Johnson & Johnson
JNJ,
tau ntev tau saib raws li cov khoom lag luam bellwether rau lwm lub tuam txhab kev noj qab haus huv, muab nws qhov pib thaum ntxov hauv daim ntawv qhia nyiaj tau los thiab cov qauv lag luam uas nthuav tawm txhua yam los ntawm kev cog qoob loo mus rau rheumatoid mob caj dab thiab Band-Aids.
Hnub Tuesday tom ntej no, thaum lub tuam txhab tau npaj los nthuav tawm nws qhov kev ua tau zoo hauv peb lub hlis twg, cov tub ua lag luam tseem yuav tau them nyiaj rau qhov Joaquin Duato, tus thawj coj J&J ntev uas tau los ua CEO ua ntej lub hlis no, yuav tsum tau hais txog cov kev taw qhia ntawm lub tuam txhab.
Duato hloov Alex Gorsky, uas tau pib nws txoj haujlwm ua J&J muag khoom ua ntej tau raug hu ua CEO hauv 2012. Gorsky ua tiav Bill Weldon ua CEO rov qab thaum lub tuam txhab nyob rau hauv nruab nrab ntawm cov teeb meem zoo nrog ntau yam khoom xws li Tylenol thiab hlau-on-hlau duav. Cov khoom cog uas tau tarnished J&J's ib zaug-sterling hom. (Gorsky tseem yog thawj coj ntawm pawg thawj coj.)
Lub tuam txhab cov khoom lag luam tau nce tsis tu ncua hauv kaum xyoo dhau los, ntaus 10-xyoo siab ntawm $ 179.47 thaum Lub Yim Hli 17, piv nrog 10-xyoo qis ntawm $ 61.78 thaum Lub Rau Hli 1, 2012.
"Kuv xav kom cov tub ua lag luam xav tias peb tab tom hloov zuj zus," Duato tau hais rau Lub Ib Hlis 10 ntawm lub rooj sib tham virtual JP Morgan Healthcare, raws li FactSet cov ntawv sau tseg ntawm lub rooj sib tham.
J&J tshaj tawm rau lub Kaum Ib Hlis nws yuav muab faib ua ob lub tuam txhab kev lag luam pej xeem: ib qho yuav tsom mus rau kev noj qab haus huv ntawm cov neeg siv khoom, thiab lwm qhov yuav nyob hauv nws cov tshuaj noj thiab cov lag luam kho mob. ("Pharma tseem yog J&J qhov muaj zog tshaj plaws," Raymond James tus kws tshuaj ntsuam Jayson Bedford hais rau cov tub ua lag luam thaum lub Kaum Ib Hlis.) Kev sib cais tsis xav tias yuav tshwm sim txog thaum kawg ntawm 2023.
Duato kuj tau hais rau lub rooj sib tham tias tus kabmob kis tau nce zuj zus zoo li kev xa khoom tib hnub hauv kev lag luam kev noj qab haus huv ntawm cov neeg siv khoom. Qhov no yuav ua rau qhov sib txawv ntawm cov neeg siv khoom noj qab haus huv lub khw los ntawm cov chaw muag tshuaj thiab cov khoom lag luam.
Tab sis qhov ntawd tsis yog tib txoj kev uas muaj kev sib kis tau cuam tshuam rau lub tuam txhab kev lag luam.
Kev muag khoom kho mob-cov cuab yeej siv tau ebbed thiab ntws nyob ntawm lub xeev ntawm kev sib kis vim tias ntau ntawm cov khoom muag tau siv rau hauv cov txheej txheem kho mob xaiv. Thaum cov tsev kho mob tau dhau los nrog cov neeg mob COVID-19, qee zaum lawv tau txo lossis tso tseg cov kev phais xaiv.
"Thaum qhov cuam tshuam txog COVID tau cuam tshuam tag nrho cov lag luam medtech, thiab peb tau pom ntau qhov cuam tshuam ntawm Q4 nrog omicron variant, raws li kuv paub tseeb, ntau lub tuam txhab kho mob yuav tawm tswv yim rau, peb tau ruaj khov tias txawm tias nyob hauv. Cov xwm txheej COVID, peb lub hom phiaj yog kom muaj peev xwm txuas ntxiv txhim kho peb txoj kev sib tw, "Duato tau hais hauv lub rooj sib tham.
Qhov ntawd tau hais tias, cia siab tias yuav pom kev pom zoo los ntawm J&J nyob rau hauv kev coj noj coj ua ntawm Duato, uas hu ua "sab nraud innovation lossis M&A" yog ib feem tseem ceeb ntawm lub tuam txhab kev loj hlob ntawm cov tshuaj thiab cov khoom siv kho mob. (Lub tuam txhab nyiam qhov kev cog lus me me thiab nruab nrab kom nws tuaj yeem siv nws tus kheej kev lag luam thiab kev tsim khoom lag luam. "Qhov ntawd yog cov kua ntses zais cia ntawm Johnson & Johnson," Duato tau hais ntawm qhov kev tshwm sim. "Tab sis peb puas qhib rau [loj deals]? Yog. Peb puas muaj cov leeg nyiaj txiag los ua tau li ntawd?
J&J's COVID-19 txhaj tshuaj tau poob ntau qhov kev pom zoo hauv Asmeskas, ua rau tsawg dua 4% ntawm tag nrho cov tshuaj noj ntawm no. Feem coob ntawm cov neeg hauv Tebchaws Meskas tau txhaj tshuaj BioNTech SE
NTX,
/ Pfizer Inc.
PFE, cov
thiab Moderna Inc.
MRNA,
kev txhaj tshuaj.
Nov yog dab tsi los saib hauv J&J cov nyiaj tau los:
Nyiaj tau los: Qhov kev pom zoo kwv yees ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet yog rau cov nyiaj tau los ntawm ib feem ntawm $ 2.15, nce ntawm 66 xees ib feem xyoo tas los.
Kev kwv yees, uas cov neeg coob coob kwv yees los ntawm ntau cov tog neeg, suav nrog kev yuav thiab muag cov tub ua lag luam sab nrauv, kev kawm, cov tub ntxhais kawm thiab ntau dua, xav tias EPS ntawm $ 2.31.
Muag: Cia siab tias yuav muag $ 25.3 nphom hauv lub quarter thib plaub ntawm 2021, raws li FactSet, nce los ntawm $ 22.5 billion ib xyoos dhau los. Qhov no tawg mus rau $ 3.7 nphom hauv kev muag khoom noj qab haus huv, $ 14.5 nphom hauv kev muag tshuaj, thiab $ 6.9 nphom hauv cov nyiaj tau los ntawm kev lag luam kho mob.
Kwv yees cia siab tias yuav muag $ 25.2 nphom.
Tshuag: J&J cov Tshuag tau nce 2.6% xyoo dhau los, thaum S&P 500 tau nce txog 21.4% txij li lub sijhawm xyoo tas los no.
Tau qhov twg los: https://www.marketwatch.com/story/whats-next-for-ajj-that-will-soon-be-split-into-two-different-companies-11642611732?siteid=yhoof2&yptr=yahoo