Latest news with #DARZALEX
Yahoo
08-08-2025
- Business
- Yahoo
Bet on JNJ & Hold on to Apple to Grow Your Retirement Fund Stress-Free
In a well-balanced retirement portfolio, investors should aim for a mix of defensive and growth stocks. This approach offers both stability and the potential for wealth creation over time. By investing in Johnson & Johnson JNJ and holding on to Apple Inc. AAPL, you get the best of both worlds — the reliability and income of a proven healthcare leader and the innovation and growth of a global tech giant. JNJ: Stability & Steady Growth in Any Market Johnson & Johnson is a reliable investment because it is a leading provider of essential healthcare products that people need, regardless of economic conditions. Notably, despite losing exclusivity for its blockbuster drug STELARA, the company's second-quarter 2025 operational sales increased 4.6%, proving its resilience. This shows that Johnson & Johnson is strong and can continue to grow even when facing challenges. Interestingly, JNJ's uniquely diversified business comprises both important medicines — like cancer drugs CARVYKTI and DARZALEX — and life-saving medical devices, such as tools that help patients recover from heart problems. Because it doesn't depend on just one product to succeed, its business is more stable and less risky. Also, JNJ's balance sheet is strong, as reflected in $19 billion in cash and marketable securities, and a debt-to-capitalization of 39.3%. Thus, the company can lean on its balance sheet strength to sail through an unfavorable business environment. Overall, the stability of JNJ's business model lies in its ability to generate substantial free cash flow ($6 billion in the second quarter of 2025), which it believes to strategically allocate toward mergers and acquisitions as well as returning capital to shareholders through dividends and share repurchases. Image Source: Johnson & Johnson AAPL: Innovation Engine Powering Long-Term Growth We all know that Apple is not just selling phones or laptops, but rather that the tech giant is creating a connected world that keeps people coming back. In its fiscal 2025 third quarter, AAPL's newest iPhones helped boost sales by 13%, while Mac sales rose 15%, and its Services business (like iCloud and Apple Music) reached a record high. More people than ever are upgrading their devices, drawn in by exciting new features like faster chips, smarter AI and sleek new designs. Importantly, the number of Apple devices in use worldwide hit a new record, showing that customers aren't switching brands—they're sticking with Apple and buying even more of its products. What's more, Apple has a strong growth opportunity because it's constantly finding new ways to make money and stay ahead of the curve. Big trends like artificial intelligence (through Apple Intelligence), new tech like the Vision Pro headset and expanding into fast-growing regions like India and the Middle East are boosting its future potential. This combination of brand loyalty, innovation and expanding markets makes Apple a compelling growth engine for the long term. What Investors Should Do Now? Given the current market backdrop, it's important to look at how both JNJ and AAPL are valued before making any investment decisions. JNJ, carrying a Zacks Rank #2 (Buy), is currently trading at a trailing 12-month P/E of 17.15x, below the industry average of 22.26x. This suggests the stock is undervalued, offering a potentially attractive entry point for investors. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Image Source: Zacks Investment Research In contrast, Apple, carrying a Zacks Rank #3 (Hold), trades at a trailing P/E of 30.31x, which is higher than the industry average of 28.38x. This indicates the stock is relatively expensive at current levels. Therefore, while new investors may want to wait for a better entry point, existing shareholders can continue to hold Apple for its long-term potential. Image Source: Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Apple Inc. (AAPL) : Free Stock Analysis Report Johnson & Johnson (JNJ) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
08-08-2025
- Business
- Yahoo
Genmab AS (GMAB) Q2 2025 Earnings Call Highlights: Robust Revenue Growth and Strategic Advancements
Total Revenue Growth: 19% increase in the first half of 2025. Operating Profit Growth: 56% increase in the first half of 2025. Cash Position: Approximately $3 billion at the end of the first half of 2025. EPKINLY Sales: $211 million in global sales, a 74% year-over-year increase. TIVDAK Sales: $78 million in global sales, a 30% increase compared to the previous year. Recurring Revenue Growth: 27% increase, driven by royalties from DARZALEX and Kesimpta. DARZALEX Net Sales: Nearly 22% growth, totaling $6.8 billion for the first half of the year. Operating Expenses: Slightly less than $1 billion, up 6% over the first half of last year. Net Profit: $531 million for the first half of 2025. 2025 Revenue Guidance: Projected range of $3.5 billion to $3.7 billion, with a 15% growth at the midpoint. Operating Profit Guidance: Projected range of $1.1 billion to $1.4 billion, with a 26% growth at the midpoint. Warning! GuruFocus has detected 4 Warning Signs with GMAB. Release Date: August 07, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Genmab AS (NASDAQ:GMAB) reported a 19% increase in total revenue for the first half of 2025, driven by increased recurring revenue. Operating profit grew by 56%, despite strategic investments in high-impact programs. The company completed a share buyback, demonstrating confidence in its future and commitment to shareholder value. Genmab AS (NASDAQ:GMAB) ended the first half with approximately $3 billion in cash, providing financial flexibility for growth and expansion. The EPCORE FL-1 study met its dual endpoints of progression-free survival and overall response rate, supporting global regulatory submissions. Negative Points The company faces potential risks from delayed or unsuccessful development projects, as highlighted in their forward-looking statements. There is ongoing uncertainty regarding regulatory approvals, particularly with the FDA's current chaotic state. The HexaBody-OX40 program was discontinued due to lack of differentiation, raising questions about the HexaBody platform. Genmab AS (NASDAQ:GMAB) is facing competitive pressure in the bispecific antibody market, particularly from other CD20 bispecifics. The company must navigate potential geopolitical impacts on its business, although no significant impact is anticipated for 2025. Q & A Highlights Q: What is your latest thinking on the positioning of EPCORE versus other C20 bispecifics in the competitive landscape, both in terms of clinical development and your commercial experience? A: Jan van de Winkel, CEO, and Tahamtan Ahmadi, CMO, emphasized Genmab's strong position with EPCORE, highlighting its broad and aggressive development plan. They noted that EPCORE has a head start in second-line follicular lymphoma and is progressing well in frontline studies. Brad Bailey, CCO, added that EPCORE's dual indication approval in over 60 countries is a differentiator, and they are seeing accelerating uptake in the community setting. Q: How confident are you in filing RAINFOL-01 Part C for accelerated approval, and is there any risk of pushback from the FDA on EPCORE FL-1 to wait until OS is more mature? A: Judith Klimovsky, CDO, expressed confidence in the RAINFOL-01 Part C filing, stating that the accelerated approval is based on strong ORR and duration of response data. Regarding EPCORE FL-1, she mentioned active and positive engagement with the FDA, with the sBLA already accepted and a PDUFA date set for November, indicating confidence in the approval process. Q: Could you outline your initial launch strategy for EPKINLY if approved in November, and how should we think about revenue contribution in '25 and '26? A: Brad Bailey, CCO, stated that the focus will be on expanding into earlier lines of therapy, particularly in the community setting where they have seen accelerating uptake. He emphasized the importance of second-line follicular lymphoma as a meaningful opportunity for both patients and the brand. Q: What is the rationale for discontinuing HexaBody-OX40 in solid tumors, and how confident are you in the HexaBody platform? A: Jan van de Winkel, CEO, and Tahamtan Ahmadi, CMO, explained that the decision was based on prioritizing late-stage programs and focusing on assets with the most promising development paths. They remain confident in the HexaBody platform, with plans to bring a new asset into the clinic by the end of the year. Q: How are you thinking about EPKINLY's opportunity and differentiation versus [lysumio] in follicular lymphoma? A: Tahamtan Ahmadi, CMO, highlighted that EPKINLY has a significant head start with positive Phase 3 results in second-line follicular lymphoma. He noted EPKINLY's better efficacy, higher CR rates, and subcutaneous administration as key differentiators, along with a strong safety profile. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
22-07-2025
- Business
- Business Insider
Johnson & Johnson Stock (JNJ) Bulls Target Breakout Despite Looming Patent Cliff
Johnson & Johnson (JNJ) stock is gaining momentum this week following last week's impressive second-quarter 2025 earnings report. While many large pharmaceutical firms are grappling with 'patent cliffs'—the loss of exclusivity for blockbuster drugs—Johnson & Johnson is defying the trend thanks to its well-balanced portfolio of pharmaceuticals and medical devices. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. What truly stood out wasn't just the strong quarterly performance but also management's upgraded outlook for the full year. The company raised its revenue forecast by $2 billion and bumped up its adjusted EPS guidance by $0.25, signaling confidence in its ability to navigate the looming STELARA patent expiration. With this shift, I believe the stock is poised to break out of its five-year stagnation, reinforcing my Bullish stance. Q2 2025 Performance Hits Top Gear A deeper look at Johnson & Johnson's Q2 earnings reveals solid growth, with global sales reaching $23.7 billion—up 5.8% year-over-year—and net earnings climbing 18.2% to $5.5 billion. According to TipRanks data, the company clearly fits the definition of a 'cash cow,' having generated $6.2 billion in free cash flow during the quarter. While it carries a net debt of $32 billion (with $19 billion in cash and $51 billion in total debt), that burden is offset by its strong cash flow, underscoring the company's fundamentally sound financial position. Johnson & Johnson Looks Beyond STELARA Although STELARA's quarterly sales dropped 42.7% year-over-year to $1.65 billion, Johnson & Johnson more than made up for it with strong performance across other areas of its pharmaceutical portfolio. The standout gains came from its Oncology and Neuroscience segments. In Oncology, therapies like DARZALEX and CARVYKTI drove notable growth, with CARVYKTI—a cutting-edge CAR T-cell treatment—more than doubling its sales year-over-year to $439 million in the high-potential multiple myeloma market. On the Neuroscience front, CAPLYTA generated an impressive $211 million in sales, exceeding expectations. Johnson & Johnson acquired the drug through its $14.6 billion purchase of Intra-Cellular Therapies in April this year. As an FDA-approved treatment for bipolar depression and schizophrenia, CAPLYTA stands out as a differentiated atypical antipsychotic. With potential supplemental approvals on the horizon—for schizophrenia relapse prevention and adjunctive use in major depressive disorder—its total addressable market could expand significantly. MedTech Serves as Supplemental Revenue Stream Johnson & Johnson's medical devices division continues to show steady momentum, with global sales rising 6.1% year-over-year to $8.5 billion, according to TipRanks data. The standout performer was Cardiovascular surgery, which saw 22% growth—largely fueled by strong demand for the company's electrophysiology products and the Impella heart pump. Although the MedTech segment isn't as high-margin as the Innovative Medicines division, it plays a vital role in diversifying the company's revenue streams. Medical devices carry different risk profiles compared to pharmaceuticals, and in that sense, Johnson & Johnson benefits from having its bets spread across distinct sectors. Mitigating the Impact of Trump's Tariffs The company's progress occurs amid a macroeconomic environment that affects every business. However, Johnson & Johnson appears more resilient than others. It slashed its estimate for the impact of tariffs in 2025 from $400 million to around $200 million, primarily due to supply chain optimization. In the long run, Johnson & Johnson has committed to a $55 billion investment over the next three years to increase its U.S. manufacturing capacity and has declared its intention to manufacture all U.S.-prescribed medicines in the U.S. to mitigate future disruptions from trade wars and tariffs. Potential Risks and Headwinds on JNJ's Radar That said, it's essential to acknowledge the risks. Johnson & Johnson continues to face ongoing litigation related to its talc-based products. While it has already paid several billion dollars in settlements, additional liabilities could still arise. On the macroeconomic front, cost pressures are weighing on profitability, as evident in the MedTech segment, where margins declined from 25.7% to 22.2%. Competition remains intense across both business units, with major players like Medtronic (MDT), Abbott (ABT), and Pfizer (PFE) posing constant challenges. Lastly, the company's ability to maintain momentum hinges on the continued success of its newer drugs, which must offset the revenue decline from STELARA's loss of exclusivity. Is JNJ a Good Stock to Buy Now? On Wall Street, JNJ carries a Moderate Buy consensus rating based on eight Buy, ten Hold, and zero Sell ratings in the past three months. JNJ's average stock price target of $176.35 implies an upside potential of ~8% over the next 12 months. Just last week, Goldman Sachs analyst Asad Haider reiterated a Buy rating on Johnson & Johnson, citing strong second-quarter results as a key driver of his optimism. Haider noted that the company's decision to raise its 2025 guidance signals confidence in its outlook, with expected growth in both operational and reported revenues. He pointed to the continued strength of the Innovative Medicines division—particularly with standout products like Tremfya, Carvykti, and Darzalex—as effectively countering headwinds from Stelara's biosimilar competition. According to Haider, this positive momentum in earnings and sales forecasts positions JNJ ahead of both peers and the broader market. JNJ Prepares for Bullish Upside Without STELARA Johnson & Johnson is managing the STELARA patent cliff with notable poise. Strength in its Neuroscience and Oncology portfolios is helping to offset the declines in its legacy Immunology segment. At the same time, its dependable MedTech division continues to provide a stable foundation. Looking ahead, the company's ambitions are bold. It aims for $50 billion in annual oncology sales by 2030, driven by established therapies like CARVYKTI and promising pipeline candidates, such as TAR-200, for bladder cancer. While risks remain, many appear already priced into the stock. With a P/E ratio of 17.4—representing a 34% discount to the healthcare sector median —JNJ looks attractively valued. A successful transition beyond STELARA could lift a huge weight off its shoulders and trigger a meaningful price breakout. Add in a solid 3.07% dividend yield, and there's a compelling case to be made: Johnson & Johnson offers a lot of value at a very reasonable price.
Yahoo
16-07-2025
- Business
- Yahoo
Genmab Announces Net Sales of DARZALEX® (daratumumab) for Second Quarter of 2025
Company Announcement Net sales of DARZALEX® in the second quarter of 2025 totaled USD 3,539 million Genmab receives royalties on worldwide net sales from Johnson & Johnson (J&J, legal entity Janssen Biotech, Inc.) COPENHAGEN, Denmark; July 16, 2025 – Genmab A/S (Nasdaq: GMAB) announced today that worldwide net trade sales of DARZALEX (daratumumab), including sales of the subcutaneous (SC) product (daratumumab and hyaluronidase-fihj, sold under the tradename DARZALEX ® in the U.S.), as reported by J&J were USD 3,539 million in the second quarter of 2025. Net trade sales were USD 2,017 million in the U.S. and USD 1,521 million in the rest of the world. Genmab receives royalties on the worldwide net sales of DARZALEX, both the intravenous and SC products, under the exclusive worldwide license to J&J to develop, manufacture and commercialize daratumumab. About Genmab Genmab is an international biotechnology company with a core purpose of guiding its unstoppable team to strive toward improving the lives of patients with innovative and differentiated antibody therapeutics. For more than 25 years, its passionate, innovative and collaborative team has invented next-generation antibody technology platforms and leveraged translational, quantitative and data sciences, resulting in a proprietary pipeline including bispecific T-cell engagers, antibody-drug conjugates, next-generation immune checkpoint modulators and effector function-enhanced antibodies. By 2030, Genmab's vision is to transform the lives of people with cancer and other serious diseases with knock-your-socks-off (KYSO) antibody medicines®. Established in 1999, Genmab is headquartered in Copenhagen, Denmark, with international presence across North America, Europe and Asia Pacific. For more information, please visit and follow us on LinkedIn and Marisol Peron, Senior Vice President, Global Communications & Corporate AffairsT: +1 609 524 0065; E: mmp@ Andrew Carlsen, Vice President, Head of Investor RelationsT: +45 3377 9558; E: acn@ This Company Announcement contains forward looking statements. The words 'believe,' 'expect,' 'anticipate,' 'intend' and 'plan' and similar expressions identify forward looking statements. Actual results or performance may differ materially from any future results or performance expressed or implied by such statements. The important factors that could cause our actual results or performance to differ materially include, among others, risks associated with preclinical and clinical development of products, uncertainties related to the outcome and conduct of clinical trials including unforeseen safety issues, uncertainties related to product manufacturing, the lack of market acceptance of our products, our inability to manage growth, the competitive environment in relation to our business area and markets, our inability to attract and retain suitably qualified personnel, the unenforceability or lack of protection of our patents and proprietary rights, our relationships with affiliated entities, changes and developments in technology which may render our products or technologies obsolete, and other factors. For a further discussion of these risks, please refer to the risk management sections in Genmab's most recent financial reports, which are available on and the risk factors included in Genmab's most recent Annual Report on Form 20-F and other filings with the U.S. Securities and Exchange Commission (SEC), which are available at Genmab does not undertake any obligation to update or revise forward looking statements in this Company Announcement nor to confirm such statements to reflect subsequent events or circumstances after the date made or in relation to actual results, unless required by law. Genmab A/S and/or its subsidiaries own the following trademarks: Genmab®; the Y-shaped Genmab logo®; Genmab in combination with the Y-shaped Genmab logo®; HuMax®; DuoBody®; HexaBody®; DuoHexaBody®, HexElect® and KYSO®. DARZALEX® and DARZALEX FASPRO® are trademarks of Johnson & Johnson. Company Announcement no. 38CVR no. 2102 3884LEI Code 529900MTJPDPE4MHJ122 Genmab A/SCarl Jacobsens Vej 302500 Valby Denmark Attachment 160725_CA38_DARZALEX Q2 2025 salesError in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-07-2025
- Business
- Yahoo
UBS Maintains a Buy on Genmab (GMAB) With a DKK2,500 PT
Genmab A/S (NASDAQ:GMAB) is one of the 13 Cheap Healthcare Stocks with Huge Upside Potential. On June 25, UBS analyst Xian Deng maintained a Buy rating on Genmab A/S (NASDAQ:GMAB) and set a price target of DKK2,500.00. A scientist in a lab using a microscope to develop new treatments for Multiple Myeloma. The company reported $715 million in revenue for the first three months of 2025 compared to $603 million in the same period last year. This translates to a growth of 19% or $112 million, which the company attributed to increased DARZALEX and Kesimpta royalties attained under its collaborations with Johnson & Johnson and Novartis Pharma AG, respectively. EPKINLY net product sales also contributed to this growth. Royalty revenue for the quarter also rose to $589 million, experiencing an increase of $137 million, or 30%. This growth was driven by an increase in net sales of DARZALEX and Kesimpta. Genmab A/S (NASDAQ:GMAB) is an international biotechnology company that develops human antibody therapeutics for the treatment of cancer and other diseases. Its product pipeline includes DARZALEX to treat certain indications of multiple myeloma, TEPEZZA for the treatment of thyroid eye disease, and Arzerra to treat certain indications of chronic lymphocytic leukemia. While we acknowledge the potential of GMAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
