Market Competition Analysis: AbbVie vs. Abivax
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy ABBV?
Source: NASDAQ.COM
- AbbVie's Market Position: As one of the largest pharmaceutical companies globally, AbbVie has established itself in immunology with products like Humira, Skyrizi, and Rinvoq; despite Humira losing patent exclusivity, Skyrizi and Rinvoq ranked fifth and fifteenth in global sales in the first half of 2025, ensuring consistent revenue and earnings for the company.
- Abivax's Potential: Abivax, a clinical-stage biotech firm, currently generates no revenue and is unprofitable, yet its candidate drug obefazimod shows promising clinical data for ulcerative colitis treatment, potentially disrupting the market.
- Investment Risks and Rewards: Investors choosing AbbVie can benefit from stable dividend income, being a
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Analyst Views on ABBV
Wall Street analysts forecast ABBV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ABBV is 253.26 USD with a low forecast of 218.00 USD and a high forecast of 289.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
15 Buy
7 Hold
0 Sell
Moderate Buy
Current: 219.020
Low
218.00
Averages
253.26
High
289.00
Current: 219.020
Low
218.00
Averages
253.26
High
289.00
About ABBV
AbbVie Inc. is a global, diversified research-based biopharmaceutical company. It is engaged in research and development, manufacturing, commercialization and sale of medicines and therapies. Its product portfolio includes Immunology, Oncology, Aesthetics, Neuroscience, Eye Care and Other Key Products. Immunology products include rheumatology, dermatology and gastroenterology. Oncology products include Imbruvica, Venclexta/Venclyxto, Elahere and Epkinly. Aesthetics portfolio consists of facial injectables, plastics and regenerative medicine, body contouring, and skincare products. Its Neuroscience products include Botox Therapeutic, Vraylar, Duopa and Duodopa, Ubrelvy, and Qulipta. Eye Care products include Ozurdex, Lumigan/Ganfort, Alphagan/Combigan, Restasis, and other eye care. Other key products include Mavyret/Maviret, Creon, and Linzess/Constella. Its investigational candidate, bretisilocin, is for the treatment of patients with moderate-to-severe major depressive disorder (MDD).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Cost Savings: Ed DeVaney, President of CVS Caremark, stated that the company has generated $1.5 billion in gross savings for customers and members by replacing Humira with biosimilars, demonstrating the value of formulary tools in driving competition.
- High Transition Success Rate: CVS Caremark reported that 96% of its clients using Humira successfully transitioned to a biosimilar, indicating effective support and guidance provided during the medication switch process.
- Formulary Update Process: CVS Specialty proactively contacts prescribers and patients during formulary changes to explain updates and guide them through the transition, ensuring patients receive timely access to necessary treatments.
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- Earnings Beat Expectations: Although earnings per share fell 25% year-over-year to $1.26, it still exceeded estimates of $1.12, reflecting effective cost control and margin improvement strategies that further solidify its market position.
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See More
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- Increased R&D Investment: The company boosted R&D spending by nearly $1 billion, funding 90 clinical programs and over $5 billion in business development in immunology, neuroscience, and oncology, indicating a commitment to innovation and long-term growth.
- Sales Growth Outlook: Management expects total sales growth of 9.5% for 2026, forecasting net revenues of approximately $67 billion, with key products Skyrizi and Rinvoq projected to generate $21.5 billion and $10.1 billion, respectively, reflecting strong market demand and product competitiveness.
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See More
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- Biosimilar Introduction: CVS Health announced that starting April 1, 2026, it will add osteoporosis biosimilars Ospomyv and Stoboclo, along with generic teriparatide products Bonsity and Tymlos, to its major national commercial formularies, providing patients with more cost-effective treatment options.
- Significant Cost Savings: Ed DeVaney, President of CVS Caremark, stated that the company has generated $1.5 billion in gross savings for customers and members by replacing Humira with biosimilars, demonstrating the value of formulary tools in driving competition.
- High Transition Success Rate: CVS Caremark reported that 96% of its clients using Humira successfully transitioned to a biosimilar, indicating effective support and guidance provided during the medication switch process.
- Formulary Update Process: CVS Specialty proactively contacts prescribers and patients during formulary changes to explain updates and guide them through the transition, ensuring patients receive timely access to necessary treatments.
See More
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- Strong Earnings Report: Bristol Myers Squibb reported fourth-quarter revenue of $12.5 billion, a 1% increase year-over-year, surpassing the $12.28 billion expected by analysts, which enhances investor confidence in the company's stability in drug sales.
- Earnings Beat Expectations: Although earnings per share fell 25% year-over-year to $1.26, it still exceeded estimates of $1.12, reflecting effective cost control and margin improvement strategies that further solidify its market position.
- Optimistic 2026 Outlook: The company forecasts revenue between $46 billion and $47.5 billion for 2026, exceeding the $44.16 billion expected by the market, indicating confidence in future growth, particularly driven by the new drug Cobenfy.
- Cost-Saving Commitment: Bristol Myers is committed to achieving approximately $1 billion in cost savings in 2025 and plans to save another $1 billion over the next two years, which will enhance the company's profitability and competitive edge in the market.
See More
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Stock Performance: AbbVie Inc. (NYSE: ABBV) stock has seen a decline despite strong quarterly performance and better-than-expected guidance, raising questions about potential price pullbacks, although it is well-supported by market trends.
Revenue Growth: The company reported solid revenue growth, particularly in its immunology segment, with significant contributions from key products, indicating a robust market presence and potential for continued expansion.
Analyst Sentiment: Analysts have responded favorably to AbbVie's 2026 guidance, highlighting double-digit growth in key product lines and suggesting a positive outlook for the company's future performance.
Investment Recommendations: Institutional activity remains strong, with a majority ownership in the stock, and analysts recommend buying AbbVie shares, anticipating a price target increase to $250, with potential for even higher valuations.
See More
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- Acquisition Agreement: Texas Instruments is set to acquire Silicon Labs for $231 per share in an all-cash transaction valued at $7.5 billion, which not only boosts Silicon Labs' market valuation but also enhances Texas Instruments' competitive edge in the semiconductor sector.
- Positive Market Reaction: Following the acquisition announcement, Silicon Labs' stock surged by 49%, indicating strong investor confidence in the deal and reflecting optimistic expectations for consolidation within the semiconductor industry.
- Strong Earnings Performance: Silicon Labs reported an adjusted EPS of 56 cents for Q4, slightly above the consensus estimate of 55 cents, demonstrating stable financial performance that enhances the attractiveness of the acquisition.
- Industry Consolidation Trend: This acquisition represents a strategic move for Texas Instruments to expand its product line and signifies an acceleration in semiconductor industry consolidation, potentially triggering more similar deals that could reshape the market landscape.
See More
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- Earnings Report: Bristol Myers Squibb's fourth-quarter earnings revealed ongoing challenges in its legacy drug business.
- Stock Performance: Despite the reported weaknesses, the company's shares experienced an increase.
See More
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- Record Performance: AbbVie reported adjusted earnings per share of $10 and total net revenues of $61.2 billion for 2025, exceeding initial guidance by $2 billion, demonstrating the company's strong market adaptability despite $16 billion erosion from Humira.
- Increased R&D Investment: The company boosted R&D spending by nearly $1 billion, funding 90 clinical programs and over $5 billion in business development in immunology, neuroscience, and oncology, indicating a commitment to innovation and long-term growth.
- Sales Growth Outlook: Management expects total sales growth of 9.5% for 2026, forecasting net revenues of approximately $67 billion, with key products Skyrizi and Rinvoq projected to generate $21.5 billion and $10.1 billion, respectively, reflecting strong market demand and product competitiveness.
- Optimistic Market Prospects: Despite facing Humira erosion and economic pressures, management maintains an optimistic outlook for the future, emphasizing that a diversified product portfolio and strategic investments will support sustained high single-digit revenue growth, projected to continue through 2029.
See More
