Johnson & Johnson's MedTech Challenges Loom Amid Chinese Market Pressures And Orthopedics Overhaul, Analysts Say
Johnson & Johnson's MedTech Challenges Loom Amid Chinese Market Pressures And Orthopedics Overhaul, Analysts Say
On Tuesday, Johnson & Johnson (NYSE:JNJ) reported a third-quarter adjusted EPS of $2.42, down 9.0% year-over-year, beating the consensus of $2.21. The pharmaceutical giant reported sales of $22.47 billion, up 5.2% year over year and beating the consensus of $22.16 billion.
週二，康恩貝（NYSE:JNJ）報告第三季度調整後每股收益爲$2.42，同比下降9.0%，超過了$2.21的共識。這家制藥巨頭報告的營業收入爲$224.7億，同比增長5.2%，超過了$221.6億的共識。
Johnson & Johnson updated the full-year 2024 adjusted operational EPS guidance to reflect improved performance and the acquisition of V-Wave; the costs associated with the acquisition more than offset the improvement.
強生公司更新了2024年全年調整運營每股收益指引，以反映改善的業績和對V-Wave的收購；與收購相關的成本超過了改善。
BofA Securities reiterates a Neutral rating and a price target of $170. The analyst projects the Oncology franchise will maintain strong performance next year, with Darzalex and Carvykti expanding their market share globally in first—and second-line+ treatments for multiple myeloma.
美國銀行證券重申中立評級和170美元的目標價位。分析師預測腫瘤學特許經營權將在明年保持強勁業績，達賽樂單抗和卡維克提在全球多發性骨髓瘤一線和二線+治療中擴大市場份額。
Also Read: Johnson & Johnson Ends Phase 2 Study For Dengue Antiviral Amid R&D Reprioritization.
另請參閱：強生結束登革熱抗病毒劑的第2期研究，以重點放在研發重點重新排序上。
The analyst also anticipates a boost in Rybrevant sales for EGFR+ lung cancer following the approval and launch of its subcutaneous formulation in the first half of 2025.
分析師還預計，在2025年上半年，隨着Rybrevant EGFR+肺癌的皮下製劑獲批上市，銷售額將有所提升。
Additionally, Tremfya is expected to post over 20% year-over-year growth, driven by ongoing launches for inflammatory bowel disease.
此外，預計Tremfya將以20%以上的年增長率進行發帖，受持續推出用於炎症性腸病的產品影響。
In contrast, Stelara could rapidly decline by around 25% as biosimilars enter the U.S. market in January 2025.
相比之下，隨着生物類似物進入2025年1月的美國市場，Stelara可能迅速下降約25%。
Meanwhile, the MedTech segment will likely encounter challenges due to volume-based procurement pressures.
與此同時，由於基於成交量的採購壓力，醫療科技板塊可能會遇到挑戰。
The outcome of the talc litigation remains uncertain. U.S. courts will decide whether Johnson & Johnson can use bankruptcy proceedings to resolve current and future claims.
滑石訴訟的結果仍然不確定。美國法院將決定是否允許強生公司使用破產程序解決當前和未來的索賠。
Needham reports that while Johnson & Johnson saw a slight slowdown in organic MedTech growth in Q3 2024 compared to Q2, with sales falling about 2% below consensus, the analyst attributes this to specific company factors.
尼德姆報告指出，儘管強生公司在2024年第三季度的有機醫療技術增長略有放緩，與第二季度相比，銷售額較共識下降約2％，但分析師認爲這是由於特定公司因素導致的。
These include a higher exposure to the Chinese market, the Orthopedics Transformation program, and competitive pressures.
這些因素包括對中國市場更高的敞口，骨科轉型計劃以及競爭壓力。
Management also highlighted potential headwinds in Q4 2024 due to recent hurricanes but expressed greater concern over the shortage of IV solutions than the direct impact of the storms on procedures.
管理層還指出，由於最近的颶風，2024年第四季度可能面臨潛在阻力，但對靜脈溶液短缺的擔憂大於風暴對程序的直接影響。
Overall, the analyst views Johnson & Johnson's performance as neutral for most of the med tech sector.
總體而言，分析師認爲強生公司的表現對大多數醫療技術領域是中立的。
Price Action: JNJ stock is up 0.15% at $164.34 at the last check Wednesday.
股價走勢：週三最後一次查詢時，強生股價上漲0.15％，報164.34美元。
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譯文內容由第三人軟體翻譯。
