{"id":2496,"date":"2023-05-18T21:39:56","date_gmt":"2023-05-18T12:39:56","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2496"},"modified":"2023-05-21T15:48:43","modified_gmt":"2023-05-21T06:48:43","slug":"%e3%82%a2%e3%83%83%e3%83%b4%e3%82%a3-abbv2023%e5%b9%b4%e7%ac%ac1%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2496","title":{"rendered":"\u30a2\u30c3\u30f4\u30a3 (ABBV)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30a2\u30c3\u30f4\u30a3 (ABBV)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>Skyrizi\u3068Rinvoq\u306e\u4f38\u3073\u304c\u30a4\u30de\u30a4\u30c1\u3067\u3059\u306d\u3002\u30d2\u30e5\u30df\u30e9\u304c\u30d0\u30a4\u30aa\u30b7\u30df\u30e9\u30fc\u306b\u5207\u308a\u66ff\u308f\u3063\u3066\u3057\u307e\u3046\u5206\u3092\u307e\u3060\u307e\u3060\u88dc\u3048\u305d\u3046\u306b\u306f\u306a\u3044\u3067\u3059\u306d\u3002<\/p>\n<p>\u826f\u3044\u85ac\u5264\u3067\u52b9\u679c\u3082\u826f\u3044\u3068\u306f\u601d\u3044\u307e\u3059\u304c\u58f2\u4e0a\u306f\u7269\u8db3\u308a\u306a\u3044\u3067\u3059\u3002\u9023\u7d9a\u5897\u914d\u9298\u67c4\u306a\u306e\u3067\u4eba\u6c17\u3067\u3059\u304c\u914d\u5f53\u6027\u5411\u3082\u975e\u5e38\u306b\u9ad8\u304f136.11\uff05\u306b\u306a\u3063\u3066\u3044\u308b\u306e\u3082\u6c17\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u307e\u3067\u306f\u4e0b\u304c\u3063\u305f\u3089\u8cb7\u3063\u3066\u3044\u3051\u3070\u6b63\u89e3\u3067\u3057\u305f\u304c\u4eca\u5ea6\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<div id=\"attachment_2497\" style=\"width: 1823px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2497\" class=\"wp-image-2497 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/05\/ABBV_2023-05-18_21-37-56.png\" alt=\"\u30a2\u30c3\u30f4\u30a3 (ABBV)\u682a\u4fa1\" width=\"1813\" height=\"743\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/05\/ABBV_2023-05-18_21-37-56.png 1813w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/05\/ABBV_2023-05-18_21-37-56-300x123.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/05\/ABBV_2023-05-18_21-37-56-1024x420.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/05\/ABBV_2023-05-18_21-37-56-768x315.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/05\/ABBV_2023-05-18_21-37-56-1536x629.png 1536w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/05\/ABBV_2023-05-18_21-37-56-940x385.png 940w\" sizes=\"auto, (max-width: 1813px) 100vw, 1813px\" \/><p id=\"caption-attachment-2497\" class=\"wp-caption-text\">\u30a2\u30c3\u30f4\u30a3 (ABBV)\u682a\u4fa1<\/p><\/div>\n<p>&nbsp;<\/p>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30a2\u30c3\u30f4\u30a3 (ABBV)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nLiz Shea &#8212; Vice President, Investor Relations<br \/>\nRick Gonzalez &#8212; Chairman and Chief Executive Officer<br \/>\nRob Michael &#8212; Vice Chairman and President<br \/>\nJeff Stewart &#8212; Executive Vice President, Chief Commercial Officer<br \/>\nCarrie Strom &#8212; Senior Vice President, AbbVie, and President, Global Allergan Aesthetics<br \/>\nTom Hudson &#8212; Senior Vice President, Research and Development, Chief Scientific Officer<br \/>\nScott Reents &#8212; Senior Vice President, Chief Financial Officer<br \/>\nTerence Flynn &#8212; Morgan Stanley &#8212; Analyst<br \/>\nSteve Scala &#8212; Cowen and Company &#8212; Analyst<br \/>\nChris Schott &#8212; JPMorgan Chase and Company &#8212; Analyst<br \/>\nMohit Bansal &#8212; Wells Fargo Securities &#8212; Analyst<br \/>\nAlice Nettleton &#8212; Wolfe Research &#8212; Analyst<br \/>\nCarter Gould &#8212; Barclays &#8212; Analyst<br \/>\nVamil Divan &#8212; Guggenheim Partners &#8212; Analyst<br \/>\nRoopal Thakkar &#8212; Vice President, Global Regulatory Affairs<br \/>\nEvan Seigerman &#8212; BMO Capital Markets &#8212; Analyst<br \/>\nCarson Wong &#8212; Credit Suisse &#8212; Analyst<br \/>\nUnknown speaker<br \/>\nMore ABBV analysis<\/p>\n<p>2023\u5e744\u670827\u65e5\u5348\u524d9\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u304a\u306f\u3088\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u304a\u7acb\u3061\u5bc4\u308a\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30a2\u30c3\u30f4\u30a3\u306e2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002\u672c\u901a\u8a71\u306e\u8cea\u7591\u5fdc\u7b54\u90e8\u5206\u307e\u3067\u3001\u53c2\u52a0\u8005\u306e\u7686\u69d8\u306f\u30ea\u30b9\u30cb\u30f3\u30b0\u30aa\u30f3\u30ea\u30fc\u3067\u304a\u805e\u304d\u3044\u305f\u3060\u3051\u307e\u3059\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3088\u308a\uff09\u305d\u308c\u3067\u306f\u3001\u30ea\u30ba\u30fb\u30b7\u30fc\u3055\u3093\u3092\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n<p>\u30ea\u30ba\u30fb\u30b7\u30fc\u3001\u30b7\u30cb\u30a2\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u3001\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u3067\u3059\u3002<\/p>\n<p>\u30ea\u30ba\u30fb\u30b7\u30fc &#8212; \u6295\u8cc7\u5bb6\u5bfe\u5fdc\u62c5\u5f53\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u304a\u306f\u3088\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u3054\u53c2\u52a0\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u672c\u65e5\u306f\u3001\u53d6\u7de0\u5f79\u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u306e\u30ea\u30c3\u30af\u30fb\u30b4\u30f3\u30b6\u30ec\u30b9\u3001\u526f\u4f1a\u9577\u517c\u793e\u9577\u306e\u30ed\u30d6\u30fb\u30de\u30a4\u30b1\u30eb\u3001\u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u5546\u696d\u8cac\u4efb\u8005\u306e\u30b8\u30a7\u30d5\u30fb\u30b9\u30c1\u30e5\u30ef\u30fc\u30c8\u3001\u57f7\u884c\u526f\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e\u30b9\u30b3\u30c3\u30c8\u30fb\u30ea\u30fc\u30ec\u30f3\u30c4\u3001\u30a2\u30e9\u30ac\u30f3\u30fb\u30a8\u30b9\u30c6\u30c6\u30a3\u30c3\u30af\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577\u517c\u793e\u9577\u306e\u30ad\u30e3\u30ea\u30fc\u30fb\u30b9\u30c8\u30fc\u30e0\u3001\u7814\u7a76\u958b\u767a\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577\u517c\u6700\u9ad8\u79d1\u5b66\u8cac\u4efb\u8005\u306e\u30c8\u30e0\u30fb\u30cf\u30c9\u30bd\u30f3\u306b\u304a\u96fb\u8a71\u3044\u305f\u3060\u304d\u307e\u3057\u305f\u3002\u8cea\u7591\u5fdc\u7b54\u306b\u306f\u3001\u958b\u767a\u30fb\u85ac\u4e8b\u62c5\u5f53\u30b7\u30cb\u30a2\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u6700\u9ad8\u533b\u7642\u8cac\u4efb\u8005\u306e\u30eb\u30fc\u30d1\u30eb\u30fb\u30bf\u30c3\u30ab\u30fc\u304c\u53c2\u52a0\u3057\u307e\u3059\u3002\u59cb\u3081\u308b\u524d\u306b\u3001\u4eca\u65e5\u79c1\u305f\u3061\u304c\u884c\u3046\u3044\u304f\u3064\u304b\u306e\u767a\u8a00\u306f\u3001\u79c1\u305f\u3061\u306e\u73fe\u5728\u306e\u4e88\u60f3\u306b\u57fa\u3065\u304f\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3068\u307f\u306a\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3053\u3068\u306b\u7559\u610f\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30a2\u30c3\u30f4\u30a3\u306f\u3001\u3053\u308c\u3089\u306e\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306b\u306f\u30ea\u30b9\u30af\u3068\u4e0d\u78ba\u5b9f\u6027\u304c\u4f34\u3046\u305f\u3081\u3001\u5b9f\u969b\u306e\u7d50\u679c\u304c\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3067\u793a\u3055\u308c\u305f\u3082\u306e\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3053\u3068\u306b\u6ce8\u610f\u3092\u559a\u8d77\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30ea\u30b9\u30af\u3068\u4e0d\u78ba\u5b9f\u6027\u306b\u95a2\u3059\u308b\u8ffd\u52a0\u60c5\u5831\u306f\u3001\u5f53\u793e\u306eSEC\u63d0\u51fa\u66f8\u985e\u306b\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30c3\u30f4\u30a3\u306f\u3001\u6cd5\u5f8b\u3067\u7fa9\u52d9\u4ed8\u3051\u3089\u308c\u3066\u3044\u308b\u5834\u5408\u3092\u9664\u304d\u3001\u3053\u308c\u3089\u306e\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u66f4\u65b0\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u3044\u307e\u305b\u3093\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u6295\u8cc7\u5bb6\u304c\u30a2\u30c3\u30f4\u30a3\u306e\u696d\u7e3e\u3092\u7406\u89e3\u3059\u308b\u305f\u3081\u306b\u3001\u975eGAAP\u8ca1\u52d9\u6307\u6a19\u3092\u4f7f\u7528\u3057\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u306f\u3001\u6bd4\u8f03\u53ef\u80fd\u306aGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u3068\u8abf\u6574\u3055\u308c\u3001\u672c\u65e5\u3088\u308a\u5f53\u793e\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u4e0a\u3067\u516c\u958b\u3055\u308c\u308b\u6c7a\u7b97\u767a\u8868\u8cc7\u6599\u304a\u3088\u3073\u898f\u5236\u5f53\u5c40\u3078\u306e\u63d0\u51fa\u8cc7\u6599\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u6e96\u5099\u3055\u308c\u305f\u767a\u8a00\u306b\u7d9a\u304d\u3001\u8cea\u554f\u3092\u53d7\u3051\u4ed8\u3051\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30ea\u30c3\u30af\u306b\u96fb\u8a71\u3092\u56de\u3057\u307e\u3059\u3002<\/p>\n<p>\u30ea\u30c3\u30af\u30fb\u30b4\u30f3\u30b6\u30ec\u30b9 &#8212; 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0.10 \u30c9\u30eb\u5f15\u304d\u4e0a\u3052\u300110.72 \u30c9\u30eb\u304b\u3089 11.12 \u30c9\u30eb\u306e\u7bc4\u56f2\u3068\u3059\u308b\u3053\u3068\u306b\u3057\u307e\u3057\u305f\u3002\u6700\u5f8c\u306b\u3001\u5f53\u793e\u306e\u591a\u69d8\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u696d\u7e3e\u306b\u5927\u5909\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4eca\u5e74\u5ea6\u3082\u597d\u8abf\u306a\u30b9\u30bf\u30fc\u30c8\u3092\u5207\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u4e8b\u696d\u306e\u9577\u671f\u7684\u306a\u898b\u901a\u3057\u306b\u5bfe\u3059\u308b\u81ea\u4fe1\u3092\u3055\u3089\u306b\u6df1\u3081\u308b\u3053\u3068\u304c\u3067\u304d \u307e\u3057\u305f\u3002\u305d\u308c\u3067\u306f\u3001\u30b3\u30de\u30fc\u30b7\u30e3\u30eb\u30fb\u30cf\u30a4\u30e9\u30a4\u30c8\u306b\u95a2\u3059\u308b\u8ffd\u52a0\u30b3\u30e1\u30f3\u30c8\u3068\u3057\u3066\u3001\u30b8\u30a7\u30d5\u306b\u96fb\u8a71\u3092\u3064\u306a\u304e\u307e\u3059\u3002\u30b8\u30a7\u30d5\uff1f<\/p>\n<p>Jeff Stewart &#8212; 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Meacham\u306b\u4ee3\u308f\u3063\u3066Susan\u3067\u3059\u3002Imbruvica\u306e\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u884c\u3044\u307e\u3057\u305f\u3002MCL\/MDL\u306e\u64a4\u9000\u306b\u4f34\u3044\u3001\u5c55\u671b\u306b\u4f55\u304b\u5909\u5316\u304c\u3042\u308b\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u305d\u306e\u64a4\u9000\u304b\u3089\u6ffe\u80de\u6027\u30ea\u30f3\u30d1\u816b\u3078\u306e\u30ea\u30fc\u30c9\u30b9\u30eb\u30fc\u306f\u671f\u5f85\u3067\u304d\u307e\u3059\u304b\uff1f<\/p>\n<p>Jeff Stewart &#8212; 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Thakkar &#8212; \u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30ae\u30e5\u30e9\u30c8\u30ea\u30fc\u30a2\u30d5\u30a7\u30a2\u30fc\u30ba\u62c5\u5f53\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u306f\u3044\u3001\u3053\u3053\u3067\u5c11\u3057FL\u306b\u3064\u3044\u3066\u53d6\u308a\u4e0a\u3052\u307e\u3059\u3002\u7b2c3\u76f8\u306e\u7d50\u679c\u306f\u4eca\u5e74\u5f8c\u534a\u306b\u767a\u8868\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002MCL\u306e\u7d50\u679c\u304c\u305d\u3053\u306b\u53cd\u6620\u3055\u308c\u308b\u304b\u3069\u3046\u304b\u306f\u4e0d\u660e\u3067\u3059\u3002\u3057\u304b\u3057\u3001FL\u306b\u3064\u3044\u3066\u8a00\u3048\u308b\u3053\u3068\u306f\u3001\u79c1\u305f\u3061\u306e\u7126\u70b9\u306fEpcoritamab\u3001\u3064\u307e\u308a\u30c7\u30e5\u30a2\u30eb\u30fb\u30a8\u30f3\u30b2\u30a4\u30b6\u30fc\u3067\u3042\u308a\u3001DL BCL\u306e\u30a2\u30af\u30b7\u30e7\u30f3\u304c\u307e\u3082\u306a\u304f\u3053\u3053\u3067\u767a\u8868\u3055\u308c\u308b\u3068\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Liz Shea &#8212; 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