Johnson & Johnson: The Behemoth Continues Defying Gravity

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Post on 23-Aug-2014

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A string of successful drug launches make Johnson & Johnson look like the pharmaceutical industry's Cape Canaveral. Watch the slideshow below to find out whats driving growth at Johnson & Johnson.

TRANSCRIPT

  • Johnson & Johnson's Second Quarter: Flight of the Bumblebee Continues
  • Johnson & Johnson: Second Quarter 2014 Consumer goods up 2.4% Devices and diagnostics up 0.9% Pharmaceuticals rose a stunning 21.1% -- 36.6% in the US Overall 9.1% increase in sales, and a 13.5% EPS boost Firing on all cylinders
  • Johnson & Johnson: Hepatitis C Virus Olysio Sales reached $831 million despite just 7 months on the market. Off-label use in combination with Gilead's Sovaldi largely responsible for the company's overall upside surprise. Watch for Upcoming combination therapies could make Olysio obsolite Combos under review from: Gilead Sciences AbbVie Combos in late stage development from: Bristol-Myers Squibb Merck
  • Johnson & Johnson: Next-Gen Blood Thinner Xarelto First once-daily oral anticoagulant approved in US. Second quarter sales rose a whopping 91% year-on-year to $361 million. Watch for Safety issues for Boehringer Ingelheim's Pradaxa and a dissapointing Eliquis launch from partners Bristol-Myers Squibb are playing out well for Xarelto. Partnership with Bayer limits share of international sales.
  • Johnson & Johnson: Type-2 Diabetes Invokana First-in-class all oral type-2 diabetes therapy to win FDA approval. Treats patients no longer responsive to insulin. Listed as major growth driver in earnings release, but sales recorded in "other" category, which fell 1.8% year-on-year to $698 million. Watch for AstraZeneca's recently approved Forxiga and concerns over urinary tract infections
  • Johnson & Johnson: Oncology Imbruvica Developed in partnership with Pharmacyclics, this program highlights the company's successful partnering strategy. Blockbuster opportunity from chronic lymphoid leukemia indication. Pharmacyclics reported net product revenue of $56.2 during latest quarter. Beat Glaxo's Arzerra in a head-to-head study Watch for Gilead's idelalisib -- currently under FDA review -- could threaten growth going forward
  • Johnson & Johnson: A Fool Looks Ahead Olysio's contribution likely to decline sharply in 2015 Invokana, Imbruvica, and even Xarelto still in the early stage of their growth cycles Upcoming patent expirations for Remicade and injectible neuroscience therapies might be aleviated by regulartory hurdles for more complex injectible drugs. Pharmaceuticals: Devices and diagnostics: Cost cutting initiatives could keep growth reletively slow going forward. Consumer goods: Baby care, skin care, and over the counter product sales exhibiting strong growth.
  • A coming blockbuster that will make every biotech jealous. For more, click here!

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