周五盘中，制药巨头艾伯维公司（AbbVie）股价大跌5.11%，引发市场关注。这一显著跌幅主要源于公司高管发布的最新预期，预计其重磅药物赫努拉（Humira）在今年及2026年的销量侵蚀将进一步加剧。
赫努拉是艾伯维公司的主打产品，长期以来一直是公司收入的主要来源。然而，随着生物仿制药的竞争加剧，赫努拉的市场份额正面临越来越大的压力。尽管公司表示部分销量下滑可能会被价格提振所抵消，但投资者似乎对这一前景并不乐观。
这一消息凸显了艾伯维公司在产品组合多元化方面面临的挑战。随着赫努拉专利保护的逐步到期，公司急需开发新的重磅药物以维持长期增长。市场将密切关注艾伯维如何应对这一挑战，以及公司在研发管线中的其他潜力产品是否能够填补赫努拉销量下滑带来的缺口。
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