Bleximenib, an investigational selective menin inhibitor, shows potential as combination therapy for the treatment of relapsed or refractory AML and newly diagnosed, intensive chemo-ineligible AML Phase 1b data show low rate of differentiation syndrome and no cardiac safety signal of QTc prolongationMILAN, June 12, 2025 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced new Phase 1b data showing encouraging antileukemic activity and a promising safety profile for bleximenib (JNJ-75276617) in comb ...

会议背景 - 高盛第46届全球医疗健康会议于2025年6月11日举行 强生公司北美创新医药集团董事长Tom Cavanaugh参与对话 [1] - 会议安排在第三天下午3:20 时长约35分钟 涵盖多个话题 [4] 行业政策环境 - 医药行业当前面临药品定价和最惠国待遇(MFN)政策的不确定性 公司正密切关注华盛顿动态 [4] - 公司与政府保持持续沟通 共同目标是降低美国患者的医疗成本 [5] - 行业在某些领域可能产生实质性影响 政府对部分建议持开放态度 [5] 公司战略方向 - 强生创新医药业务将政策变化纳入情景规划范围 [4] - 公司主动寻求与政府合作 处于政策讨论的前沿位置 [5]

Johnson & Johnson (JNJ) FY Conference June 11, 2025 03:20 PM ET Speaker0 America. And, we are front and center wanting to work with the administration. And there's areas that I would say organizationally and and from an industry perspective, think we could have a substantial impact. And and some of it, we're encouraged by the administration recognizes it. Some of them, the middlemen, focusing on the PBM reform, 340B reform, areas where we can bring the cost and drive it down to the patient so they can actua ...

Zacks Premium服务 - Zacks Premium提供多种投资研究工具，包括每日更新的Zacks Rank和Zacks Industry Rank、Zacks 1 Rank List、股票研究报告以及高级股票筛选功能 [1] - 该服务还包含Zacks Style Scores，帮助投资者更自信地选择股票 [1] Zacks Style Scores - Zacks Style Scores基于价值、增长和动量三种投资方法对股票进行评级，评级从A到F，A为最佳 [2][3] - 该评分分为四个类别：价值评分、增长评分、动量评分和VGM评分 [3][4][5][6] - 价值评分通过P/E、PEG等比率识别被低估的股票 [3] - 增长评分关注公司未来前景和财务健康状况，分析盈利、销售和现金流等指标 [4] - 动量评分利用价格变化和盈利预期变化识别趋势性机会 [5] - VGM评分综合价值、增长和动量评分，帮助投资者找到最具吸引力的股票 [6] Zacks Rank与Style Scores的结合 - Zacks Rank通过盈利预期修正帮助投资者构建成功投资组合 [7] - Zacks Rank 1（强力买入）股票自1988年以来年均回报率达+25.41%，超过标普500表现的两倍 [8] - 建议选择Zacks Rank 1或2且Style Scores为A或B的股票，以最大化成功概率 [9][10] - 即使Style Scores为A或B，Zacks Rank 4（卖出）或5（强力卖出）的股票仍可能因盈利预期下滑而表现不佳 [10] 强生公司（JNJ）案例 - 强生公司业务高度多元化，拥有275家子公司和26个年销售额超10亿美元的业务平台 [11] - 公司研发预算在制药行业中位居前列 [11] - JNJ当前Zacks Rank为3（持有），VGM评分为B，动量评分为B，过去四周股价上涨5.4% [12] - 过去60天内，8位分析师上调了2025财年盈利预期，共识预期增加0.06美元至每股10.60美元 [12] - 公司平均盈利惊喜为5.7% [12]

Key Takeaways JNJ expects stronger 2025 growth, driven by new drug launches and expansion in Innovative Medicine. MRK remains dependent on Keytruda, raising concerns ahead of its 2028 loss of exclusivity. JNJ forecasts higher sales in second-half 2025 and projects 2025 as a catalyst year for future growth.Both Johnson & Johnson (JNJ) and Merck (MRK) are leading U.S. healthcare conglomerates — blue-chip pharmaceutical companies with massive R&D budgets and blockbuster drug portfolios.Both companies have a ...

TREMFYA ® demonstrated two and a half times greater ability to inhibit joint structural damage versus placebo in the Phase 3b APEX studyMore than 40% of TREMFYA®-treated patients across both dose groups achieved ACR50 at Week 24Improvement in both joint and skin symptoms reinforce TREMFYA® as a first-line treatment option with a proven safety profile for adults with active psoriatic arthritis BARCELONA, June 11, 2025 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced findings from the Phase 3b AP ...

核心观点 - 持有股息股票是长期有效的投资策略 股息支付公司通常盈利能力强且具备未来增长潜力 即使在经济下行期也表现稳健 [1] - 当前推荐2026年前持有的三大股息股票：可口可乐(KO)、强生(JNJ)、辉瑞(PFE) [1] 可口可乐(KO) - 股息稳定性：连续63年提高股息 年化股息达2.04美元/股 支付率77.42%显示可持续性 [3] - 股东背书：巴菲特旗下伯克希尔持有4亿股 2025年7月将获得2.04亿美元股息 [2] - 增长预期：预计有机收入增长5-6% 持续超越百事(PEP)等竞争对手 [3] - 股息细节：季度股息0.51美元 2025年4月1日支付 最近一次未调整股息金额 [2] 强生(JNJ) - 股息记录：同为"股息之王" 连续63年增加股息 [4] - 业务表现：多元化产品组合覆盖肿瘤学/神经科学/免疫学领域 单季度收入同比增长2.4% EPS达4.54美元 [5] - 股息优势：当前股息收益率3.37% 显著高于生物科技行业平均1.59%和制药行业2.31% [5] - 股息细节：季度股息1.30美元 预计2025年9月10日支付 [4] 辉瑞(PFE) - 转型进展：虽新冠疫苗收入下降 但拥有108个在研药物管线 其中30个已进入III期临床 [7] - 股息吸引力：当前股息收益率达7.37% 在大盘医疗股中极具竞争力 [7] - 股息细节：季度股息0.43美元 预计2025年9月3日支付 [6]

These stocks are ready for a summer surge.The summer months are here, but the markets are still faced with plenty of uncertainty, so we need to remain careful about which stocks we buy.In today's video, I will highlight five stocks that I think are great buys in the month of June, including Johnson & Johnson (JNJ -0.37%).Watch this short video to learn more, consider subscribing to the channel, and check out the special offer in the link below.*Stock prices used were end-of-day prices of May 30, 2025. The v ...

More than half of patients maintained minimal residual disease (MRD) negativity (10-5) with DARZALEX FASPRO® for 24 months or longer in the Phase 3 PERSEUS studyData from Phase 3 CEPHEUS study show 60 percent overall MRD negativity (10−5) and improved PFS with DARZALEX FASPRO® in transplant-ineligible newly diagnosed patientsCHICAGO, June 3, 2025 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced data from two studies highlighting that a DARZALEX FASPRO® (daratumumab and hyaluronidase-fihj)-based ...

New long-term CARTITUDE-1 data show one-third of patients treated with CARVYKTI® remain progression-free CARTITUDE-4 analysis shows compelling overall survival and progression-free benefits in standard and high-risk subgroups across prior lines of treatmentCHICAGO, June 3, 2025 /PRNewswire/ -- Johnson & Johnson (NYSE:JNJ) announced today new long-term follow-up data from the Phase 1b/2 CARTITUDE-1 study demonstrating 33 percent (n=32) of patients in the study (n=97) with relapsed or refractory multiple myel ...