（先声药业公告） 根据该协议，公司将从AbbVie收取首付款，以及最高可达10.55亿美元的选择性权益及里程碑付款，双方还约定就净销 售额收取分级特许权使用费。此次付款的收到，标志着公司与AbbVie在推进SIM0500临床开发合作方面取得了积极进 展。 近日，先声药业发布公告称，近日公司收到来自AbbVie支付的4000万美元款项，这是与AbbVie就研究性新候选药物 SIM0500所签订的海外许可选择权协议下的里程碑付款。 ...

Core Viewpoint - AbbVie and Medtronic are highlighted as healthcare stocks that consistently grow their dividends, supported by healthy free cash flow, despite the general trend of lower dividend yields in the healthcare sector [1][3][15]. AbbVie - AbbVie has a dividend yield of 2.98% and has increased its quarterly dividend for 54 consecutive years, qualifying it as a Dividend King [4]. - The company reported revenue of $15.8 billion in the third quarter, a 9% year-over-year increase, although earnings per share (EPS) declined by 38% to $1.86 due to higher R&D spending [6]. - AbbVie has successfully transitioned from reliance on Humira, which previously accounted for 63% of its revenue, to a diversified portfolio including Rinvoq and Skyrizi, with Skyrizi generating $4.7 billion in the latest quarter [7]. - The oncology segment now contributes nearly 11% to AbbVie's revenue, bolstered by new therapies [8]. - AbbVie's dividend payout ratio is 58%, but its free cash flow per share of $11.11 supports its annual dividend payout of $6.92 [9]. Medtronic - Medtronic, with a market cap of $132 billion, is the largest stand-alone medical device maker, producing a wide range of medical equipment [10]. - The company reported revenue of $9 billion in the second quarter of fiscal 2026, a 6.6% year-over-year increase, with EPS rising 8% to $1.07 [13]. - Medtronic's dividend yield is approximately 2.76%, and it has increased its dividend for 48 consecutive years, with a payout ratio of 69% [14]. - The company plans to spin off its diabetes business, which accounts for only 8% of revenue, without impacting its dividend [14]. Industry Insights - Healthcare companies, unlike utilities, must continuously invest in R&D due to the nature of their products, which often face patent expirations and generic competition [2]. - AbbVie and Medtronic leverage their size and diversification to maintain revenue growth and dividend increases, mitigating risks from potential downturns in specific segments [15][16].

Core Insights - Allergan Aesthetics, a subsidiary of AbbVie, has launched the Faces of Natrelle Testimonial Program to encourage women to share their experiences with Natrelle breast implants, aiming to educate and empower others considering breast surgery [1][2][6] Group 1: Program Overview - The Faces of Natrelle initiative invites women aged 22 and older who have undergone breast augmentation or reconstruction to submit testimonials, photos, or videos to be featured on various platforms [2][3] - The program aims to address misconceptions surrounding breast procedures and promote transparency and empowerment among women [2][3] Group 2: Participant Incentives - Participants who share their experiences may be eligible to receive $500 in All Gift Cards if their content is approved, while reconstruction patients are encouraged to share their stories without compensation [4][8] - The program emphasizes the importance of sharing personal journeys to provide clarity and confidence to others [3][6] Group 3: Company Background - Allergan Aesthetics develops and markets a range of aesthetic products, including breast implants, and is committed to innovation and education in the aesthetics field [19] - AbbVie, the parent company, focuses on delivering innovative medicines and solutions across various therapeutic areas, including aesthetics [20]

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AbbVie Inc. (NYSE:ABBV) is one of the best long term low volatility stocks to invest in. On January 27, Citi cut the price target on AbbVie Inc. (NYSE:ABBV) to $230 from $235 while maintaining a Neutral rating on the shares. The firm told investors that it adjusted price targets in the biopharma group as part of a Q4 preview, adding that “beatable” estimates and reduced policy risk are expected to create a favorable setup for the group in 2026. Citi Sees a More Supportive Backdrop Forming for AbbVie (ABBV ...

Core Thesis - AbbVie Inc. is strategically positioning itself to offset revenue declines from the loss of exclusivity on its arthritis drug Humira by pursuing innovative therapies, including the recent acquisition of Capstan Therapeutics for up to $2.1 billion, which focuses on in vivo CAR-T therapy [2][3][4] Financial Performance - AbbVie Inc.'s share price was $223.01 as of January 30th, with trailing and forward P/E ratios of 166.99 and 15.70 respectively [1] Acquisition and Innovation - The acquisition of Capstan Therapeutics provides AbbVie access to an early-stage in vivo CAR-T therapy that aims to reprogram immune cells using lipid nanoparticles, potentially offering a transformative treatment for autoimmune diseases [3][4] - This approach eliminates the need for hospital-based cell manufacturing and could replace years of symptom-controlling treatments [4] Revenue Potential - AbbVie aims to generate approximately $10 billion in new immunology revenue by 2030, with in vivo CAR-T therapies viewed as a significant contributor if early trials show safe and durable remissions [4] - Analysts believe that the acquisition reflects AbbVie's ability to identify and integrate high-value biotech assets that can drive cash flows while addressing unmet medical needs [5] Strategic Growth - AbbVie's track record of advancing complex therapies from acquisition to commercialization gives investors confidence in the potential success of in vivo CAR-T [5] - The initiative strengthens AbbVie's immunology pipeline and illustrates a strategy of leveraging cutting-edge cell therapies to maintain growth amid patent expirations and competitive pressures [5] Historical Context - Previous bullish coverage highlighted AbbVie's strong pipeline execution and growth from products like Skyrizi and Rinvoq, with stock appreciation of approximately 12.36% since May 2025 due to operational achievements [6]

Investment Strategy - The investment approach focuses on generating additional income through dividends, emphasizing companies with significant competitive advantages and strong financials [2] - A combination of high Dividend Yield and Dividend Growth is recommended to reduce dependence on broader stock market fluctuations [2] - The strategy includes constructing a well-diversified portfolio across various sectors and industries to minimize volatility and mitigate risk [2] Portfolio Composition - Suggested investment portfolios typically consist of a blend of ETFs and individual companies, highlighting broad diversification and risk reduction [2] - The selection process for high dividend yield and dividend growth companies is meticulously curated, prioritizing total return, which includes both capital gains and dividends [2] - The approach aims to maximize returns while considering the full spectrum of potential income sources [2]

Company Overview - Commercial Metals Company is a leading producer and recycler of steel and metal products, with a diversified presence in both domestic and international markets [5] - The company operates an integrated business model by sourcing scrap metal, producing finished and semi-finished steel products, and supplying fabricated steel and construction-related services to end markets [7] - It serves steel mills, foundries, manufacturers, distributors, construction companies, and infrastructure projects across the United States, Poland, China, and other international markets [7] Financial Performance - As of January 30, 2026, Commercial Metals Company reported a revenue of $8.01 billion and a net income of $437.66 million [4] - The company's shares were priced at $76.87, reflecting a 58.9% increase over the prior year, significantly outperforming the S&P 500 by 44 percentage points [3] - The dividend yield stands at 0.94% [4] Recent Developments - Artemis Investment Management LLP initiated a new stake in Commercial Metals Company by acquiring 1,501,906 shares during the fourth quarter of 2025, with an estimated transaction value of $103.96 million [1] - This new holding represents 1.26% of Artemis's 13F reportable assets under management after the trade [2] - Despite the stock's EV/EBITDA ratio increasing from 6 to 9, Artemis still sees potential upside in the stock, indicating confidence in the company's future performance [8]

Core Viewpoint - AbbVie is expected to report fourth-quarter and full-year 2025 earnings on February 4, with sales projected at $16.36 billion and earnings per share (EPS) at $2.66, although EPS estimates for 2025 and 2026 have declined recently [2][6]. Earnings Performance - AbbVie has consistently exceeded earnings expectations in the past four quarters, with an average earnings surprise of 3.05%, including a 5.08% surprise in the last quarter [4][6]. Revenue Drivers - The anticipated revenue growth for AbbVie in Q4 2025 is primarily driven by increased sales of newer immunology drugs, Skyrizi and Rinvoq, as sales of the flagship drug Humira continue to decline due to biosimilar competition [9][10]. - The Zacks Consensus Estimate for Skyrizi sales is $4.91 billion, while Rinvoq is estimated at $2.39 billion [9]. Sales Estimates - Humira's sales are projected at $949 million, reflecting ongoing erosion from biosimilars, while Imbruvica sales are expected to decline to $715 million due to competition [10]. - Sales for Roche-partnered Venclexta are estimated to rise to $725 million, driven by strong demand [11]. - Neuroscience product sales are expected to reach approximately $3.00 billion, supported by strong performances from Botox Therapeutic, Vraylar, and new migraine drugs [12]. - Aesthetics product sales are projected at $1.28 billion, showing signs of recovery from previous sluggishness [13]. Valuation and Market Position - AbbVie shares are currently trading at a P/E ratio of 15.38, below the industry average of 18.42, indicating a discount relative to peers [17]. - Despite underperforming the industry over the past year, AbbVie is expected to achieve robust revenue growth driven by its newer drug launches [19]. Future Outlook - AbbVie anticipates a high single-digit revenue compound annual growth rate (CAGR) through 2029, supported by the successful launches of Skyrizi and Rinvoq [19]. - The company continues to invest in its pipeline through strategic collaborations, including a recent licensing deal with RemeGen for a bispecific antibody candidate [21]. - A favorable valuation and strong earnings growth expectations provide a compelling case for long-term investment in AbbVie stock [22].

Tech giants Alphabet Inc. and Amazon.com Inc. anchor a dense earnings week, with Alphabet Inc. reporting after close Wednesday and Amazon.com Inc. after close Thursday. Major pharmaceuticals including Eli Lilly and Company, AbbVie Inc., Novartis AG, and Novo Nordisk A/S report pre-market Wednesday. Significant activity in industrials and energy is noted on Tuesday, while insurance, semiconductors, and real estate sectors see multiple reports throughout the week, extending into Next Monday. Disclaimer: This ...