AbbVie (ABBV)

Este hombre creo que es, en SA, uno de los que más y mejor entiende el sector, y es reacio desde hace ya un tiempo y en este momento sigue sin hacerle “ilusión” la criatura.

Ya veremos, como sugiere en su texto, habrá que dejar que se asiente el polvo.

https://seekingalpha.com/article/4278534-abbvie-wants-allergan-changes-stock?source=2800:read_now&app=1&dr=1

Un saludo.

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Es bueno, hace tiempo que le sigo.
Esta claro que el mercado de los genéricos y las Mid Farmas anda revuelto. Hoy la union de Pfizer + Mylan para sinergias ha de poner encima de la mesa nuevas fusiones.

Pero la idea es que quienes tienen el dinero son cada vez mas viejos. Los Estados han delegado el i+d+i de la Medicina en compañias privadas. Cada vez vamos a necesitar mas medicamentos (a un coste u otro).
La reestructuracion de Abbv llevara tiempo, pero habra que ir viendo las sinergias.

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Para leer un rato.

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Resultados segundo trimestre de 2019 (26/07/2019):

  • Announced a Definitive Transaction Agreement to Acquire Allergan, Significantly Expanding and Diversifying AbbVie’s Revenue Base with New Therapeutic Areas and Enhancing Long-Term R&D Funding Capacity to Allow for Continued Investment in Innovative Science
  • Diluted EPS of $0.49 on a GAAP Basis; Adjusted Diluted EPS of $2.26
  • Net Revenues Were $8.255 Billion, a Decrease of 0.3 Percent on a GAAP Basis; Adjusted Net Revenues Were Flat on a Reported Basis and Increased 1.5 Percent Operationally
  • U.S. HUMIRA Net Revenues Were $3.793 Billion, an Increase of 7.7 Percent; Internationally, HUMIRA Net Revenues Were $1.077 Billion, a Decrease of 35.2 Percent on a Reported Basis, or 31.0 Percent Operationally, Due to Biosimilar Competition
  • Net Revenues From the Hematologic Oncology Portfolio Were $1.268 Billion, an Increase of 38.7 Percent on a Reported Basis, or 39.1 Percent Operationally; Second-Quarter Global IMBRUVICA Net Revenues Were $1.099 Billion, an Increase of 29.3 Percent, with U.S. Net Revenues of $886 Million and International Profit Sharing of $213 Million; Global VENCLEXTA Net Revenues Were $169 Million
  • Global HCV Net Revenues Were $784 Million, a Decrease of 19.4 Percent on a Reported Basis, or 17.1 Percent Operationally
  • Updates 2019 GAAP Diluted EPS Guidance Range From $7.26 to $7.36 to $5.69 to $5.79, Representing Growth of 56.8 Percent at the Midpoint, Inclusive of a Non-cash Charge for SKYRIZI Contingent Consideration Following Regulatory Approvals in the Second Quarter; Raises 2019 Adjusted Diluted EPS Guidance Range From $8.73 to $8.83 to $8.82 to $8.92, Representing Growth of 12.1 Percent at the Midpoint
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AbbVie had not returned a request for pricing information by press time

AbbVie prices Rinvoq at $59K/year

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Cuatro meses después, por encima del precio que tenía justo antes del talegazo de la compra de Allergan. Tiene el gap cubierto, ahora a ver si lo cierra. Poco a poco y sin hacer ruido se ha recuperado del palo, a corto es posible que una vez ha cerrado el gap sufra presión en la zona y retroceda algo o se frene marcando la zona en lateral. Pero parece que tiene margen por delante. Ya se verá lo que termina haciendo.

Un saludo.

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Si antes hablo … lo ha cubierto pero no lo ha cerrado. Realmente pesa mucho la referencia zonal de un gap tan bestia y la presión era de esperar. A ver si no se desmonta mucho, porque la vela que ha dejado al final ha sido fea.

Un saludo.

Mas bien algo de nerviosismo creo…
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Para los que les gusto ayer lo de Altria y la maquina de helados del bar

Hoy Abbvie reporta esto:
Net Income: $1,884M (-31.4%); EPS: $1.26 (-30.4%); non-GAAP Net Income: $3,468M (+6.5%); non-GAAP EPS: $2.33 (+8.9%).

¿Cuanto ha ganado Abbvie? :thinking:

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Podemos hablar de GAAP o non-GAAP lo que queramos, pero lo que está claro es que la compra de Stemcentrx por 6,000 millones de USD ha sido una buena c***da. Que se refleje de una forma u otra en los beneficios o el balance no cambia el hecho de que, en este caso, el capital allocation haya sido nefasto.

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Han hecho una pequeñita amortización…

M*

AbbVie reported third-quarter results largely in line with our expectations, and we don’t expect any major changes to our fair value estimate (102$). We continue to view the firm as undervalued, with the market not likely fully appreciating its next-generation immunology and cancer drugs.

However, despite the strength of these new drugs, we continue to view AbbVie with a narrow moat (lower than its wide moat peer group average) largely due to the heavy biosimilar pressure to immunology drug Humira over the next four years.

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  • Reports Full-Year Diluted EPS of $5.28 on a GAAP Basis, an Increase of 44.3 Percent; Adjusted Diluted EPS of $8.94, an Increase of 13.0 Percent
  • Full-Year Net Revenues Were $33.266 Billion, an Increase of 1.6 Percent on a GAAP Basis; Adjusted Net Revenues Grew 2.7 Percent Operationally; Excluding the Unfavorable Impact of International HUMIRA Net Revenues Due to Biosimilar Competition, Full-Year Adjusted Net Revenues Grew 9.9 Percent Operationally
  • Full-Year U.S. HUMIRA Net Revenues Were $14.864 Billion, an Increase of 8.6 Percent; Internationally, HUMIRA Net Revenues Were $4.305 Billion, a Decrease of 31.1 Percent on a Reported Basis, or 27.8 Percent Operationally, Due to Biosimilar Competition
  • Full-Year Global Net Revenues From the Hematologic Oncology Portfolio Were $5.466 Billion, an Increase of 39.0 Percent on a Reported Basis, or 39.3 Percent Operationally; Full-Year Global IMBRUVICA Net Revenues Were $4.674 Billion, an Increase of 30.2 Percent, with U.S. Net Revenues of $3.830 Billion and International Profit Sharing of $844 Million; Global VENCLEXTA Net Revenues Were $792 Million
  • Full-Year Global SKYRIZI Net Revenues Were $355 Million; Global RINVOQ Net Revenues Were $47 Million; AbbVie Expects SKYRIZI and RINVOQ Combined Revenues of Approximately $1.700 Billion in 2020
  • Reports Fourth-Quarter Diluted EPS of $1.88 on a GAAP Basis; Adjusted Diluted EPS of $2.2
  • Fourth-Quarter Net Revenues Were $8.704 Billion, an Increase of 4.8 Percent on a GAAP Basis, or 5.3 Percent Operationally; Excluding the Unfavorable Impact of International HUMIRA Net Revenues Due to Biosimilar Competition, Fourth-Quarter Net Revenues Grew 11.0 Percent Operationally
  • AbbVie and Allergan Announce Agreements to Divest Brazikumab and Zenpep; AbbVie Expects to Close the Pending Allergan Transaction in the First Quarter 2020
  • Provides Standalone 2020 GAAP Diluted EPS Guidance Range of $7.66 to $7.76, Representing Growth of 46.0 Percent at the Midpoint; Provides Standalone 2020 Adjusted Diluted EPS Guidance Range of $9.61 to $9.71, Representing Growth of 8.1 Percent at the Midpoint; Expects Standalone 2020 Revenue Growth Approaching 8.0 Percent on an Operational Basis
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Beat and raise

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A un Chowder le gusta esto

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Han confirmado 1.18$ para el dividendo de Mayo. +0.0% Q/Q, +10.28% Y/Y.

Un saludo.

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Ha confirmado 1.18$ para el dividendo de Agosto. +0.0% Q/Q, +10.28% Y/Y.

https://news.abbvie.com/news/press-releases/abbvie-declares-quarterly-dividend-1-2-3-4-5-6-7-8-9-10-11-12-13.htm

Un saludo.

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Bueeno, ya tengo para invitar a mi señora a degustar un buen pescado durante nuestras vacaciones en Cantabria.

Salu2

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