Readers who have been with me for a while may know how hard it is for me to sell stocks. That is based on the fact that I hold a relatively small number of individual companies. Currently, I holdAnalyst’s Disclosure: I/we have a beneficial long position in the shares of EXR, REXR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship w ...

公司业绩情况 - 2024年第三季度每股收益为2.42美元超出预期但较去年同期下降9% 调整后每股收益为1.11美元同比下降34.3% [2] - 销售额为224.7亿美元超出预期较去年同期增长5.2% 运营增长6.3% 汇率影响为 -1.1% 有机销售额运营基础上增长5.4% [3] - 国内市场销售额增长7.6%达129亿美元 调整后运营基础上国内销售额增长6.5% 国际销售额增长2.2%达95.6亿美元 运营增长4.6% 汇率影响 -2.4% 调整后运营基础上国际销售额增长4.0% [4] - 创新药部门销售额同比增长4.9%达145.8亿美元 运营增长6.3% 汇率影响 -1.4% 调整后运营基础上全球销售额增长6.4% 超出预期 [5] - 医疗技术部门销售额为78.9亿美元较去年同期增长5.8% 运营增长6.4% 汇率影响 -0.6% 未达预期 [15] - 调整后运营基础上医疗技术部门全球销售额增长3.7% 美国销售额增长7.8% 美国以外增长5.0% [16] 各产品销售情况 - 创新药部门中达雷木单抗销售额增长20.7%达30.2亿美元超出预期 [7] - 乌司奴单抗销售额下降6.6%为26.8亿美元 美国销售额下降7.5% 国际销售额下降4.8% 但超出预期 [8] - 依鲁替尼销售额下降6.8%为7.53亿美元 但超出预期 [9] - 阿帕鲁胺销售额增长25.4%为7.9亿美元超出预期 [10] - 古塞库单抗销售额增长13.0%为10亿美元略低于预期 [11] - 卡基替尼销售额增长87.7%为2.86亿美元 泰克瓦利销售额增长20.6%为1.35亿美元 艾氯胺酮销售额增长54.9%为2.84亿美元 [12] - 优普瑞帕韦销售额增长14.2%为4.58亿美元 傲朴舒销售额增长16.8%为5.71亿美元 利伐沙班销售额下降5.2%为5.92亿美元 棕榈酸帕利哌酮销售额增长1.9%为10.5亿美元 辛普尼/辛普尼阿莉亚销售额下降18%为5.16亿美元 普瑞兹塔销售额增长0.6%为4.49亿美元 [13] - 阿比特龙销售额下降30.0%为1.5亿美元 英夫利昔单抗销售额下降9.1%为4.19亿美元 [14] - 心血管业务销售额增长26.2% 全球外科业务下降1.8% 全球骨科业务增长1.2% 全球视力业务增长3.5% [18] 公司展望 - 2024年总营收预期提升至884 - 888亿美元 较之前增长5.1% - 5.6% 运营销售增长预期为6.3% - 6.8% 调整后运营销售增长指引提升 调整后每股收益指引从9.97 - 10.07美元降至9.88 - 9.98美元 运营恒定汇率基础上调整后每股收益预期增长 -0.6% - 0.4% 调整后营业利润率预计提高50个基点 调整后税前营业利润率预计下降200个基点 其他收入预期为19 - 21亿美元 净利息收入预期为4.5 - 5.5亿美元 调整后税率指引维持在17.5% - 18.5% [20][21][22][23][24] - 2025年公司预计销售额将超过2021年发布的570亿美元指引 创新药部门预计增长 医疗技术部门预计运营销售增长处于长期指引范围5 - 7%的高端 预计仍受中国VBP问题影响 [25] 市场反应 - 过去一个月估计呈下降趋势 共识估计已转变 -8.58% [26] - 公司平均增长分数为C 动量分数为D 价值分数为B 总体VGM分数为C 公司股票为持有等级 预计未来几个月股票回报一般 [27][28][29]

Adults with moderately-to-severely active Sjögren's disease who received investigational FcRn blocker nipocalimab had improvements in disease activity scores at 24 weeks with accompanying significant reductions in IgG and autoantibody levels Nipocalimab was granted U.S. FDA Breakthrough Therapy Designation for the treatment of adults living with moderate-to-severe Sjögren's disease based on results from the Phase 2 DAHLIAS studyWASHINGTON, Nov. 14, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today an ...

With over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, and pharmaceutical companies.Allka Research's journey in the investment landscape is marked by a commitment to delivering substantial returns and strategic insights to its clients. In a world filled with complexities, Allka Re ...

The Breakthrough Therapy Designation (BTD) for investigational nipocalimab in Sjögren's disease, a prevalent autoantibody disease with no approved advanced therapies, is supported by results from the Phase 2 DAHLIAS studyA greater than 70 percent relative improvement in systemic disease activity at Week 24 was demonstrated in study participants on average who received nipocalimab 15 mg/kg compared to participants who received placeboNipocalimab was granted BTD in hemolytic disease of the fetus and newborn e ...

文章核心观点 - 沃伦·巴菲特建议在别人贪婪时恐惧在别人恐惧时贪婪可通过RSI指标衡量股票恐惧水平RSI低于30视为超卖强生公司股票RSI为29.5进入超卖区域与标普500ETF的RSI对比超卖可能意味着抛售将尽可寻找买入机会并给出强生公司股票52周的高低点及最新交易价 [1][2][3] 关于投资理念 - 沃伦·巴菲特建议在别人贪婪时恐惧在别人恐惧时贪婪可通过RSI指标衡量股票恐惧水平RSI低于30视为超卖 [1] 关于强生公司股票 - 强生公司股票在周一交易中RSI读数为29.5进入超卖区域股价低至每股155.12美元与标普500ETF当前RSI读数69.1对比超卖可能意味着抛售将尽可寻找买入机会其52周低点为每股143.13美元高点为168.85美元最新交易价为155.40美元 [2][3]

If approved, DARZALEX FASPRO® will become the first treatment option for patients with smoldering multiple myeloma at high-risk of developing multiple myeloma, offering a novel approach to treat before the onset of active disease and the occurrence of end organ damage RARITAN, N.J., Nov. 8, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE:JNJ) today announced the submission of regulatory applications to the U.S. Food and Drug Administration (FDA) and European Medicines Agency (EMA) seeking approval of a new ind ...

If approved, daratumumab will become the first treatment option for patients with smouldering multiple myeloma at high-risk of developing multiple myeloma, offering a novel approach to treat before the onset of active disease and the occurrence of end organ damage1 BEERSE, BELGIUM, Nov. 08, 2024 (GLOBE NEWSWIRE) --  Janssen-Cilag International NV, a Johnson & Johnson company, today announced the submission of regulatory applications to the U.S. Food and Drug Administration (FDA) and European Medicines Agenc ...

A greater number of patients treated with subcutaneous TREMFYA® induction and maintenance achieved clinical and endoscopic remission at 48 weeks in the Phase 3 GRAVITI study versus placeboTREMFYA® could become the first IL-23 treatment to offer both a subcutaneous and intravenous (IV) induction regimen for patients living with Crohn's disease (CD), pending FDA approvalPHILADELPHIA, Oct. 28, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced results from the Phase 3 GRAVITI study of TREMFYA® ...

文章核心观点 - TREMFYA®在治疗低体表面积中度斑块状银屑病(PsO)伴有特殊部位受累的患者中取得了统计学显著性,在主要和次要终点指标上均达到了显著改善[1][2][3] - TREMFYA®治疗组在特殊部位(头皮、面部、皮肤褶皱和生殖器)的显著或基本显著皮肤清洁率明显高于安慰剂组[3][4] - TREMFYA®治疗组在PASI 90反应率、BSA和PASI改善程度等指标上均显著优于安慰剂组[3] - TREMFYA®治疗组在生活质量(DLQI)和瘙痒(PSSD)等患者报告的结局指标上也显著优于安慰剂组[4] 文章总结 研究设计和目标 - SPECTREM是一项III期b期、多中心、随机、双盲、安慰剂对照的研究,评估TREMFYA®治疗低体表面积中度PsO伴有特殊部位受累的疗效和安全性[8] - VISIBLE是一项III期b期、多中心、随机、双盲、安慰剂对照(0-16周)的研究,评估TREMFYA®在不同肤色患者中的疗效和安全性[10][11] 研究结果 - TREMFYA®治疗组在主要终点IGA 0/1反应率显著高于安慰剂组(74.2% vs 12.4%, p<0.001)[2] - TREMFYA®治疗组在特殊部位的显著或基本显著清洁率(site-specific IGA 0/1)显著高于安慰剂组,包括头皮(75.0% vs 14.5%)、面部(87.8% vs 28.6%)、皮肤褶皱(86.5% vs 28.8%)和生殖器(78.0% vs 37.5%)(均p<0.001)[3] - TREMFYA®治疗组在PASI 90反应率(52.9% vs 6.2%, p<0.001)、BSA和PASI改善程度(均p<0.001)等指标上均显著优于安慰剂组[3] - TREMFYA®治疗组在生活质量(DLQI 0/1, 48.9% vs 3.5%)和瘙痒(PSSD改善4分, 62.7% vs 12.5%)等患者报告的结局指标上也显著优于安慰剂组[4] 安全性 - TREMFYA®的安全性与既往研究结果一致,在研究期间未出现新的安全性信号[9] 其他 - 公司推出TREMFYA®清洁照片库,为医疗服务提供者提供全肤色患者的治疗前后照片,以提高临床决策能力[4][5] - 公司致力于提高中度至重度PsO患者的治疗标准,特别是被忽视和治疗不足的患者群体[6]