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Johnson & Johnson: A Safe Haven That's Quietly Becoming A Bit Overpriced (NYSE:JNJ)
Seeking Alpha· 2025-10-10 11:48
In April 2025, I published my last article about Johnson & Johnson (NYSE: JNJ ), and I rated the stock as a 'Buy.' In the conclusion of my last article, I wrote:My analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic background is ...
被判赔近70亿元!巨头回应:立即上诉
Jin Rong Shi Bao· 2025-10-10 11:40
据了解,这是自强生滑石粉诉讼持续15年来,单一原告获赔金额最高的一起判决。不过,该赔偿数额在 强生公司上诉后可能被削减。 今天(10月10日),强生集团总部相关负责人向南都.湾财社记者表示,公司将立即对这一判决上诉,认为 该判决结果恶劣且违宪,强生重申强生婴儿爽身粉不含石棉,也不会致癌。该负责人称,公司在上诉法 院审理的每一起间皮瘤案件中都胜诉,在17起卵巢癌上诉案件中胜诉了16起。 据悉,死者梅.摩尔是美国加利福尼亚州居民,2021年因罕见癌症间皮瘤去世,享年88岁。这种疾病通 常与长期接触石棉有关。其家属同年起诉强生公司,指控其婴儿爽身粉产品含有石棉纤维,导致摩尔患 癌。 根据法庭文件,陪审团判令强生支付1600万美元补偿性赔偿金及9.5亿美元惩罚性赔偿金。对此,强生 全球诉讼事务副总裁埃里克.哈斯在声明中表示,公司计划立即提出上诉,并称这一判决"极端且违 宪"。根据法庭文件,强生目前正面临超过6.7万起诉讼,原告均声称在使用婴儿爽身粉及其他滑石粉产 品后罹患癌症。 当地时间10月7日,美国洛杉矶县法院一陪审团裁定,强生公司须向一名死于间皮瘤的女性的家属支付 9.66亿美元(约合人民币68.8亿元)赔偿金 ...
Johnson & Johnson to highlight breadth of its major depressive disorder portfolio at 2025 ECNP Congress
Prnewswire· 2025-10-10 11:30
17 abstracts from across the Company's portfolio and pipeline highlight new clinical and real-world data on major depressive disorder and treatment-resistant depression New post-hoc analysis of CAPLYTA (lumateperone) Phase 3 data evaluates the impact on sexual function in MDD, reinforcing potential to reset treatment expectations European Union and United Kingdom sub-group analyses of Phase 3 data evaluate efficacy of adjunctive seltorexant compared to adjunctive quetiapine XR in MDD with insomnia symptoms ...
借助资本重塑增长?美敦力与强生的案例分析
思宇MedTech· 2025-10-10 08:09
在经济下行、成本上升、政策驱严、创新减速的当下, 当器械研发创新周期长,而资本市场趋紧时, ——增长,不再只是技术、产品、商业模式问题, 对于全球医疗科技巨头来说,以"资本操作"的方式重塑自身结构——通过"微并购"(tuck-in M&A)补齐能力,通过与私募股权(PE)合作分担风险,构建"第二条 创新曲线"——思宇MedTech在本文中结合 美敦力 (Medtronic) 和强生医疗(J&J MedTech) 的做法,剖析其增长手段,供国内的企业参考—— 资本,不是简单 的资金补给,而是一种战略工具,一种新的创新方式。 # 从研发增长到资本增长——巨头逻辑的转向 在医疗科技产业的发展史上,"创新"几乎等同于"研发"。 几十年来,行业巨头通过持续的内部研发积累——从新器械设计、传感技术到材料迭代——维持着稳步增长。 但进入 2020 年代,这条路径的效率正在下降。 全球研发成本持续攀升:根据 EvaluateMedTech 数据,全球前 20 家医疗器械公司研发投入平均占营收的 8%–12%,但带来的新产品销售占比却在下降。产品创新的 边际收益递减,审批周期拉长、监管要求提高、临床试验成本翻倍…… 美敦力的一 ...
Johnson & Johnson Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Benzinga· 2025-10-10 06:42
Johnson & Johnson (NYSE:JNJ) will release earnings results for the third quarter, before the opening bell on Tuesday, Oct. 14.Analysts expect the New Brunswick, New Jersey-based company to report quarterly earnings at $2.76 per share, up from $2.42 per share in the year-ago period. Johnson & Johnson projects quarterly revenue of $23.76 billion, compared to $22.47 billion a year earlier, according to data from Benzinga Pro.On Tuesday, the U.S. Food and Drug Administration (FDA) approved Johnson & Johnson's S ...
Johnson & Johnson Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts - Johnson & Johnson (NYSE:JNJ)
Benzinga· 2025-10-10 06:42
Johnson & Johnson (NYSE:JNJ) will release earnings results for the third quarter, before the opening bell on Tuesday, Oct. 14.Analysts expect the New Brunswick, New Jersey-based company to report quarterly earnings at $2.76 per share, up from $2.42 per share in the year-ago period. Johnson & Johnson projects quarterly revenue of $23.76 billion, compared to $22.47 billion a year earlier, according to data from Benzinga Pro.On Tuesday, the U.S. Food and Drug Administration (FDA) approved Johnson & Johnson's S ...
Reddit raids Madison Avenue with a key advertising hire
Business Insider· 2025-10-09 21:53
Reddit has poached a high-profile figure from Madison Avenue as it looks to build deeper relationships with advertising agencies. Business Insider has learned that Sharb Farjami is set to join Reddit in a role responsible for building partnerships with the largest agency holding companies, like Publicis, Omnicom, and WPP.WPP announced internally on Wednesday that Farjami was stepping down from his position as CEO of WPP Media North America to pursue a position outside of a media agency. Reddit and Farjami ...
Johnson & Johnson to Participate in the UBS Global Healthcare Conference
Businesswire· 2025-10-09 20:24
NEW BRUNSWICK, N.J.--(BUSINESS WIRE)--Johnson & Johnson (NYSE: JNJ) will present at the UBS Global Healthcare Conference on Tuesday, November 11th, 2025. Management will participate in a Fireside Chat at 11:00 a.m. Eastern Time. A live audio webcast of the presentation will be accessible through Johnson & Johnson's Investor Relations website at www.investor.jnj.com. An archived edition of the session will be available later that day. The audio webcast replay will be available approximat. ...
Wall Street's Insights Into Key Metrics Ahead of Johnson & Johnson (JNJ) Q3 Earnings
ZACKS· 2025-10-09 14:15
Analysts on Wall Street project that Johnson & Johnson (JNJ) will announce quarterly earnings of $2.77 per share in its forthcoming report, representing an increase of 14.5% year over year. Revenues are projected to reach $23.74 billion, increasing 5.6% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 0.3% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during ...
被判赔偿约69亿!百年巨头强生深陷致癌罗生门
凤凰网财经· 2025-10-09 13:48
根据红星新闻报道,当地时间10月7日,美国洛杉矶县法院一陪审团裁定,强生公司须赔偿家属9.66亿美元(约合68.8亿元人民币)。这是强生滑石粉诉讼 持续15年来,单一原告获赔金额最高的一起判决。 (图源:澎湃新闻) 01 88岁老人之死 引发天价判决 来源丨凤凰网财经《公司研究院》 作者丨DW 一位88岁加州老人的离世,将全球医药巨头强生钉在了舆论的审判席上。 2021年,梅·摩尔因间皮瘤——一种与石棉密切相关的罕见癌症不幸去世。她的家属坚信,元凶正是强生婴儿爽身粉中的石棉纤维,并将这家全球巨头告上 法庭。 1886年,罗伯特·强生与他的两个兄弟在美国新泽西州创立了强生公司。如今,这家医疗健康巨头的业务已覆盖医疗科技和创新制药两大领域。 强生的传奇始于1893年。那一年,世界上第一盒以滑石粉为主要成分的婴儿爽身粉问世。凭借其吸湿防痱的功效,这罐白色粉末在随后的数十年间,成为 了全球无数家庭的育儿必备品。 然而,这份信任如今正面临严峻考验。在梅·摩尔案中,陪审团判令强生支付1600万美元补偿金及高达9.5亿美元的惩罚性赔偿金。 摩尔家属的律师团队在法庭上援引强生内部文件,指出一个惊人事实:强生公司早在20世纪7 ...