šŸŽ™ļø AbbVie Q1 2025 Earnings – Immunology Momentum, Raised Guidance, and Strategic Growth Moves

29/04/2025 14 min Temporada 1 Episodio 6

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Episode Synopsis

šŸŽ™ļø AbbVie Q1 2025 Earnings – Immunology Momentum, Raised Guidance, and Strategic Growth MovesšŸ“… Earning Release: April 25, 2025šŸ“„ Sources: AbbVie Q1 2025 Earnings Release, Investor Charts, and Call TranscriptIn this episode, we break down AbbVie’s strong Q1 2025 results, pipeline updates, and future growth strategy beyond Humira.šŸ“ˆ Quarterly Highlights• Revenue: $13.3B (+8.4% YoY reported, +9.8% operational)• Adjusted EPS: $2.46 (+6.5% YoY), beating guidance midpoint• Raised full-year 2025 guidance: EPS now $12.09–$12.29, revenue forecast up $700M to ~$59.7BšŸ’Š Portfolio Performance• Immunology: Skyrizi (+70.5% YoY) and Rinvoq (+57.2% YoY) delivered combined $5.1B sales, offsetting Humira’s -50.6% decline• Neuroscience: Strong growth from Vraylar, Botox Therapeutic, and migraine portfolio (Ubrelvy, Qulipta)• Oncology: Solid contributions from Venclexta and Elahere despite Imbruvica erosion• Aesthetics: Revenue decline (-11.7% YoY) due to economic headwinds; long-term growth potential remainsšŸš€ Pipeline and Strategic Investments• Obesity: New amylin analog program (ABBV-295) shows early promise• Oncology: Partnerships with Xilio and Nimble Therapeutics• Neuroscience: Positive Phase 3 data for Tavapadon in Parkinson's disease• Aesthetics: Submitted new fast-acting BoNT/E toxin for FDA approvalšŸ­ Manufacturing and Tariff Readiness• Over $10B planned U.S. manufacturing investment over next decade• Strengthens resilience against potential pharmaceutical sector tariffsšŸ”® Management Outlook• Clear growth runway through at least 2029 with a high single-digit revenue CAGR• Continued investment focus across Immunology, Neuroscience, Oncology, Aesthetics, and now ObesityAbbVie is executing well on its post-Humira transformation — with strong portfolio momentum, expanding pipelines, and strategic initiatives driving future growth.#AbbVie #Earnings #Pharma #Biotech #Immunology #InvestingPodcast

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