AbbVie's (ABBV) ob-xyoo caum Humira monopoly tuaj txog rau hnub Tuesday tom qab Amgen (AMGN) launched nws biosimilar knockoff ntawm 55% luv nqi rau tus thawj. Tab sis AbbVie Tshuag nce qib.
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Lub biosimilar hu ua Amjevita yog thawj zaug ntaus Asmeskas lag luam. Tab sis los ntawm kev cuam tshuam nrog AbbVie, ib qho ntawm tes ntawm lwm tus kuj tseem yuav tshaj tawm xyoo no.
Biosimilars yog cov nqi qis dua ntawm cov tshuaj biologic. Thawj Humira biosimilars tau tsim tawm hauv Tebchaws Europe hauv xyoo 2018 thiab AbbVie pom kev muag khoom ntawm nws cov neeg ua lag luam loj tshaj plaws - kev kho mob rau ntau tus neeg mob - poob qis.
Murdo Gordon, Amgen tus lwm thawj coj ntawm kev lag luam lag luam thoob ntiaj teb tau hais tias "Nrog peb cov ntaub ntawv teev tseg ntawm kev tsim thiab tsim cov tshuaj biologics thiab ntau xyoo ntawm kev paub hauv kev mob, Amgen yog qhov tshwj xeeb los muab cov tshuaj biosimilar thaum txo cov nqi,"
On hnub no lub khw lag luam, AbbVie Tshuag tau nce 1.4% kaw ntawm 147.75. Amgen Tshuag nce 0.3% thiab kaw ntawm 252.40.
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AbbVie tsis txaj muag deb ntawm kev sib tw Humira looming. Thaum lub rooj sib tham JP Morgan Healthcare lub hlis no, Thawj Tswj Hwm Richard Gonzalez tau hu US biosimilar launches "qhov xwm txheej uas peb txhua tus tau npaj ntev rau ntawm no ntawm AbbVie."
Nws cia siab tias yuav tshaj tawm biosimilars los ntawm cov tuam txhab xws li Amgen, Organon (OGN), Boehringer Ingelheim thiab Pfizer (PFE) cuam tshuam rau AbbVie qhov kev ua tau zoo nyob ze. Amgen hais tias nws yuav muab Amjevita ntawm ob tus nqi - 5% thiab 55% hauv qab daim ntawv teev nqi rau Humira. Cov nqi sib txawv muab kev xaiv rau cov phiaj xwm kev noj qab haus huv thiab cov kws saib xyuas kev noj qab haus huv.
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Evercore ISI tus kws tshuaj ntsuam Umer Raffat hais tias 5% luv nqi version yuav zoo li pom kev ua tau zoo dua li "nws muab nyiaj rov qab ntau dua rau tus neeg nruab nrab."
Lub caij no, AbbVie Tshuag tau ntaus cov skids txij thaum Lub Ib Hlis. Shares tau kov qhov taw tes siab rau Lub Ib Hlis 6 ntawm 168.11, NW nyuam qhuav tawm ntawm ib qho saucer-nrog-kov muas point ua 167.85. Tab sis qhov kev tawm tsam tau dhau los ua ib qho flop thiab cov khoom lag luam tau poob txij li 13% hauv qab qhov taw tes siab.
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AbbVie's Gonzalez hais tias Humira muaj rau ntau dua 90% ntawm cov neeg hauv Asmeskas nrog kev pov hwm. Nws kuj tau hais tias lub tuam txhab tau ua haujlwm zoo los nqus qhov cuam tshuam ntawm Humira tsis suav nrog thiab rov qab mus rau kev loj hlob hauv 2025.
"Thaum peb tshaj tawm txoj cai 2023 cov lus qhia ntawm lub quarter thib plaub, nws yog ib qho tseem ceeb uas yuav tsum nco ntsoov tias qhov qis kawg ntawm peb (cov nyiaj tau los ntawm ib feem) qhov kev kwv yees yuav sawv cev rau cov nyiaj tau los rau lub tuam txhab," nws hais thaum lub rooj sib tham.
Tam sim no, AbbVie cov kws tshuaj ntsuam xyuas los ntawm FactSet cia siab tias AbbVie yuav tau txais $ 11.74 hauv 2023, poob ntawm 15% piv rau kev kwv yees rau 2022. Lawv kuj hu rau Humira muag ntawm $ 13.35 nphom xyoo no, poob 37% piv nrog kev cia siab rau xyoo tas los.
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
KOJ UA LI CAS:
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Tau qhov twg los: https://www.investors.com/news/technology/abbvie-stock-the-20-year-humira-monopoly-ends-so-what-is-next/?src=A00220&yptr=yahoo