Key Takeaways J&J will report third-quarter 2025 results on Oct. 14, kicking off the earnings season for pharma players.Sales growth is expected from Darzalex, Tremfya, Erleada and new drugs like Carvykti and Tecvayli.Stelara faces steep biosimilar competition, while MedTech faces China-related headwinds.Johnson & Johnson (JNJ) will begin the earnings season for the drug & biotech sector when it reports its third-quarter 2025 results on Oct. 14. The Zacks Consensus Estimate for third-quarter sales and earni ...

Key Takeaways J&J projects stronger Innovative Medicine sales in H2 despite Stelara's LOE.Higher demand for Darzalex, Tremfya, and Erleada likely supported segment growth in Q3.Stelara biosimilars and IRA's Part D redesign continue to put pressure on J&J's drug sales.Johnson & Johnson (JNJ) , through its Innovative Medicine division, markets several blockbuster drugs across diverse therapeutic areas, including neuroscience, cardiovascular and metabolism, immunology, oncology, pulmonary hypertension (PH), an ...

AbbVie (ABBV) stands out after its Allergan acquisition thanks to a transformed portfolio and higher long-term growth prospects. ABBV is trading at fresh all-time highs. Shares have a 100% Barchart “Buy” opinion and are trading above key moving averages. Analyst and investor sentiment is positive, with most major firms rating ABBV a “Buy” or “Strong Buy” and price targets suggesting further upside. Today’s Featured Stock Valued at $394 billion, AbbVie (ABBV) has become one of the top-most phar ...

Core Insights - Investors are taking a bearish stance on AbbVie, with significant options activity indicating potential insider knowledge of upcoming events [1][2] - The overall sentiment among large investors is slightly bearish, with 54% bearish and 45% bullish positions [2] - Significant investors are targeting a price range of $160.0 to $220.0 for AbbVie over the past three months [3] Options Activity - In the last 30 days, 11 uncommon options trades were identified for AbbVie, with 9 puts totaling $807,896 and 2 calls totaling $67,330 [2][4] - Detailed analysis of options activity shows a focus on bearish trades, with notable put options indicating a lack of confidence in the stock's near-term performance [9] Company Overview - AbbVie is a pharmaceutical company with strong exposure to immunology and oncology, having expanded its portfolio through acquisitions, including Allergan in 2020 and recent acquisitions in neuroscience and oncology [10] - Analysts have provided a range of target prices for AbbVie, with an average target of $247.4, and individual targets ranging from $222 to $270 [12][13] Market Performance - AbbVie’s current trading volume stands at 2,435,721, with the stock price at $220.44, reflecting a 0.87% increase [15] - The stock may be approaching overbought conditions, with an earnings announcement expected in 33 days [15]

Group 1 - Royalty Pharma will participate in a fireside chat at Bernstein's 2nd Annual Healthcare Forum on September 23, 2025 [1] - The webcast will be available on Royalty Pharma's "Events" page and archived for at least thirty days [1] Group 2 - Royalty Pharma, founded in 1996, is the largest buyer of biopharmaceutical royalties and a key funder of innovation in the biopharmaceutical industry [2] - The company collaborates with various entities, including academic institutions, research hospitals, non-profits, and biotechnology companies [2] - Royalty Pharma's portfolio includes royalties on over 35 commercial products and 17 development-stage product candidates [2] - Notable products in Royalty Pharma's portfolio include Vertex's Trikafta, Johnson & Johnson's Tremfya, and GSK's Trelegy among others [2]

Core Viewpoint - AbbVie Inc. (NYSE:ABBV) is positioned as a high-growth mega-cap stock with a price target increase to $240 from $215, indicating a potential upside of nearly 10% following the resolution of litigation with generic drugmakers, allowing early market entry of generic Rinvoq [1] Group 1: Financial Performance and Market Position - AbbVie Inc. is expected to surpass market expectations due to the delayed entry of generic competition until 2037, four years after the 2033 expiration of the composition of matter patent [2] - The company has delivered a year-to-date return that outperforms the market by 14.31% [2] Group 2: Strategic Developments - AbbVie is expanding its neuroscience portfolio through the acquisition of Gilgamesh's bretisilocin and has improved overall guidance, reinforcing its position as a leading stock for the upcoming years [3] - The company is recognized for its consistent dividend track record, contributing to its reputation as a reliable investment [3] Group 3: Company Overview - AbbVie Inc. is a research-focused biopharmaceutical company based in Illinois, providing medicines and therapies internationally, with core offerings including Humira, Skyrizi, Rinvoq, Imbruvica, and Epkinly [4]

Group 1 - Royalty Pharma Plc (NASDAQ:RPRX) is considered one of the best affordable biotech stocks to invest in, with a Buy rating maintained by TD Cowen analyst Michael Nedelcovych and a price target set at $42.00 [1][2] - The company's optimistic outlook is based on its strong performance, consistently surpassing key metrics, and is projected to meet or exceed a revenue target of $4.7 billion by 2030 [2] - Royalty Pharma Plc operates as a funder of innovation in the biopharmaceutical industry, collaborating with various entities from small biotech firms to global pharmaceutical companies [3][4] Group 2 - The company funds innovation directly by co-funding late-stage clinical trials and new product launches in exchange for future royalties, and indirectly by acquiring existing royalties from original innovators [4] - Royalty Pharma's portfolio includes royalties from over 35 commercial products, such as Johnson & Johnson's Tremfya, AbbVie and Johnson & Johnson's Imbruvica, Novartis' Promacta, and Pfizer's Xtandi and Nurtec ODT [4]

Core Insights - AbbVie (ABBV) has seen a stock increase of 22.5% in 2025, outperforming the industry, sector, and S&P 500 index, which has seen a decrease of 0.1% [1][3][8] Company Performance - The strong stock performance is attributed to rising investor optimism as AbbVie successfully navigated the loss of exclusivity for its blockbuster drug, Humira, which previously accounted for over 50% of total revenues [4][5] - AbbVie launched two successful immunology drugs, Skyrizi and Rinvoq, which are performing well and expected to support top-line growth in the coming years [5][8] - Combined sales of Skyrizi and Rinvoq reached $11.6 billion in the first half of 2025, with projections of over $25 billion in 2025 and more than $31 billion by 2027 [7][8] Drug Performance - Skyrizi is annualizing at almost $18 billion, while Rinvoq is at over $8 billion, with both drugs showing strong performance in the inflammatory bowel disease market [8][9] - AbbVie expects to file for new indications for Rinvoq, which could add approximately $2 billion to peak-year sales [10][11] Oncology and Neuroscience Contributions - AbbVie's oncology segment generated $3.3 billion in the first half of 2025, driven by higher sales of Venclexta and contributions from new drugs [12] - Sales in the neuroscience portfolio increased by 20.3% to nearly $5 billion, supported by products like Botox Therapeutic and newer migraine treatments [13] Acquisition Strategy - AbbVie has executed over 30 M&A transactions since early 2024, focusing on immunology, oncology, and neuroscience to strengthen its pipeline [14] - Recent acquisitions include a licensing agreement for a treatment for obesity and a deal for a novel therapy for major depressive disorder [14][15] Challenges - Humira's sales are declining significantly due to biosimilar competition, with a more than 50% drop in the first half of 2025 [16] - Sales of Juvederm fillers have also decreased by 22.2% due to macroeconomic challenges and weakened consumer sentiment [17] Valuation and Estimates - AbbVie shares trade at a price/earnings ratio of 15.93, higher than the industry average of 14.78, indicating a relatively high valuation [18][19] - The Zacks Consensus Estimate for 2025 earnings has slightly decreased from $12.08 to $12.02, while the estimate for 2026 has increased from $14.07 to $14.33 [22] Future Outlook - AbbVie is expected to return to mid-single-digit revenue growth in 2025, driven by the performance of Skyrizi and Rinvoq, with no significant loss of exclusivity events anticipated for the rest of the decade [25][26] - The company is well-positioned for continued growth, supported by a solid pipeline and recent patent settlements [26][27]

Group 1 - Royalty Pharma will participate in the Morgan Stanley 23rd Annual Global Healthcare Conference on September 9, 2025, at 3:20 p.m. ET [1] - The webcast of the event will be available on Royalty Pharma's "Events" page and archived for at least thirty days [1] Group 2 - Royalty Pharma, founded in 1996, is the largest buyer of biopharmaceutical royalties and a key funder of innovation in the biopharmaceutical industry [2] - The company collaborates with various entities, including academic institutions, research hospitals, non-profits, and both small and mid-cap biotechnology companies, as well as leading global pharmaceutical companies [2] - Royalty Pharma's portfolio includes royalties on over 35 commercial products and 17 development-stage product candidates, featuring notable therapies such as Vertex's Trikafta and GSK's Trelegy [2]

Core Insights - Eli Lilly and Company (LLY) has significantly increased its market value over the past 2-3 years, primarily due to the success of its GLP-1 drugs, Mounjaro for type II diabetes and Zepbound for obesity [1] Drug Approvals and Revenue Contributions - Lilly has received approvals for several new drugs, including Omvoh for ulcerative colitis and Crohn's disease, Jaypirca for mantle cell lymphoma and chronic lymphocytic leukemia, Ebglyss for atopic dermatitis, and Kisunla for early symptomatic Alzheimer's disease, all contributing to revenue growth [2] - In the first half of 2025, Omvoh generated $111.9 million, while Ebglyss, Kisunla, and Jaypirca contributed $147.1 million, $70.1 million, and $215.3 million, respectively [3] Future Growth Potential - These drugs are being evaluated for additional indications and label expansions, with Ebglyss in phase III trials for perennial allergens and chronic rhinosinusitis, and Jaypirca being studied for earlier lines of therapy [4] - Lilly anticipates that Omvoh, Ebglyss, Kisunla, and Jaypirca will continue to drive revenue growth in the second half of 2025 [5] Upcoming Drug Approvals - A new drug, imlunestrant, is under review for treating ER+HER2-metastatic breast cancer in the US and EU [6] Competitive Landscape - Omvoh faces competition from AbbVie's Humira, Skyrizi, and Rinvoq, as well as J&J's Stelara, while Kisunla competes with Eisai/Biogen's Leqembi [7][8] - Jaypirca competes with older BTK inhibitors like Imbruvica and Calquence, and Ebglyss faces competition from Dupixent [9] Stock Performance and Valuation - Lilly's stock has declined by 4.6% this year, contrasting with a 1.3% increase in the industry [10] - The combined revenue from Omvoh, Ebglyss, Kisunla, and Jaypirca exceeded $540 million in H1 2025, with EPS estimates for 2025 and 2026 rising to $22.97 and $30.95, respectively [11] - Lilly's stock is currently trading at a price/earnings ratio of 25.87, higher than the industry average of 14.78, but below its 5-year mean of 34.54 [13] Consensus Estimates - The Zacks Consensus Estimate for 2025 EPS has increased from $22.04 to $22.97 over the past 30 days, while the estimate for 2026 has risen from $30.88 to $30.95 [14]