When you think of long-term investments, companies that come to mind are usually the large, multi-national names, like Johnson & Johnson (NYSE: JNJ ) aka J&J . Although unexciting as an investment compared to, say, Bitcoin (Rick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His pass ...

Core Insights - Johnson & Johnson (J&J) received a positive recommendation from the EMA's CHMP for label expansions of its drugs Darzalex and Imbruvica for new indications [1][8] Group 1: Darzalex - The CHMP recommended expanding Darzalex's label to treat adults with high-risk smoldering multiple myeloma (SMM) [2][4] - If approved, Darzalex will be the first therapy for this patient population, which is currently managed through active monitoring [3] - The decision is supported by data from the phase III AQUILA study, showing significant reduction in the risk of progression or death compared to active monitoring [4] - Darzalex sales increased by 20% year over year to $3.24 billion in Q1 2025, driven by market share gains [5] Group 2: Imbruvica - The CHMP also recommended Imbruvica for treating adults with previously untreated mantle cell lymphoma (MCL) eligible for autologous stem cell transplant [9][10] - If approved, Imbruvica could be the first BTK inhibitor for this indication, potentially offering long remissions without the burden of transplant [10] - The recommendation is based on the TRIANGLE study, which demonstrated improved overall survival with Imbruvica plus chemotherapy [11] - J&J markets Imbruvica in partnership with AbbVie, sharing commercial responsibilities in the U.S. and international profits [12] Group 3: Stock Performance - J&J's stock has risen nearly 4% year to date, outperforming the industry, which has seen a 3% decline [6]

Core Insights - Johnson & Johnson announced new data from an indirect treatment comparison (ITC) showing that IMAAVY (nipocalimab-aahu) provides consistent and sustained disease control in adults with generalized myasthenia gravis (gMG) compared to other approved FcRn blockers [1][2][4] Company Overview - IMAAVY received U.S. FDA approval for a broad population of gMG patients, including those who are anti-AChR and anti-MuSK antibody positive, as well as pediatric patients aged 12 and older [1][4] - The company is committed to helping patients with chronic autoantibody conditions and continues to research the potential impact of IMAAVY [4][10] Treatment Efficacy - The ITC included data from the pivotal Phase 3 Vivacity-MG3 study, demonstrating that IMAAVY showed comparable onset of symptom relief at Week 1 and statistically significant improvements in MG-ADL scores at multiple timepoints up to 24 weeks [2][5][9] - IMAAVY exhibited significantly greater mean improvements in MG-ADL scores compared to other FcRn blockers, with notable differences observed at Weeks 8-24 [5][8] Regulatory and Market Position - IMAAVY is approved in the U.S. for adult and pediatric patients with gMG, and a Marketing Authorisation Application (MAA) has been submitted to the European Medicines Agency (EMA) for approval in Europe [4][10] - The ITC methodology used in the analysis adheres to global health technology assessment standards, providing valuable comparative data for regulatory agencies and medical guideline committees [4][7] Patient Population and Disease Context - Myasthenia gravis affects an estimated 700,000 people worldwide, with approximately 100,000 individuals in the U.S. living with gMG [6][9] - The disease predominantly affects women and can manifest in pediatric patients, with a significant portion of cases diagnosed in girls [6][9]

主办单位： BioPlus 承办单位： 迫界生物 执行单位： 苏州盛杰 特约支持： BioBAY 分论坛联合主办： 东曜药业、播禾创新、智药局 私董会联合主办： 科百特、纳微科技、恒驭生物 支持单位： 三优生物、 Twist Bioscience、 诺纳生物、布鲁克细胞分析、康源博创、大湾生物、中新生命科学园 Biosparc 合作媒体： 医药笔记、生物世界、新耀俱乐部管理有限公司、A ntibody Research、医药速览、小药说药、新药启航、 丁香园Insight数据库、研在云 基础门票：200元； 含2天公开会议，不含餐 会议门票：500元； 含2天公开会议，2天午餐 免费门票：0元；仅开放 生物医药投资人、Biotech/药企、临床/院校科学家； 兑换码；详情咨询： Times 150 6123 2737 主题： 2025抗体Plus创新峰会 时间：6 月25-26日（周三/四） 地点： 中国 苏州工业园区中茵皇冠假日酒店 参会报名 审核制；扫描下方二维码可报名 ▼ 免费门票即将告罄！符合申请条件的观众，转发本文到朋友圈集赞30个，即可领取。 背景介绍 从1986年FDA批准第一批单克隆抗体（An ...

从事管理实践与管理研究这些年来，我看到一个似乎大家都不愿改变的现象：我们搞了一堆复杂的管理 , 却没有起到真正的效果，更没有达成管理目的。更糟糕的是，我们的管理活动在阻碍组织发展，约束 团队活力，我们在用一套愚蠢的规则和流程约束人的积极性。我想任何一个管理者都不希望看到这样的 状况，但现实中很多管理者无意中正在制造以上两种现象。 管理并不是做惊天动地的大事。真实的管理就像搬砖，需要付出耐力、毅力、脑力甚至体力，重复把一 件件小事做好，确保不出大事。它是有价值的重复，而非低水平重复。 管理也不是赶时髦，不需要永远走在前面。对国内大多数民营企业来说，管理的重点不在创新和颠覆， 而在高质量的基础管理，如开好一次会、有效协调、确保纪律、有效沟通、有效激励、有效分配工作 等。 任何有效的管理，都源于扎实的管理基本功，只有走扎实才有未来。不断下笨功夫夯实基础管理，才是 企业经营成功的法宝。 好团队是带出来的，不是管出来的 管理，一定是先把事理明白，然后匹配相应的人到事上。而对人来说，更多的不是管，而是带。谁都不 希望被管着，但谁都会服气真正值得尊重的领导。什么是值得尊重的领导？就是那些通过自己的言行举 止传承文化与标准的 ...

Core Insights - Eli Lilly (LLY) has signed a definitive agreement to acquire Verve Therapeutics (VERV) for nearly $1.3 billion, enhancing its pipeline with gene therapies targeting heart diseases, including VERVE-102, aimed at reducing cholesterol levels [2][10] - This acquisition marks LLY's third targeted M&A deal in 2025, following a $2.5 billion deal for Scorpion Therapeutics' oncology drug and a $1 billion acquisition of SiteOne Therapeutics to strengthen its neuroscience pipeline [3][10] - LLY aims to diversify beyond GLP-1 drugs by expanding into cardiovascular, oncology, and neuroscience therapeutic areas, which is expected to benefit the company in the long term [3][10] M&A Activity - M&A activity in the pharma/biotech sector has significantly increased in 2025 after a passive 2024, indicating a focus on portfolio expansion and pipeline innovation [5] - Sanofi (SNY) is set to acquire Blueprint Medicines for up to $9.5 billion to enhance its portfolio in rare immunological diseases [6] - Johnson & Johnson acquired Intra-Cellular Therapies for approximately $14.6 billion, adding the antidepressant drug Caplyta to its neuroscience portfolio [7] Stock Performance and Valuation - LLY's shares have risen 1.7% this year, outperforming the industry, which has declined by 1.2%, as well as the S&P 500 index [8] - The stock currently trades at a price/earnings ratio of 30.06, higher than the industry average of 15.05, but below its five-year mean of 34.54 [12] - Earnings estimates for LLY have declined for 2025 from $23.06 to $21.95 per share and for 2026 from $31.15 to $30.91 over the past 60 days [15]

日前，据WWD报道称，全球美妆十强企业之一的Coty科蒂正在寻求买家，探索将高端美妆部门与大众美妆部门拆分出售的可能性。 据了解，2024财年科蒂营收为439亿元，其中高端美妆部门收入为277亿元，大众美妆部门收入162亿元。无论是企业整体出售还是采取分拆模式，预计都 将达成数百亿至千亿元量级的并购规模，这将引发全球美妆行业新一轮的重构。 值得注意的是，在出售计划传出后，科蒂股价应声大涨13%，市场反应积极。 传科蒂分拆出售 根据科蒂财报数据，Burberry品牌在2024财年实现了超过50%的净收入增长。而Hugo Boss香水则在去年下半年跃居欧洲男士香水市场第二位，展现出强劲 的增长势头。 然而，与全球香水市场持续增长、竞争格局相对稳定的态势不同，近年来传统大众美妆品牌正面临新兴DTC品牌的强劲冲击，市场吸引力减弱。因此，有 分析指出，科蒂此次出售计划的关键难点在于能否为其大众美妆部门寻找到合适的接盘方。 报道称，另有知情人士透露，科蒂原本希望在亚洲找到大众部门的买家，但该地区经济放缓，加上与美国持续的贸易战，意味着这一目标可能无法实现。 此外，2020年被科蒂出售的专业美妆与零售美发业务（统称"Wel ...

思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 | 首届全球医美科技大会 即将召开： 2025年7月17日，第二届全球医疗科技大会 2025年9月3-5日，第三届全球手术机器人大会 2025年6月16日， 飞利浦中国 官宣，自7月1日起， 戴鹰将正式出任大中华区创新负责人 （Head of Innovation Greater China Innovation & Design）。 # 戴鹰的 职业历程 戴鹰 在医疗科技领域拥有超过26年的数字化领导经验，是一位资深的行业专家。他的职业生涯始于 GE集团 ，曾在GE医疗任职长达24年（1998-2022年），期间积累了丰富的研发、供应链管理和创新经验。 戴鹰将 负责领导飞利浦"本土化创新"战略的落地实施 ，与各业务板块紧密协同，制定具有前瞻性的"本土化 创新"路线图，统筹本地执行工作，并 主导AI与数字化转型计划 。 飞利浦在创新领域实力强劲，其研发团队中 近50%的人员 专注于数据与AI领域，尤其在心血管等大型医疗设 备的数字化技术方面处于全球领先地位。戴鹰的加入有望为飞利浦在华创新发展带来新的突破，进一步提升其 在医疗科 ...

Group 1 - The Phase 2 RedirecTT-1 study results show a high overall response rate (ORR) of 78.9% in patients with triple-class exposed relapsed/refractory multiple myeloma (RRMM) who have extramedullary disease (EMD) [1][2][3] - The investigational combination of TALVEY® (talquetamab-tgvs) and TECVAYLI® (teclistamab-cqyv) demonstrates deep and durable responses, with 54.4% of patients achieving complete response or better [2][3][4] - The study enrolled 90 patients, with 84.4% being triple-class refractory and 35.6% penta-drug refractory, indicating a heavily pre-treated population [2][3][4] Group 2 - The combination therapy resulted in 61% of patients being progression-free and alive at one year, with a median follow-up of 13.4 months [2][3][4] - Among responders, 66.2% maintained their response, with a median duration of response of 13.8 months [2][3][4] - The safety profile of the combination was consistent with previous reports, with low rates of discontinuation due to adverse events [2][3][4] Group 3 - TALVEY® received FDA approval in August 2023 as a first-in-class GPRC5D-targeting bispecific antibody for RRMM patients who have received at least four prior lines of therapy [3][4] - TECVAYLI® was approved in October 2022 as an off-the-shelf antibody for RRMM patients who have received at least four prior lines of therapy [5][6] - Both TALVEY® and TECVAYLI® have transformed treatment options for relapsed or refractory multiple myeloma, addressing significant unmet needs in this patient population [2][3][5]

自强生拆分始，历经全球裁员、品牌精简与股价下挫，新消费品巨头Kenvue(科赴)正挣扎于独立后的转型阵痛之中？ 日前，据路透社报道，有消息人士透露，Kenvue正在审视旗下部分品牌出售的可能性。其中包括日本医学美容品牌Dr.Ci:Labo(城野医生)、美国医学美容 品牌Neostrata(芯丝翠)、美国高端天然个人护理品牌Maui Moisture、德国婴儿护理品牌Bebe以及针对年轻肌肤的护理品牌Clean & Clear等。之后将仅保留 更核心的品牌，如Neutrogena(露得清)、Aveeno(艾惟诺)。 据估算，此次Kenvue拟出售的品牌年收入超5亿美元(约合人民币36亿元)，仅占Kenvue总体业绩规模(2024年收入为154.55亿美元，约合人民币1110亿元)的 3.3%。 值得注意的是，有消息人士表示，Kenvue已聘请高盛(美国跨国投资银行及金融服务公司)协助处理剥离流程。但其同时也强调，Kenvue最终出售的品牌组 合可能会发生变化，交易并非确定。 对此，聚美丽向Kenvue和城野医生、芯丝翠等品牌进行求证，NEOSTRATA芯丝翠海外旗舰店客服表示，"未收到相关通知"，其余均未回复。 ...