Chris Shibutani's questions to AbbVie Inc (ABBV) leadership • Q4 2024
Question
Chris Shibutani asked about the long-term strategy for immunology beyond 2030, specifically regarding combination approaches and their IP implications, and questioned the strategic fit and future role of the Eye Care business.
Answer
EVP & CSO Roopal Thakkar detailed a multi-pronged immunology strategy focused on combining foundational assets like Skyrizi with novel mechanisms (TL1A, TREM-1), aiming for co-formulations and eventually developing bispecifics and potent oral peptides. CEO Robert Michael defended the Eye Care business, highlighting its focus on large markets with unmet need (glaucoma, retinal disease) and its efficiency, pointing to the ReGenX Bio gene therapy program as a potential long-term growth driver.