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アッヴィ、免疫学分野の成長による第1四半期の業績予想上回りを受け、2026年の業績見通しを引き上げ

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-- バイオ医薬品大手アッヴィ（ABBV）は水曜日、スカイリジとリンヴォックという免疫治療薬の力強い売上成長に牽引され、予想を上回る第1四半期決算を発表し、通期業績見通しを引き上げた。 2026年の1株当たり調整後利益は14.08ドルから14.28ドルと予想され、従来予想の13.96ドルから14.16ドルから上方修正された。この見通しには、買収した進行中の研究開発費および第1四半期のマイルストーン関連費用0.41ドルが含まれている。ファクトセットのアナリスト予想コンセンサスは、非GAAPベースの1株当たり利益が14.12ドルとなっている。 ファクトセットの議事録によると、アッヴィの最高財務責任者（CFO）スコット・リーンツ氏は決算説明会で、今期の売上高は約673億ドルになると予想しており、これは従来予想の3億ドル増となる。市場予想は670億7000万ドル。 同社の株価は水曜日の取引で0.9%上昇した。年初来では13%下落している。 3月期決算では、調整後1株当たり利益（EPS）は2.65ドルとなり、前年同期の2.46ドルから増加し、ウォール街のアナリスト予想である2.59ドルを上回った。売上高は12%増の150億ドルとなり、ファクトセットのアナリスト予想である147億2000万ドルを上回った。 ロバート・マイケルCEOは声明の中で、「第1四半期の業績が予想を上回り、2026年は素晴らしいスタートを切ることができました。アッヴィの主要な成長要因は引き続き好調な業績を上げており、通期業績見通しの上方修正を後押ししています」と述べた。 免疫領域ポートフォリオのグローバル売上高は16%増の72億9000万ドルとなった。スカイリジが31%、リンヴォックが23%それぞれ増加したことが、ヒュミラの39%減を相殺した。神経科学分野の売上高は26%増の28億9,000万ドルに急増した一方、腫瘍関連事業の売上高は0.2%減の16億3,000万ドルとなった。 美容関連事業の売上高は7.6%増の11億9,000万ドルだった。 アッヴィは、当四半期の調整後1株当たり利益（EPS）を3.74ドルから3.78ドル、売上高を167億ドルと見込んでいる。これには為替差益0.6%が含まれると、リーンツCEOは電話会議で述べた。アナリストは、非GAAPベースのEPSを3.75ドル、売上高を168億ドルと予想している。

Price: $199.39, Change: $+1.70, Percent Change: +0.86%

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