CLAIM #2632 · AbbVie Inc (ABBV) · 2025Q2 earnings call · Jul 31, 2025 · due Dec 31, 2025
“we're very confident that we're going to start to see the Medicare ramp in the U.S. start here in the latter part of the year, and we're right on track for that.”
Jeff Stewart · Chief Commercial Officer
In context
“has the OUS success sort of changed the way you think about the U.S. launch there? Jeffrey Ryan Stewart: Yes. Carter, it's Jeff. So again, as we mentioned, we're super pleased with the launch in Vyalev. And what we're seeing is just very, very strong demand. The drug device combination is really transformational. And what we see with the control over the Parkinson's or the advanced Parkinson's disease is you get 24-hour effect. And so that helps manage the motor disorders and the sleep disturbances and throughout not just the day when people are awake, but also through the night. So this quality of life impact and the control of the disease is quite remarkable. So we're just seeing real demand that's coming through largely across the international markets. So as we've highlighted before, we're very confident that we're going to start to see the Medicare ramp in the U.S. start here in the latter part of the year, and we're right on track for that. but the raise really is largely related to just the core demand. You think about it really the first full year, a $400 million running rate in the international market, very impressive based on the performance of the brand. Operator: The next question comes from Tim Anderson with Bank of America. Timothy Minton Anderson: I have a question on IRA price negotiation. You guys have a horse in the race again with Vraylar in this upcoming round. You had Imbruvica in the first round. There have been investor fears that this next round of negotiations will be worse than last year, so Trump can make his mark. any assurances you can give us that this won't be the case? Or can you otherwise provide any color on how those negotiations are matching up with your expectations as you first headed into th”
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SEC filings for ABBV ↗ · Claim quote is verbatim from the 2025Q2 earnings call.