Core Insights - Johnson & Johnson announced promising results from the Phase 1b/2 OrigAMI-1 study of amivantamab combined with chemotherapy for RAS/BRAF wild-type metastatic colorectal cancer, showing over 70% response rates in the first-line subgroup and durable responses lasting beyond 16 months [1][2][5] Study Results - The study demonstrated a confirmed overall response rate (ORR) of 51% across all patients, with a median duration of response (DOR) of 9.3 months and a median progression-free survival (PFS) of 9.2 months [5][6] - In the first-line subgroup, the ORR was 73%, with some patients maintaining responses for over two years, and four patients proceeding to curative intent surgery [5][6] - Notable activity was observed in patients with liver metastases, achieving an ORR of 57% and a median PFS of 11.3 months [6] Safety Profile - The safety profile of amivantamab plus chemotherapy was consistent with previous reports, with treatment-related adverse events primarily linked to EGFR and MET inhibition [6] - Only 9% of patients discontinued therapy due to treatment-related adverse events, with neutropenia being the most common Grade 3 or higher event [6] Future Directions - Johnson & Johnson is advancing pivotal Phase 3 studies (OrigAMI-2 and OrigAMI-3) to further evaluate amivantamab-based regimens in both first- and second-line colorectal cancer settings [7]

Core Insights - Eli Lilly and Johnson & Johnson both reported strong third-quarter results, indicating robust performance in their respective healthcare sectors [1] Company Performance - Eli Lilly and Johnson & Johnson demonstrated fundamentally different healthcare business models despite both achieving strong earnings [1]

Core Insights - The "High-Income DIY Portfolios" Marketplace service aims to provide high income with low risk and capital preservation for DIY investors, particularly targeting income investors such as retirees or near-retirees [1][2] - The service offers a total of 10 model portfolios, including 3 buy-and-hold, 3 rotational portfolios, and a conservative NPP strategy portfolio, designed to create stable, long-term passive income with sustainable yields [1][2] Group 1 - The service includes two High-Income portfolios, two Dividend Growth Investing (DGI) portfolios, and a conservative NPP strategy portfolio that focuses on low drawdowns and high growth [1] - The unique 3-basket investment approach aims for 30% lower drawdowns, 6% current income, and market-beating growth over the long term [2] - The portfolios are structured to cater to varying levels of risk and include buy and sell alerts along with live chat support for investors [2]

It was a tough summer for shares of Kenvue Inc. ( KVUE ), the personal care company spun off from Johnson & Johnson ( JNJ ) in 2023. From June through October, theI retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions I already hold or am considering changing. I prefer to ...

ipopba / iStock via Getty Images Quick Read FHLC charges just 0.084% in fees but carries 13% concentration in Eli Lilly. The fund gained 17.9% over one year but returned only 154% over ten years versus the S&P 500’s 235%. Enhanced ACA premium tax credits face 87.5% probability of expiring by January 31 2026. Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expected. Healthcare investing offers ...

Core Insights - Healthcare investing is characterized by defensive traits during market volatility, but regulatory and political risks can lead to abrupt selloffs [1] - Fidelity MSCI Health Care Index ETF (FHLC) offers a low-cost entry point for investors seeking exposure to the healthcare sector without selecting individual stocks [1] Fund Overview - FHLC tracks the MSCI USA IMI Health Care Index, providing exposure to U.S. healthcare companies across various segments including pharmaceuticals, biotechnology, medical devices, and health insurance [2] - The fund has an expense ratio of 0.084% and includes over 80 holdings, focusing on capital appreciation and modest dividend income [2] Concentration Risk - Eli Lilly constitutes over 13% of FHLC's portfolio, linking its performance closely to GLP-1 obesity drugs, which have seen a 46% increase in stock price over the past year [3] - The top five holdings also include UnitedHealth, Johnson & Johnson, Merck, and AbbVie [3] Performance Analysis - FHLC has shown strong short-term performance, gaining 5.3% in the last month and 17.9% over the past year, outperforming the S&P 500 [4] - However, over five years, FHLC returned 42.6%, significantly lagging behind the S&P 500's 84.5% return, with a widening gap over ten years (154% vs. 235%) [4] Sector Challenges - The underperformance of FHLC reflects broader challenges in the healthcare sector, including drug pricing pressures and slower innovation cycles outside oncology and rare diseases [5] - Recent momentum may indicate potential sector rotation, but investing after outperformance carries inherent risks [5] Policy and Income Considerations - Investors face political and regulatory uncertainties, with an 87.5% probability that enhanced ACA premium tax credits will expire by January 2026, impacting health insurers like UnitedHealth [7] - FHLC's yield of 1.33% is considered modest compared to other market alternatives, with dividend growth of approximately 4.6% annually over five years, barely keeping pace with inflation [8] Suitability for Investors - Growth-focused investors seeking maximum capital appreciation may find FHLC unsuitable due to its long-term underperformance [9] - Retirees prioritizing income generation may also find better yield opportunities in other sectors without sacrificing stability [9] Alternative Options - Vanguard Health Care ETF (VHT) is presented as an alternative, with a slightly higher expense ratio of 0.09%, larger asset base of $20.4 billion, and a higher dividend yield of 1.38% [11] - VHT's longer track record since 2004 and superior liquidity may provide additional confidence for long-term investors [11] Tactical Allocation - FHLC may serve as a tactical allocation for investors seeking low-cost exposure to the healthcare sector, but concentration risk and historical underperformance necessitate careful position sizing [12]

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Key Points AbbVie and Johnson & Johnson have resilient, noncyclical businesses. They are also outstanding dividend payers. 10 stocks we like better than AbbVie › The technology sector is an excellent place to find high-growth stocks with promising prospects. However, it is a cyclical sector that doesn't perform as well when the economy tanks. It's critical for investors to diversify their tech holdings, perhaps by putting their money into more defensive industries that behave differently during dow ...

Key Takeaways JNJ agreed to match U.S. drug prices under Trump's MFN plan and received a tariff exemption.JNJ is advancing a $55B plan to expand U.S. manufacturing, research and technology by early 2029.JNJ is building new U.S. facilities in Pennsylvania and North Carolina, including a $2B biologics plant.Johnson & Johnson (JNJ) recently signed a landmark agreement with the Trump administration to lower drug prices in the United States.Following this deal, JNJ joins several other large-cap pharma companies ...

强生（JNJ）周五早盘下跌0.5%，该公司同意降低某些药品价格并加入TrumpRx.gov平台，以换取关税 豁免和美国投资计划，但专家认为对大多数参保患者的节省有限。 责任编辑：张俊 SF065 强生（JNJ）周五早盘下跌0.5%，该公司同意降低某些药品价格并加入TrumpRx.gov平台，以换取关税 豁免和美国投资计划，但专家认为对大多数参保患者的节省有限。 责任编辑：张俊 SF065 ...