AbbVie Wins Analyst Confidence With Q2 Beat, Diverse Portfolio Fuels Long-Term Growth Expectations
AbbVie Wins Analyst Confidence With Q2 Beat, Diverse Portfolio Fuels Long-Term Growth Expectations
On Thursday, AbbVie Inc. (NYSE:ABBV) reported second-quarter adjusted EPS of $2.65, down 8.9% year over year, beating the consensus of $2.57.
艾伯維公司（NYSE:ABBV）週四發佈了第二季度每股收益2.65美元，同比下降8.9％，超過2.57美元的共識。
Net revenues reached $14.46 billion, up 4.3%, beating the consensus of $14.03 billion. Sales were up 5.6% on an operational basis.
淨收入達到144.6億美元，上漲了4.3％，超過了140.3億美元的共識。銷售收入在運營基礎上上漲了5.6％。
Cantor Fitzgerald writes that quality 2Q24 earnings results support a positive investment thesis and increase confidence that growth will accelerate in 2025+. This high single-digit, above-market growth in 2025+ is not fully reflected in the stock's valuation yet.
康達菲茨傑寫道，優質的2Q24盈利結果支持積極的投資論點，並增加了2025年及以後增長將加速的信心。儘管2025年及以後的高個位數市場增長尚未完全反映在股票估值中，但這一點得到了支持。
The analyst reiterates the Overweight rating, with a price target of $200.
分析師重申超配（Overweight）評級並給出200美元的價格目標。
Truist Securities maintains the Buy rating and increases the price target from 195 to $210. The analyst sees strong performance across AbbVie's diversified portfolio and potential for ongoing growth into the end of the decade.
Truist Securities維持買入評級並將價格目標從195美元提高到210美元。分析師看到了艾伯維公司多元化組合的強勁表現和持續增長的潛力。
Despite IRA's impact on Humira and Imbruvica, AbbVie continues to be set up for long-term growth led by key growth drivers Skyrizi and Rinvoq and ongoing momentum for the current portfolio of products and pipeline.
儘管IRA對Humira和Imbruvica產生了影響，但由關鍵業務的增長驅動，艾伯維公司仍然有着長期增長的潛力。其中包括Skyrizi和Rinvoq具有持續動力及現有產品和管線的勢頭。
Despite expectations for continued strong performance in Immunology, Goldman Sachs notes that Skyrizi and Rinvoq will maintain their growth momentum, driven by new-to-brand prescription (NBRx) trends indicating the potential for increased market share in inflammatory bowel disease (IBD) and the significant role of mechanism-of-action switching, particularly among CVS/biosimilar patients.
儘管預計免疫學領域的表現將繼續強勁，但高盛指出Skyrizi和Rinvoq將保持其增長勢頭，這將受到新的獨立處方（NBRx）趨勢的推動，表明在炎症性腸病（IBD）市場份額有可能增加，機制作用切換則在CVS /仿製藥患者中發揮着重要作用。由於這種治療途徑對艾伯維公司具有優勢，目前的預測並未完全反映這一點。
This treatment pathway, which is advantageous for AbbVie, is not fully reflected in current forecasts.
這種治療途徑對艾伯維公司非常有利，但目前的預測並未完全反映這一點。
AbbVie's long-term growth outlook remains strong. Despite challenges in the aesthetics sector, management has assured that the Cerevel acquisition will close soon, possibly next week.
艾伯維公司的長期增長前景仍然強勁。儘管在美容業務方面存在一些挑戰，但管理層已經確保了Cerevel的收購，可能會在下週關閉。
This development addresses a significant uncertainty and positions the company for several potential high-impact data catalysts in the second half of 2024 and into 2025.
這一進展解決了一個重大不確定因素，併爲公司在2024年下半年和2025年產生了幾個潛在的高影響數據觸發器，爲未來奠定了基礎。
Goldman Sachs increases the price target from $190 to $200, reiterating the Buy rating.
高盛將評級從買入提高到增持，並將價格目標從190美元提高到200美元。
Needham writes that AbbVie reported a strong bounceback in the aesthetics business during the second quarter but reported some unexpected softness in the U.S. market.
Needham寫道，艾伯維公司在第二季度的美容業務出現強勁反彈，但在美國市場報告了一些意外的疲軟。
AbbVie reported lower-than-expected procedure growth and made some slight downward adjustments to their aesthetics guidance due to slower-than-expected near-term growth.
艾伯維公司報告稱，由於近期增長速度未達預期，手術增長低於預期，因此對其美容業務的指導做出了輕微下調。
Price Action: ABBV stock is up 2.08% at $185.96 at last check Friday.
股票ABBV在上週五收盤時上漲2.08％至185.96美元。
Photo via Shutterstock
圖片來自shutterstock。
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譯文內容由第三人軟體翻譯。