Mara McInroy ’25 pitched AbbVie Inc. (NYSE: ABBV) on April 14, 2025. AbbVie, Inc. is a global, research-based biopharmaceutical company with a portfolio of products across immunology, oncology, neuroscience, aesthetics, and eye care. The company innovates, develops, and markets advanced therapies that address some of the world’s most complex and severe diseases.
Mara’s investment thesis is three pronged, stating that AbbVie will experience major efficiencies in their research and development efforts through AI integration, has a promising pharmaceutical pipeline, and is a leader in personalized medicine. The class’s thesis on overweighting the healthcare sector hinges on the market’s overlooking of AI opportunities across the industry. AbbVie presented a great buying opportunity as they are greatly positioned to further their use of AI, cutting product R&D times in half. Additionally, the company’s pipeline with hopeful treatments for solid tumors and blood cancer, as well their recent strategic partnership for the development of an oral weight-loss drug prove AbbVie’s dedication to innovation. Lastly, the emergence of personalized medicine allows patients to receive individually tailored treatment, which AbbVie is at the forefront of.
SMIF voted to purchase approximately $85,500 of ABBV, funded by the sale of the Healthcare Sector SPDR ETF, XLV, and cash.
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