규제🔥진행 중
ABBV의 Juvmo, 파킨슨병 적응증 FDA 승인…주가는 소폭 하락
FDA, 파킨슨병 치료제 1일 1회 경구용 Juvmo 승인…애널리스트들은 50억 달러 이상 잠재력 전망
첫날 -0.3% · 현재까지 -1.6%
›전개 과정 3회
- 2026-09-25 FDA 웹사이트에 승인 표시, 애브비 포트폴리오에 새 성장 동력 추가
- 2026-09-28 선택적 D1/D5 작용제인 JUVMO의 FDA 승인, 애널리스트는 수십억 달러 매출 잠재력 전망
- 2026-09-29 FDA, 파킨슨병 치료제 1일 1회 경구용 Juvmo 승인…애널리스트들은 50억 달러 이상 잠재력 전망
규제호재
ABBV's RINVOQ Wins EU Approval for Juvenile Idiopathic Arthritis영어 원문
EU approval expands label to pJIA patients aged 2+, bolstering immunology pipeline
첫날 +0.3% · 5일 후 -0.7%
제품호재
ABBV's Qulipta Scores Another Clinical Win, Expansion in Sight영어 원문
New trial data supports further label expansion for Qulipta, strengthening migraine franchise
첫날 +1.6% · 5일 후 +3.5%
›전개 과정 3회
- 2026-09-10 New indication could expand neuroscience pipeline, pending regulatory approval
- 2026-09-11 Positive LUNA Phase 3 data addresses unmet need in menstrual migraine, potentially broadening the migraine franchise
- 2026-09-19 New trial data supports further label expansion for Qulipta, strengthening migraine franchise
애널리스트
ABBV Presents at Morgan Stanley Healthcare Conference; Citadel Boosts Stake Over 500%영어 원문
Company presented at conference while Citadel raised stake by 500%+ in Q2, signaling confidence in defensive qualities and dividend strength
첫날 +0.5% · 5일 후 +0.8%
기업
ABBV Executives Detail Apogee Integration and Immunology Pipeline Growth Strategy영어 원문
Executives cite clear line of sight to strong growth into next decade, highlighting expansion across immunology, neuroscience, oncology and obesity
첫날 +0.5% · 5일 후 +0.8%
M&A·자금조달
Multiple Institutions Trim ABBV Stakes in Q2, Some Cut Deeply영어 원문
Institutional repositioning reflects holdings changes, not fundamental signal
첫날 -3.0% · 5일 후 +5.7%
›전개 과정 2회
- 2026-09-08 Cullinan, Flputnam, GTS, Meiji Yasuda among filers reducing stakes, signaling institutional repositioning
- 2026-09-10 Institutional repositioning reflects holdings changes, not fundamental signal
기업호재
ABBV Highlights Growth Pipeline at Wells Fargo Healthcare Conference영어 원문
Executives outline growth plans across immunology, oncology, neuroscience; SKYRIZI and RINVOQ momentum continues
첫날 +0.4% · 5일 후 -3.0%
›전개 과정 2회
- 2026-08-31 Company announcement confirms management speaking at Sept 9 industry conference, potential business update.
- 2026-09-09 Executives outline growth plans across immunology, oncology, neuroscience; SKYRIZI and RINVOQ momentum continues
기업
AbbVie Ventures Participates in Cloverleaf Bio's $33M Seed Round영어 원문
AbbVie Ventures strategically invests in RNA-based cancer therapeutics, expanding oncology pipeline
첫날 -3.0% · 5일 후 +5.7%
M&A·자금조달
Multiple Institutions Initiate or Increase ABBV Positions in Q2영어 원문
Multiple asset managers disclosed Q2 13F holdings changes, showing institutional allocation adjustments in ABBV
첫날 -3.0% · 5일 후 +5.7%
›전개 과정 2회
- 2026-09-05 Kinloch Capital, AFT Forsyth, and Cooper Haims Advisors each disclosed new stakes, consistent with recent institutional accumulation
- 2026-09-07 Multiple asset managers disclosed Q2 13F holdings changes, showing institutional allocation adjustments in ABBV
M&A·자금조달호재
ABBV Completes Apogee Acquisition, Bolsters Immunology Pipeline영어 원문
Company announcement confirms deal closure, adding late-stage asset zumilokibart
첫날 -0.6% · 5일 후 -1.2%
제품호재
ABBV's Etentamig Meets Phase 3 Goals, Significantly Improves Outcomes in Myeloma영어 원문
Company release and Reuters confirm improved response and reduced progression risk
첫날 -0.6% · 5일 후 -1.2%
M&A·자금조달
Multiple Institutions Add or Adjust ABBV Positions in Q2영어 원문
BOK, Chancellor, Compass, Danica, Danske among institutions disclosing new or adjusted ABBV positions in 13F filings
첫날 +0.4% · 5일 후 -3.0%
M&A·자금조달
Institutional Holdings Rise; Ken Griffin Adds ABBV Stake영어 원문
Multiple institutions increased positions, reflecting heightened investor interest.
첫날 +0.5% · 5일 후 -2.2%
8-K 공시
8-K: 기타 주요 사항
첫날 +2.7% · 5일 후 -1.2%
애널리스트호재
Wolfe Research Upgrades ABBV to Outperform, PT $300영어 원문
Analyst upgrade signals positive outlook, may boost sentiment
첫날 +0.8% · 5일 후 +4.4%
애널리스트
Wolfe Research: 투자의견 상향 → Outperform
첫날 +0.8% · 5일 후 +4.4%
M&A·자금조달
AbbVie to Acquire Apogee for $10.6B, Adds $8B Debt영어 원문
Large M&A financing may impact leverage; dividend sustainability in focus
첫날 +0.9% · 5일 후 +3.5%
M&A·자금조달악재
Gabelli Funds Cuts AbbVie Stake by 31.5%영어 원문
Bill Few cuts 9.4%, BDF Gestion cuts 10.1%
첫날 -0.9% · 5일 후 -4.6%
›전개 과정 3회
- 2026-07-27 SEC filing shows Gabelli reduced 25,600 shares, leaving 55,613, a standalone institutional move.
- 2026-07-27 SEC filing shows Gabelli reduced stake, but single source, no new facts, absorbed.
- 2026-08-06 Bill Few cuts 9.4%, BDF Gestion cuts 10.1%
애널리스트
Erste Group: 투자의견 상향 → Buy
첫날 +1.0% · 5일 후 +1.0%
8-K 공시
8-K: 기타 주요 사항
첫날 +1.0% · 5일 후 +1.0%
실적악재
AbbVie beats Q2 estimates, cuts FY profit forecast영어 원문
Q2 rev ~$17B +10.2% YoY; Skyrizi +24% to $5.5B; FY rev view raised $300M to ~$67.6B; adj EPS cut to ~$13.8
첫날 -2.5% · 5일 후 -2.0%
›전개 과정 3회
- 2026-07-31 Q2 GAAP EPS up 290.4%, adjusted EPS up 22.9%; trims FY26 profit forecast on Apogee buy
- 2026-07-31 Revenue and EPS beat, but Apogee deal cuts FY outlook, pressuring shares
- 2026-08-03 Q2 rev ~$17B +10.2% YoY; Skyrizi +24% to $5.5B; FY rev view raised $300M to ~$67.6B; adj EPS cut to ~$13.8
실적
실적 발표
첫날 -2.5% · 5일 후 -2.0%
8-K 공시
8-K: 실적 공시
첫날 -2.5% · 5일 후 -2.0%
실적악재
AbbVie posts $16.99 billion in Q2 revenue, trims full-year EPS guide to $13.87-$14.07영어 원문
Skyrizi and Rinvoq keep driving growth as acquisition-related expenses reshape the earnings outlook.
첫날 -2.5% · 5일 후 -2.0%
제품호재
EU Approves RINVOQ for Non-Segmental Vitiligo영어 원문
First systemic vitiligo drug approved in EU; stock hits 52-week high, reflecting positive market response
첫날 +0.0% · 5일 후 -6.5%
›전개 과정 2회
- 2026-07-29 First EU-approved systemic med for NSV, backed by Phase 3 data
- 2026-07-30 First systemic vitiligo drug approved in EU; stock hits 52-week high, reflecting positive market response
기업
Sarepta Names Former AbbVie President as CEO영어 원문
Multiple sources confirm 52-week highs, focus ahead of Q2 earnings
첫날 -0.9% · 5일 후 -4.6%
›전개 과정 2회
- 2026-07-27 Former AbbVie exec Severino to lead Sarepta, executive change draws industry attention.
- 2026-07-29 Multiple sources confirm 52-week highs, focus ahead of Q2 earnings
M&A·자금조달
Institutional Moves: AIA Raises Stake 23.4%, Dimensional Cuts 10.5%영어 원문
ABN Amro +80.6%, Andra AP +44.2%, Baader Bank +560.7%, continuing institutional stake changes.
첫날 -0.4% · 5일 후 +1.4%
›전개 과정 3회
- 2026-07-20 Two institutions took opposite positions on ABBV last quarter, showing divergent views.
- 2026-07-21 Multiple Q1 institutional moves, adding two new holders' increases to existing event
- 2026-07-22 ABN Amro +80.6%, Andra AP +44.2%, Baader Bank +560.7%, continuing institutional stake changes.
M&A·자금조달호재
AbbVie to Acquire Apogee for $10.9B in Debt-Funded Deal영어 원문
Deal funded with debt, leaving cash intact; dividend program expected to continue.
첫날 -0.4% · 5일 후 +1.4%
