CLAIM #2585 · AbbVie Inc (ABBV) · 2025Q1 earnings call · Apr 25, 2025 · due Dec 31, 2026
“So we expect that to start to develop over that ’26 time period.”
Jeff Stewart · Chief Commercial Officer
How to check this claim
Look at: Humira revenue year-over-year impact/headwind to AbbVie's total company revenue growth
It came true if: Humira erosion no longer cited as a meaningful drag on total company revenue growth (i.e., company commentary indicates Humira headwind has become immaterial to overall growth) during fiscal 2026
Where: Company quarterly earnings releases and management commentary on earnings calls (revenue bridge/growth drivers discussion), fiscal 2026
In context
“of competitors that may come in. And then my thoughts on the Humira tail. Again, as I highlighted and Scott highlighted in his remarks, we are seeing a bit of faster erosions as the biosimilar start to play out. And this is, of course, the third year of the biosimilar event. So it's really not too surprising. We also do continue to see the molecule continue to erode. So as we look and we don't have full visibility and we'll be monitoring the 26 access as we go throughout the year. We do expect it to step down again. Just makes sense. That will be the fourth full year. So we'll have deeper visibility of that tail sometime over the course of the year. But as we said before, the real impact of the tail is when Humira does not have a meaningful headwind to our overall growth as a corporation. So we expect that to start to develop over that ’26 time period. Okay. Operator: Next we'll go to the line of Terence Flynn from Morgan Stanley. Please go ahead. Terence Flynn: Great. Thanks so much. Congrats on the quarter. And maybe two questions for me as well. You alluded to some of the mitigation strategies you're taking with respect to tariffs potentially. Could you just elaborate a little bit more there in terms of what that means for maybe inventory and then any contemplation on any changes to IP domiciling? And the second question I had is on the amylin program there. I know you talked a little bit about next steps, but was just wondering if you can elaborate in terms of how much higher you're going on doses, what you'd expect that to translate to in efficacy and maybe the size of those cohorts, like how many more patients will we get in this”
Verify independently
SEC filings for ABBV ↗ · Claim quote is verbatim from the 2025Q1 earnings call.