ការណែនាំប្រកបដោយភាពស្វាហាប់របស់ J&J នាំមកនូវដំណឹងល្អសម្រាប់ឱសថស្ថានធំ

ចនសុននិងចនសុន (ញូវយ៉ក៖ ជេអិន), on Tuesday, issued encouraging guidance for the full year. Shares are still trading slightly down this morning.  

Why is J&J stock down today?

The stock seems to be responding to its fourth-quarter revenue that came in a bit shy of estimates.

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

Nonetheless, in 2023, J&J now expects to earn $10.55 a share – meaningfully ahead of $10.33 a share that analysts had anticipated. On CNBC’s “ ប្រអប់ Squawk”, CFO Joseph Wolk បាននិយាយថា:

We’re being cautious with 2023 guidance given all the macroeconomic and geopolitical uncertainty. We’ve got inflation built in. So, some of the inventory we build in 20222 at higher cost will flow through our P&L in 2023.

J&J’s pharmaceutical sales in Q4

Johnson & Johnson reported $13.2 billion in pharmaceutical sales this quarter primarily on the strength of Darzalex (multiple myeloma treatment) and Stelara (inflammatory disease treatment). The segment sales were roughly in line with estimates because:

There were some austerity measures, some pricing pressures throughout the industry as well as loss of exclusivity on prostate cancer drug Zytiga in Europe that the Street underappreciated how quickly that would erode.

J&J stock is now down 7.0% versus its year-to-date high.

J&J fourth-quarter earnings snapshot

• Net income printed at $3.52 billion versus $4.74 billion a year ago
• Per-share earnings also went down from $1.77 to $1.33
• EPS ដែលបានកែតម្រូវបានមកក្នុងតម្លៃ 2.35 ដុល្លារ សេចក្តីប្រកាសព័ត៌មានស្តីពីប្រាក់ចំណូល
• ប្រាក់ចំណូលបានធ្លាក់ចុះ 4.4% លើមូលដ្ឋានពីមួយឆ្នាំទៅមួយឆ្នាំ ដល់ 23.71 ពាន់លានដុល្លារ
• ការយល់ស្របគឺ $2.23 នៃ EPS ដែលបានកែតម្រូវលើប្រាក់ចំណូល $23.89 ពាន់លានដុល្លារ

តួលេខគួរឱ្យកត់សម្គាល់ផ្សេងទៀត

Medical devices sales went up 6.1% in Q4 but fell a bit short of Street expectations on the weakness in China. In November, Johnson & Johnson bought ABIOMED Inc for $16.6 billion as Invezz បានរាយការណ៍នៅទីនេះ។

Consumer health up 3.9% was slightly better than expected on strong demand for Tylenol and Motrin. CFO Wolk also noted:

I was encouraged that Neutrogena and Aveeno got past some of the supply chain challenges. Very strong performance overall in consumer unit and tremendous progress made to the process of separating that business.