CLAIM #2669 · AbbVie Inc (ABBV) · 2025Q3 earnings call · Oct 31, 2025 · due Dec 31, 2029
“That said, the outcomes for Vraylar and Linzess will not impact our long-term guidance.”
Rob Michael · CEO
How to check this claim
Look at: Long-term financial guidance (e.g., revenue/EPS growth targets as previously communicated) versus actual reported results
It came true if: Company-reported long-term guidance figures remain unchanged/reaffirmed despite IRA-related price outcomes for Vraylar and Linzess
Where: Company long-term guidance disclosures (investor day presentations, earnings call commentary, 10-K/10-Q)
In context
“HTA markets. So we're very, very adaptable to sort of any sort of structure because we rely on the distinctiveness of our brands. And when we position those in the right way, which we always do, we perform exceptionally well from a market share and a competitive perspective. So we'll continue. We don't know a lot of the details, but we talk to Cigna all the time. Our account teams talk. We talk at the executive level. So we'll continue to study it, but we're very confident in terms of if there were to be changes in the PBM model, we would adapt very well. Robert Michael: And Terence, this is Rob again. On your question regarding IRA, the prices are obviously not yet public. But I would say that the administration's focus on achieving greater reductions in this year's round was very clear. That said, the outcomes for Vraylar and Linzess will not impact our long-term guidance. Operator: Yes. Our next question comes from Chris Schott with JPMorgan. Christopher Schott: Just would love a little bit more of a discussion on the IL-23 market. Obviously, Skyrizi doing really well here. But just with the TREMFYA subcu induction dosing kind of rolling out, what are you seeing in terms of competitive dynamics and positioning? And how do you see kind of the dynamics between those you and that -- and your nearest competitor kind of evolving over time? And then my second question is just any initial look on 2026 as you think about the various pushes and pulls in the business? And anything in particular you think the Street isn't properly accounting for as we think about the outlook for next year? Jeffrey Stewart: Yes. Chris, it's Jeff. I'll take your first question. So yes,”
Verify independently
SEC filings for ABBV ↗ · Claim quote is verbatim from the 2025Q3 earnings call.