政府停摆 - 美国政府停摆已经开始 [1] 辉瑞药品定价协议 - 辉瑞公司达成的药品定价协议可能成为行业模板 [1] 特朗普关税风险 - 存在来自特朗普关税的风险 [1]

(Reuters) -Global drugmakers are scrambling to shore up their U.S. manufacturing capacity and domestic inventory as the Trump administration moves ahead with a 100% tariff on imported branded and patented drugs, starting October 1. The sweeping measure has triggered a flurry of activity across the industry, including fast-tracking U.S. manufacturing projects, price cuts and direct-to-consumer sales. Here's what drugmakers are doing to mitigate supply-chain risks and reassure investors: Pfizer Pfizer re ...

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]

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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. ...