ABBV · Earnings call · 2026Q3T · Full report

Competition and Market Position

AbbVie Inc. · 2026-10-30 · Importance 43 · Surprise 32

Oncology revenues grew 0.9% operationally; Venclexta sales rose 10.7%, supported particularly by CLL and combination use with BTK inhibitors as a preferred fixed-duration treatment globally. Elahere and Epkinly also delivered continued double-digit growth, helping offset Imbruvica's 26.1% decline amid pricing and competitive-share pressure. Management characterized Epkinly plus R-CHOP as a simple frontline DLBCL regimen that could adopt rapidly around the world, noting that competitor regimens may require two novel agents and face differing reimbursement views across countries.

Key facts

• Skyrizi captures roughly one out of every two new or switching psoriasis patients, and recent oral competition has not substantively affected its in-play patient share.
• Skyrizi continues to capture half of new patient starts in the IBD class.