ABBV

RobotPimpLibertyBell

Missed LLY. My boo ABBV has been good to me.

Kantmzk

I went in big on MSFT and bought 343 shares at 410. It continued to go down as low as 350 usd/share before smashing an earnings report and since going up significantly. I imagine the same scenario will happen to GOOGL. Most of all, I look at PEG/PEGY ratios, FCF, EPS, and various other ratios and buy based on what is cheapest. MSFT fit the bill earlier this year. As of now, GOOGL is getting there but I actually want to see it sink more before I consider it a worthwhile buy. There is definitely a case to be made it is better to say screw GOOGL and buy AVGO, LLY, ABBV, and plenty of other companies as well. Victoria Secret has done much better, as wel**l**, and I can say anecdotally I see that Victoria Secret Pink clothing all over nowadays.

IRunFast24

ABBV and ASML. Each about 25% of my port.

TheRealGreenArrow420

Best: TSLA: $900 --> $7.5k Worst: CHPT: $11k --> 2.5k I own neither any more. Remaining Best: AMD: +500% over 6 years, $88 CB INTC: +125% over 3 years, $38 CB ABBV: +113% over 5 years, $133 CB Remaining Worst: DIS: +25% over 3 years BABA: +8.5% over 5 years

STONKLEAPS

ABBV looks like moon mission engaged

JustAnotherTou

My choice is biotechnology and its either ABBV or AMGN. 👍

JustAnotherTou

Id go biotech (2 companies). ABBV and AMGN. Consistent business already, upside future growth with AI paving the way. You arent depending on a horse to win the AI race, but will utilize AI to grow future therapies.

ActivePosition67

One of the first things I ever did on WSB was buy 4000 shares of ABBV @ 110

Resident_Pickle5422

all my homies escapes the lab. the rest genuilty boof peenors and pay ABBV for estrogen.

Long-Friendship-3046

ABBV

2Hosslovescash

ABBV Einstein

CollectedWaste

I'm a 25f with 40 years to retirement who makes 320k and spends 65k a year on all necessary expenses, so I have huge risk tolerance. My ~550k brokerage portfolio is half IGM (tech ETF), with the other half being a split between MU, NBIS, AVGO, GOOG, ABBV, LLY. I feel good about it and honestly it wouldn't hurt me if I lost 100% of it, but I've had good returns the past few years. I have another 100k between a Roth, 401k, and HSA that is 100% the SP500. 

TrickSingle2086

Signal to double down on JNJ and ABBV

Flex1968

"Healthcare has always been a bit volatile and I don’t expect it to provide a steady & predictable growth like tech. " Wow! So, ABBV , ABT, JNJ , LLY , UNH , et al have been "volatile" over the last 13+ years? I appreciate many of the I.T. stocks, and am invested in several, but I don't think that appreciating I.T. means that one should ignore , or 'pooh-pooh' , the very solid stocks available in the Healthcare sector, many of which provide solid dividends, and are solidly 'defensive.' Major I.T. stocks have seen their valuations rocketed towards the moon, do not, and are not. GLTA

colorcrazecnl225

Well, at least my FIG and ABBV are doing ok today. Everything else is in hell.

Shadowrend867

The problem is simply in people peddling either extreme. Dividends are just one aspect of a stock. What matters is total return. You can find examples of high dividend companies that have grown really well, no dividend companies that have grown very poorly, and vice versa for each. Some companies do compromise their growth via dividends (ex companies that continue to do high dividends even tho they can't really afford them) and some companies with low or no dividends compromise their growth by different things such as terrible business decisions (ex Meta poorly trend chasing) or having ridiculous CEO salaries.  Dividend haters will never be able to convince me high dividend = bad when Abbvie (ABBV) is one of the best performing things i've ever had (and still have). Having very high dividends has not prevented it from kicking the s&p 500's ass the last 5 years. Dripping those dividends that whole time has worked out excellently and make up for the tax drag. 

maddogisnextdoor

Large cap pharma is probably the way to go. If you look at $JNJ and $ABBV and even $PFE this year….they’ve done well. However, ABBV and PFE payout ratio is rather high, so other stocks to look at are $AZN, $MRK and even $GILD with good dividend yields and room to grow their yield since payout ratio is 50% or less.

NoExternal2732

So Ken Griffin increases his stake in ABBV and the stock price goes down almost 2%? Can someone ELI5 me?

Organic-Energy7300

Azioni Wide Moat che presentano fondamentali di primissimo ordine per FCF, EBIT Margin e ROIC. 100 azioni per titolo, assegnate in tempi diversi tramite la vendita di opzioni put. Tra dividendi e vendita di covered call, queste posizioni mi generano un discreto rendimento da flusso di cassa: ​Illinois Tool Works(ITW)Industriale; ​AbbVie (ABBV) Pharma; ​Morgan Stanley (MS) Finanza; ​Chevron (CVX) Energia; ​Procter & Gamble (PG) Consumer Staples; ​Waste Management (WM) Utilities & Servizi Ambientali.

Revolutionary_Ad2527

Tomorrow probably : Money probably rotates more into healthcare. LLY, ABBV, JNJ, XOM, cvx, ko, wmt, Costco. That fits Tuesday’s leadership, Korea opening with Samsung around 7.6 % and SK Hynix around -9.6% and Brent still near 92 tonight. Futures flat. At the open, I’d expect memory and semis to get hit the hardest, while healthcare, energy, and staples hold up better. By midday, the selling could start to cool off, and later in the day we may see some money move back into big tech. just probably not back into memory yet. 🤞🏼🤞🏼🤞🏼

Devinbaily99

ABBV for the win today!

Ok-Nose29

There goes $ABBV 😀

Ok-Nose29

$ABBV forming a high tight flag on top of a weekly FIB completion

Organic-Energy7300

​Il "fossato" è il vantaggio competitivo che protegge i profitti di un'azienda dai concorrenti a lungo termine. Ce ne sono tante a me piace tanto asml ha una proprietà intellettuale e tecnologica quasi monopolistica. Ma non ce l'ho perchè ho altre azioni tech e ho preferito usare il "fossato" su altri settori con: Chevron JPM ABBV pepsi e Eaton

piratedinside

I would swap up LLY for ABBV if you really want a single pharma stock.

Midpoint60

I was flat today (again) as well. It seems that healthcare is making up for my loses in tech -- LLY, ABBV, PFE, BMY, ABT, and MDT are my healthcare holding.

Got_Engineers

Real estate REITs and healthcare? I’ve made like 500% on O realty calls and Pfizer calls lately. PFE has gapped up the last week. Find companies in the top 10 of a sector etf and track them. Healthcare MRK ABBV PFE GILD REITs O AMT WELL

maddogisnextdoor

There is a rotation underway from chips to dividend kings…lot of pharmaceuticals are up big like LLY, JNJ, ABBV, AMGN over the past couple weeks

TetonHiker

Agree. JNJ, MRNA, ABBV, just to name a few, all hit new highs last Weds. When tech gets dropped, healthcare gets some of the rotation.

Jericho3434

I think health care. Been beaten down and a lot of noise about how AI will find cures faster. I’m super balls deep in ABBV and I want a crash in semis. Healthcare inverses semis.

Jericho3434

I have ABBV, just got an approval today that pushed the stock to ATH. It’s a good stock to hedge a tech heavy port. It goes up when tech/memory fall.

ThinkingOfTheOldDays

Healthcare, $ABBV, biotech

Jericho3434

ABBV, I’m not bag holding or anything. I just want more money.

Ancient_Wallaby9239

Buying AVGO/Marvel and ABBV But nah it's tempting

Midpoint60

\*Arrived home and checked my port...\* "Wow - I did great today" -- MU, AMAT, GEV, ETN, ABBV "Oh, wait" -- DELL, ORCL, IBM, PEP "Never mind." \*grabs bong from cupboard\*

Rosella2562

Haha I feel like you and I are the only two people in this sub playing ABBV 😂 Best of luck with your position though 🙏🏻

Jericho3434

My moves for tomorrow? Hoping tech crashes so my large position in ABBV can catch a bid… 😔

Real_Passenger4282

Hey, props for starting at 18 — that compound interest head start is going to be huge. A few thoughts: On the broker question: Robinhood is fine honestly, especially with the 3% Roth IRA match. Fidelity and Schwab are the other popular picks — better research tools, more reliable customer service, and no PFOF concerns. But don't overthink the broker part, it matters way less than what you actually buy. On your strategy: You said growth + dividends and "a bit risky" — those kind of pull in different directions, so here's how I'd think about it at 20: * Roth IRA → max this out first ($7k/year). Since you won't touch it for decades, go heavy on growth here (VOO, QQQ, or individual growth stocks). The beauty of a Roth is you'll never pay taxes on the gains. * Individual account → this is where dividend stocks make more sense. Build a portfolio of solid dividend payers (think SCHD for an ETF, or individual names like O, KO, JNJ, ABBV if you want to pick stocks). Reinvest every dividend while you're young — the snowball effect is real. For learning: * "The Intelligent Investor" by Benjamin Graham (the classic) * On YouTube: Joseph Carlson has great content on dividend portfolio building, very practical * r/dividends is a solid sub for that specific strategy One thing that really helped me stay motivated was actually tracking my dividend income month by month. seeing that number go up every quarter keeps you disciplined when the market dips. You're asking the right questions at the right age. Just stay consistent and don't chase meme stocks with your core portfolio. Good luck!

Throwaway_Molasses

My defensive portfolio is holding mostly green. PG ABBV BRK-B TGT HD CI UNH PFE and APPL are on the red edge tho

FunkyPlunkett

Not TKO or ABBV

Illustrious_Gift1609

VOO #1 VXUS #2. Stocks…MO, ABBV, IRM MAYBE PFE

No_Series3763

Most of my money is in boring index funds. At one point I felt like I wanted to do something more active so I bought a few individual stocks. Some have been great, like ABBV, others not so great, like Chesapeake Energy (went bankrupt and I went down with the ship). It taught me I do better when I stick to index funds.

Jericho3434

I sold DRAM and bought ABBV. If Monday opens with boomer stocks up and memory down then there’s a sentiment shift that’s happening.

Jericho3434

Bought ABBV

Illustrious_Gift1609

This was tech possibly starting a correction. Healthcare and Financials were green today. JPM, UNH, ABBV, MO, PFE, O. SPY is right where we were prior to the AI run up.

Illustrious_Gift1609

ABBV, PFE, MO, UNH, JPM, O were green. I sold JPM so there is a 99% chance it gaps up on Monday. Trimmed UNH too so there ya go! lol

Illustrious_Gift1609

Been doing this 15 years and VOO and VXUS + 10% speculation is the way. I have my favorite stocks, ABBV, MO, IRM but VOO, VXUS help me to never panic. I won’t be getting rich quickly but my account feels safe and allocation is easy.

Jericho3434

Sold DRAM at 60 and bought ABBV as a hedge/break out candidate.

venu_18

Good luck 😅 Just remember that a $0.15 option can go to $0 very quickly after expiration if ABBV doesn't make the move you're expecting. Defined risk, but definitely a lottery-ticket type trade.

southwest412

I sold naked puts for years. Never a losing year. Losing trades, yes. I’d roll them, occasionally eat a loss or buy the stock. I was making $40k to $45k a year. Nice side gig during my lunch hour. I never tried to hit homer. Just a lot of singles staying within a fraction of my ability to buy or absorb a loss. I retired at 51 and backed down to just a few stocks and I sell credit spreads to cap any loss. I make maybe $2k a year now. I started with one and two contracts for 60 to 90 days at most. My training wheels period. I ramped up to 5 to 20 contracts with long expiration periods but further OTM. ABBV I often am 20% or more OTM on puts. Usually selling the January LEAPS keeping 2 active most of the time. Not advice just the approach I took and learned to be comfortable managing.

According-Trade-2710

Here you go bro I am not sure how to share my portfolio but I have ABBV AMD AMZN GOOG FIG MSFT NFLX CRM SOFI NOW And a big chunk in SCHG This is just my taxable brokerage, I have 401ks too. Been investing for the past 10 years in 401k and other retirements, and 6 years in brokerage. https://preview.redd.it/rddgp0b6a71h1.jpeg?width=1080&format=pjpg&auto=webp&s=2494b052fe1cab847592571e17a5a70c98b388f0

TheBullRunKid

Just a theory… I noticed ABBV the past 2 years gets a big surge around May/June. I have had it for about 2 weeks hoping for this again. It went down on me up until yesterday when it was the first day it started going up and then today it’s doing good again so I think it might be the turning point. I don’t wanna give advice because I’m pretty new to stocks but I figured its worth sharing

Spookiest_Meow

I use the stock screener on [stockanalysis.com](http://stockanalysis.com) to export a list of all stocks into Excel, and then I use filters and column formatting rules to find stocks I want based on various metrics like P/E Ratio, Debt/Equity, Free Cash Flow, Return %s over various time periods, etc. When you identify stocks you might like, you look at the stock charts across various time periods - particularly all-time, 5 year, 1 year, etc. If you want to be more precise, you can look at 1 year, 6 month, 3 month, 1 month etc. charts with Moving Average indicator overlays and RSI to determine whether or not it's a good time to buy that specific stock. Another thing you can do is look at ETFs that select stocks by specific metrics, like VIG, and then look at their holdings. A lot of those are ones I'd naturally select based on my own research, for example ABBV, V, MA, KO, WM etc. * use a stock screener * export the data to a spreadsheet app * format columns for visibility and filter * identity good potential stocks via various financial metrics * look at their charts * look at moving average indicators and RSI, or whatever indicators you like * buy whatever meets your desired criteria and looks good

Hellmale

I was freaking out when ABBV dropped after earlier this morning 😂

Hellmale

Feeling hyped up for my ABBV calls. They are aggressive and have 90 programs and ~60 in mid/late-stage development.

Hellmale

Looks like I m f$$ked by ABBV and SOFI. They dropped hard after hours. Earnings premarket tomorrow 🤔

Hellmale

What do you think SOFI and ABBV earnings look like?

Hellmale

INTC puts, SOFI and ABBV calls

Hellmale

INTC puts SOFI and ABBV calls

Insteadly

All of these were purchased opportunistically, over many years. Those opportunities are gone, they fail the yield test today (except **ABBV**, I’d buy **ABBV**, fantastic compounder). Since last fall I added to or initiated **CLX**, **KMB**, and **BMY** – when they were yielding 5% or more. I think **CLX** and **KMB** are still there. I added to **CLX** earlier this week. I had a GTC order at a hero price that I forgot about. It filled. Sometimes you get lucky.

Hellmale

Looks like someone is trying their best shorting SOFI and ABBV😂

Hellmale

ABBV $200 call 5/22

Hellmale

Anyone bought the ABBV dip today?

Hellmale

ABBV, SOFI calls

Hellmale

What happened to ABBV? Good to buy calls?

Hellmale

People are not interested in Psychedelics anymore?😆 I thing after 🥭 signed executive order , CMPS, HELP, GHRS are mooning . The question is “ can they compete with ABBV or LLY?”

razorgatortt

ABBV, google, nvda, brkb, msft

techstress

i started looking at DAL again. I hard others say look at pharmaceuticals like Pfizer and J&J. I still hold ABBV and its been good for me. I think that's down almost 20% off its recent high for me now. I bought that cus its was a big buffett position a while ago. Good dividend.

Exciting_Day4155

Yea my ABBV calls are doing fine from yesterday and today.

InfiniteNerve1384

ABBV calls. APLD calls pre-earnings build-up. And as usual, short Carvana that POS.

Confident-Web-7118

Thank you, I'm glad the due diligence is helpful and insightful. And I've been a deep value investor for several years and am semi-retired, but I really enjoy working and continue with deep value investing. Have a lot of years of experience in business, software engineering, machine learning/statistics, and a strong understanding of healthcare and pharma gained over time. And it really is 99.99% chances statistically, I know I sound crazy when I say that, but it's the truth. The 8 ML models ensemble I built predict the 80th event will occur in the range of Sept/Oct 2026 to April/May 2027. As for your question on the impact the REGAL final analysis readout will have on shares, I believe the move will be a lot like ABVX. ABVX's drug (Obefazimod) is for Ulcerative Colitis (UC), a crowded market dominated by AbbVie (Humira) and Pfizer (Xeljanz). Their Phase 3 Data: They crushed the placebo. 50mg Dose: 19.3% remission rate vs. 2.5% for placebo (Study 1). A 17% improvement in a disease where 10% is considered good. Wall Street realized instantly that this would become a standard of care. The buyout probability went to 100%, hence the 10X surge to $60 a share, which was like 1B in market cap gain in one day, dilution came afterwards. GPS 3-4X's survival (saves lives) in AML CR2 (not eligible for transplant), and there is a cure fraction with 62% to 68% predicted by the unconstrained grid search (which happens to align with the GPS immune response rate numbers), it will dominate CR1 given the results in CR2 (not eligible for transplant) and the cure fraction (it already beat Onureg in CR1 without unlimited dosing achieving 67 mOS in Phase 2 within CR1), and enters a market (CR2 Maintenance) with ZERO competitors. It is a monopoly from Day 1 for at least 5 to 8 years. ABBV and BMS will need to acquire SLS, the one that does will lose a ton of revenue, AbbVie will lose billions in revenue. The surge and buyout following will be astronomical within the range (10B-40B). https://preview.redd.it/s4wtj59qbqpg1.png?width=1911&format=png&auto=webp&s=b7e30ff41ac129b8c989a9eb70e8a364834f702f

Calm_Cryptographer82

I sell deep in the money covered calls all the time. I do it on giant cap stocks (WMT, HD, LOW, ABBV.....etc). Always stocks I don't mind holding, and always stocks that are roughly in the middle of the support and resistance range. I do them as Buy Write CC's. I try to do it on stocks that stay relatively flat or are going up (and pay a decent dividend). The trades are roughly 30 DTE (roughly) with decent Vol so the premiums are worth the risk. If the stock continues to rise at a slow pace, I keep rolling the CC until there is no money to be made rolling any further at which point I let the stock get taken. If they drop, I buy back the call and wait for the stock to rise so I can sell another CC against it again (I only do this if I am still ITM). In the mean time I am collecting the dividends and getting paid to wait for the stock to rise. This is a TRADING strategy NOT a long term hold strategy. I only make these trades in my IRA or Roth to avoid tax issues. I also have a cap on losses I am willing to endure before I make a decision to dump the stock. This is obviously not a good strategy for a down trending market. Many will say this doesn't work. My account balance says otherwise. Good luck.

Confident-Web-7118

Thank you, glad the due diligence is helpful and insightful. And Yes, I am still accumulating and adding every week, with fully diluted share counts of 217MM to 225MM, the upside from $6 a share is 6X to 29X. For context, GPS annual sales will be at least $4B to $5.5B+ globally and GPS + SLS-009 will be $6.5B to $8.5B. GPS extends survival to 30-40+ months (as the REGAL data implies), and then there's the cure fraction we are seeing, that the machine learning model predicted is 64%. LTV estimate just based on the long-term survival (and not "cured") is: ​$260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. (it is more globally) If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue (and globally will be more, likely $5.5B+ total globally) 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology (where these types of assets are acquired for 6 to 8 times peak sales). The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. Buyout range is 6B to 40B. Fully diluted share counts is 217MM to 225MM, so 10B would be about $46.40 a share. The range is that broad for buyout because we ultimately don't know what the bidding war between strategics like ABBV, BMS, etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc.

Confident-Web-7118

Yes, I am still accumulating and adding every week. with fully diluted share counts of 217MM to 225MM, the upside from $6 a share is 6X to 29X. For context, GPS annual sales will be at least $4B to $5.5B+ globally and GPS + SLS-009 will be $6.5B to $8.5B. GPS extends survival to 30-40+ months (as the REGAL data implies), and then there's the cure fraction we are seeing, that the machine learning model predicted is 64%. LTV estimate just based on the long-term survival (and not "cured") is: ​$260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. (it is more globally) If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue (and globally will be more, likely $5.5B+ total globally) 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology (where these types of assets are acquired for 6 to 8 times peak sales). The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. Buyout range is 6B to 40B. Fully diluted share counts is 217MM to 225MM, so 10B would be about $46.40 a share. The range is that broad for buyout because we ultimately don't know what the bidding war between strategics like ABBV, BMS, etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc.

tortoisepump

Long $ABBV

WickedTwista

With Noem being replaced, puts on ABBV (owner of Botox)?

roadbikemadman

ABBV

Bogeem1

To many individual stocks...long term stick with maybe 10-15 individual stocks covering different industries like CAT, MSFT, CVX, ABBV, EMR, RTX, JPM, PG, GOOG, GLD, AMD etc...companies that have been successful for a long long time, pays dividends and when one sector is down another sector will be up, ride the waves ! Put some in a S&P Index Fund, a Dividends Index Fund just diversify and slowly add to each, time is your friend

Confident-Web-7118

Thank you for your comment. I provided context on this in another comment in the Part 1 post, but readding it here for anyone new: Here is an overview in a concise way: GPS annual sales will be at least $4B and GPS + SLS-009 will be $6.5B to $8.5B.) GPS extends survival to 30-40+ months (as the REGAL data implies), thus LTV estimate is: ​$260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology (where these types of assets are acquired for 6 to 8 times peak sales). The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. You're right in that it is too low. The range is that broad because we ultimately don't know what the bidding war between strategics like ABBV, BMS, etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc. Also, when I said 7.5X to 49X upside from current share prices (that was from when shares were about $3.70, so that 49X number would naturally drop as shares go up) In addition, I can also attach one image per reddit comment, so I attached one here that shows the overview for GPS annual sales globally that the acquirer would get. https://preview.redd.it/41mn1gxe1okg1.jpeg?width=1042&format=pjpg&auto=webp&s=aa53db604f6bbec856e9f78273fcc4bb16177035

Confident-Web-7118

Thank you for your comment. It's great to see you discussing the big picture with WT1 being expressed in almost 20+ cancers. WT1 is a universal target, which is why this drug has so much potential. But one small correction on the cellular mechanics of how it destroys the cell. The vaccine itself does not perforate the cancer cell. GPS is an immunotherapy. It's like a wanted poster where the immune system of the patient will recognize who to look that has WT1 expressed. When injected, it trains the patient's own immune system (specifically CD8+ Cytotoxic T-cells) to recognize the WT1 protein. Once trained, those T-cells are the ones that hunt down the cancer, lock onto the membrane, and release a protein called perforin to punch holes in the cancer cell and destroy it. But to answer your core questions: Does it work the same way for Ovarian cancer? Yes, WT1 is expressed in over 85% of ovarian cancers. SELLAS has actually already run Phase 1/2 trials in advanced ovarian cancer combining GPS with Keytruda/Opdivo. It successfully triggered that exact T-cell response and pushed median Overall Survival past 18 months in a very difficult to treat population. Does it work for any cancer expressing WT1? Exactly. Because the trained T-cells only look for the WT1 antigen, they don't care if the tumor is in the blood (AML), the lungs (Mesothelioma), or the ovaries. This is exactly why the National Cancer Institute ranked WT1 as the number 1 priority target for immunotherapy in the world." They specifically focused on AML and dominating AML with SLS-009 + GPS. Outside the lives saved and benefits for patients, strategic acquirers get excited about that given if they acquired SLS, that revenue stream would be protected for at least 7 years without any competition, the acquirer would have a monopoly in AML CR2 (not eligible for transplant), total dominance in CR1, and tons of penetration in the frontline with SLS-009. Strategic acquirers already in AML include ABBV, BMS, etc.

MinuteGapp2

yea saw RKLB, LUNR, iren trending last year in wallstreet bets. i avoided them, definitely not touching that now. it's like buying palantir all over again ABBV looks wonderful in charts, too bad for the PE. seems risky i think. same with JNJ, i think i'm late and missed the bull run. rather buy more oil than that but thanks

AtmosphereJealous667

J&J, ABBV I like for long term. RKLB, LUNR, iren are my more recent picks for the year. Not financial advice just me

Confident-Web-7118

Thank you, and there is no approved drug for AML CR2 (not eligible for transplant). At the BAT mOS range the predictive model predicts with 90% accuracy, GPS will/is increasing survival for these patients 3X to 4X. It will be the only approved drug that does this, and it beats standard of care in AML CR1 by at least 1.5X (this was Phase 2 data). Based on the Phase 3 AML CR2 (not eligible for transplant) data we are seeing clearly, it will do far beyond that 1.5X in CR1 with the unlimited dosing. The closest competitor is in Phase 1, for 5 to 8 years, there is no competitor in AML CR2 (not eligible for transplant), or anything that can achieve in AML CR1 that GPS can/is achieving. Annual Sales for GPS from AML CR2 (not eligible for transplant) and CR1 will be $4B+ globally, hence it will be acquired/bought-out by a strategic like ABBV, BMS, etc. There will be a bidding war, as it is/will be the most sought after oncology acquisition.

kodaq2001

ABBV

shaqballs

I’m so excited for Abbvie to buy my SLS shares and turn them into ABBV (my copium praying)

Confident-Web-7118

Thank you for your comment. This very well could happen. REGAL is such a massive catalyst and all that we're discussing in terms of results, buyout, etc. has been based on REGAL/GPS, but if SLS-009 results come out at that timeline, which they very well could, it will be a huge catalyst as well. For everyone's context that is new/reading this, here is an overview for what SLS-009 is: Phase 2 for SLS-009 proved that for patients that failed Venetoclax (ABBV's drug), where they typically survive 2.5 months afterwards, SLS-009 achieved an extended median OS of 8.9 months, which is a 3.5X improvement over standard of care. Venetoclax generates $2.5B+ in net revenue for ABBV, and SLS-009 protects that by making it effective for meaningfully longer. The combo also protects it from the patent cliff. The Current Standard in Frontline for AML: Aza/Ven is 14.7 median OS With SLS-009: Aza/Ven + SLS-009 likely would be 22 to 24 months median OS In TP-53 Mutated (High Risk): Aza/Ven is 5.3 months median OS Here, Aza/Ven + SLS-009 likely would be 15 to 16 months median OS They'll (ABBV) gain a minimum of $2B in revenue from acquiring SLS-009. Exciting for ABBV because after Phase 2B, it can be approved by 2027 given its fast track approval and orphan drug designation.

Confident-Web-7118

It's hard to predict a timeline, but it will be the most sought after oncology acquisition there is. Acquired most likely by relevant strategics like ABBV, BMS, etc. My recommendation would be to focus more on the buyout range, posted a comment here going over that in detail. But as an example, if REGAL FA results come out in Q3 2026, buyout may occur soon after with a closing date in Q4 2026/Q1 2027. My recommendation would be to not even focus on this, and just look the ranges (the other comment will help a lot here).

Confident-Web-7118

Thanks for your comment. I can expand on this but here is an overview in a concise way: GPS annual sales will be at least $4B and GPS + SLS-009 will be $6.5B to $8.5B.) GPS extends survival to 30-40+ months (as the REGAL data implies), thus LTV estimate is: ​$260K (Y1) + $100K (Y2) + $100K (Y3) + $50K (Y4/Tail) = $510K Total LTV. $510K ÷ 3.5 years = $145K annual revenue per patient. The most interesting thing is new transplant ineligible patients in the U.S. (not including globally): There's only about 3,000 new CR2 and 6,000 new CR1 patients each year. If everyone mostly died in 8 months (like they do now), revenue would be small ($260K × 9,000 = $2.3B max). Because GPS keeps patients alive for 3-4 years, by Year 4, you aren't just treating the new patients. You are treating: 2026 survivors (Year 3 of dosing) 2027 survivors (Year 2 of dosing) 2028 new starts (Year 1 of dosing) This is what creates the 27,000 patient pool and the $4.0B+ annual revenue 4 x 3 to 5 Peak Sales (standard for general acquisitions in Bio) is 20B for example, and this is a breakthrough in oncology. The floor really is 10B, but I just said 6B because I'm a deep value investor and always assume worst case scenarios. The range is that broad because we ultimately don't know what the bidding war between strategics like ABBV, BMS' etc. will lead to, as we're just talking about GPS here for AML CR2 and CR1. We haven't even discussed SLS-009 (which will be bigger than GPS) for the Frontline, which is in Phase 2B, we haven't talked about the other indications from the WT1 targeting that is present in 20+ cancers, etc.

SpellAccomplished541

There are indexes/ETFs so you don't have to choose. If you do choose, even Buffet/BRK (and me) underestimated how low UNH could go and bought too high. Honestly, I think USA crap shoot... I bought NVO then Trump made them lower prices, I bought UNH... then government decreased fees (which seems crazy since we can't allow them to fail). At this point my theory is, if you have any favorite drugs look up your favorites and invest in who makes them (for me it is cyclosporine and ABBV, for my wife it is Zepbound and LLY). At least that way you are emotionally invested and can cheer for your stock... I think of it like the old investment theory to invest in whoever you give the most of your money.

Gam3B0iHack3r

ABBV giving me a boner rn

MitchCurry

Buffet bought back $25B in BRK stock, opened new positions in BMY, PFE, ABBV, MRK, and B, spent $B on Dominion's natural gas infrastructure, and added to existing positions. What in the world are you talking about? Just because he didn't spend all his cash doesn't mean he bought nothing.

exipheas

ABBV ceo is missing for sure. Can't exclude the #1 maker of silicone implants.

blackdog543

Anyone know why ABBV (Abbvie pharma) is down so much? They beat on everything but margin I think. Guidance was good for 2026. Seems like a bit of an oversell?

dayvieee

Can’t believe my ABBV 210p went ITM

Beriberi_Cheerios

ABBV beats and dumps 2%. This is the dumbest timeline.

dvdmovie1

I've owned LLY for a few years now and am not selling or adding at this point. There would be other things ahead of it on the shopping list, but I'd be more interested in ABBV sub-$200.

I-STATE-FACTS

PFE - Zoloft LLY - Prozac GSK - Paxil ABBV - Range of generic drugs in the same space

Dritzz-9966

They likely tried already behind closed doors (offered 10B for MTSR, which is VERY inferior to VKTX and a lot further behind). However VKTX's management probably is asking for 25-40B in a buyout scenario (which is a huge premium on today's share price, but is what the company would be worth for VK2735). So it's a lot in the look of it. If you do a buyout for a 1200% premium, maybe the shareholders (who aren't necessarily knowledgeable in bio data) will not be happy. That's the only reason. You are right, I am extremely bullish on VKTX, see my last WSB DD on my profile for more info. I will also become extremely bullish towards the company that acquires or partners with VKTX and will buy a large position. This is because NVO/ABBV/MRK have a really good supply chain and marketing, they are just lacking a good product.

bigboyvapesinc

Obligatory fuck ABBV

KingOfTheQuails

Personally I have significant long positions in TARS, NBIX and ABBV (although note I’ve been in these over a year and am not adding at these levels). I also hold SRPT and QURE. SRPT I also bought near book value when it was in the 13s QURE is a good example of biotech. Everything looked good and they were aligned with FDA on the trial design. Then last minute FDA reversed course and it’s now down 50% from my cost basis. But I sized accordingly given the historical control uncertainty so the damage isn’t too bad…