What happened
AbbVie’s Skyrizi, an IL-23 inhibitor, generated $5.55 billion in sales in the second quarter, according to FiercePharma’s summary of the company’s latest results. The report said the product reached that level seven years after its approval and described the quarter as a virtual match for the most ever achieved by Humira in a single quarter. FiercePharma also framed the performance as evidence that Skyrizi continues to thrive in a growing psoriasis market despite new competition.
Why it matters
On the immediate read, AbbVie’s replacement strategy for Humira still looks intact. If one product can approach Humira’s historic quarterly peak, the tone of the post-loss-of-exclusivity debate shifts from defense to durability. For investors, the signal is not just raw sales size but the presence of a follow-on immunology asset with enough scale to absorb competitive pressure while still growing. For more on broader drug pricing dynamics, see RxInfo.ai.
There is also a market-structure angle. FiercePharma’s framing points to a psoriasis market that is still growing, suggesting competition has not yet turned the category into a pure share-shift story. That matters for payers and PBMs because categories with expanding volume can support multiple winners longer than mature classes can. The next thing to watch is whether this level proves repeatable, and whether newer competition changes the trajectory or merely slows it at the margin. For employer-side PBM economics, see RxPBM.ai.