强生公司周二报告称，由于免疫性疾病治疗药物Tremfya销售强劲，其利润略高于预期，但地缘政治问题，包括中东冲突，拖累了其医疗设备业务。
Johnson & Johnson reported a slightly higher-than-expected profit on Tuesday, driven by strong sales of immune disease treatment Tremfya, but geopolitical issues, including the Middle East conflict, were a drag on its medical-devices business.
根据LSEG数据，公司第三季度收入为254亿美元，高于分析师平均预估的252.8亿美元。调整后每股收益为2.59美元，也高于华尔街预期的2.54美元。
The company posted third-quarter revenue of $25.4 billion, above analysts' average estimate of $25.28 billion, according to LSEG data. Adjusted earnings of $2.59 per share also topped Wall Street expectations of $2.54.
制药业务销售额在本季度增长7.7%，达到167.6亿美元。医疗技术部门销售额仅增长2.5%，达到86亿美元。美国以外地区，该部门销售额基本持平。
Pharmaceutical sales jumped 7.7% in the quarter to $16.76 billion. Medical technology division sales rose only 2.5% to $8.6 billion overall. Outside the U.S., the division's sales were essentially flat.
强生公司首席财务官乔·沃尔克在接受采访时表示，中东冲突、欧洲的紧缩措施以及中国的定价持续影响国际业绩，“但也许影响更为明显一些。”他表示，中东冲突导致国内外燃油成本上升，但尚未影响公司成本，却损害了该地区的销售。
J&J Chief Financial Officer Joe Wolk said in an interview that the Mideast conflict, austerity measures in Europe, and pricing in China continued to weigh on international results, "but maybe in a little bit more pronounced way." He said the Mideast conflict, which has driven up fuel costs at home and abroad, has not yet affected the company's costs but has hurt sales in the region.
“这些国家仍然重视并实际上希望拥有高端医疗体系，比如科威特、阿联酋、沙特阿拉伯。他们以拥有稳固且优质的医疗体系为荣，”沃尔克说。“但如今他们的预算正被用于并分配到国防方面。”他还提到，其Abiomed心脏泵业务的销售在今年早些时候一项英国研究提出对Impella泵在某些高风险冠状动脉手术中使用的质疑后，仍然疲软。
"These are countries that still value and actually want premium healthcare systems, think Kuwait, UAE, Saudi Arabia. They pride themselves on having solid healthcare, very good healthcare," Wolk said. "But their budgets now are being resourced and allocated towards defense." Sales at its Abiomed heart pump business also remained slow after a UK study earlier this year raised questions about using Impella pumps during certain high-risk coronary procedures.
Tremfya销售额增长68%，达到24亿美元，超过了分析师约21.9亿美元的预期；而面临仿制药竞争的Stelara销售额下降54%，至7.16亿美元，但仍高于华尔街预期的5.91亿美元。Tremfya在炎症性肠病领域获批后，正逐步取代因Stelara销售下降而流失的收入。
Tremfya sales rose 68% to $2.4 billion, beating analyst estimates of about $2.19 billion, while Stelara sales, which face generic competition, fell 54% to $716 million, still well above Wall Street expectations of $591 million. Tremfya has increasingly replaced lost Stelara revenue following recent approvals in inflammatory bowel diseases.
血癌治疗药物Darzalex销售额增长约16%，达到42.4亿美元，低于分析师预期的44亿美元。
Sales of blood cancer treatment Darzalex rose about 16% to $4.24 billion, short of analyst expectations of $4.4 billion.
该公司将全年销售额预期值上调至约1012亿美元，高于此前预期的1011亿美元。同时，其调整后每股收益预期值也有所提升，新的预期中值为每股11.10美元，高于原先的11.04美元。
The company raised its full-year sales forecast to about $101.2 billion at the midpoint, from $101.1 billion previously. It increased its adjusted earnings forecast range with a new midpoint of $11.10 per share, up from $11.04.
周一，强生公司股价收于263.73美元。今年以来，该股累计涨幅达27%，表现优于大盘及大多数医疗保健行业同行。
J&J shares closed at $263.73 on Monday. They have risen 27% this year, outperforming both the broader market and most healthcare peers.