New longer-term data from the MARIPOSA study confirm superior outcomes of chemotherapy-free RYBREVANT® plus LAZCLUZE™ regimen compared to osimertinib monotherapy as first-line therapyResults from an interim analysis featured in late-breaker oral presentation at WCLCSAN DIEGO, Sept. 8, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced longer follow-up data from the landmark Phase 3 MARIPOSA study which showed first-line treatment with RYBREVANT® (amivantamab-vmjw) combined with LAZCLUZE™ (la ...

Johnson & Johnson (NYSE:JNJ) Wells Fargo 2024 Healthcare Conference September 5, 2024 11:00 AM ET Company Participants Tim Schmid - Executive Vice President, Worldwide Chairman of MedTech Jessica Moore - Vice President of Investor Relations Tracy Menkowski - Senior Director of Investor Relations Conference Call Participants Larry Biegelsen - Wells Fargo Larry Biegelsen Barry, we're ready? All right, good morning. Welcome back. I am Larry Biegelsen, the Medical Device Analyst at Wells Fargo. And it's my plea ...

会议主要讨论的核心内容 公司整体情况 - 公司在过去10个月内进行了一系列重大调整,包括将40,000人员移至业务单元,从集中式运营模式转向分散式模式,提高了公司的敏捷性和适应当地市场条件的能力[4][8] - 公司在过去几年内进行了大量收购,主要集中在心血管等高增长领域,目前高增长业务占比已超过50%[6][7] - 公司未来将继续关注心血管领域的并购机会,但也会谨慎选择,主要关注科学技术、战略契合度和财务回报[12][13] 业务表现 - 视力业务中的隐形眼镜业务在前两个季度表现不佳,但预计将在下半年反弹[17][18] - 中国市场受到VBP和反腐运动的影响,短期内仍将是一个挑战[5][21][22] - 心电生理业务在面临竞争压力下仍保持了良好增长,预计未来将继续保持双位数增长[30][31][33] - 外科手术业务中的高级手术业务受到机器人手术的冲击,但公司正在开发自身的手术机器人OTTAVA,预计将在今年内提交IDE申请[50][51][53] - 骨科业务通过VELYS机器人系统的推广实现了良好增长,未来还将推出脊柱机器人[57][58] 未来展望 - 公司有信心在2022-2027年期间实现5%-7%的年复合增长率[6][19] - 公司将继续加大在心血管、电生理等高增长领域的投资,并通过内生和外延方式推动创新[6][26][43] - 公司将通过简化运营模式、提高业务单元的问责制等方式提升效率和敏捷性[8][10]

文章核心观点 - 投资者常常过于依赖股票的历史派息记录,认为这些是"安全"的收益型投资,但过去并不能预测未来 [1] - 即使是知名的高派息股票,如英特尔和沃尔格林-布茨联盟,也可能会暂停或大幅削减派息 [1] - 两家公司,强生和Altria Group,虽然有良好的派息记录,但未来的派息可能存在风险 [2] 强生公司 - 强生是"股息王"之一,连续62年增加派息,但未来可能会暂停增加派息 [3] - 公司面临大量诉讼,如泰克案,可能导致成本上升,限制公司增加派息的能力 [4] - 公司需要大量投资于研发和增长机会,如应对专利到期,这可能会影响派息 [5] Altria Group - Altria最近增加了4%的派息,但其派息率较高,主要得益于一次性收益 [6] - 公司营收下降5%,主要业务烟草销售持续下滑,未来派息可持续性存在风险 [7] - 烟草行业整体前景不确定,Altria的长期投资价值和派息能力存在疑问 [8]

文章核心观点 - 公司对2025年及以后的增长目标充满信心 [4][5][6][7][11] - 公司将继续通过内部研发和外部并购来推动增长 [15][16][17][18] - 公司对肥胖领域保持开放态度 [20][21] - 公司对IRA法案的影响已经在收益指引中体现 [23][24][25][26] - 公司正在努力解决talc诉讼问题 [30][32] 创新药品 - 公司的口服IL-23抑制剂在银屑病和炎症性肠病中表现出色 [35][36][37][41][42][44][45] - TAR-200和TAR-210是公司在膀胱癌领域的创新疗法 [49][50][51][52] - RYBREVANT联合lazertinib有望成为EGFR突变非小细胞肺癌的新标准治疗 [54][55][56][57][58] 医疗器械 - 公司在视力、心血管和骨科领域的新产品有望推动未来增长 [9][10] - 公司将继续通过并购等方式拓展高增长领域 [15][16]

会议主要讨论的核心内容 - 公司对2025年及以后的增长目标充满信心 [4][5][6][7][8][9][10][11] - 公司将继续通过内部创新和外部并购来推动增长 [15][16][17][18] - 公司对肥胖领域保持开放态度,但需要有足够的差异化 [20][21] - 公司对IRA法案的影响已经在指引中体现,并正在采取措施应对 [23][24][25][26] 问答环节重要的提问和回答 - 公司对口服IL-23抑制剂的临床试验结果和商业前景充满信心,认为这将是一个市场变革性的产品 [35][36][41][42][44][45] - TAR-200和RYBREVANT-lazertinib是公司看好的两个潜力产品,有望成为数十亿美元级别的产品 [49][50][51][55][56][57][58]

Johnson & Johnson (JNJ) submitted abiologics license application (BLA) to the FDA seeking approval for nipocalimab, its investigational neonatal Fc receptor (FcRn) blocker, in generalized myasthenia gravis (gMG) indication.The FDA filing is supported by data from the phase III Vivacity-MG3 study, which evaluated nipocalimab in adults with gMG, including those with anti-AChR, anti-MuSK and anti-LRP4 positive antibodies. Data from the study showed that patients who received nipocalimab plus standard of care ( ...

In addition to profiting from ordinary trading activities, the stock market offers opportunities for investors seeking passive income through dividend payouts. Notably, some stocks are set up to reward shareholders regularly. As the markets look ahead to 2025, several stocks can be tapped to offer passive income. Some of these companies have a history of stable dividends and consistent growth.Therefore, below are three stocks to consider for a dividend-focused portfolio in 2025. Johnson & Johnson (NYSE: JNJ ...

CHINA - 2024/07/27: In this photo illustration, Johnson & Johnson logo is displayed on a smartphone ... [+] with a laptop keyboard background. (Photo Illustration by Serene Lee/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesIf you are a Johnson & Johnson investor and have been enjoying the stock’s steady dividends, it may be time to look elsewhere. As of this moment, we find DaVita - a healthcare company focused on kidney dialysis services - and Duke Energy - an electric an ...

Johnson & Johnson JNJ has just made a significant technical move, achieving a Golden Cross. This technical pattern occurs when a stock’s short-term moving average crosses above its long-term moving average, indicating a potential shift from a bearish to a bullish trend. Chart created using Benzinga ProFor Johnson & Johnson, the stock’s 50-day simple moving average (SMA) of $155.36 has crossed above the 200-day SMA of $154.46, signaling strong upward momentum.Golden Cross: What It Means For Johnson & Johnson ...