A Labor Department report released on Tuesday showed that the U.S. JOLTs job openings rose to 7.227 million in August, stronger than expectations of 7.190 million. Also, the U.S. July S&P/CS HPI Composite - 20 n.s.a. eased to +1.8% y/y from +2.2% y/y in June (revised from +2.1% y/y), stronger than expectations of +1.7% y/y. At the same time, the U.S. Conference Board’s consumer confidence index fell to a 5-month low of 94.2 in September, weaker than expectations of 96.0. In addition, the U.S. Chicago PMI un ...

Bristol Myers Squibb , Takeda Pharmaceuticals and Astex Pharmaceuticals are coming together to share proprietary data for training an artificial intelligence model to assist drug discovery and development. ...

Roche Holding and AstraZeneca were among those companies posting increases as European pharma stocks tracked gains in the U.S. on Tuesday. ...

European stocks were mixed on Wednesday as the United States plunged into a government shutdown, a few hours after the Senate failed to pass a short-term spending bill.The pan European Stoxx 600 was up 0.2 percent at 559.42 after rising half a percent on Tuesday to conclude September on a positive note. The German DAX slipped 0.2 percent and France's CAC 40 was marginally lower while the U.K.'s FTSE 100 climbed 0.7 percent after a survey showed U.K. house prices growth accelerated in September amid easing ...

公司背景与近期表现 - 强生公司于2023年将其消费者健康部门分拆为独立实体Kenvue [1] - Kenvue旗下拥有多个知名品牌，包括邦迪创可贴、李施德林漱口水、泰诺止痛药和仙特明抗过敏药 [1] - 自两年前分拆以来，该医疗保健股表现令人失望，近期再次经历大幅抛售，今年股价跌幅超过30% [1][5][7] 泰诺产品安全争议 - 近期新闻发布会声称孕妇使用泰诺可能导致儿童自闭症风险增加，并建议孕妇不应服用该非处方止痛药 [2] - 美国食品药品监督管理局正推进修改泰诺及其他对乙酰氨基酚产品的标签，警告孕期使用可能与儿童自闭症等神经系统疾病风险增加有关 [2] - 争议导致公司股价立即暴跌，并可能引发大量诉讼，新闻发布后一周内一家律师事务所即收到超过1000个潜在客户的咨询电话 [2] 公司与行业机构的回应 - Kenvue回应称独立的可靠科学明确显示服用对乙酰氨基酚不会导致自闭症，并强烈反对任何相反的建议 [3] - 美国妇产科医师学会批评联邦卫生机构在没有可靠数据支持的情况下发布影响数百万人健康的声明 [4] - 美国儿科学会指出新闻发布会充满危险主张和误导信息，并重申研究反复发现儿童疫苗与自闭症之间没有可信联系 [4] - 美国食品药品监督管理局致医生的信函承认对乙酰氨基酚与儿童自闭症之间的因果关系尚未确立，并指出该药是孕期最安全的非处方镇痛退烧替代品 [5] 公司面临的其它挑战与战略调整 - 泰诺争议并非公司唯一问题，其业务表现不佳，导致董事会在7月罢免前首席执行官，并宣布评估战略替代方案，包括简化产品组合 [5] 投资价值考量 - 公司股息具有吸引力，远期收益率为5.1%，并且是连续50年以上增加股息的“股息之王”成员之一 [6] - 经历大幅抛售后，公司估值具有吸引力，股票远期市盈率为14.8 [7] - 尽管面临诸多挑战，但对于收益型投资者而言，折价买入该医疗保健股可能值得考虑 [7]

This story was originally published on PharmaVoice. To receive daily news and insights, subscribe to our free daily PharmaVoice newsletter. Change has become a constant in pharma as new regulatory leaders, policies and market shifts impact where the industry is headed. Upcoming conferences in 2026 promise a way to navigate myriad opportunities and challenges shaping pharma’s future. Attendees at these events can dive into discussions and sessions around the industry’s most pressing trends such as AI, inv ...

Three supercharged income stocks have the catalysts necessary to pad the pocketbooks of patient investors.For more than a century, the stock market has reigned supreme as the most-decorated wealth creator. No asset class has come close to matching the average annual return of stocks -- and with thousands of publicly traded companies to choose from, there's likely one or more securities that can help you reach your investment goals.But among the countless ways to grow your wealth, buying and holding high-qua ...

European healthcare stocks jumped on Wednesday, a day after Pfizer and U.S. President Donald Trump said the U.S.-based drugmaker agreed to lower prescription drug prices in the Medicaid program in exchange for tariff relief. ...

电影行业关税政策 - 前总统特朗普宣布对进口外国电影征收100%关税，旨在解决美国电影业被“窃取”的问题 [2] - 美国股市整体反应平淡，但印度媒体公司PVR Inox和Prime Focus股价下跌5%，流媒体巨头Netflix股价在早盘交易中下跌1.5% [3] - 政策可行性受到质疑，加州州长加文·纽森批评该关税“100%愚蠢”，并警告可能对美国电影业造成“不可挽回的损害” [3] 家具与木材行业关税影响 - 宣布对进口木材征收10%关税，对厨房橱柜、浴室梳妆台和软垫家具征收25%关税，若相关国家未能达成协议，2026年税率将进一步提高 [4] - 关税依据1974年贸易法第232条实施，理由是对美国国家安全和国内木材产业构成威胁 [4] - 拥有大量国内制造业务的公司如橱柜制造商MasterBrand股价上涨近6%，而高端零售商RH和Williams-Sonoma股价承压 [5] - 加拿大木材生产商面临更大压力，新关税可能“加速加拿大供应的削减”，加拿大林产品协会谴责此举“鲁莽、损害经济并进一步破坏北美林业供应链” [5] 制药行业协议与市场反应 - 辉瑞公司同意在医疗补助计划中匹配海外最低药价，并承诺在美国制造业和研发领域投资700亿美元，同时推出直接面向消费者的折扣药销售平台“TrumpRx” [6] - 作为交换，辉瑞获得了计划中进口关税的三年豁免 [6] - 辉瑞股价在2025年9月30日大涨6.83%，收于25.48美元，成交量超过1.53亿股，接近其三个月平均水平的3.5倍 [7] - 标普500制药指数上涨近4%，其他主要制药公司如强生上涨2.09%，礼来公司上涨5.02% [8] - 分析师认为此为制药商的“广泛胜利”，可能为“其他制药公司设定路径”，但有专家对协议能否为美国人带来实质性节省表示怀疑 [8] 宏观经济与市场表现 - 尽管政府停摆的预测市场几率超过80%，但美国主要股指在2025年9月30日仍普遍上涨 [9] - 道琼斯工业平均指数微涨0.2%，收于46,397.89点的历史新高；标普500指数上涨0.4%至6,688.46点，连续第五个月上涨；纳斯达克综合指数上涨0.3%至22,660.01点，连续第六个月上涨 [9] - 分析师指出投资者似乎“忽略担忧”或已“消化停摆的潜在影响”，但新的关税正在“重新引发商业不确定性”， prolonged停摆可能延迟关键经济数据 [10] - 特朗普的贸易主管表示对华55%关税是“良好的现状”，欧洲央行行长认为欧洲经济在特朗普关税面前“表现优于预期” [11]

In practice, that means delisting its American Depositary Receipts (ADRs) from the Nasdaq, replacing them with a direct listing of ordinary shares on the New York Stock Exchange.GSK said Emma Walmsley, its CEO of nine years, who steered it through its demerger (its former consumer healthcare arm is now a separate company called Haleon), will leave at the end of the year. Her successor is Luke Miels, currently chief commercial officer, was poached from AZ amid acrimony eight years ago.There is an old British ...