AbbVie's Skyrizi posted strong Q1 2026 sales of $4.48 billion, up 30.9% year-over-year, making it the company's top earner.13
Johnson & Johnson's Icotyde, the first oral IL-23 targeted therapy for plaque psoriasis, was recently FDA-approved, posing competition to Skyrizi.2
Analysts note Skyrizi's superior efficacy (70-73% PASI-90 at 16 weeks vs. Icotyde's 46% placebo-adjusted) and less frequent dosing (every 3 months subcutaneous vs. daily oral).2
Wall Street is concerned about threats to AbbVie's immunology dominance from Icotyde, though AbbVie expresses confidence in Skyrizi's edge.124
Skyrizi and Rinvoq together generated $25.9B in 2025, with 2026 guidance exceeding $31B, helping offset Humira patent losses.4
Sources:
1. https://ground.news/article/abbvie-thanks-excellent-start-to-2026-to-immunology-and-neuroscience-strength-abbvie-nyse-abbv
2. https://www.biospace.com/business/as-j-j-brings-icotyde-to-market-abbvie-remains-confident-in-skyrizis-efficacy-edge
3. https://www.fiercepharma.com/pharma/abbvie-outlines-immunology-superstar-skyrizis-defense-against-new-jj-competition-icotyde
4. https://www.tikr.com/blog/abbvie-posts-record-61b-revenue-as-skyrizi-and-rinvoq-surge-past-peak-humira-sales