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16 handpicked stocks

Rinvoq vs Humira Results | Immunology Market Shift

AbbVie's new arthritis drug, Rinvoq, has proven superior to its predecessor, Humira, signaling a major shift in the immunology market. This theme focuses on the innovative pharmaceutical companies poised to benefit from the demand for more effective autoimmune disease treatments.

Author avatar

Han Tan | Market Analyst

Published on October 21

Your Basket's Financial Footprint

Interpretation of basket market capitalisation and investor takeaways for 'The New Guard In Autoimmune Treatment' basket.

Key Takeaways for Investors:
  • Large-cap dominance tends to reduce volatility, offering more stability and returns that broadly track the market.
  • Serve as a core holding for diversified portfolios, not a speculative small-cap growth play.
  • Expect steady, long-term value rather than rapid, short-term gains; upside may be limited relative to small-cap picks.
Total Market Cap
  • ABBV: $409.95B

  • VRTX: $107.45B

  • AUPH: $1.56B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Recent clinical trials have shown that newer autoimmune treatments can significantly outperform established blockbuster drugs. This creates a powerful shift in the immunology market, where next-generation therapies are proving superior in efficacy and safety. We've identified companies positioned to benefit from this transition toward more effective treatments for autoimmune diseases.

2

What You Need to Know

This group focuses on biopharmaceutical companies developing innovative oral and injectable therapies for autoimmune conditions. Many legacy drugs are facing patent expirations, creating opportunities for disruptive treatments. The companies range from established leaders successfully navigating this transition to clinical-stage biotechs with promising pipelines in this high-growth healthcare sector.

3

Why These Stocks

These companies were handpicked by professional analysts based on their potential to capture substantial market share in the evolving immunology space. The selection includes both proven innovators and emerging biotechs positioned to challenge established standards of care. Each represents tactical exposure to the ongoing shift toward next-generation autoimmune treatments.

Why You'll Want to Watch These Stocks

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Breakthrough Moment

AbbVie's Rinvoq has proven significantly more effective than the former world's best-selling drug, Humira. This validates the potential for next-generation treatments to redefine standards of care across the entire immunology sector.

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Market Disruption Ahead

As legacy autoimmune drugs face patent expirations, innovative companies are positioned to capture substantial market share with superior therapies. The proven success of newer treatments creates powerful momentum for the entire sector.

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High-Growth Healthcare Sector

This collection offers tactical exposure to one of healthcare's most promising areas, where intensive R&D is creating novel oral and injectable therapies. Both established leaders and clinical-stage biotechs represent significant growth potential.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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