来源：滚动播报 据知情人士透露，强生酝酿出售其计划分拆的骨科业务部门，大型私募股权机构已开始关注潜在交易。 因讨论未公开消息而要求匿名的知情人士表示，名为DePuy Synthes的业务在出售时的估值可能超过200 亿美元。这些知情人士表示，强生在整理DePuy Synthes的相关文件和财务资料，以便在未来几周与潜 在买家会面。他们还称，多家大型私募股权公司正考虑联合收购该业务。 ...

Johnson & Johnson is preparing a potential sale of the orthopedics unit that it has been planning to separate, with big buyout firms already circling, Bloomberg News reported on Thursday, citing peopl... ...

Johnson & Johnson is preparing a potential sale of the orthopedics unit that it has been planning to separate, with big buyout firms already circling, according to people familiar with the matter. The business, known as DePuy Synthes, could be valued at more than $20 billion in a sale, the people said, asking not to be identified discussing confidential information. Most Read from Bloomberg J&J is assembling documents and financials for DePuy Synthes before it meets with possible buyers in the coming w ...

Johnson & Johnson on Wednesday announced plans to invest more than $1 billion in a next-generation manufacturing facility that will produce advanced cell therapy technologies. The facility will be located in Montgomery County, Pennsylvania, and Johnson & Johnson said the move will expand its U.S. manufacturing capacity along with its pipeline of transformational medicines for cancer, immune-mediated and neurological diseases.Johnson & Johnson added that the facility will have cutting-edge manufacturing proc ...

Core Insights - Goldman Sachs Conviction List features top stock picks for institutional and high-net-worth clients, highlighting companies with strong growth and income potential [1][2] - Five dividend-paying companies have been on the Conviction List for extended periods, all rated as Buy by Goldman Sachs [1] Company Summaries - **Bank of America (NYSE: BAC)**: - Dividend yield of 2.06% - Target price set at $67 - On the Conviction List for 362 days - Operates in Global Markets, Global Banking, Global Wealth & Investment Management, and Consumer Banking segments [1][2] - **Johnson & Johnson (NYSE: JNJ)**: - Dividend yield of 2.10% - Target price set at $250 - On the Conviction List for 275 days - Focuses on pharmaceuticals, biotechnology, and medical devices across Innovative Medicine and MedTech segments [1][2] - **Huntington Ingalls Industries (NYSE: HII)**: - Dividend yield of 1.33% - Target price set at $425 - On the Conviction List for 214 days - Engages in designing and constructing military ships and offers various naval nuclear support services [1][2] - **Duke Energy (NYSE: DUK)**: - Dividend yield of 3.37% - Target price set at $141 - On the Conviction List for 214 days - Operates in Electric Utilities and Infrastructure and Gas Utilities and Infrastructure segments [1][2] - **Kontoor Brands (NYSE: KTB)**: - Dividend yield of 3.09% - Target price set at $84 - On the Conviction List for 214 days - A global lifestyle apparel company with brands like Wrangler and Lee [1][2]

Johnson & Johnson (J&J) has chosen Pennsylvania as home to its new $1bn cell therapy manufacturing facility, as the Trump administration looks to onshore drug production to the US amid growing global competition. Once operational, the Montgomery County-based, next-generation production site will create more than 500 skilled biomanufacturing roles. The facility’s development will also open up 4,000 construction positions. The Pennsylvania facility will be J&J’s eleventh site within the state, which is alre ...

Core Insights - Halozyme Therapeutics (HALO) reported a fourth-quarter 2025 adjusted loss of 24 cents per share, significantly below the Zacks Consensus Estimate of earnings of $2.15, and down from adjusted earnings of $1.26 per share in the same quarter last year [1][6] - The decline in earnings was primarily attributed to a $2.42 per share unfavorable impact from acquired IPR&D expenses related to the Surf Bio acquisition [1] Revenue Performance - Total revenues for the fourth quarter increased by 52% year over year to $451.8 million, surpassing the Zacks Consensus Estimate of $449 million [2] - The growth in revenue was driven by increased product sales and higher royalty payments, with royalty revenues totaling $258 million, up 51% from the previous year [4][6] Product Sales and Royalties - Product sales reached $122.7 million in the fourth quarter, reflecting a 54.5% increase year over year, although it fell short of the model estimate of $123.2 million [7] - Revenues under collaborative agreements were $71.1 million, marking a 47.5% year-over-year increase [7] Financial Metrics - Adjusted EBITDA for the quarter was $21.9 million, a significant decrease from $195.8 million in the same quarter last year [8] - As of December 31, 2025, the company had cash, cash equivalents, and marketable securities totaling $145.4 million, down from $702 million as of September 30, 2025 [8] Full-Year Results and Guidance - For the full year 2025, Halozyme generated revenues of $1.39 billion, a 38% increase year over year, with adjusted earnings of $4.15 per share, down from $4.23 per share in the previous year [9] - The company expects total revenues for 2026 to be between $1.71 billion and $1.81 billion, indicating year-over-year growth of 22% to 30% [10] - Royalty revenues for 2026 are anticipated to be in the range of $1.13 billion to $1.17 billion, reflecting a year-over-year growth of 30% to 35% [10] Future Expectations - Adjusted EBITDA for 2026 is projected to be between $1.125 billion and $1.205 billion, representing a year-over-year increase of 71% to 83% [11] - Adjusted earnings per share for 2026 are expected to be in the range of $7.75 to $8.25, indicating growth of 87% to 99% year over year [11] - Management anticipates a 5% to 10% decrease in royalty revenues for the first quarter of 2026 compared to the fourth quarter of 2025 due to annual contract rate adjustments [12]

Core Insights - Stocks increased on Wednesday, primarily driven by Big Tech, with Nvidia shares rising 2% following a multiyear partnership with Meta for data center chip usage [1] - WTI crude oil prices rose by 3.4% due to concerns over potential U.S.-Iran hostilities, impacting costs across various sectors [1] - Financial stocks rebounded after a previous decline, with a shift in perception regarding AI's role in enhancing productivity rather than replacing jobs [1] Company-Specific Summaries - Palo Alto Networks experienced a 7.3% decline despite exceeding quarterly expectations, as concerns about AI impacting market share persist; however, the CEO believes AI will ultimately benefit the company [1] - Bristol Myers' stock increased by 27% over three months, driven by the FDA approval of the heart medication Camzyos, but challenges in the Alzheimer's drug trials have raised concerns about future performance [1] - Jim Cramer is considering replacing Bristol Myers with Johnson & Johnson or another high-quality stock due to uncertainties surrounding the company's drug trials [1] Additional Stocks Mentioned - Stocks discussed in the rapid-fire segment included Western Digital, Palantir, Cadence Design Systems, and Analog Devices [1]

The facility is part of the company's plans to invest $55 billion in U.S. manufacturing, research and development and technology through early 2029. ...

J&J to invest $1 billion in new Pennsylvania plant amid US manufacturing push | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Item 1 of 2 A Johnson & Johnson banner is displayed on the front of the New York Stock Exchange (NYSE) in New York City, in New York City, U.S., December 5, 2023. REUTERS/Brendan McDermid[1/2]A Johnson & Johnson banner is displayed on the front of the New York Stock Exchange (NYSE) in New York City, in New Y ...