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AbbVie's aesthetics division, Allergan, released data showing that 96 percent of patients on weight-loss medications like GLP-1s were satisfied with the results of facial fillers and neurotoxins. The study looked at how these treatments can address the loss of facial volume and changes in skin quality that often happen during rapid weight loss.
This is a smart move to connect two of the biggest trends in medicine. By proving its cosmetic products solve a specific side effect of popular weight-loss drugs, AbbVie is positioning its aesthetics business to grow alongside the massive weight-loss market. It turns a potential competitive threat into a new source of customers for its high-margin Botox and filler lines.
Source: PRNewsWire
AbbVie's Allergan unit is sharing new research on how its aesthetic treatments, like Botox, can help patients who have lost significant weight through medical treatments. The data focuses on patient satisfaction and how these procedures can address facial changes that often follow rapid weight loss. This is a smart move to link two of the biggest trends in healthcare. As more people use new obesity drugs, there is a growing market for follow-up treatments to manage the physical side effects of weight loss. By positioning its aesthetics portfolio as a partner to these weight-loss journeys, AbbVie is finding a new way to keep its older, established products growing.
Source: PRNewsWire
After AbbVie reported its October results, we lowered our quality score to 4.0 because the business is now less protected from competitors. We moved our rating from Buy to Watch and added the company's experimental monthly weight-loss treatment to what we track. We raised our expectations for profit margins but lowered our growth projections for the newer immunology drugs Skyrizi and Rinvoq. We have also started tracking the neuroscience division as a primary driver of the company's growth rather than a secondary business.
AbbVie is spending more than 120 million pounds to expand its research and development center in Oxford. This site focuses on finding new ways to treat complex diseases, which is the core of how the company replaces older drugs that have lost their patent protection. While the dollar amount is small for a company of this size, it shows AbbVie is continuing to plow cash into its own labs. Developing new treatments in-house is the most sustainable way for a drugmaker to grow without relying on expensive acquisitions.
Source: Reuters
Jennifer L. Davis notified the board on October 28 that she will resign as a director, effective November 2, 2026. Her departure follows her appointment as the chief executive of Align Technology, a medical device company. This is a routine departure for personal career reasons and not due to any disagreement with the company. While losing an experienced director requires the board to find a replacement, it does not change the company's day-to-day operations or its long-term strategy in immunology and oncology.
Source: 8-K filing
Management has a long record of setting a bar they can clear, consistently delivering small beats that show they have a firm handle on the business even as older drugs lose protection from rivals.
| Expectation | |
|---|---|
| EPS | $3.89 |
| Revenue | $18.34B |