Core Insights - Dividend-paying stocks provide a predictable income stream and can help cushion portfolios during market volatility, making them attractive for investors seeking steady income and long-term wealth creation [1][2] Industry Overview - Large pharmaceutical companies are highlighted as dividend-friendly investments due to their stable cash flows, resilient demand for essential medicines, and diversified product portfolios, which support consistent shareholder returns [3] - The pharmaceutical sector is largely insulated from economic cycles, driven by the ongoing need for innovative medical treatments [3] Market Dynamics - Recent drug pricing agreements between large drugmakers and the government indicate a more cooperative relationship, which may lead to broader patient access and higher prescription volumes, potentially offsetting short-term profit impacts from reduced drug prices [4] - Innovation in high-growth areas such as obesity, gene therapy, inflammation, and neuroscience is expected to drive industry growth, with M&A activity likely focusing on selective, innovation-driven biotech acquisitions [5] Company Highlights - **Johnson & Johnson (JNJ)**: Recognized for its financial strength with an 'AAA' credit rating, JNJ has a current dividend yield of 2.50% and a five-year dividend growth rate of 5.39%. The company expects its Innovative Medicine business to grow 5% to 7% from 2025 to 2030, with oncology sales projected to exceed $50 billion by the end of the decade [7][8][10] - **AbbVie (ABBV)**: Known for its robust dividend profile, ABBV has a current dividend yield of 2.85% and a five-year dividend growth rate of 6.14%. The company anticipates a high single-digit revenue CAGR through 2029, supported by strong demand for its immunology therapies [12][13][14] - **Merck (MRK)**: With a strong oncology portfolio, Merck has a current dividend yield of 3.18% and a five-year dividend growth rate of 5.43%. The company plans to launch around 20 new vaccines and drugs in the coming years, addressing concerns about the upcoming loss of exclusivity for its key drug, Keytruda [15][16][17]

巴克莱将强生公司的目标股价从每股197.00美元上调至217.00美元。 来源：滚动播报 ...

Acquisition Overview - Johnson & Johnson (J&J) has completed the acquisition of Halda Therapeutics for $3.05 billion in cash, enhancing J&J's oncology portfolio with Halda's Regulated Induced Proximity Targeting Chimera (RIPTAC) platform [1][2] Product Pipeline - The acquisition includes HLD-0915, a clinical-stage, once-daily oral therapy for prostate cancer, which utilizes the RIPTAC platform for precision targeting of cancer cells [2] - The deal also adds early-stage candidates for breast, lung, and other tumor types to J&J's pipeline, leveraging RIPTAC technology [2] Financial Impact - J&J anticipates earnings dilution in the fourth quarter of 2025 and into 2026, with an expected total impact on adjusted earnings per share of around $0.20, split equally between the two years [3] Strategic Vision - J&J's innovative medicine worldwide chairman emphasized the strategic importance of this acquisition in redefining cancer treatment and expressed excitement about the collaboration with Halda's team [4] - The focus will be on advancing the potential of the new pipeline and utilizing the RIPTAC platform to discover additional oncology molecules [4]

Core Insights - The article emphasizes the importance of identifying high-quality growth stocks with a strong track record, particularly focusing on well-known companies that have consistently performed well over the years [1][2] Group 1: Investment Strategy - Investors should look for "hero stocks" that are obvious winners, rather than picking randomly [1] - Cramer highlights the performance of FAANG stocks, which have outperformed the S&P 500 and achieved double-digit gains over the past decade [2] - The article warns against investing in stocks that appear to be doing well without a solid pedigree, as many gains are driven by market enthusiasm rather than fundamental strength [2] Group 2: Historical Performance - Research by economist Hendrik Bessembinder indicates that a small number of stocks account for the majority of market gains from 1925 to 2023, with only 17 stocks delivering substantial returns [2] - Notable high-yielding stocks mentioned include Boeing, IBM, Coca-Cola, Deere, and Johnson & Johnson, which have provided significant returns compared to the broader market [2] Group 3: Future Opportunities - The search for the next big growth stock continues, with the belief that there are always new opportunities waiting to be discovered, similar to the current Magnificent Seven [3] - As long as proven winners like the Magnificent Seven remain strong, they will continue to be favored investments [3]

Five years after sharing her journey, Amoye Henry sees progress for Black women founders in Canada.Amoye Henry is an investor, ecosystem catalyst and global consultant backing visionaries and challenging the status quo. She is the co-founder of Pitch Better, a startup that trains entrepreneurs to build and scale sustainable small businesses.In 2020, I wrote an article for BetaKit titled “The horrifying truth of being a Black woman founder in Canada.” It revealed a painful truth: across thousands of Canadia ...

All three are buys, but for different reasons.Fears of a recession did not materialize this year. However, it's always worth it for investors to buy shares of companies that can perform well during economic downturns. Solid dividend stocks that routinely increase their payouts are especially attractive in that regard, since they tend to have businesses equipped to withstand challenging times.Let's discuss three stocks to buy to prepare your portfolio for any recession that may lay ahead: Microsoft (MSFT 0.5 ...

Market Performance - Major U.S. indexes ended the Christmas-shortened week higher, with the S&P 500 and Dow reaching new record highs, gaining 0.75% and 0.72% respectively, while the Nasdaq Composite increased by 0.70% [1] - The U.S. GDP growth rate for Q3 2025 was 4.3%, exceeding expectations and marking the fastest growth since Q3 2023 [2] - Despite a decline in consumer confidence, investor optimism is driven by strong corporate earnings outlook and AI enthusiasm [2] Stock Performance - Castle Biosciences, Inc. (CSTL) shares increased by 77.9% since being upgraded to a Zacks Rank 1 (Strong Buy) on October 20, significantly outperforming the S&P 500's 3.8% increase [3][6] - F.N.B. Corporation (FNB) shares rose by 13.4% after its upgrade to Zacks Rank 2 (Buy) on October 21, compared to the S&P 500's 2.8% increase [4] - Hamilton Insurance Group, Ltd. (HG) and Kinross Gold Corporation (KGC) saw gains of 19.8% and 7.7% respectively since their upgrade to Outperform on October 17 [7] Portfolio Performance - A hypothetical portfolio of Zacks Rank 1 stocks returned +14.3% in 2025, slightly underperforming the S&P 500's +14.9% [11] - The Zacks Model Portfolio has outperformed the S&P 500 index by over 12 percentage points since 1988, with an annualized average return of +23.9% compared to +11.5% for the S&P 500 [13] - The Zacks Earnings Certain Admiral Portfolio (ECAP) returned -1.30% in Q3 2025, underperforming the S&P 500's +8.1% gain [15] Dividend Portfolio Performance - Johnson & Johnson (JNJ) returned 14.3% over the past 12 weeks, while 3M Company (MMM) increased by 5.2% during the same period [18] - The Zacks Earnings Certain Dividend Portfolio (ECDP) returned -0.01% in Q3 2025, compared to the S&P 500's +8.1% gain [19]

December 26, 2025 01:59 PM GMT Biopharma | North America A picture is worth a thousand words Comprehensive US drug market analysis (IQVIA Rx). The latest weekly Total Prescription YoY growth (wk ending 12/19) was +1.1% vs. +1.0% last wk and +0.8% over the past 12 wks. GILD's Yeztugo vs. Descovy vs. Apretude launch comparison chart ( Exhibit 4 ). GILD's Yeztugo (lenacapavir) was approved on 6/18/2025. Latest week total TRx (oral + injectable) were ~780 vs. ~800 previous week, and last week TRx for injectable ...

Core Insights - Johnson & Johnson has successfully completed the acquisition of Halda Therapeutics for $3.05 billion in cash, enhancing its oncology portfolio with innovative therapies for solid tumors, including prostate cancer [1][2] Group 1: Acquisition Details - The acquisition of Halda Therapeutics includes the addition of HLD-0915, a clinical-stage therapy for prostate cancer, which utilizes the proprietary Regulated Induced Proximity TArgeting Chimera (RIPTAC™) platform [2] - The deal is expected to result in a dilution of approximately $0.20 to Adjusted Earnings Per Share (EPS), split equally between 2025 and 2026, due to non-recurring charges related to Halda employee equity awards and integration costs [3] Group 2: Strategic Goals - The acquisition is part of Johnson & Johnson's commitment to redefining cancer treatment through breakthrough science and transformative medicines, aiming to eliminate cancer [2] - The company plans to leverage the RIPTAC™ platform to advance a promising pipeline of novel product candidates and discover more molecules in oncology and beyond [3]

21世纪经济报道记者季媛媛 头部跨国药企在2025年经历了天差地别的命运分化。 从财报数据中就可看出其中的端倪。根据财报显示，诺和诺德公布的2025年第三季度业绩报告显示，第 三季度总营收749.76亿丹麦克朗（约112.76亿美元），同比增长11%；2025年前三季度总营收达2299.20 亿丹麦克朗（约345.8亿美元），同比增长15%。司美格鲁肽系列产品持续领跑业绩，三大品牌销售额 表现亮眼：Ozempic（降糖版）：952.64亿丹麦克朗（约143.28亿美元），增长13%；Rybelsus（口服片 剂）：167.90亿丹麦克朗（约25.25亿美元），增长5%；Wegovy（减肥版）：572.42亿丹麦克朗（约 86.09亿美元），大幅增长54%。三大品牌销售额总计约1692.96亿丹麦克朗（约254.62亿美元），同比 增长24%，贡献了公司大部分营收。其销售业绩现已高于替尔泊肽（248.37亿美元）与帕博利珠单抗 （233.03亿美元）。 相比之下，尽管默沙东拥有"网红"产品PD - 1单抗K药（Keytruda，帕博利珠单抗）以及九价HPV疫苗， 但其2025年前三个季度制药业务收入为432.9 ...