Key Takeaways JNJ posted 3.4% organic Innovative Medicine sales growth in first nine months of 2025 despite Stelara's LOE.JNJ expects Q4 growth from Darzalex, Tremfya and Erleada and strong uptake of newer drugs.JNJ faces pressure from Stelara biosimilars, weaker Imbruvica sales and Part D redesign effects.Johnson & Johnson (JNJ) , through its Innovative Medicine segment, commercializes multiple blockbuster therapies spanning a wide range of disease areas, such as neuroscience, cardiovascular and metabolic ...

Core Insights - AbbVie Inc. is highlighted as a strong investment opportunity for the next decade, with recent price target increases from Morgan Stanley and HSBC indicating positive market sentiment [1][2]. Financial Performance - In Q3 2025, AbbVie reported total net revenues of approximately $15.8 billion, marking a 9.10% year-over-year increase, driven by growth in immunology and neuroscience treatments [3]. - The company earned $1.86 per share, surpassing estimates by $0.08 [3]. - The immunology segment generated $7.9 billion in revenue, reflecting an 11.2% increase [3]. Product Performance - Skyrizi sales surged by 46% to $4.7 billion, while Rinvoq sales increased by 34.1% to around $2.2 billion, contributing significantly to revenue growth [4]. - The decline of Humira was noted, with sales dropping 55.7% to $993 million due to the impact of biosimilars [4]. - The oncology sector remained stable, generating $1.7 billion in revenue, with newer drugs like Venclexta offsetting price negotiation impacts on Imbruvica [4]. Market Position - Analysts have downplayed competitive threats from Johnson & Johnson's Tremfya, asserting it is unlikely to significantly impact Skyrizi's market dominance [2].

NEW YORK, Dec. 29, 2025 (GLOBE NEWSWIRE) -- Royalty Pharma plc (Nasdaq: RPRX) today announced that it has acquired the final portion of PTC Therapeutics’ remaining royalty on Roche’s Evrysdi for $240 million upfront and up to $60 million in sales-based milestones. Evrysdi, marketed by Roche, is an orally administered survival motor neuron-2 (SMN2) splicing modifier for the treatment of spinal muscular atrophy. Evrysdi was approved by the FDA in 2020 and has treated over 21,000 patients worldwide. In 2024, E ...

Core Insights - The Zacks Equity Research team has highlighted several stocks, including AbbVie Inc., The Coca-Cola Co., Chevron Corp., ImmuCell Corp., and Precipio, Inc., in their Analyst Blog [1][2]. AbbVie Inc. (ABBV) - AbbVie has outperformed the Zacks Large Cap Pharmaceuticals industry over the past year, with a share price increase of +31.6% compared to the industry’s +19.5% [4]. - The company has successfully managed the loss of exclusivity for Humira by launching new immunology drugs, Skyrizi and Rinvoq, which are performing well and expected to support revenue growth [4][5]. - AbbVie is returning to robust revenue growth in 2025, following the U.S. Humira loss of exclusivity, and has been actively acquiring companies to enhance its early-stage pipeline [5]. The Coca-Cola Co. (KO) - Coca-Cola's shares have outperformed the Zacks Beverages - Soft Drinks industry over the past year, with a gain of +14.5% compared to +10.5% for the industry [6]. - The company's performance is attributed to solid organic revenue growth, effective pricing strategies, and gains in global market share within the non-alcoholic ready-to-drink category [6][7]. - Ongoing innovation and digital transformation efforts are enhancing Coca-Cola's competitive edge, although the company faces challenges such as soft volumes in key regions and currency headwinds [7][8]. Chevron Corp. (CVX) - Chevron's shares have increased by +9.5% over the past year, while the Zacks Oil and Gas - Integrated - International industry has gained +16% [9]. - The acquisition of Hess has significantly improved Chevron's growth outlook by adding high-quality assets in regions like Guyana and the Gulf of Mexico [9]. - The Permian Basin remains a key asset for Chevron, driving consistent growth, although challenges such as lower crude realizations and regulatory issues in California temper optimism [10]. ImmuCell Corp. (ICCC) - ImmuCell has outperformed the Zacks Medical - Products industry with a share price increase of +26.3% compared to +1% for the industry [11]. - The company’s First Defense franchise leads the market in calf scours prevention, with Tri-Shield accounting for 70% of volume and a 48% market share [11][12]. - ImmuCell has resolved operational bottlenecks, restoring capacity to $30 million in annual sales, with TTM revenues of $27.8 million, reflecting a 16% year-over-year increase [12][13]. Precipio, Inc. (PRPO) - Precipio's shares have surged by +361.2% over the past year, significantly outperforming the Zacks Medical Info Systems industry, which saw a decline of -1.3% [14]. - The company is moving towards self-funded growth, driven by its Pathology Services division, which is experiencing steady organic growth and rising margins [14][15]. - Precipio has improved profitability and cash flow, although it faces risks related to liquidity and regulatory uncertainties [15][16].

Key Takeaways AbbVie is rebounding post-Humira, with Skyrizi and Rinvoq sales up 53% Y/Y and expected to top $25B in 2025.AZN's newer drugs are driving growth as it targets $80B in revenues by 2030.Both face pressures: ABBV from aesthetics softness, AZN from China policy impacts and biosimilar erosion.AbbVie (ABBV) and AstraZeneca (AZN) are both global healthcare companies with diversified drug portfolios. Both companies have strong leadership positions in immunology and oncology areas.While AbbVie also has ...

Company Overview - AbbVie Inc. is ranked sixth among prominent biomedical companies by revenue and has shifted focus from blockbuster drug revenues to growing oncology and neuroscience segments [1] - The company is recognized as a top healthcare stock pick across Wall Street and offers a reliable 2.93% dividend [1] Product Portfolio - AbbVie develops and manufactures a range of pharmaceuticals, including Imbruvica for blood cancers, Rinvoq for various autoimmune diseases, Skyrizi for psoriasis, and Humira for autoimmune and intestinal diseases [1] - The company also provides a variety of eye care products, including Ozurdex and Restasis, as well as treatments for advanced Parkinson's disease and migraine [7][9] Financial Performance - Quality dividend stocks, such as those offered by AbbVie, are favored by investors for their steady income and potential for total return, which includes interest, capital gains, and dividends [2][4] - Companies with strong dividend growth histories, like AbbVie, can provide consistent income even during economic fluctuations [4] Market Position - AbbVie is noted for its sustainable payout ratios and consistent free cash flow generation, making it a solid choice for long-term investors [4] - The company is part of a broader trend where quality dividend stocks are expected to perform well in the coming years, particularly as inflation rates decline [5][6]

Investors with a lot of money to spend have taken a bullish stance on AbbVie (NYSE:ABBV).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ABBV, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 16 ...

Core Insights - AbbVie's stock has recently slipped below its 50-day simple moving average (SMA), indicating recent selling pressure, despite a recovery after a post-earnings dip [1][2][8] - The company has successfully launched new drugs, Skyrizi and Rinvoq, which are expected to drive revenue growth in the coming years, offsetting declines from Humira and the Aesthetics unit [5][7][29] Financial Performance - AbbVie reported combined sales of Skyrizi and Rinvoq at $18.5 billion for the first nine months of 2025, with expectations to exceed $25 billion in 2025 and $31 billion by 2027 [6][7] - The oncology segment generated revenues of $5.0 billion in the first nine months of 2025, a 2.7% year-over-year increase, driven by new drug sales [10] - Neuroscience drug sales increased by 20.3% to nearly $7.8 billion in the same period, supported by products like Botox Therapeutic and Vraylar [11] Market Challenges - Humira's sales have declined over 50% in the first nine months of 2025 due to biosimilar erosion, significantly impacting overall revenue [15] - The Aesthetics segment has seen a 7.4% decline in global sales, with Juvederm and Botox Cosmetics sales falling by 16.7% and 7.4%, respectively [16][17] Strategic Initiatives - AbbVie has been actively pursuing acquisitions to enhance its early-stage pipeline, completing over 30 M&A transactions since early 2024 [14] - The company recently settled patent litigation for Rinvoq, extending its patent exclusivity to 2037, which is expected to bolster its revenue stream [9] Future Outlook - AbbVie anticipates returning to mid-single-digit revenue growth in 2025, driven by strong performances from Skyrizi and Rinvoq, with a high single-digit CAGR projected through 2029 [29] - The company has increased its quarterly cash dividend by 5.5%, reflecting confidence in future growth despite recent estimate declines [30]

Core Insights - AbbVie is significantly expanding its oncology presence, moving from a two-drug franchise to include solid tumors, with new drugs like Epkinly, Elahere, and Emrelis contributing to over 11% of total revenues in the first nine months of 2025, reflecting a 3% year-over-year growth [1][9] Expansion Strategies - The expansion is driven by both organic and inorganic strategies, with Emrelis being AbbVie's first internally developed solid tumor drug, while Epkinly and Elahere were acquired through collaborations [2] - Sales from newer drugs and rising Venclexta sales have offset the decline in Imbruvica sales due to competition from novel therapies [2] Pipeline Development - AbbVie has a diverse pipeline of new therapies for blood cancers and solid tumors, including antibody-drug conjugates (ADCs), which are seen as a disruptive innovation in cancer treatment [3] - A regulatory filing for the ADC therapy pivekimab sunirine is under FDA review for treating a rare blood cancer, which could add a third ADC to AbbVie's portfolio [4] - The company is also developing Temab-A for metastatic colorectal cancer and other cancers in various stages of clinical trials [4][5] Competitive Landscape - Major competitors in the oncology space include AstraZeneca, Merck, and Pfizer, with AstraZeneca's oncology sales accounting for 43% of total revenues and growing 16% year-over-year [6] - Merck's Keytruda accounted for about 48% of its total revenues, while Pfizer's oncology revenues grew 7%, making up over 27% of its total revenues [7] Financial Performance - AbbVie shares have outperformed the industry year to date, trading at a slight discount with a P/E ratio of 15.87 compared to the industry average of 16.31 [8][11] - EPS estimates for 2025 and 2026 have declined in the past 60 days, indicating potential challenges ahead [13]

Core Insights - Johnson & Johnson (JNJ) is facing significant challenges including patent expirations, legal issues related to talc products, and macroeconomic uncertainties impacting its sales and profits [1] Group 1: Patent Expiration and Sales Impact - JNJ lost U.S. patent exclusivity for its key product Stelara in 2025, which accounted for approximately 18% of the Innovative Medicine unit's sales in 2024 [2] - The introduction of several biosimilar versions of Stelara in 2025 has led to a substantial decline in its sales, with a reported drop of around 40% in the first nine months of 2025 [4] - Sales of Stelara are projected to decrease from nearly $11 billion in 2023 to about $3 billion by 2027 due to increasing biosimilar competition [5] Group 2: Medicare Part D Redesign - The redesign of Medicare Part D under the Inflation Reduction Act is negatively affecting JNJ's sales, with an expected impact of approximately $2 billion in 2025 [7] - JNJ's drugs, including Xarelto and Imbruvica, have been selected for government-set pricing, further contributing to the sales decline [6] Group 3: Legal Challenges - JNJ is currently facing over 73,000 lawsuits related to its talc-based products, with allegations linking them to ovarian cancer [8] - A bankruptcy court in Texas rejected JNJ's proposed plan to settle these lawsuits, forcing the company to revert to traditional litigation methods [9] Group 4: MedTech Segment Challenges - Although overall sales in the MedTech segment have improved, JNJ is experiencing challenges in China due to the volume-based procurement program, which is impacting sales [10] Group 5: Future Growth Projections - Despite current challenges, JNJ is optimistic about future growth, projecting stronger operational sales in both the Innovative Medicine and MedTech segments for 2026 [12][13] - Key products and new launches are expected to drive growth in the Innovative Medicine segment, including drugs like Darzalex and Tremfya [14] - The MedTech segment is anticipated to benefit from new product launches and a potential separation of its Orthopaedics franchise into a standalone company [15] Group 6: Stock Performance and Valuation - JNJ's stock has outperformed the industry, rising 39.7% year-to-date compared to a 14.1% increase for the industry [16] - The company's shares are currently trading at a price/earnings ratio of 17.65, which is higher than the industry average of 16.68 [17] - The Zacks Consensus Estimate for 2025 earnings has slightly increased from $10.86 to $10.87 per share over the past 60 days [20]