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H.C. Wainwright Bullish on Genmab A/S (GMAB) on Robust Sales for DARZALEX
Insider Monkey· 2026-02-13 10:19
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
10 High Growth International Stocks to Buy Now
Insider Monkey· 2026-02-11 15:00
In this article, we will look at the 10 High Growth International Stocks to Buy Now.On February 10, Peter Boockvar, Chief Investment Officer at BFG Wealth Partners, appeared on a CNBC television interview. He said that the weakness in the US dollar is one of the major catalysts boosting the performance of global stocks. Peter noted that the first half of 2025 was the worst in terms of dollar weakness since the early 70s. Moreover, the oversaturation in the “Magnificent Seven” also paved the way for investo ...
Where is Genmab A/S (GMAB) Headed According to Wall Street?
Yahoo Finance· 2026-02-10 11:41
Core Insights - Genmab A/S (NASDAQ:GMAB) is recognized as a promising healthcare stock priced under $50, with significant sales figures reported for its product DARZALEX, totaling $14.351 billion in worldwide net trade sales for 2025 [1] - The company has received positive price target adjustments from analysts, with H.C. Wainwright setting a target of $39 and BofA adjusting it to $38.50, both maintaining a Buy rating, indicating confidence in Genmab's future performance [2] Company Overview - Genmab A/S is an international biotechnology company focused on developing human antibody therapeutics for cancer and other diseases, with a product pipeline that includes DARZALEX for multiple myeloma, TEPEZZA for thyroid eye disease, and Arzerra for chronic lymphocytic leukemia [3]
12 Best Healthcare Stocks Under $50 to Invest In
Insider Monkey· 2026-02-09 13:48
Core Insights - The article discusses the current state of healthcare stocks, particularly focusing on the impact of proposed changes to Medicare Advantage payments, which are expected to be minimal, leading to negative implications for major insurers [2][3]. Industry Overview - The healthcare sector has been described as "precarious" for investment over the past couple of years, with the recent Medicare Advantage proposal causing a shock to the system [3][4]. - Investors had anticipated a turnaround year, but the current outlook suggests a period where earnings may not grow as expected, indicating a challenging environment for healthcare investments [4]. Company Highlights - **Genmab A/S (NASDAQ:GMAB)**: - Reported worldwide net trade sales of DARZALEX at $14.351 billion for 2025, with $8.266 billion from the U.S. and $6.085 billion from the rest of the world [10]. - Analysts have adjusted price targets, with H.C. Wainwright setting it at $39 and BofA at $38.50, both maintaining a Buy rating, citing a "catalyst-rich" fiscal 2026 [11]. - The company focuses on developing human antibody therapeutics for cancer and other diseases, with a strong product pipeline [12]. - **Elanco Animal Health Incorporated (NYSE:ELAN)**: - Received multiple rating updates, with BofA raising the price target to $28 and UBS to $30, both maintaining Buy ratings due to stronger operational results [13][14]. - Piper Sandler upgraded the stock to Overweight, increasing the price target to $30, highlighting the company's progress in corporate channels [14]. - Elanco provides products and services for disease prevention and treatment in pets and farm animals, serving a diverse range of species [15].
Halozyme Therapeutics Raises 2026 Guidance After Hypercon, Surf Bio Deals Extend Platform Into 2040s
Yahoo Finance· 2026-01-28 17:02
Core Insights - Halozyme Therapeutics is expanding its portfolio with the acquisition of Hypercon and Surf Bio, enhancing its capabilities in subcutaneous (SC) drug delivery technologies [4][5][6] - The company expects significant revenue growth, with preliminary 2025 total revenue estimates between $1.385 billion and $1.4 billion, representing a 36% to 38% increase over 2024 [8] - Halozyme has raised its 2026 guidance, projecting total revenue between $1.71 billion and $1.81 billion, with royalty revenue between $1.13 billion and $1.17 billion [17] Acquisition and Technology Expansion - The acquisition of Surf Bio adds a second hyperconcentration technology, which is expected to be clinic-ready by the end of 2027 or early 2028 [4][7] - Hypercon technology is anticipated to be clinic-ready in 2026, with two partners expected to initiate Phase I studies by the end of 2026 [5][7] - The company now has three royalty-bearing SC delivery technologies, expanding its opportunity set into the mid-2040s [5][6] Financial Performance and Projections - Halozyme's 2025 royalty revenue is projected to be between $865 million and $870 million, reflecting a growth of 51% to 52% over 2024 [8] - For 2026, the company expects to exceed $1 billion in royalty revenue, a year earlier than previously projected [9] - Long-term projections indicate total revenue exceeding $2 billion by 2028, with royalty revenue between $1.46 billion and $1.51 billion, representing a CAGR of 26% to 28% from 2024 to 2028 [11] Product Development and Market Strategy - The company anticipates six new ENHANZE products entering Phase I in 2026, increasing the development portfolio to 13 products [13] - Major product drivers include DARZALEX and VYVGART Hytrulo, with projected sales of $14.3 billion and $4.15 billion respectively for 2025 [13] - Halozyme is exploring additional M&A opportunities to enhance its drug delivery technology and revenue growth [15] Profitability and Operational Efficiency - Halozyme aims for a gross margin above 80% and an operating margin greater than 60% during the 2026–2028 period [12] - The company projects free cash flow to exceed 70% of EBITDA, indicating a strong focus on operational efficiency [12]
DARZALEX FASPRO®-based quadruplet regimen approved in the U.S. for newly diagnosed patients with multiple myeloma who are transplant ineligible
Prnewswire· 2026-01-27 20:49
Quadruplet regimen demonstrated significantly deeper and more durable responses, higher MRD negativity and improved progression-free survival versus a standard of care Approval marks the twelfth indication for DARZALEX FASPROо and fifth in the newly diagnosed setting, underscoring its role as foundational therapy for both newly diagnosed and relapsed/refractory multiple myeloma patients о HORSHAM, Pa., Jan. 27, 2026 /PRNewswire/ -- Johnson & Johnson (NYSE:JNJ) announced today the U.S. Food and Drug Administ ...
收入942亿美元!强生公布2025财报
思宇MedTech· 2026-01-23 04:38
Overall Performance: Sustainable Growth in a Large Enterprise - In 2025, Johnson & Johnson achieved revenue of $94.193 billion, a year-on-year increase of 6.0%. On an operational basis, the growth was 5.3% after excluding currency effects [3][4] - The diluted earnings per share (EPS) for the year was $11.03, with adjusted EPS at $10.79. The fourth quarter showed an acceleration in growth, with multiple profit indicators reflecting a double-digit profit growth despite the impact of the Halda Therapeutics acquisition [3][4] Two Major Business Segments: Innovative Medicines and MedTech - The Innovative Medicines segment generated $60.401 billion in revenue for 2025, with operational growth of 5.3%. Key growth drivers included established products in oncology such as DARZALEX, CARVYKTI, ERLEADA, and RYBREVANT/LAZCLUZE [5][7] - The MedTech segment reported $33.792 billion in revenue for 2025, with operational growth of 5.4%. Growth was driven by cardiovascular products, general surgery products, and contributions from acquisitions like Shockwave [7][8] Regulatory Progress: OTTAVA Submission to FDA - Johnson & Johnson submitted the OTTAVA Robotic Surgical System for FDA approval, marking a significant step in its long-term strategy in the surgical robotics field. This indicates a commitment to developing high-barrier surgical robotics rather than treating it as a mere supplementary project [8][11] 2026 Guidance: Targeting $100 Billion Revenue - For 2026, Johnson & Johnson set a revenue target of approximately $100.5 billion, representing a year-on-year growth of about 6.7%. The adjusted EPS is projected to be around $11.53, reflecting a 6.9% increase. This growth is expected to stem from the continued expansion of core innovative medicine pipelines, increased usage frequency in MedTech, and stable integration of acquired assets [10][11]
J&J(JNJ) - 2025 Q4 - Earnings Call Presentation
2026-01-21 13:30
th January 21, 2026 Cautionary note on Forward-looking statements This presentation contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things: future operating and financial performance, product development, and market position and business strategy. The viewer is cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate ...
Robotic surgery fuels Johnson & Johnson dividend growth outlook
Yahoo Finance· 2026-01-20 15:37
Core Viewpoint - Johnson & Johnson (J&J) plans to separate its Orthopaedics business into a standalone company named DePuy Synthes, expected to be completed within 18 to 24 months, to focus on higher-growth markets in MedTech [1][9]. MedTech Developments - J&J's MedTech sector is emphasizing its commitment to complex surgeries, with a new robotic surgical system, OTTAVA, designed to support multi-specialty soft-tissue surgery [2][4]. - The OTTAVA system integrates surgical instrumentation with future connectivity to the Polyphonic digital ecosystem, and has received FDA approval for a second clinical trial in inguinal hernia procedures [3][5]. - The company aims for OTTAVA to impact growth starting in 2028, allowing time for FDA approval and market adoption [19]. Financial Performance - J&J generated $14 billion in free cash flow through the first nine months of 2025, with forecasts suggesting an increase to $18.54 billion for the year [15]. - The company has a dividend payout ratio of 68%, with expectations to increase its annual dividend from $5.16 per share in 2025 to $6.32 per share in 2029 [15]. - CFO Joe Wolk indicated that the separation of Orthopaedics could improve MedTech's top-line revenue growth and operating margin by at least 75 basis points [7]. Strategic Focus - The separation of the Orthopaedics business allows J&J to concentrate resources on three core focus areas: cardiovascular, surgery, and vision [8]. - The company is committed to continuous portfolio optimization and value creation, with the separation seen as a step towards faster growth in MedTech [9][22]. - J&J's management has stated that large acquisitions are not necessary to achieve growth targets, focusing instead on smaller deals that leverage scientific expertise [20][21]. Product Launches and Growth - J&J's pharmaceutical business continues to show strong growth, with new product launches expected to position the company well for 2026 and beyond [23]. - The company has launched new products like INLEXZO for bladder cancer and CAPLYTA for major depressive disorder, both with peak sales estimates exceeding $5 billion annually [15]. - The cardiovascular portfolio showed strong performance in Q3, with operational sales growth of over 20% from the acquired Shockwave technology [16][14].
2 Dividend Kings Quietly Beating the Market This Year
Yahoo Finance· 2025-12-24 00:30
Financial Performance - AbbVie reported adjusted diluted profits per share of $1.86 for the quarter and increased its full-year 2025 adjusted EPS outlook to a range of $10.61 to $10.65 [1] - The company achieved net revenues of $15.7 billion, representing a 9.1% year-over-year increase, driven by its immunology and neuroscience portfolios [3] - Adjusted diluted EPS of $2.80 grew 15.7% year-over-year, with management raising full-year 2025 guidance to approximately $10.85 at the midpoint [13] Dividend Policy - AbbVie has paid and increased dividends for the past 54 years, earning the title of a Dividend King, and announced a 5.5% dividend increase starting February 2026, raising the quarterly payout to $1.73 per share [1] - Since its inception in 2013, AbbVie has increased its dividend by more than 330%, showcasing its commitment to income-focused investors [1] - The company currently pays an attractive yield of 3.04%, significantly higher than the healthcare average of 1.6% [1] Revenue Growth by Segment - Neuroscience revenues increased by more than 20% to $2.841 billion, with key drugs like Vraylar, Botox Therapeutic, Ubrelvy, and Qulipta showing strong growth [2] - The immunology portfolio generated $7.8 billion in quarterly revenue, a roughly 12% increase, with Skyrizi and Rinvoq leading the growth [3] - Skyrizi alone generated $4.7 billion in revenue, up over 47%, while Rinvoq grew by more than 35% to $2.18 billion [3] Market Performance - AbbVie stock has soared 29% year-to-date, outperforming the S&P 500 Index gain of 17.4% [4] - Wall Street analysts have assigned a "Moderate Buy" rating to AbbVie, with a mean target price of $245.84, indicating a potential upside of 7.8% from current levels [6]