强生公司因抗癌药物和医疗技术表现强劲，上调年度预测-动脉网

Johnson & Johnson Lifts Annual Forecast After Strong Cancer Drugs, Medtech Performance

benzinga 等信源发布 2025-07-16 08:41

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Johnson & Johnson

强生公司

JNJ

强生公司

on Wednesday

在周三

reported a second-quarter 2025 adjusted earnings of $2.77 per share, down 1.8% year over year, beating the

报告称，2025年第二季度调整后每股收益为2.77美元，同比下降1.8%，超出预期。

consensus of $2.68

2.68美元的共识

。

The pharmaceutical giant reported sales of $23.74 billion, up 5.8% year over year and beating the consensus

制药巨头报告的销售额为237.4亿美元，同比增长5.8%，超过了市场预期。

of $22.85 billion

228.5亿美元

. Operational growth was 4.6%, and adjusted operational growth was 3%.

运营增长为4.6%，调整后的运营增长为3%。

Innovative Medicine sales increased 4.9% or 3.8% operationally to $15.20 billion.

创新药物销售额增长了4.9%，或运营层面增长3.8%，达到152亿美元。

Also Read:

另请阅读：

Johnson & Johnson’s Drug Discount Plan Gets Thrown Out In Court

强生公司的药品折扣计划在法院被驳回

Growth was driven by Darzalex (daratumumab), Carvykti (ciltacabtagene autoleucel), Erleada (apalutamide), Rybrevant/Lazcluze in oncology, Tremfya (guselkumab) and Simponi/Simponi Aria in immunology, and Spravato (esketamine) in neuroscience.

增长的驱动因素包括肿瘤学领域的Darzalex（达雷妥尤单抗）、Carvykti（西达基奥仑赛）、Erleada（阿帕鲁胺）、Rybrevant/Lazcluze，免疫学领域的Tremfya（古塞库单抗）和Simponi/Simponi Aria，以及神经科学领域的Spravato（艾氯胺酮）。

Growth was partially offset by an approximate (1,170) basis points impact from Stelara

增长被Stelara带来的大约1,170个基点的影响部分抵消。

(ustekinumab) in immunology

（乌司奴单抗）在免疫学中

, and an approximate (130) basis points impact from COVID-19 in infectious diseases.

，以及新冠疫情对传染病产生的约130个基点的影响。

Cancer sales increased to $6.31 billion, up 24% (+22.3% operational). Immunology sales fell to $3.99 billion, down 15.4% (down 16% operational).

癌症药物销售额增长至63.1亿美元，增长了24%（运营增长22.3%）。免疫学药物销售额下降至39.9亿美元，下降了15.4%（运营下降16%）。

Stelara sales

斯特拉卡销售

fell

掉落

42.7% to $1.65 billion. Darzalex sales rose 23% to $3.54 billion. The company’s cancer cell therapy, Carvykti, generated sales of $439 million.

42.7%至16.5亿美元。Darzalex的销售额增长了23%，达到35.4亿美元。该公司用于治疗癌症的细胞疗法Carvykti实现了4.39亿美元的销售额。

MedTech sales increased 7.3% to 8.54 billion. Growth was primarily driven by electrophysiology products and Abiomed in cardiovascular and wound closure products in General Surgery.

医疗器械销售增长了7.3%，达到85.4亿美元。增长主要由心血管领域的电生理产品和Abiomed以及普通外科领域的伤口闭合产品推动。

A slow ramp-up to tariffs would actually be good news, Johnson & Johnson CFO

强生首席财务官表示，关税的逐步上调实际上是好消息。

Joe Wolk

乔·沃尔克

said

说

in an interview with Bloomberg.

在彭博社的一次采访中。

The delay shows “there’s an understanding you can’t put up a biopharmaceutical manufacturing facility overnight,” Wolk told Bloomberg. “As long as those conversations continue to occur, I think we’re in a pretty good position.”

沃尔克告诉彭博社：“延迟表明‘你不可能一夜之间建起一座生物制药生产设施’。只要这些对话继续进行，我认为我们的处境就相当不错。”

The report added that the company reduced its expected tariff costs for this year by half to $200 million.

报告补充称，该公司将其今年预期的关税成本减少了一半，至2亿美元。

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Outlook

展望

Johnson & Johnson revised its fiscal year 2025 guidance. The company expects adjusted earnings of $10.80-$10.90, up from

强生公司修订了其2025财年的指导方针。公司预计调整后的收益为10.80至10.90美元，较之前有所上升。

prior guidance

之前的指导方针

of $10.50-$10.70, compared to the consensus of $10.62.

为10.50至10.70美元，相比之下，共识为10.62美元。

Johnson & Johnson raised sales guidance from $91 billion-$91.8 billion to $93.2 billion-$93.6 billion versus $91.4 billion.

强生公司将销售预期从910亿美元-918亿美元上调至932亿美元-936亿美元，而此前的预期为914亿美元。

For Innovative Medicine, the company expects the negative impact of Part D redesign, as a percentage of sales, to be consistently applied throughout the year.

对于创新药物，公司预计D部分重新设计的负面影响将全年持续按销售额的百分比产生作用。

Johnson & Johnson expects normalized procedure volume and seasonality for the MedTech segment.

强生公司预计MedTech板块的正常化手术量和季节性趋势。

Price Action:

价格行为：

JNJ stock is trading higher by 1.28% to $157.15 during the premarket session at last check Wednesday.

JNJ股票在周三最后一次检查时的盘前交易中上涨了1.28%，达到157.15美元。

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