AbbVie Says Rinvoq Holding Up, Humira Erosion Will Continue Into 2024

Physician response to FDA’s label change limiting Rinvoq to second-line-plus has been as expected, AbbVie said. Humira passed the $20bn sales threshold in 2021, but US biosimilar competition is one year away.

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AbbVie says Rinvoq is losing some RA market share due to label change

The recent safety update to Rinvoq’s label is having the anticipated impact, AbbVie Inc.execs said during the firm’s fourth quarter and full year 2021 earnings call on 2 February, and the Janus kinase inhibitor is likely to return to growth in its lead indication of rheumatoid arthritis during the second quarter of 2022. Rinvoq, along with the IL-23 blocker Skyrizi, is a key cog in AbbVie’s strategy for enduring sales erosion of its top-seller Humira when US biosimilars of adalimumab begin entering the market in 2023.

A primary area of inquiry on the investor call was how Rinvoq (upadacitinib) has fared since the US Food and Drug Administration added a black box warning to labeling reflecting safety concerns across the entire JAK class; the change limited the class to second-line therapy behind anti-TNF drugs, such as Humira. (Also see "FDA Warnings And Restrictions On JAKs Curb Growth Potential Of Big Brands" - Scrip, 1 September, 2021

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