Johnson & Johnson (NYSE:JNJ) is one of the best medical research stocks to buy according to hedge funds. Johnson & Johnson (NYSE:JNJ) announced 12-month pilot-phase data from the OMNY-AF study on February 6 at the 31st Annual AF Symposium in Boston, evaluating the investigational OMNYPULSE Platform for the treatment of symptomatic paroxysmal atrial fibrillation. It reported that the initial results for 12-month outcomes across the 30-patient pilot cohort reflect that investigators attained 100% acute proce ...

机构观点 2025年第四季度业绩超预期：Q4营收245.6亿美元，同比增长9.08%，调整后每股收益2.46美元，均高于 市场预期。创新药部门和医疗器械业务成为主要增长动力。管理层预计2026年营收区间为995亿至1005 亿美元，调整后每股收益指引为11.43至11.63美元，均高于华尔街预期，提振市场信心。 行业地位 强生以941.93亿美元营收蝉联2025年全球药企第一，肿瘤药物收入同比增长95.9%，凸显创新管线竞争 力。公司通过与美国政府的药品定价协议化解关税压力，首席财务官表示已消化"数亿美元"降价影响， 同时维持盈利增长韧性。 经济观察网强生(JNJ)股价在2026年2月12日表现强劲，但并未突破历史新高。收盘价为242.24美元，单 日上涨0.57%，盘中最高触及242.28美元，最低239.68美元。年初至今累计上涨17.05%，同期道琼斯指 数上涨4.3%，表现显著优于大盘。历史最高收盘价为2025年12月创下的约250美元水平，2月12日收盘 价未突破该高点。 业绩经营情况 截至2026年2月，28家机构中57%给予"买入"或"增持"评级，目标均价237.48美元，略低于当前股价，反 映 ...

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 One Johnson & Johnson Plaza New Brunswick, New Jersey 08933 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 28, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the transition period from to Commission file number 1-3215 Johnson & Johnson (Exact name of registrant as specified in its charter) New Jersey 22-102 ...

The National Institutes of Health (NIH) on Tuesday discontinued the low-dose rivaroxaban arm of its ongoing Phase 3 CAPTIVA stroke prevention trial.The primary goal of the trial is to determine if the experimental arms (rivaroxaban or ticagrelor, or both) are superior to the clopidogrel arm for lowering the 1-year rate of ischemic stroke, intracerebral hemorrhage, or vascular death.The move follows an independent safety review that identified increased safety events and evidence that the treatment was unlik ...

Equipment: a mixed picture as companies see divergent sales trajectory Global Research ab 6 February 2026 First Read China Medtech Q425 read-across: many global firms maintain a cautious view on 2026 China outlook Another quarter of weak China results; challenges to linger especially for Dx Many large-cap global medtech companies continue to report YoY decline of China revenue in Q425, especially for diagnostics (Dx) business. Dx companies generally believes that the policy headwinds are likely to linger in ...

Core Insights - The global pharmaceutical industry has seen a reshuffling in the top 10 rankings for 2025, with Johnson & Johnson and Roche maintaining their positions at the top, while Eli Lilly has surged into the top three, driven by a 44% revenue increase from its weight-loss drug [3][12]. Group 1: Global Revenue Rankings - The top 10 pharmaceutical companies for 2025 include Johnson & Johnson with $94.19 billion, Roche with $74.43 billion, and Eli Lilly with $65.18 billion, marking a significant increase from previous years [4][13]. - Eli Lilly's revenue growth of 44% is the highest among the top companies, allowing it to surpass Merck, which has seen only a 1% increase [3][12]. Group 2: Billion-Dollar Drug Sales - Eli Lilly's Tirzepatide generated $36.5 billion in sales, making it the leading drug, followed closely by Novo Nordisk's Semaglutide at $35.5 billion [6][17]. - The emergence of GLP-1 drugs is reshaping the pharmaceutical landscape, with Eli Lilly's Tirzepatide overtaking Merck's Keytruda, which generated $31.68 billion [17]. Group 3: Performance in China - AstraZeneca leads the Chinese market with a revenue of $6.65 billion in 2025, reflecting a 4% year-over-year growth [8][20]. - Other notable performances in China include Novartis with $4.2 billion and Sanofi with $2.97 billion, while Merck's revenue has drastically declined by 66% [20]. Group 4: Future Outlook - AstraZeneca plans to invest $15 billion in China by 2030 to expand its manufacturing and R&D capabilities, highlighting the country's importance as a strategic market [20]. - The competition between GLP-1 and oncology drugs is expected to intensify, with China playing a crucial role in shaping the future of the pharmaceutical industry [21].

Core Viewpoint - Johnson & Johnson is positioned as a stable investment option amidst the volatility of high-growth AI stocks, with a notable 53% increase in share price over the past year, suggesting strong performance and potential for long-term income seekers [2][9]. Financial Performance - Johnson & Johnson's market capitalization stands at $575 billion, with a current share price of $238.32 and a dividend yield of 2.15% [7][5]. - The company has maintained a gross margin of 75.27%, indicating robust profitability [7]. Challenges and Risks - The company faces challenges such as government-led drug price negotiations affecting sales, particularly for certain medicines [4]. - Patent cliffs pose a risk, with the loss of exclusivity for the immunology drug Stelara leading to competition from biosimilars [4]. - Johnson & Johnson is also dealing with ongoing lawsuits related to its talc-based products, which could impact its reputation and financial standing [5]. Business Resilience - Johnson & Johnson's diverse portfolio across various therapeutic areas helps mitigate risks from competition and declining sales in specific products [7]. - The company is close to launching a robotic-assisted surgery device, which is expected to create additional growth opportunities [8]. - A strong balance sheet with the highest credit rating available positions the company well to navigate legal challenges and market fluctuations [8]. Dividend History - Johnson & Johnson is recognized as a "Dividend King," having increased its dividends for 63 consecutive years, making it an attractive option for income-focused investors [9].

医疗器械公司正把AI快速嵌入手术与诊断设备，把"智能化"作为增长卖点的同时，也把新的故障模式与 责任风险带进医院，监管机构收到的疑似伤害与故障申报正在上升。 据路透对安全与法律记录的梳理，以及对医生，护士，科学家和监管人士的采访，美国食品药品监督管 理局（FDA）近年收到的报告中，已出现手术导航误导、心律异常漏报，以及产前超声"错认身体部 位"等问题。 在具体案例上，医疗保健巨头强生旗下医疗器械公司Acclarent于2021年宣布为鼻窦手术导航系统TruDi 引入机器学习算法。 路透称，该设备上市约三年后才加入AI功能。加入AI之前，FDA收到关于设备故障的未证实报告为7 起，另有1起患者受伤报告；加入AI之后，FDA收到的未证实故障与不良事件报告至少达到100起。 路透援引相关报告称，至少10人在2021年末至2025年11月间受伤，多数事件据称与TruDi向术者错误提 示器械在颅内的位置有关。报告描述的后果包括脑脊液从鼻腔渗漏、误穿颅底，以及因大动脉意外受损 而导致的卒中等。 两名卒中患者在得州提起诉讼，指称TruDi系统的AI促成了伤害。其中一份诉状称，该产品在集成AI之 前"可能更安全"。Integ ...

Core Insights - Major multinational pharmaceutical companies are showing robust revenue growth and increased sales of core products as they release their 2025 performance results [1][2] - Johnson & Johnson leads with nearly $94.2 billion in revenue, while Eli Lilly's weight loss drug, tirzepatide, shows a remarkable 45% year-over-year growth [1][2] Group 1: Revenue Performance - Johnson & Johnson reported total revenue of $94.193 billion for 2025, marking a 6% increase year-over-year [2] - Roche follows with revenue of $74.428 billion, while Eli Lilly, Merck, Pfizer, and AbbVie each exceeded $60 billion in revenue [2] - Eli Lilly's revenue reached $65.179 billion, a 44.7% increase, driven by strong sales of tirzepatide, which generated $36.5 billion [6] Group 2: Product Performance - Johnson & Johnson's innovative pharmaceuticals and medical technology segments both achieved revenue growth, with $60.401 billion and $33.792 billion respectively, both up by approximately 6% [2] - The CAR-T therapy, ciltacabtagene autoleucel, contributed significantly to Johnson & Johnson's growth, with revenue of $1.887 billion, a 95.9% increase [2] - Eli Lilly's tirzepatide sales reached $36.5 billion, with the weight loss version generating $13.542 billion, a 175% increase [6] Group 3: Market Trends and Challenges - The pharmaceutical industry faces a looming "patent cliff," with an estimated $236 billion in revenue at risk from patent expirations between 2025 and 2030 [8] - Companies are increasingly engaging in business development transactions to replenish their R&D pipelines, with Chinese innovative pharmaceutical companies gaining prominence [8][9] - In 2025, Chinese companies achieved record-breaking business development deals, totaling $135.655 billion, with significant collaborations involving major multinational firms [9]