会议主要讨论的核心内容 - 公司在新的组织架构下,通过创新药和医疗器械业务,致力于为患者带来变革性创新 [10][11] - 公司在全球范围内保持领先地位,在欧洲和中国市场表现出色 [19][20][23] - 公司在研发方面取得了非常出色的成绩,90%的临床项目都取得成功,并在多个新兴技术领域如双特异性抗体、抗体偶联药物、放射性药物等保持领先地位 [33][35][36][38] - 公司大量投入人工智能技术,在临床试验设计、患者招募、生产制造等环节取得显著成效 [40][41][42][44] - 公司的多发性骨髓瘤和免疫学业务是公司的核心业务,TREMFYA有望在溃疡性结肠炎和克罗恩病领域取得成功 [48][51][52] - 公司在中枢神经系统领域也有多款新机制药物正在开发,包括用于治疗抑郁症的SPRAVATO和阿尔茨海默病的新疗法 [68][69][74] 问答环节重要的提问和回答 问题1 **Chris Shibutani 提问** 公司在新的组织架构下,如何把握战略优势 [8] **Jennifer Taubert 回答** 公司通过创新药和医疗器械业务,全力投入解决最大的医疗需求,并利用公司的全球布局和资源优势,有望取得持续高于市场的增长 [10][11][12] 问题2 **Chris Shibutani 提问** 如何看待美国通过的降药价法案(IRA)对公司的影响 [13] **Jennifer Taubert 回答** 公司认为IRA对创新不利,但公司的业务结构较为多元化,受影响的主要是生命周期较后期的产品,对公司整体增长影响有限,公司有信心在这一环境下继续保持领先地位 [15][16][17] 问题3 **Chris Shibutani 提问** 公司在中国市场的发展情况如何 [22] **Jennifer Taubert 回答** 中国是公司前10大市场,公司持续投资并取得国家医保准入,看好中国市场的增长潜力 [23] **John Reed 回答** 公司在中国建立了近900人的临床开发团队,中国患者占公司整体临床试验招募的20%,并通过上海创新中心积极引进中国生物技术公司的创新 [25][26][29]

Johnson & Johnson (NYSE:JNJ) Goldman Sachs 45th Annual Global Healthcare Conference Call June 12, 2024 2:00 PM ET Company Participants Jennifer Taubert - Executive Vice President, Innovative Medicine John Reed - Executive Vice President, Innovative Medicine, R&D Conference Call Participants Chris Shibutani - Goldman Sachs Chris Shibutani Okay. Let's get started. Thank you, everybody who's here. It's not exactly the weather and climate environment, it's been a big challenge here. Chris Shibutani from the Gol ...

Loading... Loading... During times of turbulence and uncertainty in the markets, even when markets are at all-time highs, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout. Benzinga readers can review the latest analyst takes on their favorite stocks by visiting our Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy. Bel ...

The integration of AI and healthcare is well underway. The human lifespan has increased dramatically since the start of the 17th century, from an average of just 30-40 years to over 70 years today. However, the next leap forward in longevity could be even more profound, driven by the transformative power of artificial intelligence (AI). AI has the potential to revolutionize healthcare and aging research, enabling scientists to uncover groundbreaking insights into the biological processes underlying aging an ...

Maintaining stability and security in investment portfolios is vital in an adverse macroeconomic environment. For instance, the current higher-for-longer interest rate environment coupled with other volatile macro elements may lead stocks into an unexpected and sudden downfall. Therefore, investors often seek out recession-proof stocks when escaping turbulent financial markets. These stocks have fundamentals that allow them to survive and flourish during difficult times — a fundamental and progressive resil ...

文章核心观点 - 约翰逊 & 约翰逊(JNJ)股价在最新交易中下跌1.24%,低于标普500指数1.19%的涨幅[1] - 过去一个月,该公司股价下跌0.62%,低于医疗行业3.54%和标普500指数3.35%的涨幅[2] - 分析师预计该公司将在2024年7月17日公布的季度财报中,每股收益为2.73美元,同比下降2.5%;营收为223.7亿美元,同比下降12.38%[3] - 全年来看,分析师预计该公司每股收益为10.64美元,同比增长7.26%;营收为882.8亿美元,同比下降5.1%[4] 根据相关目录分别进行总结 公司表现 - 约翰逊 & 约翰逊股价在最新交易中下跌1.24%,低于大盘涨幅[1] - 过去一个月,该公司股价下跌0.62%,低于医疗行业和大盘的涨幅[2] - 分析师预计该公司将在2024年7月公布的季度财报中,每股收益和营收均同比下降[3] - 全年来看,该公司每股收益预计增长7.26%,营收预计下降5.1%[4] 行业表现 - 医疗行业过去一个月涨幅为3.54%,高于该公司股价下跌0.62%[2] - 大盘标普500指数过去一个月涨幅为3.35%,高于该公司股价下跌0.62%[2] - 该公司所属的大型制药行业目前在所有行业中排名靠后,位于底部41%[10][11]

文章核心观点 - 强生公司(JNJ)已向美国食品药品监督管理局(FDA)提交了一项补充新药申请(sNDA),寻求扩大其HIV-1疗法Prezcobix在较小儿童中的使用[1][2][3] - Prezcobix是一种两药固定剂量组合片剂,用于治疗HIV-1感染的治疗未经治疗和治疗经验的成人和青少年患者,体重至少40公斤[2] - 强生公司还与吉利德科学公司(GILD)合作开发了一种新的组合片剂,含有针对较小儿童的重量调整的达芦那韦剂量(达芦那韦675毫克/可伯西斯特150毫克)[4] - 除了Prezista和Prezcobix/Rezolsta,强生公司还销售一种达芦那韦为基础的每日单片剂(STR)疗法Symtuza[5] - 除了强生公司和吉利德科学公司,GSK公司(GSK)通过其HIV子公司ViiV Healthcare也是HIV市场的另一个主要参与者,主要销售多药物和双药物疗法[6] 行业概况 - 强生公司的股价今年迄今下跌5.7%,而行业整体上涨17.3%[2] - GSK公司的HIV销售额在2023年以固定汇率计算增长13%,预计2024年将以高个位数到低双位数的幅度增长[6] - 生物通公司(BVS)是医疗保健行业中的一只排名靠前的股票,目前拥有Zacks第1级(强烈买入)评级[8][9] - 生物通公司在过去60天内,2024年的每股收益预测从16美分上升至27美分,2025年的每股收益预测也从40美分上升至43美分,今年迄今其股价上涨27.1%[8][9] - 生物通公司在过去4个季度中有3个季度的收益超出预期,平均收益惊喜率为151.67%[10]

NEW YORK, May 29, 2024 /PRNewswire/ -- Sarepta Therapeutics Inc. (NASD: SRPT) will replace Shockwave Medical Inc. (NASD: SWAV) in the S&P MidCap 400 effective prior to the opening of trading on Monday, June 3. S&P 500 constituent Johnson & Johnson (NYSE: JNJ) is acquiring Shockwave Medical in a deal expected to be completed soon pending final closing conditions. Following is a summary of the changes that will take place prior to the open of trading on the effective date: Effective DateIndex Name Action Comp ...

Johnson & Johnson (NYSE:JNJ) Bernstein's 40th Annual Strategic Decisions Conference Call May 29, 2024 1:30 PM ET Company Participants Joaquin Duato - Chairman and Chief Executive Officer Conference Call Participants Lee Hambright - Bernstein Lee Hambright Okay. Thanks, everybody. Welcome back from lunch. I'm Lee Hambright, US MedTech Analyst at Bernstein. And we are thrilled to host Johnson & Johnson's Chairman and CEO, Joaquin Duato. Thank you so much for being here. Joaquin Duato Thank you. Lee Hambright ...

Johnson & Johnson (JNJ) announced a definitive agreement with Swiss biotech Numab Therapeutics to acquire global rights to NM26, a phase II-ready bispecific antibody for atopic dermatitis (“AD”). To execute the deal, Numab Therapeutics will spin off its wholly-owned subsidiary called Yellow Jersey Therapeutics, which holds NM26 rights, to its shareholders. J&J will acquire Yellow Jersey Therapeutics from Numab’s shareholders for a purchase price of $1.25 billion in cash. AD is a common inflammatory disease ...