下一个修美乐藏不住了

Core Insights - AbbVie is poised to fill the $20 billion gap left by Humira with its new immunology drugs Skyrizi and Rinvoq, which are expected to generate over $25 billion in combined sales this year, significantly exceeding initial forecasts [1][4] - Skyrizi's sales reached $4.4 billion in Q2, showing a year-on-year growth of 61.8%, while Rinvoq generated $2 billion, indicating strong momentum for both products [4][5] - The rapid growth trajectory of Skyrizi suggests it could surpass $20 billion in sales by 2026, establishing it as a potential new leader in the immunology market [2][4] Sales Performance - Skyrizi's global sales are projected to exceed $10 billion in 2024, driven by its expanding indications in inflammatory bowel disease (IBD) and dermatological conditions, with a year-on-year growth of 50.9% [3][4] - AbbVie has raised Skyrizi's 2025 sales forecast to $17.1 billion, a 46% increase from the previous year, with $4 billion of this growth attributed to IBD indications [4][6] - Rinvoq is also expected to contribute significantly, with a clear three-phase strategy targeting various indications, including rheumatoid arthritis and IBD [5][6] Competitive Landscape - The immunology market is becoming increasingly competitive, with major players like Johnson & Johnson and Eli Lilly entering the IL-23 target space, raising concerns about market share and growth sustainability [7][8] - AbbVie maintains confidence in Skyrizi's market position, citing its increasing share among treated patients and its differentiated advantages over competitors [7][8] - The rapid pace of innovation in the immunology sector is compressing the window for new entrants, making it crucial for companies to establish strong clinical differentiation and market presence [10][11] Future Outlook - The transition from Humira to Skyrizi and Rinvoq exemplifies the need for continuous innovation in the pharmaceutical industry, as the market dynamics shift rapidly [10][11] - AbbVie is entering a new phase with its immunology portfolio, having no major patent expirations in the next decade, providing it with more strategic options [4][10] - The success of Skyrizi and Rinvoq highlights the importance of robust clinical data and broad indications in driving growth in the competitive landscape of immunology [6][9]