings date
Q4 20254 Feb, 2026
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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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