Key Takeaways AbbVie's immunology segment, led by Skyrizi and Rinvoq, is expected to anchor Q4 and full-year 2025 results.Model estimates project Q4 sales of $4.87B for Skyrizi and $2.33B for Rinvoq on strong IBD demand.AbbVie faces rising competition, but new launches in UC and GCA are expected to support immunology momentum.AbbVie (ABBV) generates a substantial portion of its revenues from its immunology franchise, driven by the encouraging uptake of its two blockbuster drugs — Skyrizi and Rinvoq. The rob ...

In this article, we will look at the 10 Best Performing Pharma Stocks in 2025.On January 8, Michael Yee, global head of biotech research at UBS, appeared on CNBC’s ‘Squawk on the Street’ to discuss his bullish outlook on biopharma stocks in 2026 and the pharma M&A outlook. He stated that M&A activity started off strong in the year, and that pharma stocks are set to take off in 2026.In addition to the big pharma companies, he believes that biotech, which had a really tough past 3-4 years, is ready to take of ...

此外，Wolfe Research还将其对艾伯维(ABBV.US)的股票评级由"跑赢大盘"下调至"与同行表现一致"，同 时取消了此前给予该股的275美元目标价。分析师认为，该公司股价已充分反映了其新一代免疫产品 Skyrizi和Rinvoq的优异表现。在关节炎重磅药物Humira遭遇专利悬崖后，这两款产品已成为艾伯维免疫 与炎症产品组合的主导力量。 基于医生的反馈意见，分析师预计，到2029年，默沙东将把41%的Keytruda静脉注射版收入转化为其新 近获批的皮下注射版本Qlex。她因此将Keytruda产品线在2030年的收入预测上调至较市场一致预期高出 60亿美元。此外，分析师认为，凭借近期包括收购抗病毒药物开发商Cidara Therapeutics在内的并购交 易，默沙东正处于一个催化剂密集的阶段，并且"在具有增厚收益效应的并购推动下，有望实现突破性 表现"。 值 得 一 提 的 是 ， 据 报 道 ， 默 沙 东 正 在 洽 谈 收 购 专 注 于 癌 症 领 域 的 生 物 技 术 公 司 Revolution Medicines(RVMD.US)。该报道援引知情人士消息称，双方讨论的交易价格在 ...

Company Overview - AbbVie is a pharmaceutical leader with a strong business model that generates consistent revenue and earnings through economic cycles, making it resilient even during recessions [4] - The company has a diversified portfolio across multiple therapeutic areas, including immunology, neuroscience, and oncology, with top-selling products like Skyrizi and Rinvoq [5] Financial Performance - AbbVie has a current market capitalization of $405 billion and a gross margin of 69.68% [10][7] - The company has a dividend yield of 2.86% and is recognized as a Dividend King, having increased its payouts for 54 consecutive years [8] Growth Potential - AbbVie has a robust pipeline and the capability to acquire smaller drugmakers or enter licensing agreements to enhance its product offerings [7] - The company is projected to deliver solid long-term returns, with an investment of $50,000 potentially growing to approximately $1,000,000 over 30 years at a compound annual growth rate (CAGR) of 10.5% [11] Market Position - AbbVie has successfully navigated the loss of patent exclusivity for its key product Humira in 2023, indicating strong underlying business fundamentals [5][7] - The company’s ability to maintain consistent performance through good and bad times positions it well for long-term success [7]

North Chicago, Illinois-based AbbVie Inc. (ABBV) discovers, develops, manufactures, and sells pharmaceuticals worldwide. With a market cap of $403.8 billion, the company discovers and develops medicines and therapies that solve health issues across immunology, oncology, aesthetics, neuroscience, and eye care. The drug giant is expected to announce its fiscal fourth-quarter earnings for 2025 in the near term. Ahead of the event, analysts expect ABBV to report a profit of $3.37 per share on a diluted basis ...

AbbVie Inc. (NYSE:ABBV) is one of the best stocks for the next decade. On December 12, Morgan Stanley raised the firm’s price target on AbbVie to $269 from $261 with an Overweight rating on the shares. Earlier on December 10, HSBC upgraded AbbVie to Buy from Hold with a price target of $265, which was up from $225. The firm highlighted AbbVie’s strong growth momentum and consistent operational execution. The firm downplayed concerns regarding competitive pressure from Tremfya, asserting that it is unlikel ...

AbbVie Inc. (NYSE:ABBV) is included among the 14 Best Pharma Dividend Stocks to Buy in 2026. BofA Cuts AbbVie (ABBV) Target While Maintaining Neutral View On December 15, BofA lowered the firm’s price target on AbbVie Inc. (NYSE:ABBV) to $233 from $248 and kept a Neutral rating. The firm said it sees “a relatively clean setup” for growth near the top end of the peer group, though that is offset by a premium valuation and limited late-stage pipeline catalysts. As part of the update, BofA shifted its valua ...

Core Insights - Dividend-paying stocks provide a predictable income stream and can help cushion portfolios during market volatility, making them attractive for investors seeking steady income and long-term wealth creation [1][2] Industry Overview - Large pharmaceutical companies are highlighted as dividend-friendly investments due to their stable cash flows, resilient demand for essential medicines, and diversified product portfolios, which support consistent shareholder returns [3] - The pharmaceutical sector is largely insulated from economic cycles, driven by the ongoing need for innovative medical treatments [3] Market Dynamics - Recent drug pricing agreements between large drugmakers and the government indicate a more cooperative relationship, which may lead to broader patient access and higher prescription volumes, potentially offsetting short-term profit impacts from reduced drug prices [4] - Innovation in high-growth areas such as obesity, gene therapy, inflammation, and neuroscience is expected to drive industry growth, with M&A activity likely focusing on selective, innovation-driven biotech acquisitions [5] Company Highlights - **Johnson & Johnson (JNJ)**: Recognized for its financial strength with an 'AAA' credit rating, JNJ has a current dividend yield of 2.50% and a five-year dividend growth rate of 5.39%. The company expects its Innovative Medicine business to grow 5% to 7% from 2025 to 2030, with oncology sales projected to exceed $50 billion by the end of the decade [7][8][10] - **AbbVie (ABBV)**: Known for its robust dividend profile, ABBV has a current dividend yield of 2.85% and a five-year dividend growth rate of 6.14%. The company anticipates a high single-digit revenue CAGR through 2029, supported by strong demand for its immunology therapies [12][13][14] - **Merck (MRK)**: With a strong oncology portfolio, Merck has a current dividend yield of 3.18% and a five-year dividend growth rate of 5.43%. The company plans to launch around 20 new vaccines and drugs in the coming years, addressing concerns about the upcoming loss of exclusivity for its key drug, Keytruda [15][16][17]

December 26, 2025 01:59 PM GMT Biopharma | North America A picture is worth a thousand words Comprehensive US drug market analysis (IQVIA Rx). The latest weekly Total Prescription YoY growth (wk ending 12/19) was +1.1% vs. +1.0% last wk and +0.8% over the past 12 wks. GILD's Yeztugo vs. Descovy vs. Apretude launch comparison chart ( Exhibit 4 ). GILD's Yeztugo (lenacapavir) was approved on 6/18/2025. Latest week total TRx (oral + injectable) were ~780 vs. ~800 previous week, and last week TRx for injectable ...

Core Viewpoint - AbbVie has shown strong financial performance and growth potential, making it an attractive investment option heading into 2026 [2][3][11] Financial Performance - AbbVie's revenue increased by 8% year over year to $44.5 billion in the first nine months of the year [3] - Adjusted earnings per share declined to $7.29 from $7.96, primarily due to acquisition-related charges, but this is not a major concern [3] - The company projects high single-digit revenue growth through 2029, indicating sustained financial momentum [3] Growth Drivers - AbbVie has revised its 2027 sales projections for Skyrizi and Rinvoq, increasing it by $4 billion, which are key growth drivers [5] - Other contributors to growth include Vraylar for schizophrenia and Qulipta for migraines [6] - Humira, despite losing patent exclusivity, generated $3.3 billion in sales in the first nine months of 2025, although its revenue declined by 55% year over year [6] Challenges - The U.S. government has targeted Vraylar for drug price negotiations, effective in 2027, but management does not expect significant long-term impacts [7] - AbbVie anticipates no loss of patent exclusivity for major growth drivers through the end of the decade [7] Valuation and Dividend - AbbVie is trading at 16.1 times forward earnings, below the healthcare sector average of 18.2, suggesting reasonable valuation [9] - The company's PEG ratio is currently 0.4, indicating that shares are undervalued [10] - AbbVie has a strong dividend program, with a forward yield of 3% and a cash payout ratio of 61.8%, making it a Dividend King with 54 consecutive annual dividend increases [10][11]