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AbbVie (ABBV)

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Earnings summaries and quarterly performance for AbbVie.

Research analysts who have asked questions during AbbVie earnings calls.

CS

Christopher Schott

JPMorgan Chase & Co.

6 questions for ABBV

Also covers: AMGN, AMRX, BIIB +15 more
Mohit Bansal

Mohit Bansal

Wells Fargo & Company

6 questions for ABBV

Also covers: AMGN, BMRN, BMY +16 more
Steve Scala

Steve Scala

Cowen

6 questions for ABBV

Also covers: AZN, BMY, GSK +6 more
Terence Flynn

Terence Flynn

Morgan Stanley

6 questions for ABBV

Also covers: AMGN, ARVN, BIIB +17 more
Vamil Divan

Vamil Divan

Guggenheim Securities

6 questions for ABBV

Also covers: ABSI, ANIP, BHVN +7 more
DR

David Risinger

Leerink Partners

5 questions for ABBV

Also covers: AMGN, BMY, HALO +9 more
AH

Asad Haider

Goldman Sachs

3 questions for ABBV

Also covers: BMY, BNTX, JNJ +4 more
CL

Carter L. Gould

Barclays

3 questions for ABBV

Also covers: ALEC, AMGN, BMY +7 more
CB

Courtney Breen

AllianceBernstein

3 questions for ABBV

Also covers: AMGN, BMY, GILD +4 more
Geoffrey Meacham

Geoffrey Meacham

Citi

3 questions for ABBV

Also covers: BIIB, BMY, GILD +6 more
LH

Luisa Hector

Berenberg

3 questions for ABBV

Also covers: AZN, BMY, MRK +1 more
TH

Trung Huynh

UBS Group AG

3 questions for ABBV

Also covers: ABOS, AMGN, BMY +5 more
CS

Chris Shibutani

Goldman Sachs Group, Inc.

2 questions for ABBV

Also covers: ALKS, BMY, BNTX +11 more
Geoff Meacham

Geoff Meacham

Citigroup Inc.

2 questions for ABBV

Also covers: AMGN, BMY, GILD +8 more
JS

James Shin

Analyst

2 questions for ABBV

Also covers: AMGN, AUTL, BMY +7 more
Matthew Phipps

Matthew Phipps

William Blair

2 questions for ABBV

Also covers: AGEN, AMGN, ARGX +8 more
SB

Simon Baker

Rothschild & Co Redburn

2 questions for ABBV

Also covers: AUTL
TA

Timothy Anderson

BofA Securities

2 questions for ABBV

Also covers: AMGN, AZN, BIIB +10 more
AH

Alexandria Hammond

Wolfe Research

1 question for ABBV

Also covers: AMGN, BMRN, BMY +6 more
CR

Christopher Raymond

Piper Sandler

1 question for ABBV

Also covers: AGIO, AMGN, ARDX +7 more
David Amsellem

David Amsellem

Piper Sandler Companies

1 question for ABBV

Also covers: ALKS, AMGN, AMPH +27 more
DA

David Aslam

Piper Sandler

1 question for ABBV

ES

Evan Seigerman

BMO Capital Markets

1 question for ABBV

Also covers: AMGN, ARVN, BIIB +15 more
Gary Nachman

Gary Nachman

Raymond James

1 question for ABBV

Also covers: ACHV, ADMA, ALNY +9 more
JW

Jon Win

UBS

1 question for ABBV

TA

Tim Anderson

Bank of America

1 question for ABBV

Also covers: AMLX, BIIB, BMY +4 more

Recent press releases and 8-K filings for ABBV.

Cartesian Therapeutics outlines 2026 outlook
ABBV
  • Enrollment is on track in the Phase 3 AURORA trial of Descartes-08 for myasthenia gravis, with ~100 AChR Ab+ participants receiving six once-weekly outpatient infusions vs placebo and a primary endpoint of ≥3-point MG-ADL improvement at Month 4.
  • The FDA accepted the IND for the seamless adaptive Phase 2 TRITON trial in myositis, set to begin in 1H 2026, with an interim analysis after 10 participants to inform a potential single pivotal trial.
  • A Phase 1/2 (HELIOS) pediatric trial of Descartes-08 in juvenile dermatomyositis and other pediatric autoimmune diseases has been initiated.
  • Two Nature Medicine publications detailed Descartes-08’s mechanism and reported that in Phase 2b MG patients, 57% of biologic-naïve participants achieved minimal symptom expression by Month 6 through Month 12 and the median prednisone dose was reduced by 55% at Month 12 with no CRS or ICANS observed.
  • Current cash resources are expected to support ongoing operations, including completion of the Phase 3 AURORA and initiation of the Phase 2 myositis trials, into mid-2027.
1 day ago
Oncolytics Biotech proposes Nevada reincorporation, pivots U.S. strategy
ABBV
New Projects/Investments
  • Proposed reincorporation from Alberta to Nevada, aligning with a shift to a U.S.-focused clinical strategy.
  • Move reflects broader sector momentum, with biotech ETF FBT up 29% over the past year amid expectations of lower financing costs for clinical developers.
2 days ago
AbbVie denies acquisition talks with Revolution Medicines
ABBV
M&A
Guidance Update
  • AbbVie publicly denied it was in advanced talks to acquire Revolution Medicines, stating it “is not in discussions”, contradicting a Wall Street Journal report.
  • Speculation of a potential $15–20 billion+ valuation drove Revolution’s shares up ~30% intraday before the denial triggered a double-digit drop.
  • An SEC filing flagged a possible $1.3 billion pre-tax hit tied to acquired in-process R&D and milestone expenses, and narrowed full-year 2025 adjusted EPS guidance to $9.90–$9.94 (from $10.61–$10.65) and Q4 EPS guidance to $2.61–$2.65 (from $3.32–$3.36).
  • Investors now await AbbVie’s February 4 results for further detail on pipeline spending and the impact of potential acquisitions on near-term earnings.
3 days ago
AbbVie updates 2025 EPS guidance including IPR&D charges
ABBV
Guidance Update
  • AbbVie’s Q4 2025 estimated acquired IPR&D and milestones expense is $1.3 billion pre-tax, reducing EPS by $0.71.
  • Q4 2025 adjusted diluted EPS guidance including this expense is $2.61 – $2.65, versus prior guidance of $3.32 – $3.36 excluding the charge.
  • Full-year 2025 adjusted diluted EPS guidance including Q4 IPR&D charges is $9.90 – $9.94.
  • Q4 results are preliminary and subject to closing procedures; final results may differ.
3 days ago
Medincell reports H1 FY2025-26 consolidated results
ABBV
Earnings
New Projects/Investments
  • Medincell’s total income rose 50% YoY to €14.1 m, with revenues of €11.6 m up 35% versus H1 FY2024.
  • Operating expenses increased 22% to €20.8 m, resulting in an operating loss of €6.6 m, a 13% improvement year-over-year.
  • Cash and equivalents plus low-risk financial investments stood at €53.5 m at September 30, 2025.
  • UZEDY® royalties climbed 50% to €4.2 m, and Teva submitted an NDA for Olanzapine LAI to the FDA on December 9, 2025.
  • Collaboration with AbbVie advanced preclinical and CMC activities, with a regulatory package for first human trials expected in 2026.
Dec 9, 2025, 5:02 PM
Roche presents Lunsumio data showing potential across earlier treatment lines in indolent and aggressive lymphomas
ABBV
  • Preliminary data from the US extension of the phase III CELESTIMO study showed an 87.0% complete response rate and 27.8% CRS incidence (mostly Grade 1–2) in 54 patients with second-line+ follicular lymphoma
  • In the phase Ib/II GO40516 study for relapsed/refractory large B-cell lymphoma, subcutaneous Lunsumio plus polatuzumab vedotin delivered a 77.5% ORR vs 50.0% and median PFS of 25.4 vs 6.4 months compared to rituximab/Polivy
  • Five-year follow-up of IV Lunsumio in third-line+ FL reported a 78.5% overall survival rate and 54-month duration of CR rate of 52.0%; three-year SC data showed 74.5% ORR, 62.8% CR and a 30-month DOCR of 53.0%
  • Lunsumio monotherapy is approved in over 60 countries, with the SC formulation recently approved by the European Commission and a US FDA decision expected soon
Dec 8, 2025, 9:30 PM
AbbVie reports Phase 1b/2 EPCORE-CLL-1 epcoritamab data in Richter transformation
ABBV
  • Monotherapy arm (Arm 2A) in RT patients (n=42) showed an ORR of 57% (52% CR) first-line and 38% (29% CR) later-line; median OS was 27.5 months and 9.8 months, with median PFS of 8.5 and 2.9 months, respectively.
  • Epcoritamab + lenalidomide (Arm 2B) in previously treated RT (n=11) achieved an ORR of 82% and CR rate of 73%; median PFS was 5.7 months, and 9-month OS was not reached.
  • Epcoritamab + R-CHOP (Arm 2C) in frontline RT (n=30) delivered an ORR of 77% (63% CR), with median OS 16.4 months and PFS 16.0 months.
  • Safety was consistent across arms: CRS occurred in up to 100% (mostly Grade 1/2) and resolved within days; treatment-related discontinuations and fatal events were infrequent.
Dec 8, 2025, 9:30 PM
AbbVie outlines strategy and growth at Piper Sandler Healthcare Conference
ABBV
M&A
Guidance Update
Product Launch
  • AbbVie has executed roughly 30 transactions since early 2024, focusing on small bolt-on and platform deals (e.g., Nimble peptide platform, Capstan, 8Rx siRNA, Gubra obesity asset) while retaining capacity for larger M&A if compelling.
  • The company reaffirms high single-digit revenue growth from 2024–2029 with EPS expected to grow faster via operating margin expansion—driven by SG&A leverage—while maintaining R&D spend at ~15% of sales.
  • Skyrizi grew 46% YoY in Q3 2025 across IBD and psoriatic disease, benefiting from unique eight-week dosing and an on-body device; subcutaneous induction data in Crohn’s due H1 2026.
  • The Parkinson’s franchise led by Vyalev 24-hour infusion pump targets >$400 million in 2025 revenue, with full-year guidance >$1 billion and multi-billion peak potential alongside tavapadon.
Dec 3, 2025, 1:30 PM
AbbVie outlines capital deployment and pipeline strategy at Piper Sandler Conference
ABBV
M&A
Guidance Update
  • AbbVie has completed ~30 smaller-scale BD transactions since early 2024, focusing on platform and single-asset deals across immunology, oncology, neuroscience, eye care and obesity, and remains open to larger near-term revenue deals if compelling.
  • The company maintains high single-digit revenue growth guidance for 2024–2029, with EPS expected to grow faster via operating margin expansion driven by SG&A leverage and continued R&D investment at ~15% of sales.
  • Skyrizi grew 46% YoY in Q3 with balanced IBD and psoriatic disease uptake; an on-body sub-Q induction device for Crohn’s is expected to initiate submission after H1 2026 data.
  • Pipeline highlights include phase II combination studies in IBD (TL1A, α4β7, IL-1), an obesity asset from the Gubra acquisition, and Rinvoq’s vitiligo label expansion targeting >$2 billion peak sales.
  • In neuroscience, Vyalev’s 24-hour sub-Q infusion is guiding >$400 million in 2025 sales with a >$1 billion peak outlook alongside filed tavapadon; brexalosin neuroplastogen shows a rapid 2-hour psychedelic effect in MDD with a favorable 5-HT2B antagonism safety profile.
Dec 3, 2025, 1:30 PM
AbbVie outlines growth strategy and pipeline at Piper Sandler Healthcare Conference
ABBV
Guidance Update
New Projects/Investments
  • AbbVie is deploying capital through ~30 small platform and single-asset transactions since early 2024 to bolster its pipeline and sustain growth into the next decade.
  • The company reiterated high-single-digit revenue growth guidance for 2024–2029, with EPS expected to outpace sales via stable R&D spend (~15% of sales) and operating margin expansion through SG&A leverage.
  • Commercially, Skyrizi grew 46% YoY in Q3, the IL-23 category in ulcerative colitis rose from ~4% to ~40% in 18 months, and a sub-Q induction on-body device submission is planned for H1 2026.
  • Pipeline highlights include Rinvoq in vitiligo (>$2 billion peak sales), Vyalev Parkinson’s pump guiding >$400 million in 2025 and >$1 billion soon plus tavapadon filing, and Brotosilicin featuring a 2-hour neuroplastogen profile with 5-HT2B antagonism to reduce cardiac risk.
Dec 3, 2025, 1:30 PM