Johnson & Johnson
Johnson & Johnson Will Split Its Company in Two, Segment Liabilities
Will Johnson & Johnson Settle Remaining Talcum Powder Cases?
When Will the Johnson & Johnson COVID-19 Booster Be Available?
Johnson & Johnson Booster Shots Could Be Available Soon
Will There Be a Johnson & Johnson (JNJ) Booster Shot for COVID-19?
Johnson & Johnson Vaccine Paused, Link to Rare Blood Clotting Disorder
Major Johnson & Johnson COVID-19 Vaccine Blunder, Explained
COVID-19 Vaccine Maker Johnson & Johnson Has a Long History
Investing in Janssen Pharmaceuticals Amid COVID-19 Vaccine Push
When Will the Johnson & Johnson COVID-19 Vaccine Be Ready?
Major Developments for Johnson & Johnson in 3Q16
Major developments As discussed previously in this series, Johnson & Johnson’s (JNJ) 3Q16 performance was positive across all of its segments. However, the Consumer segment reported a decline in revenue, as the negative impact of foreign exchange more than offset operational growth. There were several major developments for JNJ during 3Q16. Pharmaceuticals segment In 3Q16, the […]
Johnson & Johnson’s Pharmaceuticals Segment Grows in 2Q15
Johnson & Johnson’s (JNJ) Pharmaceuticals segment grew by 1.0% at constant exchange rates, reporting a revenue of $7,946 million for 2Q15 over 2Q14.
Analysts’ Recommendations for Bristol-Myers Squibb in August 2017
Of the 23 analysts covering Bristol-Myers Squibb (BMY) in August 2017, six analysts recommended a “strong buy,” and four analysts recommended a “buy.” Ten analysts recommended a “hold,” and three analysts recommended a “sell.”
How Is Novartis’s Cosentyx Positioned after 4Q17?
In 4Q17, Novartis’s (NVS) Cosentyx generated revenues of $615 million compared to $391 million in 4Q16, which reflected ~57% growth on a year-over-year (or YoY) basis and ~11% growth quarter-over-quarter.
Wall Street Analysts Are Mostly Positive on Merck in September
Of the 19 analysts tracking Merck (MRK) stock in September, four recommended a “strong buy” while ten analysts recommended a “buy.”
Could Pfizer and P&G agree on a Consumer Health Business Deal?
Pfizer (PFE) has been looking to sell its consumer health business since October 2017.
What Analysts Recommend for Novartis in March 2018
As discussed earlier, Novartis (NVS) reported EPS (earnings per share) of $1.21 on revenues of $12.9 billion during 4Q17.
A Look at Johnson & Johnson’s Post-2Q17 Valuation
Headquartered in New Jersey, Johnson & Johnson (JNJ) is one of the largest pharmaceutical companies, with its products sold in over 200 countries worldwide. This series will look at how it has performed since its 2Q17 earnings announcement.
Lilly’s Total Returns Are Lower than Some Pharma ETFs
The total return for Lilly’s share price on the NYSE from July 2010 to June 2015 has been around 17.9%. This is lower than a few of the pharmaceutical ETFs.
Johnson & Johnson’s Valuation Cheat Sheet
On January 26, 2017, the company was trading at a forward PE of ~15.8x. Based on the last five years’ multiple range, JNJ’s current valuation is neither high nor low.
Sanofi Increased Net Revenues in 2014
Sanofi’s net revenues increased by ~2.5% to 33.8 billion euros in 2014, as compared to $23.2 billion in 2013.
Celgene’s Revlimid Expected to Post Strong Revenue in 2017
According to unaudited financial results published by Celgene (CELG) on January 9, 2017, Revlimid sales for 2016 are about $7.0 billion, a YoY rise of about 20.0%.
Novartis’s Adjusted Earnings per Share Declined 7% in 2Q15
Novartis (NVS) posted its 2Q15 earnings on July 21, 2015. The company achieved adjusted EPS of $1.27 for 2Q15, ~7% lower than in 2Q14.
How Gilead Sciences’ Gross Margin Outshines Its Peers
Despite a year-over-year (or YoY) drop in revenues in 2Q16, Gilead Sciences (GILD) managed to earn gross margins of about 92%.
Facebook: There Remains a Need for Revenue Diversification
According to eMarketer, Facebook (FB) took 19.9% of total US digital advertising funds in 2017, and Google (GOOGL) took 38.6%.
Why a Google Exec Interviewed Ex-Terrorists
Google, Facebook (FB), Twitter (TWTR), and Snap (SNAP) might be losing sleep because authorities are pointing fingers at them for allowing their platforms to breed extremist ideologies.
How Did Pfizer Perform in 3Q17?
In 3Q17, Pfizer (PFE) generated revenues of $13.2 billion, an increase of ~1% on a year-over-year (or YoY) basis and a 1% increase on a quarter-over-quarter basis.
Analysts’ Recommendations for Merck & Co. after 4Q17
Merck & Co. (MRK) missed Wall Street analysts’ estimates for revenues but surpassed analysts’ estimates earnings per share.
Gauging Analysts’ Views on Tesaro Stock
In November, of the total 21 analysts covering Tesaro (TSRO) stock, 13 have given it “buy” or higher ratings, and eight have given it “hold” ratings.
What Does Johnson & Johnson Predict for Its Medical Devices Segment?
Johnson & Johnson’s (JNJ) medical devices segment deals with vision care, cardiovascular care, specialty surgery, orthopedics, surgical care, and diabetes care.
Inside XLV’s Large Caps: Pfizer’s 1Q16 Earnings
Pfizer recently rose by 2.7% on revenues of $13 billion for 1Q16, as compared to $10.9 billion in 1Q15, which represents a growth of 20% YoY.
Merck’s Valuation Cheat Sheet for Fiscal 1Q16
Merck & Co.’s (MRK) current valuation is neither high nor low. Its valuation multiple has followed the industry’s overall trend over the last five years.
Will Medtronic Maintain Its Revenue Growth Momentum in Fiscal 1Q18?
In fiscal 1Q18, Wall Street analysts expect Medtronic’s (MDT) revenue to be ~$7.45 billion, which represents a rise of ~4% in comparison to its fiscal 1Q17 revenue of $7.17 billion.
Pfizer Missed Analysts’ Third-Quarter Revenue Estimates
Pfizer (PFE) released its third-quarter earnings on October 30.
Bristol-Myers Squibb’s Profitability and Financial Guidance
Bristol-Myers Squibb estimates that its revenues will be between $15.5 billion and $15.9 billion, which is nearly flat as compared to 2014 revenues of $15.9 billion.
Analysts Expect Medtronic’s Revenue to Rise 4% in Fiscal 4Q17
Wall Street analysts expect Medtronic’s (MDT) revenue to be ~$7.9 billion in fiscal 4Q17, a rise of ~4% compared to its fiscal 4Q16 revenue of $7.6 billion.
Apple Watch Business Will Be Interesting to Watch in 2018
Apple (AAPL) and its partner AliveCor scored an important milestone in the final weeks of 2017 in their push into the multibillion-dollar digital health market.
Venclexta Witnessed Healthy Demand Trends in 1Q17
AbbVie’s (ABBV) Venclexta was approved by the FDA on April 11, 2016. AbbVie has also successfully launched Venclexta in Germany and France.
Valeant’s Dermatology Business Felt Pricing Pressure in 2016
Dermatology pricing trends Valeant Pharmaceuticals’ (VRX) dermatology business witnessed intense pricing pressure in 2016, due to a change in the company’s distribution model in 4Q15. While Valeant previously marketed its dermatology drugs through specialty pharmacies, the company now distributes its products through Walgreens. To learn about the company’s current distribution model, please refer to How Valeant Plans […]
JNJ’s Medical Devices Growth Plans amid Changing Market Dynamics
Johnson & Johnson (JNJ) has been working on changing its business model.
Johnson & Johnson Is Reinventing Its Oral Care Franchise
Johnson & Johnson’s (JNJ) oral care business registered an operational sales decline of 3.2% in fiscal 2017.
Comparing ETNs with ETFs: The must-know pros of ETNs
ETNs are free of tracking errors, and investors can defer taxation until they mature or are sold.
Siliq May be a Strong Growth Driver for Valeant in 2017
Siliq growth trends On February 15, 2017, the FDA approved injectable biologic therapy Siliq (brodalumab) as a treatment option for moderate-to-severe plaque psoriasis patients. Siliq is for psoriasis patients eligible for systemic therapy or phototherapy, and are not responding sufficiently or have stopped responding to these treatment options. To learn more about Siliq, please refer to What Are […]
Medtronic’s Revenue Is Estimated to Rise in Fiscal 2Q17
On November 22, 2016, Medtronic (MDT) will announce its fiscal 2Q17 earnings for the period that ended on October 31, 2016.
International Segment: Key Driver of VRX’s Revenue Growth in 2016
In the first nine months of 2016, the Bausch + Lomb/International segment reported revenues of ~$3.4 billion, which equals year-over-year (or YoY) growth of ~0.4%.
Tandem Diabetes Care’s International Expansion Strategy
Tandem Diabetes Care (TNDM) is slated to begin its international expansion later this year to capture opportunities arising after Johnson & Johnson’s (JNJ) exit from the insulin pump market, which was announced in October 2017.
Johnson & Johnson’s 3Q15 Changes in Growth Rate
Foreign exchange rates seem to have had a negative impact on Johnson & Johnson’s growth rate since ~50% of total revenues are reported from sales outside the US.
Emerging Markets Drive Abbott’s Nutritional Business Growth
In 1Q17, Abbott Laboratories’ (ABT) Nutritional segment reported revenue of nearly $1.6 billion, a year-over-year (or YoY) fall of ~1%.
What to Expect from Pfizer’s 2Q16 Earnings
In Pfizer’s 2Q16 results, analysts expect to see EPS (or earnings-per-share) of $0.62 and revenues of ~$13.0 billion for 2Q16. The company has surpassed Wall Street analysts’ estimates for EPS over the last few quarters.
Amgen’s Nephrology Drugs Expect Falling Revenue in 4Q15
Analysts projected a fall in the revenue for Amgen’s nephrology drugs, Aranesp and Epogen, in 4Q15. The drugs are expected to suffer in the coming quarters.
Diabetes Management Breakthrough: Medtronic’s MiniMed 670G
On June 7, 2017, Medtronic (MDT) announced the launch of MiniMed 670G—the world’s first HCL (hybrid closed loop) insulin delivery system.
Henkel Acquired Procter & Gamble’s Haircare Brands
Procter & Gamble (PG) has a market cap of $224.1 billion. PG rose by 0.35% to close at $82.84 per share on March 3, 2016.
Gilead Sciences’ Product Line Extension
As part of its significant product line extension, Gilead Sciences (GILD) is entering therapeutic areas such as oncology, pulmonology, and cardiology.
Why HP Is Banking on 3D Printing
In 2016, HP stated that it aims to reinvent the printing experience and has now unveiled the world’s smallest all-in-one inkjet printer.
Boston Scientific Expands Its Endoscopy Business with EMcision Acquisition
On March 5, 2018, Boston Scientific (BSX) announced the acquisition of EMcision, which will expand the company’s endoscopy business.
How Johnson & Johnson Plans to Restore Women’s Health Sales
Johnson & Johnson (JNJ) reported sales of $3.4 billion in its consumer business in the first quarter, with 7% of it from its women’s health business.
Johnson & Johnson’s Growth Strategy: Expand Emerging Channels
Amid the increasing presence of digital technology, Johnson & Johnson (JNJ) has recognized the need to expand its channel presence.
How Merck’s Oncology Drugs Emend and Temodar Could Perform in 2017
In 2016, Merck’s (MRK) Emend reported revenues of around $549 million, which reflected 3% year-over-year growth.
ABT Stock Fell ~3.3% on October 10 despite Analyst Upgrade
On October 10, Abbott Laboratories (ABT) ended the trading day at $68.92, down ~3.3% from the previous day’s close.
Cooper Companies Reported Mixed 2Q15 Results
Cooper Companies (COO) is a $7.33 billion global medical device company. The company has two business units, CooperVision and CooperSurgical.
How Analysts Rate Bristol-Myers Squibb in 1Q18
Wall Street analysts estimate Bristol-Myers Squibb’s top line to rise 6.5% to ~$5.2 billion in 1Q18.
Key Factors That Impact Johnson & Johnson’s Forward Valuation
Two factors expected to impact Johnson & Johnson’s forward valuation are increasing competition for Olysio and further decline in international revenues.
How GlaxoSmithKline Stock Performed in 1Q18
GlaxoSmithKline stock has risen ~6.4% in 1Q18, while its stock has risen ~12.6% YTD (year-to-date) as of April 6, 2018.
Eli Lilly’s Valuation on May 17
On May 17, Eli Lilly was trading at a forward PE multiple of 15.2x, which compares to the industry average of 13.6x.
Can HP Increase Its Penetration in the 3D Printing Segment?
HP, a market leader in the traditional printing business for the past 30 years, is now eyeing the lucrative and high-growth 3D Printing market.
Oncology Portfolio Sales Drove J&J’s Pharmaceuticals Business
Johnson & Johnson (JNJ) reported Pharmaceuticals segment sales of $10.4 billion in Q2 2018 during its earnings release on July 17.
Analyzing Johnson & Johnson’s 1Q18 Profitability
Johnson & Johnson (JNJ) reported revenues of $20.0 billion during 1Q18, 12.6% growth as compared to revenues of $17.8 billion during 1Q17.
Tesaro Stock Up over 16% on Rumors of Acquisition by Roche
Yesterday, Tesaro (TSRO) stock rose ~16.3%, triggered by rumours of an acquisition bid by Roche (RHHBY), which registered a stock price rise of ~2.1%.
Johnson & Johnson Gets FDA Approval for Type 2 Diabetes Drug
On September 21, 2016, the FDA approved Jannsen Pharmaceuticals’ Invokamet XR for the treatment of adults suffering from Type 2 diabetes.
Why investors prefer dividends in a low interest rate environment
The Fed’s policy of keeping the nominal interest rates at a zero lower bound leads some investors to seek higher and stabler income elsewhere. The low-interest rate regime may force risk-taking investors towards the higher-cost debt of high yield bonds.
How Did Bristol-Myers Squibb’s Other Segments Perform in 3Q16?
Bristol-Myers Squibb’s (BMY) neuroscience segment sales fell over 37% in 3Q16, while the immunoscience segment sales rose ~18% in 3Q16 as compared to 3Q15.
Revlimid Could Continue to Drive Celgene’s Revenue Growth in 2017
In 2016, Celgene’s (CELG) Revlimid generated revenues of around $6.9 billion, which reflected a ~20% year-over-year (or YOY) growth.
Opioid Crisis: Is Cannabis Legalization a Good Idea?
According to the CDC, about 400,000 people died from opioid overdoses from 1999 to 2017. The number includes deaths from prescription and illegal opioids.
Humira May Continue to Drive AbbVie’s Revenue Growth
In 2016, AbbVie’s (ABBV) drug Humira reported revenue of ~$16.0 billion, which reflected a ~15% year-over-year (or YoY) rise.
Johnson & Johnson Stock Remained Neutral to 2Q15 Earnings
Due to the decelerating revenue growth over all segments, Johnson & Johnson (JNJ) reported a decrease in its top line by ~8.8% in its 2Q15 earnings release on July 14, 2015.
A Look at Bristol-Myers Squibb’s Other Segments in 1Q17
Bristol-Myers Squibb’s (BMY) other segments include the Neuroscience segment, the Cardiovascular segment, and the Immuno-Science segment.
How Could TAF-Based Regimen Drive Gilead Sciences’s Growth?
Gilead Sciences’s (GILD) TAF-based (tenofovir alafenamide) regimen comprises three products: Genvoya, Descovy, and Odefsey.
Pfizer’s Growth Rate and Estimates
Pfizer (PFE) reported an EPS of $0.74 on revenues of ~$13.5 billion during the second quarter, which beat analysts’ estimate of ~$13.3 billion.
Januvia and Janument: An Update on Merck’s Diabetes Franchise after 2Q17
In 2Q17, Merck’s (MRK) Januvia generated revenues of around $948 million, which reflected an ~11% decline on a year-over-year basis and 13% growth on a quarter-over-quarter basis.
Johnson & Johnson’s Erleada Approved by Health Canada
On July 4, Johnson & Johnson’s (JNJ) pharmaceuticals division, Janssen, received Health Canada’s approval for its drug Erleada.
Johnson & Johnson in the Changing Consumer Market Landscape
Although changing consumer market dynamics pose challenges for Johnson & Johnson (JNJ), it’s confident it will be able to adapt.
Pfizer Has Strong Track Record since 2010
As of November 1, Pfizer had ~94 projects in various development stages. More than 40% of these projects are in phase three or the registration phase.
Commodities are Battered among the Asset Classes
Commodities generally have a positive correlation with inflation. They are considered to be an attractive investment option from a diversification point of view.
Behind Celgene’s Blockbuster Revenue Hit in 4Q16
In 2016, Celgene’s (CELG) Otezla attained blockbuster status by earning revenues in excess of $1 billion as a therapy for psoriasis and psoriatic arthritis.
What to Expect from Johnson & Johnson’s 4Q15 Earnings
Johnson & Johnson has returned nearly 1.2% year-to-date while Sanofi, Merck, and Novartis have returned ~0.5%, -4.4%, and -3.5%, respectively.
AstraZeneca’s Oncology Segment: How Did It Perform in 2Q15?
AstraZeneca’s oncology segment is another key focus area. The segment contributed 11.6% in 2014 and 12.1% in 2Q15. Key products for oncology are Zoladex and Faslodex.
How Johnson & Johnson’s Partnerships Enhance Customer Value
Johnson & Johnson’s key innovation strategies include creating value through strategic customer partnerships and solutions.
Johnson & Johnson Seeks EU and US Label Expansion for Darzalex
Johnson & Johnson’s (JNJ) subsidiary Janssen Pharmaceuticals filed regulatory submissions for label expansion of its multiple myeloma drug Darzalex.
Analyzing Johnson & Johnson’s Segment-Wise Performance in 1Q18
Johnson & Johnson reported growth across all three of its segments: the pharmaceutical segment, the consumer health segment, and the medical devices segment.
Johnson & Johnson Responds to Meet Consumer Needs Faster
Johnson & Johnson is committed to driving its margins through optimization of costs and improving efficiency and productivity.
Johnson & Johnson Reports Strong Second-Quarter Results
Johnson & Johnson (JNJ) reported its second-quarter earnings results before the market opened on July 17. The company reported sales of $20.8 billion.
JNJ’s Latest Acquisition Aims to Broaden Its Orthopedics Business
On May 14, one of JNJ’s subsidiaries, DePuy Synthes, announced its acquisition of the assets of Medical Enterprises Distribution.
How Johnson & Johnson Is Driving Growth for Beauty Products
In its fiscal first quarter, Johnson & Johnson (JNJ) reported sales of $1.1 billion for its beauty franchise.
Why Is Enbrel So Important for Amgen?
YTD, Amgen’s (AMGN) stock has already fallen 9%. Perhaps the pressure that Enbrel (etanercept) is seeing is to blame for the negative investor sentiment.
Upbeat Earnings from Johnson & Johnson and 3M Boosted SPY
3M stock (MMM) jumped 5.2% after the company’s quarterly report beat analysts’ estimates.
Merck’s Relebactam Met Primary Endpoints in Phase 3 Study
Merck’s Relebactam is an investigational drug for the treatment of certain forms of imipenem-non-susceptible bacterial infections.
Bristol-Myers Squibb’s 1Q18 Earnings Beat Wall Street Estimates
Bristol-Myers Squibb beat Wall Street analysts’ estimates for earnings per share and revenues in 1Q18.
How Could JNJ’s Pharmaceuticals Business Perform in Q3 2018?
Tremfya reported sales of $126 million in the second quarter, compared to $72 million in sales reported in the first quarter.
How JNJ Is Recreating Its Commercial Model for Medical Devices
JNJ has been working on innovating its business model to be able to provide therapies and solutions to its customers according to their changing needs.
Analyzing the iShares’ Quality Smart Beta ETFs
The iShares MSCI International Developed Quality Factor ETF (IQLT) is a similar fund to QUAL with respect its strategy for selecting stock.