文章核心观点 - 从估值角度来看,迪士尼(DIS)股票目前比强生(JNJ)更具吸引力 [1][10] - 强生股价在过去3年中表现优于迪士尼,但两者的收益波动都不如标普500指数 [2][3] - 迪士尼的收入增长率高于强生,但强生的盈利能力更强 [4][5][6][8] - 强生的财务风险较低,资产负债表更加稳健 [9] 根据相关目录分别进行总结 收入增长 - 强生2021-2023年调整后收入增长8%,从787亿美元增至852亿美元 [4] - 强生收入增长主要来自制药和医疗器械业务,其中多发性骨髓瘤药物Darzalex和自身免疫药物Stelara表现强劲 [5] - 迪士尼2021-2023财年收入增长32%,从674亿美元增至889亿美元,主要得益于主题公园业务的反弹和流媒体业务的增长 [6] 盈利能力 - 强生的营业利润率从2021年的26.6%扩大至2023年的27.5% [8] - 迪士尼的营业利润率从2021年的5.4%上升至2023年的10.1%,但仍低于强生 [8] 财务风险 - 强生的债务占权益比仅10%,远低于迪士尼的29% [9] - 强生的现金占资产比例为14%,高于迪士尼的3% [9]

Johnson & Johnson (JNJ) closed the most recent trading day at $166.99, moving +0.89% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 0.13%. On the other hand, the Dow registered a gain of 0.55%, and the technology-centric Nasdaq decreased by 0.52%.Coming into today, shares of the world's biggest maker of health care products had gained 3.85% in the past month. In that same time, the Medical sector gained 3.34%, while the S&P 500 gained 3.67%.Market partici ...

TAR-200 plus cetrelimab effective in reducing tumor size in those with muscle-invasive disease, potentially improving surgical outcomes and lowering risk of recurrenceBARCELONA, Spain, Sept. 16, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) announced today interim data from the ongoing Phase 2 SunRISe-4 study showing neoadjuvant treatment with investigational TAR-200 plus cetrelimab (CET) achieved nearly double the pathological complete response (pCR) rate compared to CET alone in patients with muscle- ...

Median duration of response reaches 7.4 months with combination treatment in patients with aggressive form of diseaseNew results show potential of RYBREVANT® beyond lung cancer BARCELONA, Sept. 14, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE:JNJ) today announced new data from the Phase 1b/2 OrigAMI-1 study, which showed RYBREVANT® (amivantamab-vmjw) combined with chemotherapy (mFOLFOX6 [FOLFOX] or FOLFIRI) demonstrated promising rapid and durable antitumor activity in patients with RAS/BRAF wild-type (WT) ...

文章核心观点 - RYBREVANT®(amivantamab-vmjw)与化疗联合治疗在既往接受过奥希替尼治疗的非小细胞肺癌患者中,在疾病进展后的预后结果方面显示出显著且持续的改善[1] - 与单用化疗相比,RYBREVANT®联合化疗组在总生存期方面呈现有利趋势[1] - RYBREVANT®联合化疗组患者在治疗中断率、症状进展时间和后续治疗时间等方面均显著优于单用化疗组[1] 根据目录分类总结 疗效相关 - RYBREVANT®联合化疗组在18个月时的生存率为50%,高于单用化疗组的40%,中位总生存期分别为17.7个月和15.3个月[1] - RYBREVANT®联合化疗组患者在治疗中断率、症状进展时间和后续治疗时间等方面均显著优于单用化疗组[1] - RYBREVANT®联合化疗组患者的疾病进展后第二次进展或死亡风险降低36%[1] 安全性相关 - RYBREVANT®联合化疗的安全性与单药及联合用药的既定安全性一致[1][2] - 11%的患者因不良反应永久性停用RYBREVANT®[1] 临床试验相关 - MARIPOSA-2是一项随机、开放标签的III期临床试验,评估RYBREVANT®(单药或联合LAZCLUZE™)与化疗的疗效和安全性[2][3] - 该试验共入组657例既往接受过奥希替尼治疗的局部晚期或转移性EGFR外显子19缺失或L858R突变非小细胞肺癌患者[3] [1] [2] [3]

Johnson & Johnson (JNJ) announced that the FDA approved its blockbuster immunology medicine, Tremfya (guselkumab), for a third indication. The drug is approved to treat adults with moderately to severely active ulcerative colitis (UC).Tremfya is already approved for plaque psoriasis and active psoriatic arthritis (PsA) indications in several countries, including the United States and Europe.This latest approval is based on data from the phase IIb/III QUASAR study, which showed that a significantly greater p ...

On Tuesday, Johnson & Johnson JNJ announced results from the open-label Phase 2 SKIPPirr study, which evaluated additional prophylactic strategies to reduce the incidence of infusion-related reactions (IRRs) with intravenous (IV) Rybrevant (amivantamab-vmjw) in patients with advanced non-small cell lung cancer (NSCLC) with epidermal growth factor receptor (EGFR) exon 19 deletions (ex19del) or L858R substitution mutations.The company, last month, agreed to acquire V-Wave for an upfront payment of $600 millio ...

Marks first EMA submission for nipocalimab, an investigational treatment that binds with high affinity and specificity to block FcRn and reduce levels of autoantibodies Filing based on the Phase 3 Vivacity-MG3 programme, the first registrational study results in the class demonstrating sustained disease control over 24 weeks in antibody-positive adult patients: anti-AChR+, anti-MuSK+, anti-LRP4+ BEERSE, BELGIUM, Sept. 12, 2024 (GLOBE NEWSWIRE) -- Janssen-Cilag International NV, a Johnson & Johnson company, ...

The stock market can feel like a roller coaster, especially during economic uncertainty. As fears of a recession increase, investors seek stability and look for investments that can weather the storm and offer a sense of security. That's where defensive stocks start to shine. Defensive stocks are companies known for their resilience, often operating in sectors that are less vulnerable to economic downturns. They're like anchors during uncertain times, providing stability despite the volatility.Defensive sto ...

Pre-medication regimen showed an infusion-related reaction rate of 22.5 percent with intravenous RYBREVANT®, a three-fold reduction from 67.4 percent historically seen with standard IRR managementSAN DIEGO, Sept. 10, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE:JNJ) today announced results from the open-label Phase 2 SKIPPirr study, which evaluated additional prophylactic strategies to reduce the incidence of infusion-related reactions (IRRs) with intravenous (IV) RYBREVANT® (amivantamab-vmjw) in patients w ...