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 ...

Pharma giant Moderna Inc (NASDAQ:MRNA) is enjoying a boost today, after the U.S. Food & Drug Administration (FDA) accepted the company's flu vaccine application for review. The company made modifications to the application after it was rejected last week. MRNA was last seen up 5.7% to trade at $46.45, heading for a third-straight gain as it moves back toward its Jan. 22 more than one-year high of $55.20. Since the start of the year, the equity is already up 55.4%. A bout of short covering could help push Mo ...

Core Viewpoint - Johnson & Johnson announced a more than $1 billion investment in a next generation cell therapy manufacturing facility in Montgomery County, Pennsylvania, aimed at expanding its U.S. manufacturing capacity and enhancing its portfolio of transformational medicines for cancer and immune-mediated diseases [1] Group 1 - The investment will exceed $1 billion, indicating a significant commitment to advancing cell therapy capabilities [1] - The new facility will contribute to the expansion of Johnson & Johnson's manufacturing capacity in the U.S. [1] - This initiative is part of the company's strategy to enhance its industry-leading portfolio and pipeline of medicines [1]

Core Insights - Impax Asset Management's "Impax US Sustainable Economy Fund" reported a modest outperformance against the Russell 1000 benchmark in Q4 2025, driven by sustainability-focused investments and specific stock gains, particularly in Health Care and Financials [1] - The Fund's Institutional Class achieved a total return of 16.00% in 2025, compared to 17.37% for the Russell 1000, influenced by sector allocation and company-level developments [1] - Management expressed a cautiously optimistic outlook, citing falling interest rates, resilient corporate earnings, and ongoing investments in businesses benefiting from the transition to a sustainable economy [1] Company Highlights - Eli Lilly and Company (NYSE:LLY) is highlighted as a key stock in the Fund's portfolio, recognized for its innovative therapies in oncology, diabetes, and obesity, with strong growth driven by demand for GLP-1 based treatments [2] - Eli Lilly's stock experienced a one-month return of -3.94%, with a market capitalization of approximately $977.37 billion as of February 17, 2026 [2] - The company has made significant strides in sustainability opportunities, particularly through an agreement with the Trump administration to improve patient access and reduce medication prices, which includes extended coverage for GLP-1 weight loss drugs in Medicare and Medicaid [3]

Fund Performance - Impax US Sustainable Economy Fund reported a total return of 16.00% in 2025, compared to 17.37% for the Russell 1000, indicating a modest underperformance influenced by sector allocation and company-level developments [1] - The fund's performance was positively impacted by sustainability tilts and stock-specific gains, particularly in Health Care and Financials, despite overall market volatility [1] Market Conditions - Equity markets remained volatile during Q4 2025 due to concerns over elevated valuations and financing for large-scale data center investments [1] - Management expressed a cautiously optimistic outlook, supported by falling interest rates, resilient corporate earnings, and continued investment in businesses positioned for a sustainable economy transition [1] Company Focus: Zoetis Inc. - Zoetis Inc. (NYSE:ZTS) is highlighted for its attractive sustainability opportunity profile and strong governance, with a one-month return of 0.90% and a market capitalization of approximately $55.33 billion [2][3] - The company has a full pipeline of new products expected to launch, but revenue growth acceleration is anticipated to begin in 2027, facing competition and challenges with established products [3] - Disappointment was noted in Zoetis' Q3 earnings update, particularly regarding the performance of its canine arthritis pain product Librela, which faced side-effect perception issues [3]

The Food and Drug Administration has reversed its decision not to review a new flu vaccine from Moderna, the pharmaceutical company said Wednesday.Last week, the FDA sent a missive to Moderna refusing to review its new shot, saying its application did not contain adequate research – leaving the company’s president Dr. Stephen Hoge in “complete shock.”Moderna’s flu vaccine will not be reviewed by the FDA. Rawf8 – stock.adobe.comIn an exclusive interview with The Post, Hoge said he was “completely surprised a ...

Core Insights - Verizon and Johnson & Johnson both increased their dividends this quarter, but their financial health and growth prospects differ significantly [1] Group 1: Dividend Performance - Verizon raised its quarterly dividend to $0.69 per share, marking its 19th consecutive annual increase, while Johnson & Johnson increased its quarterly payout to $1.30 per share, extending its streak to over 63 years [1] - Verizon's dividend has grown at an annual rate of 2.04% over the past decade, while Johnson & Johnson's dividend has expanded at a rate of 4.7% annually over 27 years [1] Group 2: Financial Metrics - Verizon has a dividend yield of 5.8% and a total debt of $158 billion, while Johnson & Johnson has a yield of 2.1% with a cleaner balance sheet [1] - Verizon's free cash flow (FCF) coverage ratio is 1.75x, with projected FCF of $21.5 billion for 2026, while Johnson & Johnson's FCF coverage ratio is 1.59x, with $19.7 billion in FCF generated [1] Group 3: Revenue Growth - Johnson & Johnson's Q4 revenue increased by 9.1% year-over-year to $24.56 billion, driven by oncology drugs and cardiovascular devices [1] - Verizon's wireless service revenue grew by 1.1% year-over-year, with postpaid phone net additions of 616,000, the highest since 2019 [1] Group 4: Market Valuation - Johnson & Johnson trades at 22 times trailing earnings, reflecting investor confidence in its innovation pipeline, while Verizon trades at 12 times [1] - Projected EPS growth for Johnson & Johnson is 6.9% for 2026, supporting continued dividend increases in the range of 4% to 6% [1]

Key Takeaways Rigel Pharmaceuticals expects 2025 sales to rise 60% to $232M, topping prior guidance.Tavalisse drove $158.9M in 2025 sales, up 52%, while Gavreto and Rezlidhia added momentum.RIGL guides 2026 product sales of $255-$265M but faces competition from Sanofi and Eli Lilly drugs.Rigel Pharmaceuticals (RIGL) had an encouraging year in 2025. The company is yet to report its fourth-quarter and full-year 2025 results, but preliminary figures released last month point to another strong finish — driven p ...

FDA reverses course and will review Moderna's mRNA flu vaccine, the company says https://t.co/SpvmnBCYzC https://t.co/bYWc18XVQa ...

Ultragenyx Pharmaceutical Inc. Class Action: Levi & Korsinsky Reminds Ultragenyx Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of April 6, 2026 - RARE [Accessibility Statement] Skip NavigationNEW YORK, Feb. 18, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Ultragenyx Pharmaceutical Inc. ("Ultragenyx" or the "Company") (NASDAQ: RARE) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Ultragenyx investors wh ...