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FINWIRES

強生公司強調產品線成長利好因素，並重申第一季業績超預期後的成長前景，加拿大皇家銀行表示。

-- 強生公司 (JNJ) 公佈了創新藥物和醫療技術領域強勁的研發管線，在2026年第一季度盈利超出預期並上調全年業績指引後，進一步鞏固了其長期兩位數增長的預期。加拿大皇家銀行資本市場 (RBC Capital) 在周二的一份報告中指出，強生公司的成長加速策略仍然有效。 RBC 強調了關鍵成長驅動因素的強勁表現，包括 Tremfya、Carvykti 和新推出的 Icotyde。管理層表示，Icotyde 有望成為強生未來最大的產品之一。同時，醫療技術業務的成長保持穩定，預計到本十年末將實現接近兩位數的成長。 報告顯示，管理層小幅上調了2026年業績指引，預計營運銷售額成長約6.1%，調整後每股收益為11.55美元（取中間值），同時預期銷售額將超出預期約2%，每股收益將超出預期約1%。 RBC補充道，該公司強調了其在腫瘤、心血管和膀胱癌治療領域的研發管線機遇，以及醫療器材創新，這些都將支持其在本世紀末實現中高個位數的成長加速。 RBC維持對該股的「跑贏大盤」評級，並將目標價從255美元上調至265美元。 強生公司股價週三下跌0.7%。

Price: $238.44, Change: $-1.66, Percent Change: -0.69%

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