[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio89918989":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio89918989","新药版图狂飙难掩器械疲态：医疗器械增长放缓，成强生(JNJ)Q2亮眼业绩“拖油瓶”","\u002Fdoc\u002Fdcio89918989","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，得益于治疗癌症、炎症性疾病和难治性抑郁症药物的强劲增长，强生(JNJ)第二季度销售额超出预期。财报显示，强生Q2营收达 253.1 亿美元，同比增长 6.6%，超出预期 2.5 亿美元；非GAAP每股收益为2.90美元，超出预期0.05美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">强生还小幅上调了其 2026 年销售额和利润的业绩指引，该公司预期2026年营收 1011 亿美元（此前为 1008 亿美元），调整后运营每股收益 11.58 美元（此前为 11.40 美元）。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">按板块划分，创新药物业务板块的收入同比增长7.8%（约164亿美元），医疗技术业务板块的收入同比增长4.5%（约89亿美元）。值得注意的是，医疗技术业务板块的销售额略低于预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">强生股价在纽约盘前交易中下跌1.7%。截至周二收盘，强生公司股价在过去12个月中已累计上涨超过60%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">强生每季度的财报均早于其竞争对手公布，被视为该行业的晴雨表。其第二季度报告表明，尽管美国食品药品监督管理局(FDA)近期出现动荡，且强生及其对手已与白宫达成协议以降低某些药品的净价格，但大型制药商们依然发展蓬勃。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管受低价竞争对手压力的银屑病(牛皮癣)药物喜达诺(Stelara)销售额有所下降，但营收仍比上年增长了 6.6%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">几款较新的药物推动了强劲增长，其中包括 Tremfya（古塞库单抗）增长 72.5% 至约 20 亿美元；Carvykti（西他卡巴他基因自亮氨酸）增长 49.4% 至 6.57 亿美元；以及Darzalex（达雷妥尤单抗）增长 18.9% 至 42 亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这是新型银屑病口服药 Icoytde 迎来完整销售额的首个季度，该公司希望这款药物能成为畅销药。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">强生首席财务官约瑟夫·沃尔克在接受采访时称该疗法的接纳度“非常引人瞩目”，已有超过 11000 名患者在使用。他表示“这将为公司带来数十亿美元的收入。它可能会成为强生公司最大的药物之一。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">强生正在大力投资推出新的药物系列，以试图弥补喜达诺因去年失去独占权而导致的营收萎缩。除癌症领域外，强生还在投资治疗精神疾病的药物，包括其去年收购的用于治疗精神分裂症和双相抑郁症的药物 Caplyta。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在医疗器械领域，强生正专注于增长较快的产品，并已宣布计划将其成熟的骨科业务从公司其他部分中拆分出来。该季度医疗器械的销售额增长了 4.5%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]