Skip to content S&P 500 6,803.60 -0.63% Dow Jones 47,490.00 -0.44% Nasdaq 100 25,200.00 -0.89% Russell 2000 2,474.65 -0.91% FTSE 100 9,709.60 -0.05% Nikkei 225 49,180.00 -2.10% Investing 20 Years on Wall Street Taught Me: 5 Large Cap High-Yield Dividend Giants You Never Sell 24/7 Wall St. Key Points ByLee Jackson 2 minutes ago This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. After a 35-year career in the finance in ...

Nipocalimab is the first FcRn blocker approved in both adult and adolescent gMG patients aged 12 and older who are anti-AChR or anti-MuSK antibody-positive In the pivotal Phase 3 Vivacity-MG3 and Phase 2/3 Vibrance-MG studies over 24 weeks, nipocalimab demonstrated rapid and substantial reduction in immunoglobulin G levels, one of the root causes of gMG gMG patients taking nipocalimab demonstrated up to 20 months of sustained disease control and symptom relief in the Vivacity-MG3 study and ongoing open-lab ...

Ah, the markets. A bastion of rational thought, predictable trends, and calm, measured reactions. Or so the textbooks would have you believe. In the era of Donald J. Trump, however, the financial world often resembles a particularly caffeinated squirrel navigating a minefield. Recent pronouncements, delivered with characteristic fanfare (and often via social media), have once again sent analysts scrambling and investors pondering the true cost of presidential spontaneity. From pharmaceutical tariffs to inte ...

Core Insights - Foreign companies are deepening their commitment to the Chinese market through investments in production capacity and R&D centers, reflecting a long-term strategy to enhance local manufacturing and collaboration with Chinese clients [1][2][4]. Group 1: Expansion of Production Capacity - Alleima has officially launched its second-phase factory in Jiangsu, China, emphasizing its long-term commitment to the Chinese market and improved supply reliability [1]. - Korean company Ailotte signed a contract to invest approximately 50 million yuan in a semiconductor vacuum pump manufacturing base in Xi'an, enhancing its service capabilities for Chinese clients [2]. - AstraZeneca announced an additional investment of about 136 million USD to expand its production capacity in Qingdao, showcasing its confidence in the Chinese market [2]. Group 2: Establishment of R&D Centers - Porsche has opened its first strategic overseas R&D center in Shanghai, aiming to integrate German engineering with China's digital future and significantly reduce its R&D cycle from years to months [3]. - Johnson & Johnson established its first "industry-academia-research-use" innovation center in Beijing, focusing on advanced medical technologies such as AI and digital surgical assistance [3]. Group 3: Positive Outlook on the Chinese Market - The vast and continuously upgrading consumer market in China is a fundamental attraction for foreign investment, with over 1.4 billion people contributing to its status as the world's second-largest consumer market [4][5]. - The comprehensive industrial ecosystem in China provides essential support for foreign companies, facilitating a "one-stop" solution from raw materials to logistics [5]. - The alignment of China's industrial innovation support with the strategic needs of foreign enterprises is seen as a significant advantage for companies aiming for high-quality development in sectors like healthcare [5].

Core Insights - Johnson & Johnson (JNJ) plans to acquire Halda Therapeutics for $3.05 billion to enhance its oncology pipeline, particularly in therapies for solid tumors and prostate cancer [2] - This acquisition marks JNJ's second significant transaction in 2023, following a $14.6 billion acquisition of Intra-Cellular Therapies earlier in the year [2] - Halda's leading candidate, HLD-0915, is a prostate cancer therapy in early-to-mid-stage clinical development, with additional candidates targeting various tumor types [3] Financial Performance - In the third quarter, JNJ reported revenue of $15.56 billion from its Innovative Medicine division, surpassing analysts' expectations of $15.42 billion [3] Company Overview - Johnson & Johnson is a global healthcare company involved in the research, development, and production of a wide range of pharmaceuticals and medical technologies [4]

Investment Rating - The report indicates a positive investment outlook for the oral FXIa inhibitor asundexian, particularly following its successful Phase III trial results for preventing recurrent strokes [21][25]. Core Insights - The oral FXIa inhibitor asundexian has shown significant efficacy in reducing the risk of ischemic stroke in patients with non-cardioembolic ischemic stroke or high-risk transient ischemic attack, achieving its primary efficacy and safety endpoints in the OCEANIC-STROKE study [21][25]. - The report highlights the potential of FXI inhibitors to provide safer anticoagulation options with lower bleeding risks compared to traditional anticoagulants [9][10]. - The report discusses the diverse potential indications for FXI/XIa inhibitors, including prevention of venous thromboembolism (VTE) in orthopedic surgeries, stroke prevention in atrial fibrillation patients, and treatment of cancer-associated VTE [13][10]. Summary by Sections Section 1: Focus on Innovative Drugs - The report reviews the recent advancements in innovative drugs, particularly in the anticoagulant space, emphasizing the role of FXI inhibitors [4][5]. Section 2: Mechanism of Action - FXIa plays a crucial role in pathological thrombus formation while having a limited role in hemostasis, making it an ideal target for developing safer anticoagulants [9][10]. Section 3: Clinical Development Progress - Asundexian has successfully completed Phase III trials, while other FXIa inhibitors like milvexian have faced challenges, including trial terminations due to efficacy concerns [30][33]. - The report details the ongoing clinical trials for various FXI inhibitors, including those by companies like Bayer, BMS, and Regeneron, highlighting their respective stages of development and potential applications [20][39][45]. Section 4: Market Potential - The report underscores the significant market potential for FXI inhibitors, given the high incidence of stroke and VTE, with approximately 12 million people affected by stroke annually worldwide [25][21].

Core Insights - Long-term investment strategies focusing on companies with in-demand products can yield favorable results, particularly in the healthcare sector, though current industry leaders may not always be the best choices [1] Surgical Robotics - Intuitive Surgical expanded its installed base of surgical robots by 13% in Q3 2025, with surgeries performed increasing by 20%, indicating strong demand [3] - Approximately 75% of Intuitive Surgical's revenue comes from parts and services for its robots, presenting a significant growth opportunity, although its P/E ratio is high at 74 [3][5] - Medtronic's P/E ratio is significantly lower at 28, and the company is working to catch up in the surgical robotics market, which could enhance its growth prospects [5][6] Pharmaceutical Sector - Eli Lilly's GLP-1 drugs contributed over 50% of its sales in Q3 2025, leading to a high P/E ratio of 53, but future success is uncertain [7] - Pfizer's P/E ratio of around 15 reflects low investor expectations, partly due to an impending patent cliff and a weak pipeline, despite a high dividend yield of 6.8% [8][10] - Pfizer's acquisition of Metsera, a competitor with a promising drug pipeline, indicates proactive measures to enhance its market position [10] Dividend Stocks - Medtronic has a strong track record with 48 consecutive annual dividend increases, making it an attractive long-term investment option [6] - Johnson & Johnson, known as a Dividend King with over five decades of annual dividend increases, offers a 2.5% dividend yield and operates in both pharmaceutical and medical device sectors [13][14] - J&J's P/E ratio of 20 is moderate compared to other companies, suggesting a more stable investment with less volatility [14] Investment Strategy - While Intuitive Surgical and Eli Lilly are currently popular, their high valuations may not be sustainable long-term, making Medtronic and Pfizer more attractive options for buy-and-hold investors [15][16]

Core Viewpoint - The article emphasizes the potential rewards for investors who remain committed to dividend-paying healthcare stocks, specifically highlighting Bristol Myers Squibb and Johnson & Johnson as strong candidates for income investing. Group 1: Bristol Myers Squibb (BMY) - Bristol Myers Squibb has faced challenges due to patent expirations, particularly for its cancer drug Opdivo and anticoagulant Eliquis, which will lose exclusivity by the end of the decade [3][4] - The company has launched new products, including a subcutaneous version of Opdivo and Reblozyl for anemia, which are expected to drive sales growth [4][6] - In Q3, total revenue increased by 3% year-over-year to $12.2 billion, with the growth portfolio reporting an 18% increase in sales to $6.9 billion [6] - Bristol Myers Squibb has a strong pipeline with numerous products in development, particularly in oncology, including BNT327 in collaboration with BioNTech [7] - The stock offers a forward dividend yield of 5.1%, and the company has increased its payouts by 63.2% over the past decade, making it attractive for income-seeking investors [8] Group 2: Johnson & Johnson (JNJ) - Johnson & Johnson has encountered patent cliffs, legal challenges, and government drug-price negotiations but has still performed well, with Q3 sales rising by 6.8% year-over-year to $24 billion [9] - The company is focused on innovation to navigate challenges, recently launching Imaavy for myasthenia gravis and the AI-powered Virtuguide System for medtech applications [10][12] - Johnson & Johnson boasts a strong balance sheet with the highest credit rating available, indicating its ability to manage obligations and legal issues [13] - The company is recognized as a Dividend King, having raised its payouts for 63 consecutive years, making it a reliable income stock [14][15]

Johnson & Johnson (NYSE:JNJ) is one of the stocks Jim Cramer discussed, along with the need for diversification. Cramer highlighted that he is fond of the stock, as he said: “You could own JNJ and Merck with their incredible franchises. You know what? I’m actually particularly fond of JNJ right now. They’re spinning off their commoditized artificial joint business.” Photo by Adam Nowakowski on Unsplash Johnson & Johnson (NYSE:JNJ) develops and sells healthcare products, including pharmaceuticals and m ...

I have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with the Seeking Alpha community.Analyst’s Disclosure:I/we have a beneficial long position in the shares of ABBV, ADP, CTAS, FDS, HRL, JNJ, LOW, NEE, O, PEP, TROW, WST either through stock ownership, opti ...