AbbVie

Aus einer recht detailiert beschriebenen Analyse von SA - 
viele sind ja der Meinung das ABBV nur von Humira lebt,
das ist aber a) nicht der Fall und b) hat man wirklich
einiges noch in der Pipeline - natürlich sind da Risiken
vorhanden, aber für mich klingt das alles immer
noch wie gehabt sehr vielversprechend:

• upside operating earnings in 2018, setting a higher bar
  
• FDA approval of Orilissa for endometriosis with launch meeting expectations; NDA filing for uterine fibroids this year is on track
  
• continued strong data on upa and risa for several indications (supplemental NDAs); FDA approval expected in Q2 for risa for psoriasis and Q4 for upa for RA
  
• company continues to insist that both upa and risa will be best in class for their initial indications (could they have very strong upside potential?)
  
• organized, well-planned retirement of Finance EVP/CFO
  
• dividend increase from $0.96/share from $0.71/share
  
• commercially important positive clinical trial data for Venclexta and Imbruvica, and rapid sales growth for each drug
  
• multiple deals with companies providing for royalties to ABBV on their biosimilars to Humira and acknowledging the validity of the patents they are licensing, and agreeing not to launch in the US until 2023.