财务表现 - AbbVie Inc.（ABBV）第四季度2023年调整后每股盈利为2.79美元，超过了Zacks Consensus Estimate的2.76美元[1] - ABBV的营收为143亿美元，超过了Zacks Consensus Estimate的140.5亿美元[2] - Humira和Imbruvica的销售下降导致了销售额的降低，但Rinvoq、Skyrizi、Vraylar、Ubrelvy和Qulipta等关键药物的销售有所增长[2] 药物销售 - Humira的销售额在美国市场下降了45.3%，在非美国市场下降了1.0%，主要是由于在美国市场失去了排他性导致的[3] - Rinvoq的净收入在第四季度为12.6亿美元，同比增长了62.8%[5] - Skyrizi的净收入在第四季度为23.9亿美元，同比增长了51.6%[6] 神经科学组合 - 神经科学组合的销售额在第四季度以22.4%的增长率达到了20.9亿美元，主要受益于抑郁症药物Vraylar和偏头痛药物Ubrelvy和Qulipta的销售增长[8] 未来展望 - AbbVie预计2024年调整后每股收益在11.05-11.25美元之间，其中包括与ImmunoGen和Cerevel Therapeutics的收购相关的每股0.32美元的稀释影响[18] - 公司管理层预计到2029年，将实现高位数复合年收入增长率[20]

公司业绩 - AbbVie公司2023年第四季度营收达到了54.3亿美元，比最初预期高出了23亿美元[14] - 公司的增长平台（不包括Humira）全年销售增长超过8%，第四季度更是达到了15%的增长[11] - 公司计划在2024年进一步增加近6亿美元的调整研发费用，以支持多个有前景的管线项目[12] - Skyrizi、Rinvoq、Vraylar、Ubrelvy和Qulipta等关键品牌预计将在2024年实现双位数销售增长[15] - 预计2027年，Skyrizi和Rinvoq的销售额将超过270亿美元，比之前的预期增加了60亿美元[18] - Skyrizi预计将在2027年全球销售额超过170亿美元，Rinvoq预计将在2027年实现100亿美元的全球销售额[19] - 全球口服CGRP峰值收入预期超过30亿美元，比先前预期增加了10亿美元[22] - Skyrizi和Rinvoq在全年内共实现了超过117亿美元的总收入，同比增长40亿美元[22] - Humira全球销售额为33亿美元，由于生物仿制药竞争，下降了40.8%[27] - 全球神经科学领域全年总收入超过77亿美元，同比增长近12亿美元[30] - Vraylar全球销售额为7.89亿美元，同比增长近40%[30] - 全球口服CGRP治疗偏头痛的销售额约为3.48亿美元，同比增长约40%[30] - 预计Ubrelvy和Qulipta的总峰值销售额将超过30亿美元[31] - Botox治疗全球销售额为7.76亿美元，同比增长6.7%[31] - 951在日本和欧洲推出，预计在美国获得商业批准，预计峰值销售额超过10亿美元[31] - 全球美容销售额约为14亿美元，同比增长6.9%[34] 未来展望 - 公司计划在2024年加快推进多个重要的研发项目，包括Skryizi在溃疡性结肠炎的批准和Epkinly在非霍奇金淋巴瘤的潜在加速批准[16] - 公司计划在2024年加强美容业务，以应对美国市场趋势的改善和国际业务的持续执行[15] - 公司计划在2024年加强对多个新疾病领域的投资，预计这些新适应症将在下一个十年实现数十亿美元的销售潜力[18] - 公司计划在2024年加强对ImmunoGen和Cerevel的收购和整合，这两个机会代表了未来十年的巨大收入增长来源[17] - 公司预计在未来十年内，由于生物制剂渗透率和治疗线路扩展的动态性，免疫学市场仍将保持稳定增长[73] - 公司认为在未来几年内，免疫学市场将继续保持良好的增长率，尤其是Rinvoq将推动公司的增长[75] - Rinvoq预计将有多达五个新适应症，预计增长率将高于Skyrizi[78] 新产品和新技术研发 - 公司正在开发一种新的高效疗法，用于治疗帕金森病患者，该疗法已在日本和欧洲推出并取得良好的市场反应[116][117] - 916是公司的A beta抗体，具有长半衰期，潜在更高的效力和对β淀粉样蛋白的显著减少，有望实现皮下间隔给药[119] - 552是公司口服认知药物，目前处于第二阶段，预计在年底或明年初有结果[120] - Emraclidine是针对老年患者的治疗阿尔茨海默病精神症状的药物，目前处于早期阶段[121] 市场扩张和并购 - 公司计划在2024年的并购重点是免疫学、肿瘤学、神经科学、美学和眼科领域[163] - CEO继任计划将在业务表现达到高水平后进行，预计在未来四到六个月内完成过渡[83] 其他新策略 - 公司认为IRA谈判对医疗保险支出的影响将主要集中在医疗保险领域[97] - 中公司计划将药物进入卵巢癌的早期治疗领域，包括维持治疗和敏感人群[102][103] - 公司计划在早期治疗阶段进行研究，并与其他药物进行组合治疗[104][105]

The big jobs numbers out this week came from this morning’s U.S. Bureau of Labor Statistics' (BLS) Employment Situation report, which surprised to the upside in a major way: 353K new jobs created for January, nearly double the 180K or so analysts were looking for. A big upward revision for December accompanies this headline, from 216K originally reported to 333K today. These are far and away the strongest months for jobs gains in the past 12 months. The Unemployment Rate stayed at 3.7%, where it’s been for ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

The big jobs numbers out this week came from this morning’s U.S. Bureau of Labor Statistics' (BLS) Employment Situation report, which surprised to the upside in a major way: 353K new jobs created for January, nearly double the 180K or so analysts were looking for. A big upward revision for December accompanies this headline, from 216K originally reported to 333K today. These are far and away the strongest months for jobs gains in the past 12 months. The Unemployment Rate stayed at 3.7%, where it’s been for ...

营收情况 - AbbVie (ABBV) 2023年第四季度营收为143亿美元，同比下降5.4% [1] - 营收超出Zacks Consensus Estimate 1.78% [1] 每股收益 - 每股收益为2.79美元，较去年同期的3.60美元下降 [1] - 每股收益超出预期1.09% [1] 产品表现 - Humira在美国的净收入为27.4亿美元，较分析师平均预期的27亿美元高 [4] - Skyrizi在国际市场的净收入为2.89亿美元，同比增长67.1% [5] - Skyrizi在美国市场的净收入为21.1亿美元，同比增长50% [6] - Humira在国际市场的净收入为5.64亿美元，较分析师平均预期的4.83亿美元高 [7] 业务板块 - 眼科业务总净收入为5.85亿美元，较分析师平均预期的5.675亿美元高 [8] - 美容业务总净收入为13.7亿美元，较分析师平均预期的13.5亿美元高 [9] - 免疫学业务总净收入为69.5亿美元，较分析师平均预期的67.9亿美元高 [10] - 血液肿瘤学业务总净收入为15.1亿美元，较分析师平均预期的14.4亿美元高 [11] - 神经科学业务总净收入为20.9亿美元，同比增长22.5% [12] - 其他美容业务总净收入为3.19亿美元，较分析师平均预期的3.2625亿美元低 [13] - 其他神经科学业务总净收入为6600万美元，同比增长8.2% [14] - Rinvoq总净收入为12.6亿美元，较分析师平均预期的11.9亿美元高 [14]

Key PointsAbbVie's treatment for patent-cliff woes is working and has the company on track to return to growth soon. Humira continues to outperform, and the non-Humira portfolio is more robust than expected. The pipeline is robust and amplified by recently announced acquisitions expected to close this year. 5 stocks we like better than AbbVieAbbVie NYSE: ABBV is turning an important corner in 2024 and is on track to resume growth. Its Humira-related patent cliff aside, the business is stronger than ever, an ...

The fourth-quarter earnings season is in full swing for the drug and biotech sector.  The performance of the large drugmakers that have reported so far has been rather lukewarm, with most posting mixed results.Higher tax rates due to changes in global tax regulations, concerns around the economy and inflation, regular pipeline setbacks and the slow ramp-up of newer drugs are some concerns of drug developers. Uncertainty about the impact of Medicare drug price negotiations and the Federal Trade Commission’s ...

AbbVie第四季度业绩 - AbbVie第四季度每股收益为2.79美元，超过了Zacks Consensus Estimate的2.76美元[1] - AbbVie在过去四个季度中四次超过了市场预期的每股收益[2] - AbbVie第四季度营收为143亿美元，超过了Zacks Consensus Estimate的141亿美元[3] - AbbVie股价自年初以来上涨了约8.1%，表现优于标普500指数的涨幅[4]

Pharmaceuticals company AbbVie (NYSE: ABBV) reported its Q4 and full year financial results for 2023 this afternoon.The American medical R&D powerhouse had some setbacks in the year, including disappointing profits from their drug Humira, which lost significant market share to generic knockoffs in both the US and abroad in 2023. Full year resultsCopy link to sectionThe company reported net revenues of $54.318 billion, 6.4 percent less YoY than 2022, and diluted EPS of $2.72 for the full year on a GAAP basis ...