智通财经7月31日电，艾伯维盘前股价涨超3%，因其上调财年每股收益指引。 ...

二季度经调整后每股收益2.97美元，上年同期2.65美元。 艾伯维二季度净利润154.2亿美元，预估150亿美元。 ...

生物制药巨头 艾伯维(AbbVie)上调2024财年调整后 每股收益指引至11.88-12.08美元，原预期为11.67- 11.87美元。 ...

FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 3, 2025 ABBVIE INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________ (Exact name of registrant as specified in its charter) (State or other Jurisdiction (Commission File Number) (IRS Employer Delaware 001-35565 32-0375147 of Incorporation) Identification No.) 1 North Waukegan Road Nor ...

Core Insights - AbbVie reported strong financial results for the second quarter of 2025, with significant growth in its diversified growth platform and pipeline advancements, leading to an increased full-year outlook [2][4][10] Financial Performance - The company achieved second-quarter net revenues of $15.423 billion, reflecting a 6.6% increase on a reported basis and a 6.5% increase on an operational basis [4][5] - Diluted EPS on a GAAP basis was $0.52, a decrease of 32.5%, while adjusted diluted EPS was $2.97, an increase of 12.1% [4][21] - The gross margin for the second quarter was 71.8% on a GAAP basis and 84.4% on an adjusted basis [8] Revenue Breakdown by Portfolio - Immunology portfolio revenues were $7.631 billion, up 9.5% on a reported basis, with Skyrizi and Rinvoq showing significant growth of 62.2% and 41.8%, respectively [4][5][16] - Neuroscience portfolio revenues reached $2.683 billion, an increase of 24.2%, driven by Vraylar and Botox Therapeutic [4][5][16] - Oncology portfolio revenues were $1.676 billion, a modest increase of 2.6%, with Imbruvica experiencing a decline of 9.5% [4][5][16] - Aesthetics portfolio revenues decreased to $1.279 billion, down 8.1%, with Botox Cosmetic and Juvederm also showing declines [4][5][16] Pipeline Developments - AbbVie received FDA approval for Rinvoq as the first oral JAK inhibitor for giant cell arteritis, marking its ninth indication in the U.S. [8] - Positive results were reported from the Phase 3 UP-AA clinical program for Rinvoq in severe alopecia areata, achieving key endpoints [8] - The company announced the acquisition of Capstan Therapeutics, enhancing its capabilities in RNA delivery for cell engineering [8] - Emrelis received accelerated FDA approval for advanced non-small cell lung cancer, expanding AbbVie's oncology treatment options [9] Full-Year Guidance - AbbVie raised its adjusted diluted EPS guidance for 2025 from a range of $11.67 - $11.87 to $11.88 - $12.08, accounting for an unfavorable impact of $0.55 per share related to acquired IPR&D and milestones [10][4]

Group 1 - AbbVie is in talks to acquire Gilgamesh Pharmaceuticals, a company focused on mental health treatments, with a potential valuation of around $1 billion for Gilgamesh [1] - The acquisition discussions follow a selective licensing agreement signed over a year ago between AbbVie and Gilgamesh to co-develop new therapies for mental disorders [1] - Gilgamesh is developing a new generation of psychedelic compounds known as "neuroplastogens" aimed at treating depression, anxiety, substance addiction, and other mental health issues [1] Group 2 - If the acquisition is successful, it will enhance AbbVie's product pipeline in the mental health treatment sector, especially after a previous acquisition related to schizophrenia failed in mid-stage clinical trials [2] - AbbVie currently markets a drug named Vraylar for schizophrenia and bipolar disorder [2] - The potential deal highlights the growing merger and acquisition interest in the mental health treatment field, with Atai Life Sciences also exploring early acquisition interests from major industry players [2] Group 3 - Analysts predict that psychedelic drugs for treating depression may see significant breakthroughs in the next two years, with key trial data expected to be released [2] - Companies like MindMed, Cybin, and Gilgamesh are leading this rapidly evolving field, targeting a large but unmet patient population, with market forecasts predicting sales of approximately $4.5 billion by 2032 [2]

AbbVie is in talks to acquire mental health therapeutics company Gilgamesh Pharmaceuticals in a deal highlighting growing takeover interest in the sector https://t.co/K18v3XvKoT ...

Core Insights - AbbVie is set to release its earnings report on July 31, 2025, with current consensus estimates projecting earnings of $2.91 per share on sales of $15.03 billion, compared to $2.65 per share on sales of $14.46 billion in the same quarter last year [3][4] Historical Performance - Over the past five years, AbbVie has experienced a negative one-day return following earnings announcements in 65% of instances, with a median decline of -1.3% and a maximum drop of -7.3% [3][7] - There have been 20 earnings data points recorded over the last five years, with 7 positive and 13 negative one-day returns, resulting in positive returns approximately 35% of the time; this percentage decreases to 17% when considering the last 3 years [7] Financial Metrics - AbbVie currently has a market capitalization of $333 billion, with $57 billion in revenue, $13 billion in operating profits, and a net income of $4.2 billion over the last twelve months [4] Trading Strategies - Traders can analyze historical probabilities and take positions before earnings releases, as well as examine correlations between immediate and medium-term returns post-earnings to adjust positions accordingly [6][8]

Core Insights - AbbVie announced positive topline results from the Phase 3 UP-AA clinical program for upadacitinib (RINVOQ®) in treating severe alopecia areata, showing significant efficacy in hair regrowth [1][3][4] Efficacy Results - In Study 2, 44.6% of patients on 15 mg and 54.3% on 30 mg of upadacitinib achieved 80% or more scalp hair coverage (SALT score ≤ 20) at week 24, compared to 3.4% in the placebo group (p<0.001) [1][3] - Additionally, 36.0% and 47.1% of patients reached 90% or more scalp hair coverage (SALT ≤ 10) with the respective doses, against 1.4% in the placebo group (p<0.001) [1][3] Safety Profile - The safety profile of upadacitinib was consistent with previous studies, with serious adverse events occurring in 1.4% and 2.8% of patients in the 15 mg and 30 mg groups, respectively, and none in the placebo group [1][3] - Common treatment-emergent adverse events included acne, nasopharyngitis, and upper respiratory tract infections, with serious infections reported infrequently [1][3] Study Design - The UP-AA clinical program consists of two pivotal studies (Study 1 and Study 2) with a total of 1,399 participants aged 12 to 64 across 248 sites globally [4][3] - Participants were randomized to receive either upadacitinib or placebo for 24 weeks, followed by an additional 28 weeks for those originally on upadacitinib [4] Future Outlook - Results from the parallel Study 1 are expected in the third quarter of 2025, which will further inform the efficacy and safety of upadacitinib in alopecia areata [3][4]

Core Investment Insights - Great investing often involves holding onto exceptional companies known as blue-chip stocks, which can be challenging to identify in a competitive corporate landscape [1] - Focusing on evergreen industries, such as healthcare, can help in finding reliable investment opportunities [2] Company Summaries AbbVie - AbbVie is a leading biopharmaceutical company with a diverse portfolio addressing over 75 medical conditions, focusing on immunology, neuroscience, oncology, aesthetics, and eye care [4] - The company has successfully replaced its former blockbuster drug, Humira, with new products like Rinvoq and Skyrizi, demonstrating its capacity for innovation [5] - AbbVie is recognized as a Dividend King, having raised its dividend for 53 consecutive years, indicating sustained business growth and strong total investment returns [6] Bristol Myers Squibb - Bristol Myers Squibb is a global biopharmaceutical company with a long history, specializing in oncology, cardiovascular, immunology, neuroscience, and hematology [7] - The company has invested approximately $100 billion in acquisitions to prepare for the loss of patent protection on several top-selling drugs [8] - Analysts project low-single-digit earnings growth in the short to medium term, but the company offers a safe dividend yield of 5.1%, which has been increased for 18 consecutive years [9] Danaher - Danaher is a global leader in life sciences, operating across biotechnology, diagnostics, and life sciences, with over 80% of its revenue coming from recurring sales [10] - The company employs a continuous improvement model known as the Danaher Business System, which has enhanced profit margins and cash flow over time [11] - Danaher has raised its dividend for 10 consecutive years, with analysts estimating annual earnings growth of 9% to 10%, positioning it for solid capital gains and rising dividends [12]