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Johnson & Johnson: Quality Compounding, Valuations Now Do The Heavy Lifting (NYSE:JNJ)
Seeking Alpha· 2025-12-16 08:54
Core Insights - Johnson & Johnson (JNJ) has experienced a significant increase of approximately 45% in 2025, which nearly accounts for the total gains made over the past five years [1] Financial Performance - The execution and financial numbers for Johnson & Johnson have been strong, indicating a solid operational performance [1] Growth Potential - There is potential for further growth for Johnson & Johnson, suggesting that the company may continue to expand its market presence and financial performance [1]
镇痛新药项目斩获4 亿元合作!南医大科技成果转化迈向新高
Yang Zi Wan Bao Wang· 2025-12-16 07:04
九典制药总经理杨洋表示,YJ-2301项目具有鲜明创新性和良好开发前景,九典制药将发挥在药品研发、生产注册及市场推广的经验优势,全力推进项目 产业化进程,期待与学校建立长期深入的战略伙伴关系。 日前,南京医科大学教师团队与湖南九典制药(300705)股份有限公司在湖南浏阳举行YJ-2301项目转让签约仪式。据悉,本次交易总金额近4亿元,标志 着又一高校原创成果成功走向产业化。 扬子晚报/紫牛新闻记者王赟 YJ-2301作为一款小分子镇痛创新药,其核心优势在于采用全新作用机制。针对性解决现有镇痛药物普遍存在的嗜睡,多次给药耐受等副作用问题,具备 广阔的市场应用空间。相关专利已完成校内转化并获全国高校生物医药区域技术转移转化中心(江苏苏州)、苏州南医大创新中心全流程赋能。此次合作将 加速该项目后续开发与临床转化,是学校打通科研成果走向市场"最后一公里"关键举措,也为校内原始创新成果转化提供了可复制、可推广的实践范式。 通讯员朱珠 南京医科大学党委书记兰青指出,此次合作是学校深化产学研融合、加速科技成果转化的重要实践。学校始终坚守服务"健康中国"战略的初心,将以此次 合作为纽带,整合科研优势、人才资源与企业产业化能 ...
Nicox Completes NCX 470 New Drug Application Key Data Generation for Submission as Planned in H1 2026
Globenewswire· 2025-12-16 06:30
Core Insights - Nicox SA has successfully completed the generation and analysis of all key data required for New Drug Applications (NDAs) in the U.S. and China, including clinical trial and long-term stability data for the NCX 470 drug material and finished product [1][5][6] - The company is preparing for a pre-NDA meeting with the U.S. Food and Drug Administration (FDA) and plans to submit the NDA in the first half of 2026, with the Chinese submission expected shortly thereafter [5][6] Company Overview - Nicox SA is an international ophthalmology company focused on developing innovative solutions for vision maintenance and ocular health, with its lead product being NCX 470, a nitric oxide-donating eye drop for lowering intraocular pressure in glaucoma patients [4][7] - The company has licensing agreements for NCX 470 with Ocumension Therapeutics for the Chinese, Korean, and Southeast Asian markets, and with Kowa for the rest of the world [4][6] Future Milestones - The NDA submission for NCX 470 in the U.S. is on track for H1 2026, with the submission in China expected to follow shortly after [5][6] - A Phase 3 clinical program for NCX 470 has been initiated in Japan, managed and financed by Kowa [6]
南极磷虾油产品不含“南极磷虾油” 上海市消保委约谈企业
Zhong Guo Xin Wen Wang· 2025-12-16 05:57
Group 1 - The Shanghai Consumer Protection Commission has disclosed that it has interviewed distributors and manufacturers regarding issues related to Antarctic krill oil products [1] - Anhui Hab Pharmaceutical Co., Ltd. admitted that the products in question did not contain the claimed "Antarctic krill oil" during the production process [1] - Beijing Tongrentang (Sichuan) Health Pharmaceutical Co., Ltd. evaded responsibility during the interview, claiming ignorance of the alleged fraudulent behavior [1] Group 2 - The Shanghai Consumer Protection Commission has urged Beijing Tongrentang (Sichuan) Health Pharmaceutical Co., Ltd. to conduct a self-examination and inform consumers of the situation [2] - The commission has requested that the company sincerely apologize to consumers for infringing on their rights [2] - The commission has also called for a recall of the problematic products and for the companies involved to process refunds and compensations for consumers [2]
Johnson & Johnson Slapped with $40M Verdict in Landmark Talc-Ovarian Cancer Case
Retail News Asia· 2025-12-16 05:04
A California court has awarded $40 million to two women who claimed their ovarian cancer was a result of prolonged usage of Johnson & Johnson’s talcum-based baby powder. The Los Angeles Superior Court jury distributed the payout, allotting $18 million to Monica Kent and $22 million to both Deborah Schultz and her husband. This decision was made following the conclusion that Johnson & Johnson was aware of the potential harm their products could cause for several years, yet failed to notify consumers.Erik Haa ...
Supernus Stock Is Up 31% This Past Year but Still 20% Below 2018 Highs as One Fund Scales Back
The Motley Fool· 2025-12-16 04:35
The sale hints at profit-taking in a stock that’s executing operationally but facing tougher questions about durability and valuation.Aristotle Capital Boston disclosed in a November 14 SEC filing that it sold 503,122 shares of Supernus Pharmaceuticals (SUPN +0.25%), contributing to a reduction in its position by about $10.9 million.What HappenedAccording to a Securities and Exchange Commission (SEC) filing dated November 14, Aristotle Capital Boston reduced its holdings in Supernus Pharmaceuticals (SUPN +0 ...
HSBC Lifts PT on Novartis AG (NVS) to $112 From $106
Yahoo Finance· 2025-12-16 03:46
Novartis AG (NYSE:NVS) is one of the most profitable NYSE stocks to buy right now. HSBC lifted the price target on Novartis AG (NYSE:NVS) to $112 from $106 on December 10 while maintaining a Reduce rating on the shares. Novartis AG (NVS): Jim Cramer Wonders Whether Its CEO Is Leaving The rating update came as part of the 2026 outlook for the pharma group, with the firm telling investors that it sees the sector as well-positioned to outperform in the coming year. This trend is expected to materialize “eve ...
Scotiabank Remains Bullish on Eli Lilly and Company (LLY)
Yahoo Finance· 2025-12-16 03:46
Eli Lilly and Company (NYSE:LLY) is one of the most profitable NYSE stocks to buy right now. In a report released on December 12, Scotiabank analyst Louise Chen reiterated a Buy rating on Eli Lilly and Company (NYSE:LLY) and set a price target of $1,165.00. Eli Lilly’s Mounjaro Added to China’s National Health Insurance for Diabetes In another development, Eli Lilly and Company (NYSE:LLY) announced on December 11 positive topline results from the Phase 3 TRIUMPH-4 clinical trial evaluating the efficacy a ...
中国 - 11 月经济活动数据普遍不及市场预期-China_ November activity data broadly missed market expectations
2025-12-16 03:30
Summary of Key Points from the Conference Call Industry Overview - The report focuses on the economic activity data from China for November, highlighting significant misses in market expectations across various sectors, particularly retail sales and industrial production [1][2][3]. Core Insights and Arguments 1. **Industrial Production (IP)** - IP growth decreased to **4.8% year-on-year** in November from **4.9%** in October, falling short of forecasts (GS: **5.1%**, Bloomberg consensus: **5.0%**) [2][8]. - Sequentially, IP showed a **0.5% month-on-month** increase after seasonal adjustment, contrasting with a **-0.4%** decline in October [8]. - The slowdown in IP was primarily driven by reduced output in the automobile and utilities sectors, which outweighed gains in special equipment and pharmaceuticals [8]. 2. **Fixed Asset Investment (FAI)** - FAI contracted by **-2.6% year-to-date** year-on-year in November, worsening from **-1.7%** in October [3][9]. - On a single-month basis, FAI fell by **-10.7% year-on-year** in November, slightly improving from **-11.4%** in October [9]. - The decline in FAI is attributed to statistical corrections by the NBS and ongoing issues in the property sector [9]. 3. **Retail Sales** - Retail sales growth significantly slowed to **1.3% year-on-year** in November, down from **2.9%** in October, missing expectations (GS: **2.3%**, consensus: **2.9%**) [6][11]. - The decline was broad-based, with notable drops in auto sales (-8.3%) and home appliances (-19.4%) [11]. - The earlier start of the "Double 11" Online Shopping Festival distorted demand, pulling some sales from November into October [11]. 4. **Services Industry Output** - The Services Industry Output Index growth moderated to **4.2% year-on-year** in November from **4.6%** in October, indicating a slowdown in the services sector [12]. 5. **Property Market** - The property market continued to show weakness, with new home starts and completions contracting by **-27.6%** and **-25.3%** year-on-year, respectively [13]. - Property sales volume fell by **-17.0%** and value by **-24.6%** in November, reflecting ongoing challenges in the sector [13]. 6. **Labor Market** - The nationwide unemployment rate remained stable at **5.1%** in November, with the youth unemployment rate for ages 16-24 declining slightly to **17.3%** [14]. 7. **GDP Growth Forecast** - Incorporating October-November data, there is a small downside risk to the Q4 real GDP growth forecast of **4.5% year-on-year**, with a sequential improvement in December activity needed to achieve a **5%** full-year growth [15]. Additional Important Insights - The report emphasizes that the recent slump in economic indicators should not be over-interpreted, as statistical corrections have played a significant role alongside fundamental economic challenges [1][9]. - The data reflects broader economic trends in China, including the impact of "anti-involution" policies and a prolonged downturn in the property market, which are critical for investors to consider [1][9].
Daiichi Sankyo Company, Limited (DSNKY) Discusses Oncology Pipeline Advances and Phase III Clinical Updates at Science and Technology Day - Slideshow (OTCMKTS:DSNKY) 2025-12-15
Seeking Alpha· 2025-12-16 03:00
Core Viewpoint - The article discusses the importance of enabling Javascript and cookies in browsers to ensure proper functionality and access to content [1] Group 1 - The article highlights that users may face access issues if they have an ad-blocker enabled [1] - It suggests disabling ad-blockers and refreshing the page to proceed [1]