Q2 2025 AbbVie Inc Earnings Call Transcript
Key Points
- AbbVie Inc (ABBV) delivered adjusted earnings per share of $2.97, exceeding guidance by $0.11.
- Total net revenues were $15.4 billion, surpassing expectations by over $400 million.
- Sales growth of 22% from the ex-Humira platform, with Skyrizi and Rinvoq on track to deliver more than $25 billion in combined sales this year.
- Strong double-digit growth in neuroscience driven by Vraylar, Vyalev, and the migraine portfolio.
- Raised full-year revenue guidance to $60.5 billion, an increase of $800 million, and adjusted EPS guidance to between $11.88 and $12.08.
- Humira global sales declined by 58.2% due to biosimilar competition.
- Aesthetics segment saw an 8% decline in global sales, impacted by economic challenges and lower consumer sentiment.
- Imbruvica sales decreased by 9.5% due to competitive dynamics in CLL.
- Concerns about the impact of Stelara biosimilar on Skyrizi and Rinvoq, though mitigated by strong product profiles.
- Potential uncertainties regarding future tariffs and their impact on 2026, pending policy details.
Good morning and thank you for standing by. Welcome to AbbVie second-quarter 2025 earnings conference call. (Operator Instructions) Today's call is also being recorded. If you have any objections, you may disconnect at this time.
I would now like to introduce Ms. Liz Shea, Senior Vice President of Investor Relations. Ma'am, you may begin.
Thank you. Good morning and thanks for joining us. Also on the call with me today are Rob Michael, Chairman and Chief Executive Officer; Jeff Stewart, Executive Vice President, Chief Commercial Officer; Roopal Thakkar, Executive Vice President, Research and Development, Chief Scientific Officer; and Scott Reents, Executive Vice President, Chief Financial Officer.
Before we get started, I'll note that some statements we make today may be considered forward-looking statements based on our current expectations. AbbVie cautions that these forward-looking statements are subject to risks and uncertainties that may cause actual results to differ
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