{"slug":"abbvie","name":"애브비","name_en":"AbbVie","ticker":"ABBV","updated_at":"2026-10-09T16:09:06.345+00:00","canonical":"https://valuechain.wiki/abbvie","citable":"밸류체인 그래프 기준 애브비의 직접 연결 기업은 4곳(관계 기준 공급 1·매출 3)이고, 사슬을 2차까지 넓히면 5곳에 닿는다. 링크의 근거 출처는 10건이며 그중 1차공시가 5건이다 (valuechain.wiki, 2026-10-09 기준).","citable_en":"Per the valuechain.wiki graph, AbbVie is directly linked to 4 companies (1 supply, 3 revenue relationships) and reaches 5 companies within two hops; the links are backed by 10 dated sources, 5 of them primary filings (as of 2026-10-09).","kicker":"제약 · 스카이리치·린버크(포스트 휴미라)","kicker_en":"Pharma · Skyrizi & Rinvoq (post-Humira)","lead":"휴미라 특허 만료로 매출 절벽에 부딪혔던 제약사가 후속 면역질환 약 스카이리치와 린버크로 반등에 성공했다. 2025년 총매출은 611억 달러로 사상 최대이며, 두 신약 합산 매출이 259억 달러로 휴미라 전성기를 넘어섰다. 신경과학(브레일라·보톡스), 종양(임브루비카·벤클렉스타), 미용이 매출을 보완한다. 2026년 상반기 매출은 320억 달러(+11%)로, 스카이리치(100억)·린버크(46억)가 휴미라(14억) 감소를 메우고 남는다.","lead_en":"Once facing a revenue cliff as Humira lost patent protection, AbbVie rebounded with successor immunology drugs Skyrizi and Rinvoq. FY2025 net revenues hit a record $61.2 billion, and the two drugs together brought in $25.9 billion, surpassing Humira's peak. Neuroscience (Vraylar, Botox), oncology (Imbruvica, Venclexta) and aesthetics round out the mix. H1 2026 revenue reached $32.0B (+11%), with Skyrizi ($10.0B) and Rinvoq ($4.6B) more than offsetting Humira's decline to $1.4B.","categories":[{"key":"pharma-biotech","ko":"제약·바이오텍","en":"Pharmaceuticals & Biotechnology","theme":"life-sciences","theme_ko":"바이오·헬스","theme_en":"Biopharma & Life Sciences","theme_kind":"sector","primary":true},{"key":"oncology-adc","ko":"항암·ADC","en":"Oncology & ADCs","theme":"life-sciences","theme_ko":"바이오·헬스","theme_en":"Biopharma & Life Sciences","theme_kind":"sector","primary":false}],"segments":{"parts":[{"desc":"스카이리치·린버크(합산 $25.9B)가 휴미라($4.5B)를 대체한 최대 매출원.","name":"면역질환 (스카이리치·린버크·휴미라)"},{"desc":"브레일라·보톡스 치료·유브렐비·큘립타 — 면역질환 다음 성장축.","name":"신경과학 (브레일라·보톡스·유브렐비)"},{"desc":"벤클렉스타·임브루비카에 엘라히어(난소암 ADC) 신규 합류.","name":"종양 (임브루비카·벤클렉스타·엘라히어)"},{"desc":"보톡스 코스메틱·주비덤 — 경기민감 미용 부문.","name":"미용 (보톡스 코스메틱·주비덤)"}],"total":"$61.2B (FY2025) · 2026 상반기 $32.0B (+11%)"},"segments_en":{"parts":[{"desc":"Skyrizi and Rinvoq (combined $25.9B) as the top revenue driver replacing Humira ($4.5B).","name":"Immunology (Skyrizi, Rinvoq, Humira)"},{"desc":"Vraylar, Botox Therapeutic, Ubrelvy and Qulipta — the growth pillar after immunology.","name":"Neuroscience (Vraylar, Botox, Ubrelvy)"},{"desc":"Venclexta and Imbruvica, with Elahere (ovarian-cancer ADC) newly added.","name":"Oncology (Imbruvica, Venclexta, Elahere)"},{"desc":"Botox Cosmetic and Juvederm — the consumer-sensitive aesthetics segment.","name":"Aesthetics (Botox Cosmetic, Juvederm)"}],"total":"$61.2B (FY2025) · H1 2026 $32.0B (+11%)"},"returns_yearly":{"2021":32.4,"2022":24,"2023":-0.2,"2024":18.9,"2025":33.1,"2026":23.9},"return_asof":"2026-10-09","value_chain":{"leading":[{"slug":"elevance-health","name":"엘레반스 헬스","name_en":"Elevance Health, Inc.","tier":3,"returns_yearly":{"2021":46.1,"2022":11.8,"2023":-6.9,"2024":-20.7,"2025":-3.1,"2026":17.4}},{"slug":"cvs-health","name":"CVS 헬스","name_en":"CVS Health","tier":2,"returns_yearly":{"2021":54.9,"2022":-7.6,"2023":-12.5,"2024":-40.8,"2025":84.3,"2026":24.7}},{"slug":"cardinal-health","name":"카디널 헬스","name_en":"Cardinal Health, Inc.","tier":1,"returns_yearly":{"2021":-0.4,"2022":54.1,"2023":34.1,"2024":19,"2025":76.3,"2026":21.1}},{"slug":"cencora","name":"센코라","name_en":"Cencora, Inc.","tier":1,"returns_yearly":{"2021":44.1,"2022":26.3,"2023":25.3,"2024":10.4,"2025":51.5,"2026":-1.4}},{"slug":"celltrion","name":"셀트리온","name_en":"Celltrion","tier":1,"returns_yearly":{"2021":-52.3,"2022":13,"2023":10.1,"2024":5.4,"2025":22,"2026":-5.9}}],"benefiting":[{"slug":"abcellera","name":"AbCellera","name_en":"AbCellera Biologics","tier":1,"returns_yearly":{"2022":-29.2,"2023":-43.6,"2024":-48.7,"2025":16.7,"2026":234.2}}],"analysis":"S&P 500·제약·스카이리치·린버크(포스트 휴미라) 기업. 2026년 +14.9%다. 본주(+14.9%)와 수요단(평균 -5.9%)이 같은 보폭으로 움직인다.","analysis_en":"AbbVie operates across S&P 500, Pharma, Skyrizi & Rinvoq (post-Humira). It is +14.9% in 2026. The stock (+14.9%) and its demand side (avg -5.9%) are moving in step. Neuroscience (Vraylar, Botox), oncology (Imbruvica, Venclexta) and aesthetics round out the mix.","analysis_asof":"2026-09-04"},"edges":[{"direction":"revenue","counterparty":"면역질환 시장 (스카이리치·린버크)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-12","basis":"스카이리치 $17.56B·린버크 $8.30B·휴미라 $4.54B","value":25866000000,"period":"FY2025 스카이리치+린버크","basis_en":"Skyrizi $17.56B, Rinvoq $8.30B, Humira $4.54B"},"note":"최대 매출원. 스카이리치 $17.6B(+50%)와 린버크 $8.3B(+39%) 합산 $25.9B가 직접 바이오시밀러 경쟁으로 -49% 감소한 휴미라 $4.5B를 상쇄하며 총매출을 사상 최대(611억달러)로 견인했다.","note_en":"Top revenue driver. Skyrizi $17.6B (+50%) and Rinvoq $8.3B (+39%) together reached $25.9B, offsetting Humira's fall to $4.5B (-49%) under direct biosimilar competition and lifting total revenue to a record $61.2B.","sources":[{"stance":"confirms","publisher":"SEC EDGAR (AbbVie 10-Q)","publisher_en":"SEC EDGAR (AbbVie 10-Q)","kind":"filing","lang":"en","published_at":"2026-08-03","url":"https://www.sec.gov/Archives/edgar/data/1551152/000155115226000026/abbv-20260630.htm","title":"AbbVie Form 10-Q (2026 Q2)","title_en":"AbbVie Form 10-Q (Q2 2026)","excerpt":"2026년 2분기 순매출 $16.99B(전년 $15.42B), 상반기 $31.99B. 스카이리치 2분기 $5.51B·상반기 $9.99B, 린버크 2분기 $2.53B·상반기 $4.64B, 휴미라 2분기 $0.76B(전년 $1.18B).","excerpt_en":"\"Total net revenues $ 16,990 $ 15,423 ... $ 31,992 $ 28,766\"; \"Skyrizi ... Total $ 5,505 $ 4,423 $ 9,988 $ 7,848\"; \"Rinvoq ... Total $ 2,525 $ 2,028 $ 4,644 $ 3,746\"; \"Humira ... Total $ 756 $ 1,180\" (Q2 2026, Q2 2025, H1 2026, H1 2025; $ millions)"},{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1551152/000155115226000008/abbv-20251231.htm","title":"애브비 2025 회계연도 Form 10-K","title_en":"AbbVie 2025 Form 10-K","excerpt":"\"Skyrizi Total $17,562 ... Rinvoq Total $8,304 ... Humira Total $4,540 ... Net revenues for Humira decreased 49% in 2025 primarily driven by continued impact of direct biosimilar competition following the loss of exclusivity.\" (스카이리치 총 $17,562M·린버크 $8,304M·휴미라 $4,540M)","excerpt_en":"\"Skyrizi Total $17,562 ... Rinvoq Total $8,304 ... Humira Total $4,540 ... Net revenues for Humira decreased 49% in 2025 primarily driven by continued impact of direct biosimilar competition following the loss of exclusivity.\""},{"stance":"confirms","publisher":"TIKR","publisher_en":"TIKR","kind":"analysis","lang":"en","published_at":"2026-02-01","url":"https://www.tikr.com/blog/abbvie-posts-record-61b-revenue-as-skyrizi-and-rinvoq-surge-past-peak-humira-sales","title":"애브비 $611억 사상 최대 — 스카이리치·린버크가 휴미라 추월","title_en":"AbbVie posts record $61B as Skyrizi and Rinvoq surge past Humira","excerpt":"Skyrizi $17.5B and Rinvoq $8.3B in 2025; Humira down to $4.5B (-48.7%); record $61.1B total (+8.6%).","excerpt_en":"Skyrizi+Rinvoq $25.8B vs Humira $4.5B; record $61.1B."},{"stance":"confirms","publisher":"TIKR","publisher_en":"TIKR","kind":"analysis","lang":"en","published_at":"2026-02-01","url":"https://www.tikr.com/blog/abbvie-hits-31-billion-in-skyrizi-and-rinvoq-sales","title":"애브비, 스카이리치·린버크 합산 매출 259억달러 달성","title_en":"AbbVie Hits $31 Billion Run-Rate in Skyrizi and Rinvoq Sales","excerpt":"스카이리치와 린버크의 2025년 합산 매출이 259억 달러로, 애브비의 2027년 장기 목표를 2년 이상 앞당겨 초과 달성했다.","excerpt_en":"Skyrizi and Rinvoq delivered a combined $25.9 billion in 2025, exceeding AbbVie's 2027 long-term guidance more than two years early."},{"stance":"confirms","publisher":"약사공론","publisher_en":"KPANews","kind":"news","lang":"ko","published_at":"2025-11-05","url":"https://www.kpanews.co.kr/article/show.asp?category=D&idx=254488","title":"애브비, 새로운 시대가 열리다…스카이리치, 휴미라 추월","title_en":"AbbVie enters a new era as Skyrizi overtakes Humira","excerpt":"스카이리치·린버크의 분기 합산 매출이 휴미라 전성기 매출을 넘어서며 포스트 휴미라 시대로 진입했다는 평가.","excerpt_en":"Skyrizi and Rinvoq's combined quarterly sales surpassed Humira's peak, marking AbbVie's entry into the post-Humira era."}]},{"direction":"cost","counterparty":"원료의약품·위탁생산(API·CDMO) 공급망","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-12","basis":"제품원가 $18,204M","value":18204000000,"period":"FY2025 Cost of products sold","basis_en":"Cost of products sold $18,204M"},"note":"제품원가 $18.2B. 애브비는 원료·부자재를 전 세계 다수 공급사에서 조달하고, 원료의약품(API)·완제 제조·충전·포장을 제3자와 계약한다. 단일 공급원 의존을 피하고 대체 공급을 유지한다.","note_en":"Cost of products sold $18.2B. AbbVie sources raw materials from numerous global suppliers and contracts third parties for API, product manufacturing, fill/finish and packaging, avoiding single-source dependence with alternate supply relationships.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1551152/000155115226000008/abbv-20251231.htm","title":"애브비 2025 회계연도 Form 10-K","title_en":"AbbVie 2025 Form 10-K","excerpt":"\"Cost of products sold 18,204 ... AbbVie has agreements with third parties for active pharmaceutical ingredient and product manufacturing, formulation and development services, fill, finish and packaging services ... In most cases, AbbVie maintains alternate supply relationships.\" (제품원가 $18,204M, API·완제·충전·포장 제3자 계약)","excerpt_en":"\"Cost of products sold 18,204 ... AbbVie has agreements with third parties for active pharmaceutical ingredient and product manufacturing, formulation and development services, fill, finish and packaging services ... In most cases, AbbVie maintains alternate supply relationships.\""}]},{"direction":"cost","counterparty":"연구개발·라이선스인(R&D·IPR&D)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-12","basis":"R&D $9,096M·인수IPR&D $5,016M","value":9096000000,"period":"FY2025 R&D","basis_en":"R&D $9,096M; Acquired IPR&D $5,016M"},"note":"연구개발비 $9.1B에 인수 IPR&D·마일스톤 $5.0B을 더한 파이프라인 투자가 최대 비용축. 휴미라 이후 성장을 외부 라이선스·인수(엘라히어 등)와 자체 R&D로 방어한다.","note_en":"R&D expense $9.1B plus acquired IPR&D and milestones $5.0B make pipeline investment the largest cost axis, defending post-Humira growth through in-licensing/acquisitions (e.g., Elahere) and internal R&D.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1551152/000155115226000008/abbv-20251231.htm","title":"애브비 2025 회계연도 Form 10-K","title_en":"AbbVie 2025 Form 10-K","excerpt":"\"Research and development 9,096 ... Acquired IPR&D and milestones 5,016 ... AbbVie makes a significant investment in research and development.\" (연구개발비 $9,096M, 인수 IPR&D·마일스톤 $5,016M)","excerpt_en":"\"Research and development 9,096 ... Acquired IPR&D and milestones 5,016 ... AbbVie makes a significant investment in research and development.\""}]},{"direction":"revenue","counterparty":"신경·미용 시장 (보톡스·브레일라·유브렐비)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-12","basis":"브레일라 $3.62B·보톡스치료 $3.77B·유브렐비 $1.27B·보톡스미용 $2.60B","value":3769000000,"period":"FY2025 Botox Therapeutic","basis_en":"Vraylar $3.62B, Botox Ther. $3.77B, Ubrelvy $1.27B, Botox Cosmetic $2.60B"},"note":"면역질환을 잇는 성장축. 브레일라 $3.6B(+11%)·보톡스 치료용 $3.8B(+15%)·유브렐비 $1.3B(+27%)·큘립타 $1.0B(+57%)에 미용 보톡스 코스메틱 $2.6B이 더해진다.","note_en":"Second growth pillar after immunology. Vraylar $3.6B (+11%), Botox Therapeutic $3.8B (+15%), Ubrelvy $1.3B (+27%) and Qulipta $1.0B (+57%), plus aesthetic Botox Cosmetic $2.6B.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1551152/000155115226000008/abbv-20251231.htm","title":"애브비 2025 회계연도 Form 10-K","title_en":"AbbVie 2025 Form 10-K","excerpt":"\"Vraylar Total $3,621 ... Botox Therapeutic Total $3,769 ... Ubrelvy Total $1,271 ... Qulipta Total $1,036 ... Aesthetics Botox Cosmetic Total $2,602\" (브레일라 $3,621M·보톡스치료 $3,769M·유브렐비 $1,271M·보톡스미용 $2,602M)","excerpt_en":"\"Vraylar Total $3,621 ... Botox Therapeutic Total $3,769 ... Ubrelvy Total $1,271 ... Qulipta Total $1,036 ... Aesthetics Botox Cosmetic Total $2,602\""},{"stance":"confirms","publisher":"약사공론","publisher_en":"KPANews","kind":"news","lang":"ko","published_at":"2025-11-05","url":"https://www.kpanews.co.kr/article/show.asp?category=D&idx=254488","title":"애브비, 새로운 시대가 열리다…스카이리치, 휴미라 추월","title_en":"AbbVie enters a new era as Skyrizi overtakes Humira","excerpt":"애브비는 2025년 연간 매출 611억달러로 전년 대비 8.6% 성장하며 사상 최대 실적을 기록했다.","excerpt_en":"AbbVie posted record FY2025 revenue of $61.1 billion, up 8.6% year over year."}]},{"direction":"cost","counterparty":"AbCellera","counterparty_slug":"abcellera","confidence":"high","metric":{"type":"qualifier","as_of":"2025-12-31","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"AI 항체 발굴 파트너. 2022년 12월 최대 5개 표적, 2025년 1월 종양 T세포 인게이저로 확대. 선급·연구비와 마일스톤·로열티 지급, 금액 비공개.","note_en":"AI antibody-discovery partner: up to five targets from December 2022, expanded to oncology T-cell engagers in January 2025. AbbVie pays upfront and research fees plus milestones and royalties; amounts undisclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR (AbCellera 10-K)","publisher_en":"SEC EDGAR (AbCellera 10-K)","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/1703057/000170305726000012/abcl-20251231.htm","title":"AbCellera Form 10-K (FY2025)","title_en":"AbCellera Form 10-K (FY2025)","excerpt":"앱셀레라 10-K 파트너십 표: 애브비 종양 다표적(2025.1.13), 최대 5개 표적(2022.12.15).","excerpt_en":"AbCellera 10-K partnership table: \"AbbVie Inc. Multi-target, multi-year Oncology January 13, 2025\"; \"AbbVie Inc. Up to 5 targets, multi-year Undisclosed December 15, 2022\"."},{"stance":"confirms","publisher":"Business Wire","publisher_en":"Business Wire","kind":"news","lang":"en","published_at":"2025-01-13","url":"https://www.businesswire.com/news/home/20250113347375/en/AbCellera-Expands-Collaboration-with-AbbVie-to-Develop-Novel-T-Cell-Engagers-for-Oncology","title":"AbCellera Expands Collaboration with AbbVie to Develop Novel T Cell Engagers for Oncology","title_en":"AbCellera Expands Collaboration with AbbVie to Develop Novel T Cell Engagers for Oncology","excerpt":"종양 T세포 인게이저 발굴로 협력 확대.","excerpt_en":"AbCellera \"has expanded its existing collaboration with AbbVie Inc. (NYSE: ABBV) to include the discovery of T-cell engagers (TCE) in oncology\"."},{"stance":"confirms","publisher":"Business Wire","publisher_en":"Business Wire","kind":"news","lang":"en","published_at":"2022-12-15","url":"https://www.businesswire.com/news/home/20221215005196/en/AbCellera-and-AbbVie-Partner-to-Advance-New-Antibody-Therapies/","title":"AbCellera and AbbVie Partner to Advance New Antibody Therapies","title_en":"AbCellera and AbbVie Partner to Advance New Antibody Therapies","excerpt":"애브비가 고른 최대 5개 표적, 앱셀레라에 연구비·마일스톤·로열티.","excerpt_en":"\"...optimized development candidates for up to five targets selected by AbbVie...\""}]},{"direction":"revenue","counterparty":"센코라","counterparty_slug":"cencora","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-20","basis":"센코라가 매입한 애브비 의약품 대금","value":null,"period":"FY2025","basis_en":"Consideration for AbbVie pharmaceutical products purchased by Cencora","qualifier":"confirmed_no_disclosed_value"},"note":"애브비는 미국 핵심 도매 고객인 센코라에 의약품을 판매하며, 센코라를 포함한 3개 도매사가 FY2025 미국 의약품 매출의 사실상 전부를 차지했다고 공시했지만 센코라 개별 금액은 공개하지 않았다.","note_en":"AbbVie sells medicines to Cencora, a major U.S. wholesale customer, and said that three wholesalers including Cencora represented substantially all of its FY2025 U.S. pharmaceutical sales, but did not disclose Cencora's individual amount.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1551152/000155115226000008/abbv-20251231.htm","title":"애브비 2025 회계연도 Form 10-K","title_en":"AbbVie 2025 Form 10-K","excerpt":"애브비는 센코라를 포함한 3개 도매사가 미국 의약품 매출의 사실상 전부를 차지했다고 공시했다.","excerpt_en":"accounted for substantially all of AbbVie's pharmaceutical product sales in the United States"}]},{"direction":"revenue","counterparty":"카디널 헬스","counterparty_slug":"cardinal-health","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-20","basis":"카디널 헬스의 애브비 의약품 매입 관계","value":null,"period":"FY2025","basis_en":"Cardinal Health purchases of AbbVie pharmaceutical products","qualifier":"confirmed_no_disclosed_value"},"note":"애브비는 미국 의약품을 카디널 헬스를 포함한 대형 도매 유통사에 판매하며, 카디널 헬스가 매입한 애브비 제품의 개별 금액이나 비중은 공개하지 않았다.","note_en":"AbbVie sells its U.S. pharmaceutical products through major wholesalers including Cardinal Health and does not disclose the amount or share attributable specifically to Cardinal Health.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1551152/000155115226000008/abbv-20251231.htm","title":"애브비 2025 회계연도 Form 10-K","title_en":"AbbVie 2025 Form 10-K","excerpt":"카디널 헬스는 애브비의 미국 의약품을 취급하는 세 대형 도매사 중 하나다.","excerpt_en":"three wholesale distributors (McKesson Corporation, Cardinal Health, Inc. and Cencora, Inc.)"}]},{"direction":"revenue","counterparty":"셀트리온","counterparty_slug":"celltrion","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-12","basis":"휴미라 2023 $14.4B→2025 $4.5B(-49% YoY)","value":4540000000,"period":"FY2025 Humira","basis_en":"Humira 2023 $14.4B to 2025 $4.5B (-49% YoY)"},"note":"셀트리온의 휴미라 바이오시밀러 유플라이마는 애브비와의 특허 합의(로열티 지급)를 거쳐 미국에 진입했다. 바이오시밀러 경쟁은 휴미라 매출을 2023년 $14.4B에서 2025년 $4.5B로 끌어내렸다.","note_en":"Celltrion's Humira biosimilar Yuflyma entered the U.S. under a patent settlement with AbbVie (royalty-bearing license). Biosimilar competition drove Humira revenue from $14.4B in 2023 to $4.5B in 2025.","sources":[{"stance":"mentions","publisher":"금융감독원 DART","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2026-03-16","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260316001415","title":"셀트리온 사업보고서 (2025.12)","title_en":"Celltrion Business Report (FY2025)","excerpt":"유플라이마(휴미라 바이오시밀러)는 오리지널 개발사(애브비)와 특허 협의를 완료함에 따라 2023년 7월 미국 시장에 출시.","excerpt_en":"Yuflyma (Humira biosimilar) launched in the US in July 2023 after a patent agreement with the originator, AbbVie."},{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1551152/000155115226000008/abbv-20251231.htm","title":"애브비 2025 회계연도 Form 10-K","title_en":"AbbVie 2025 Form 10-K","excerpt":"\"Net revenues for Humira decreased 49% in 2025 primarily driven by continued impact of direct biosimilar competition following the loss of exclusivity ... AbbVie's immunology products compete with ... biosimilars.\" (휴미라 매출은 독점 상실 후 직접 바이오시밀러 경쟁으로 49% 감소)","excerpt_en":"\"Net revenues for Humira decreased 49% in 2025 primarily driven by continued impact of direct biosimilar competition following the loss of exclusivity ... AbbVie's immunology products compete with ... biosimilars.\""},{"stance":"mentions","publisher":"금융감독원 DART","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2025-03-18","url":"https://dart.fss.or.kr/dsab007/main.do?option=corp&textCrpNm=%EC%85%80%ED%8A%B8%EB%A6%AC%EC%98%A8","title":"셀트리온 사업보고서 (유플라이마 아달리무맙 바이오시밀러)","title_en":"Celltrion annual report (Yuflyma adalimumab biosimilar)","excerpt":"셀트리온은 아달리무맙 바이오시밀러 유플라이마를 미국·유럽에 공급하며, 오리지널사 애브비와의 특허 합의로 출시 시점을 확보했다.","excerpt_en":"Celltrion supplies the adalimumab biosimilar Yuflyma in the U.S. and Europe, securing launch timing via a patent settlement with originator AbbVie."}]},{"direction":"revenue","counterparty":"종양 시장 (임브루비카·벤클렉스타·엘라히어)","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-12","basis":"임브루비카 $2.87B·벤클렉스타 $2.79B","value":2869000000,"period":"FY2025 Imbruvica","basis_en":"Imbruvica $2.87B, Venclexta $2.79B"},"note":"임브루비카 $2.9B(-14%, BTK 경쟁 심화)와 벤클렉스타 $2.8B(+8%)가 축이며, 2024년 인수한 엘라히어(난소암 ADC)가 신규 성장원으로 합류했다.","note_en":"Imbruvica $2.9B (-14%, intensifying BTK competition) and Venclexta $2.8B (+8%) anchor oncology, with Elahere (ovarian-cancer ADC, acquired 2024) added as a new growth driver.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1551152/000155115226000008/abbv-20251231.htm","title":"애브비 2025 회계연도 Form 10-K","title_en":"AbbVie 2025 Form 10-K","excerpt":"\"Imbruvica Total $2,869 ... Venclexta Total $2,792 ... Elahere United States $607\" (임브루비카 $2,869M·벤클렉스타 $2,792M·엘라히어 미국 $607M)","excerpt_en":"\"Imbruvica Total $2,869 ... Venclexta Total $2,792 ... Elahere United States $607\""}]}]}