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强生在估值和制药潜力方面升级富国银行

2025-10-03 20:12

  • Wells Fargo upgraded Johnson & Johnson  JNJ) to over-weight from equal weight saying that the healthcare giant is attractively priced with pharmaceutical tariff risks and drug pricing concerns in the rear-view mirror.
  • The bank upped its price target to $212 from $170 (~14% upside based on Oct. 2 close).
  • Analyst Larry Biegelsen said that J&J's current share price provides an attractive entry point given the potential upside to its pharma business.
  • In that segment, he expects better growth in 2026 than 2025, and in 2027, to exceed 2026's growth.
  • Biegelsen added that in light of Pfizer's (PFE) announcement on Sept. 30 of a deal with the Trump administration to supply its drugs at a discount to US consumers, he expects other pharmas to follow suit.

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