Group 1 - AbbVie received a "buy" rating from Morgan Stanley analyst Terrence Flynn, with a target price of $250 [1] - For Q1 FY2025, AbbVie reported adjusted diluted EPS of $2.46, a year-over-year increase of 6.5%, and net revenue of $13.343 billion, reflecting an 8.4% growth rate [1] - The company is expected to announce Q2 FY2025 earnings on July 31, 2025, with projected revenue of $14.9667 billion and EPS of $1.527 [1] Group 2 - AbbVie's immunology segment showed strong performance, with sales of Skyrizi and Rinvoq reaching $3.43 billion and $1.72 billion, respectively, representing year-over-year increases of approximately 70% and 57% [1] - The company is focusing on early business development opportunities in oncology and neuroscience to drive growth over the next eight years [1] Group 3 - AbbVie made significant progress in its R&D pipeline, showcasing early-stage developments at the 2025 AACR annual meeting, including new ADC ABBV-969 and CCR8-targeting antibody ABBV-514 [2] - CEO Robert Michael stated that AbbVie plans to invest $10 billion in U.S. manufacturing over the next decade to mitigate impacts from U.S. tariff policies and drug pricing proposals [2] - AbbVie remains competitive among the top ten global pharmaceutical companies, facing competition from Johnson & Johnson, Novartis, and Merck, but is expected to maintain its leading position due to its innovation in immunotherapy and ongoing investment in new drug development [2]
大摩重申艾伯维(ABBV.US)买入评级:低波动+业绩双支撑,目标价250美元