Johnson & Johnson Prioritizes Sustainable Growth in M&A Amid Sector Diversification, Says Analyst
Johnson & Johnson Prioritizes Sustainable Growth in M&A Amid Sector Diversification, Says Analyst
Wednesday, Johnson & Johnson (NYSE:JNJ) reported a second-quarter adjusted EPS of $2.82, up 10.2% Y/Y, beating the consensus of $2.70.
強生公司（NYSE:JNJ）在週三報告了第二季度調整後的每股收益爲2.82美元，同比增長10.2%，超出2.70美元的共識預期。
RBC Capital Markets anticipates a favorable second-quarter environment for companies outside of China. They expect the third quarter to follow typical seasonal patterns without backlog issues, with robust MedTech markets projected for 2024 and beyond.
RBC資本市場預計，在中國以外的公司將會迎來有利的第二季度環境。他們預期第三季度將遵循典型的季節性模式，沒有拖欠問題，預計醫療技術市場將在2024年及以後保持強勁。
Johnson & Johnson maintains its consistent M&A strategy, affirming continuity even after acquiring Shockwave Medical. The company asserts confidence in its ability to explore diverse opportunities moving forward.
強生公司在收購Shockwave Medical之後，仍堅持其一貫的併購策略，確認在未來繼續探索多樣化的機會上有信心，強調其對併購的長期考慮，優先考慮可持續發展的增長而非短期利潤。
Johnson & Johnson has stated that while it is open to opportunities across all sectors and sizes, it prefers areas with existing expertise and capabilities.
強生公司表示，雖然它對所有板塊和規模的機會都持開放態度，但它更喜歡已有專業知識和能力的領域。
It emphasized its long-term approach to mergers and acquisitions, prioritizing sustainable growth over short-term gains.
它強調了其對於併購的長期考慮，優先考慮可持續發展的增長而非短期利潤。
The RBC analyst adds that in the second quarter, both businesses showed sequentially increasing growth on a stacked 2-year basis, indicating improved fundamentals compared to the first quarter.
RBC的分析師補充道，在第二季度，這兩家公司在兩年期間的基礎上序貫增長，表明相對於第一季度的基本面有所改善。
Johnson & Johnson anticipates faster sales growth in its Medical Technology sector in the second half of 2024. However, it foresees a slowdown in sales growth for Innovative Medicine, mainly due to the entry of a biosimilar for Stelara in Europe.
強生公司預計，其醫療技術板塊在2024年下半年將實現更快的銷售增長，但是，由於Stelara的類同生物製品進入歐洲市場，它預見到創新藥業務的銷售增長將放緩。
RBC Capital maintains the Outperform rating with a price target of $175.
RBC Capital維持Outperform評級，目標價爲175美元。
Truist Securities says the management noted Imbruvica continues to experience competitive pressure, including Jaypirca, which was developed by Eli Lilly And Co (NYSE:LLY).
Truist Securities表示，管理層指出Imbruvica繼續受到競爭壓力，包括Eli Lilly And Co (NYSE:LLY)開發的Jaypirca。
"In our view, this may reflect physician demand for novel options that can address resistance to older and less efficacious molecules such as Imbruvica," Truist analyst writes.
"在我們看來，這可能反映了醫生對能夠解決對Imbruvica等舊藥效不佳的分子的抵抗力的新式選擇的需求，"Truist分析師寫道。
Johnson & Johnson reports strong Tecvayli demand despite slower growth following FDA approval for a longer dosing interval. Pfizer Inc's (NYSE:PFE) Elrexfio allows biweekly dosing after week 24, contrasting with Tecvayli's weekly dosing regimen.
儘管FDA批准了較長劑量間隔的Tecvayli，但強生公司報告稱其對Tecvayli的需求強勁，並且Pfizer Inc（NYSE:PFE）的Elrexeo允許在第24周後進行雙週劑量，與Tecvayli每週一次的劑量方案形成對比。
This suggests a potential positive signal for Elrexfio. Meanwhile, attention is on Regeneron Pharmaceutical Inc's (NASDAQ:REGN) linvoseltamab, anticipated to offer a best-in-class profile with promising response rates (71% ORR and 46% CR or better).
這表明Elrexfio有可能取得積極的信號。同時，人們關注着Regeneron Pharmaceutical Inc（NASDAQ:REGN）的linvoseltamab，預計將提供最佳類別的特點，具有有前途的反應率（71%的ORR和46%的CR或更好）。
Price Action: JNJ Stock is down 0.42% at $155.92 at last check Thursday.
JNJ股票週四最後一次檢查下跌0.42%，報155.92美元。
Photo via Shutterstock
圖片來自shutterstock。
譯文內容由第三人軟體翻譯。