整理 | GLP1减重宝典内容团队 近日，RNA药物研发公司Protagonist Therapeutics宣布，已选定 PN-477 作为治疗肥胖的主要开发候选药物。这是一款潜力巨大的三重 激动剂肽，靶向 GLP-1、GIP 和胰高血糖素（GCG）受体，可通过口服或皮下注射给药，兼具疗效与便利性。 PN-477 旨在实现显著的体重减轻、改善胃肠耐受性，以及优化脂肪与瘦体重的比例，同时提供每日一次口服与每周一次注射的灵活治 疗方式。 | | 1H 2025 | | 2H 2025 | 1H 2026 | | 2H 2026 | | --- | --- | --- | --- | --- | --- | --- | | Rusfertide | * PV day V · VERIFY topline results2J · ASCO VERIFY plenary | | * NDA filing4 * ASH Meeting® | · Medical Conferences | | * US Approval (PV) | | | presentation3/ | | | | | | | | * Medical ...

[Music] the uh center of the action of our research of development organization which is the lifeblood of a company like Johnson and Johnson. So here we have about 2500 scientists and researchers that are connected with the rest of our R&D organization. Duatau is chairman and CEO of Johnson and Johnson, one of the largest drug makers in the world.We met with him at his firm's research center to learn how a major pharmaceutical company develops cuttingedge drugs. It started with a smaller campus and graduall ...

Protagonist Therapeutics Inc (PTGX) 2025 Conference June 04, 2025 01:25 PM ET Speaker0 All right. Welcome everyone to twenty twenty five Jefferies Global Healthcare Conference. My name is Roger Song, one of the senior analysts covering SMICHA Biotech in The US. It's my pleasure to have the first set chat with our next printing company, Protagonist Therapeutics. I welcome Dinesh Patel. Speaker1 Thank you. It has always been a pleasure. Awesome. We have even stopped counting the number of years we have been a ...

Post-ASCO Update: Phase 3 VERIFY Study Results Protagonist Therapeutics, Inc. Newark, CA June 2, 2025 Forward-looking Statements This presentation and the accompanying oral presentation contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, business stra ...

Johnson & Johnson (JNJ) FY 2025 Conference May 28, 2025 09:00 AM ET Speaker0 Alright. Thank you, everybody. Thanks, guys. I'm Lee Hambrite, US med tech analyst at Bernstein, and we are thrilled to host Johnson and Johnson. We have chairman and CEO, Joaquin Guato, and CFO, Joe Wall. Guys, for being here. Speaker1 Thank you. Thanks for having us. Speaker0 So we're scheduled for a fifty minute fireside chat. Just a reminder that investors can submit questions at any time through Pigeonhole, and we'll try to wo ...

报名：首届全球眼科大会 | 参会须知 报名：首届全球骨科大会 | 议程更新 报名：首届全球心血管大会 | 奖项申报 合作伙伴征集：2025全球手术机器人大会 2025年4月15日， 强生 Johnson & Johnson (NYSE: JNJ) 受第一季度业绩和关税影响， 股价略有下跌。15日 下午的交易中，强生股价下跌近 1%，至 每股 153.21 美元。 在公司第一季度财报电话会议上，首席财务官Joseph Wolk 首次向 CNBC 概述此次关税成本预计达到4亿美元（约合30亿人民币），并解释了特朗普政府 关税政策对公司可能产生哪些影响。 # 财报亮点 | | | Q1 | | | --- | --- | --- | --- | | ($ in Millions, except EPS) | 2025 | 2024 | % Change | | Reported Sales | $21,893 | $21,383 | 2.4% | | Net Earnings | $10,999 | $3,255 | 237.9% | | EPS (diluted) | $4.54 | $1.34 | 238.8% ...

Johnson & Johnson (JNJ) Q1 2025 Earnings Call April 15, 2025 08:30 AM ET Company Participants Jessica Moore - VP, IRJoaquin Duato - CEO & ChairmanJohn Reed - Executive Vice President of Innovative Medicine, R&DJoseph Wolk - EVP & CFOChris Schott - Managing DirectorJennifer Taubert - Executive VP & Worldwide Chairman of Innovative MedicineTim Schmid - Executive VP & Worldwide Chairman of MedTechJoanne Wuensch. - Managing DirectorVamil Divan - Managing Director Conference Call Participants Lawrence Biegelsen ...

Financial Data and Key Metrics Changes - In Q1 2025, Johnson & Johnson reported worldwide sales of $21.9 billion, reflecting a 4.2% increase year-over-year despite a 470 basis point headwind from Stellara [36][37] - Net earnings for the quarter were $11 billion, with diluted earnings per share at $4.54, significantly up from $1.34 a year ago, primarily due to the reversal of a $7 billion talc settlement proposal [38][39] - Adjusted net earnings were $6.7 billion, with adjusted diluted earnings per share at $2.77, representing increases of 1.9% and 2.2% respectively compared to Q1 2024 [38][39] Business Line Data and Key Metrics Changes - Innovative Medicine achieved worldwide sales of $13.9 billion, up 4.2%, with U.S. growth at 6.3% and international growth at 1.5% [40] - Oncology products like Darzalex grew by 22.5%, while Carvicti saw over 100% growth, achieving sales of $369 million [40][41] - MedTech reported worldwide sales of $8 billion, a 4.1% increase, with U.S. growth at 5.1% and international growth at 3% [46] Market Data and Key Metrics Changes - U.S. sales growth was 5.9%, while international sales growth was 2.1%, positively impacted by acquisitions and divestitures [37] - The MedTech segment faced challenges due to one-time events and competitive pressures, particularly in orthopedics, which declined by 3.1% [50][46] Company Strategy and Development Direction - The company plans to invest over $55 billion in the U.S. over the next four years to enhance manufacturing and R&D capabilities [19][20] - Johnson & Johnson aims to exit non-strategic product lines and optimize select sites to improve growth and profitability, with a restructuring program expected to be completed by 2027 [60][61] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to grow despite challenges from Stellara biosimilars and Part D redesign, highlighting a 4.2% growth across Innovative Medicine [10][102] - The company anticipates higher growth in the second half of 2025, driven by new product launches and a strong pipeline [66][71] Other Important Information - The company announced a 4.8% increase in dividends, marking the 63rd consecutive year of dividend increases [22][64] - Johnson & Johnson reversed a $7 billion reserve related to the talc settlement, which is expected to positively impact capital allocation priorities [65] Q&A Session Summary Question: Impact of tariffs on guidance - Management explained that the $400 million in tariffs primarily affects MedTech and includes various tariffs from Mexico, Canada, and China, with limited price leverage available to mitigate these costs [82][86] Question: Gross margins in the quarter - Management noted that gross margins were impacted by Stellara's decline and Part D redesign, with expectations for improvement moving forward [93][96] Question: Stellara biosimilar erosion - Management confirmed that the impact of Stellara biosimilars was in line with expectations, with overall business growth remaining strong despite this headwind [99][102] Question: Recession impact on business - Management indicated that healthcare has proven to be more recession-proof than other industries, with a focus on monitoring job reports as a precursor to healthcare demand [110][112] Question: Section 232 potential pharma tariffs - Management is analyzing the potential impact of Section 232 tariffs and emphasized the importance of partnering with the administration to mitigate vulnerabilities in the healthcare supply chain [117][120]