Van Fierce Farma:
Op dit moment is in de USA de JPM Biotch conferentie in volle gang. Denk dat Onno dit jaar niet welkom is maar weet t niet zeker. Feit is dat gisteren Abbvie de analisten en anderen verteld heeft hoe ze ervoor staan en wat ze tot 2025 van plan zijn.
Ze kijken zoals altijd erg naar USA. Zie de korte samenvatting. Humira USA gaat pas in 2023 uit patent maar er moet hard gewerkt worden om de omzet te verplaatsen naar hun koppeltje Skyrizi-Rinvoq.
Following AbbVie’s buyout of Allergan, CEO Richard Gonzalez spent his JPM presentation time by detailing how the company plans to grow past its massive Humira loss of exclusivity in 2023. Humira has played a key role in “defining the standard of care” in numerous diseases over the years, Gonzalez said, but multiple biosimilars are set to launch in the U.S. in 2023. Skyrizi and Rinvoq, two new immunology launches, are set to deliver $15 billion in sales by 2025, Gonzalez said, performing much of the “heavy lifting” in replacing Humira sales. Plus, the company’s multibillion-dollar hematology and neurology franchises are set to gain steam in the coming years, he said. Gonzalez anticipates AbbVie will return to revenue growth in 2024 and that the growth will pick up in 2025 and beyond.