Assessing AbbVie (ABBV) Valuation After Immunology Strength Offsets Humira Patent Hit

Simply Wall St.02-01 13:31

AbbVie (ABBV) is back in focus after its latest results showed immunology therapies like Skyrizi and Rinvoq offset the hit from Humira's patent expiration, pushing revenue above analyst estimates ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2608020430?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/141885706-main-header/1756256222285","is_english":true,"pubTime":"2026-02-01 13:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2608020430","market":"hk","top_or_hot":-1,"title":"Assessing AbbVie (ABBV) Valuation After Immunology Strength Offsets Humira Patent Hit","media":"Simply Wall St.","content":"<div>\n<p>AbbVie (ABBV) is back in focus after its latest results showed immunology therapies like Skyrizi and Rinvoq offset the hit from Humira's patent expiration, pushing revenue above analyst estimates ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-abbv/abbvie/news/assessing-abbvie-abbv-valuation-after-immunology-strength-of\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing AbbVie (ABBV) Valuation After Immunology Strength Offsets Humira Patent Hit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing AbbVie (ABBV) Valuation After Immunology Strength Offsets Humira Patent Hit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-01 13:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-abbv/abbvie/news/assessing-abbvie-abbv-valuation-after-immunology-strength-of><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AbbVie (ABBV) is back in focus after its latest results showed immunology therapies like Skyrizi and Rinvoq offset the hit from Humira's patent expiration, pushing revenue above analyst estimates ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-abbv/abbvie/news/assessing-abbvie-abbv-valuation-after-immunology-strength-of\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2089283258.USD","symbol_name":"安联环球可持续基金Cl AM Dis","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-abbv/abbvie/news/assessing-abbvie-abbv-valuation-after-immunology-strength-of","article_id":"2608020430","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/141885706-main-header/1756256222285"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-abbv/abbvie/news/assessing-abbvie-abbv-valuation-after-immunology-strength-of","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608020430","pubTimestamp":1769923906,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"AbbVie (ABBV) is back in focus after its latest results showed immunology therapies like Skyrizi and Rinvoq offset the hit from Humira's patent expiration, pushing revenue above analyst estimates despite a miss on full-year EPS guidance.\nSee our latest analysis for AbbVie.\nAt a share price of $223.01, AbbVie has seen short term share price return softness over the past month alongside a 90 day share price return of 5.21%. Its 1 year total shareholder return of 25.34% and 5 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","ABBV":"艾伯维公司","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0122379950.USD":"贝莱德世界健康科学A2","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0058720904.USD":"联博国际健康护理基金A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC"},"translate_title":"免疫学实力抵消修美乐专利打击后评估艾伯维(ABBV)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ABBV":1.5},"content_text":"AbbVie (ABBV) is back in focus after its latest results showed immunology therapies like Skyrizi and Rinvoq offset the hit from Humira's patent expiration, pushing revenue above analyst estimates despite a miss on full-year EPS guidance. See our latest analysis for AbbVie. At a share price of $223.01, AbbVie has seen short term share price return softness over the past month alongside a 90 day share price return of 5.21%. Its 1 year total shareholder return of 25.34% and 5 year total shareholder return of 148.35% point to momentum that has built over time as investors weigh recent acquisitions, pipeline updates and policy headlines against the company’s long running cash generation and dividend profile. If AbbVie’s latest updates have you rethinking your healthcare exposure, it could be a good time to scan wider and compare it against pharma stocks with solid dividends. With AbbVie trading at $223.01 and sitting at a discount to some analyst targets and with an indicated intrinsic discount, the real question is whether you are looking at an undervalued cash generator or a stock that already reflects its future growth. AdvertisementMost Popular Narrative: 9.1% Undervalued With AbbVie at $223.01 versus a widely followed fair value view around $245, the key question is how its future drug mix and margins are being modeled.  Advancements and investments in neuroscience, including strong uptake of Vraylar, QULIPTA, Ubrelvy, and the emerging Parkinson''s portfolio align with growing demand for therapies addressing chronic neurological diseases in an aging population, supporting both revenue and long term earnings stability. AbbVie''s diversified and expanding late stage and early stage pipeline, coupled with consistent business development activity, positions the company to capitalize on the increasing adoption of biologics and specialty pharmaceuticals, which can reinforce premium pricing and protect net margins.  Read the complete narrative. Want to see what kind of revenue path and margin reset sit behind that fair value? The narrative leans on compound growth, richer mix, and a punchy future earnings multiple. Curious how those pieces fit together and what assumptions have to hold for that $245 figure? Result: Fair Value of $245.22 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, a heavier tilt toward a few key drugs, along with potential pricing or reimbursement pressure on therapies in immunology and neuroscience, could quickly challenge that underpriced cash generator view. Find out about the key risks to this AbbVie narrative.  Build Your Own AbbVie Narrative If you interpret the numbers differently or prefer to analyze the data on your own, you can build a custom view in just a few minutes with Do it your way. A great starting point for your AbbVie research is our analysis highlighting 3 key rewards and 5 important warning signs that could impact your investment decision. Looking for more investment ideas? If AbbVie has sharpened your focus on quality, do not stop here. The screener can quickly spotlight other opportunities that deserve a place on your watchlist.  Target reliable portfolio income by scanning these 12 dividend stocks with yields > 3% that already offer yields above 3% and may complement a healthcare heavy allocation. Spot tomorrow's potential growth stories early by reviewing these 3528 penny stocks with strong financials that meet stricter financial quality filters than the usual small cap names. Get ahead of major tech shifts by checking these 24 AI penny stocks that blend artificial intelligence exposure with the liquidity benefits of lower share prices.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608020430","isCrawlerRequest":true}