JOHNSON & JOHNSON 853260 - wohl das am konstantesten wachsende Unternehmen der Welt (Seite 60)

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Antwort auf Beitrag Nr.: 32.885.409 von Pontiuspilatus am 28.12.07 10:00:14

dem bleibt nix hinzuzufügen! Wer da nicht kauft, ist selber schuld! JNJ gehört in jedes Langfristdepot!

Gruss space

[Pontiuspilatus]

Habe den Wert zwar auch im Blick, aber Fakt bleibt, wer vor 8 Jahren diesen sogenannten konservativen Wachstumswert gekauft hätte, der hätte nur eine Nettodividende von ca. 1,5% pro Jahr erzielt.

Auf Euro Basis natürlich obige Darstellung.

Mmh, das ist ja nicht mal die Inflationsrate gewesen.

das ist zwar richtig aber man sollte auch erwähnen das jnj damals mit einem kgv von über 40 extrem überbewertet war. das unternehmen wuchs die ganze zeit kontinuierlich in dem bereich des seit jahrzehnten vorhandenen wachstums weiter und notiert jetzt mit einem 15er kgv in anbetracht der qualität und des nachhaltigen wachstums sehr günstig

ebenfalls sollte man erwähnen das der € in den letzten 5 jahren phatastisch performte und deswegen eine in dollar notierte aktie dagegen zu kämpfen hat. Die währungstrends dürften sich aber am ändern sein so das wir in den nächsten jahren bei jnj die günstige situation eines steigenden aktienkurses bei gleichzeitig gegenüber dem € zulegenden dollar erleben werden.


JNJ STrong buy

das unternehmen steigert seit über 70 jahren in folge gewinn umsatz und dividende

[Caesarion]

Antwort auf Beitrag Nr.: 32.880.679 von 1435905 am 27.12.07 17:02:09

ich würde dir empfehlen deine investition auf mehrere Käufe zu verteilen

[mo52]

Antwort auf Beitrag Nr.: 32.880.679 von 1435905 am 27.12.07 17:02:09

Habe den Wert zwar auch im Blick, aber Fakt bleibt, wer vor 8 Jahren diesen sogenannten konservativen Wachstumswert gekauft hätte, der hätte nur eine Nettodividende von ca. 1,5% pro Jahr erzielt.

Auf Euro Basis natürlich obige Darstellung.

Mmh, das ist ja nicht mal die Inflationsrate gewesen.

[1435905]

JOHNSON & JOHNSON steht seit kurzem auch ganz oben auf meiner Watchlist, die Aktie kenne ich zwar schon lange aber bisher hab ich nie ernsthaft nen Kauf in Erwägung gezogen.
Warum weiß ich selbst nicht genau - hauptsächlich weil ich mit Blick auf das KGV und das Wachstum der nächsten Jahre ne Überbewertung zu sehen glaubte.
Aber vor dem 01.01.2009 ist ein Kauf eigentlich ein Muss, die Frage ist nur wann.

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Supplemental New Drug Application for PREZISTA(TM) Submitted to U.S. Food and Drug Administration

Additional Data Submitted to FDA for Traditional Approval

Yardley, PA (December 21, 2007) - Tibotec, Inc., today announced it has submitted a Supplemental New Drug Application (sNDA) to the U.S. Food and Drug Administration (FDA) for the protease inhibitor (PI) PREZISTA(TM)(darunavir), which seeks traditional approval and an expanded indication to include human immunodeficiency virus (HIV)-1-infected, treatment-naïve adults. The application includes 48-week data from two Phase 3 studies, ARTEMIS and TITAN, which were presented at HIV conferences earlier this year, as well as 96-week data from the Phase 2b studies, POWER 1, 2, and 3.

PREZISTA(TM) received accelerated approval in June 2006 based on the 24-week analysis of HIV viral load and CD4+ cell counts from the pooled analysis of the TMC114-C213 (POWER 1) and TMC114-C202 (POWER 2) Phase 2b studies. As part of the post-marketing commitment, 48-week data from ongoing Phase 3 studies (ARTEMIS and TITAN) and 96-week data from POWER 1, 2, and 3 are required before the FDA can consider traditional approval for PREZISTA(TM).

PREZISTA(TM), co-administered with 100 mg ritonavir and with other antiretroviral agents, is currently indicated for the treatment of human immunodeficiency virus (HIV) infection in antiretroviral treatment-experienced adult patients, such as those with HIV-1 strains resistant to more than one protease inhibitor.

This indication is based on Week 24 analyses of plasma HIV RNA levels and CD4+ cell counts from two controlled trials of PREZISTA(TM)/ritonavir (r) in combination with other antiretroviral drugs. Both studies were conducted in clinically advanced, treatment-experienced (NRTIs, NNRTIs, and PIs) adult patients with evidence of HIV-1 replication despite ongoing antiretroviral therapy.

The following points should be considered when initiating therapy with PREZISTA(TM)/r:

* Treatment history and, when available, genotypic or phenotypic testing should guide the use of PREZISTA(TM)/r.
* The use of other active agents with PREZISTA(TM)/r is associated with a greater likelihood of treatment response.
* The risks and benefits of PREZISTA(TM)/r have not been established in treatment-naïve adult patients or pediatric patients.

ARTEMIS

The sNDA submission includes the 48-week efficacy and safety results of ARTEMIS (AntiRetroviral Therapy with TMC114 Examined In naïve Subjects), a Phase 3, randomized, controlled, open-label study that compared the efficacy and safety of PREZISTA(TM)/r with the PI lopinavir/r in treatment-naïve HIV-1-infected adult patients. Patients were randomized to receive a PREZISTA(TM)/r dose of 800 mg/100 mg once daily (an investigational dose) or, based on approved dosing in each country, either lopinavir/r 800 mg/200 mg once daily or 400 mg/100 mg twice daily, plus an optimized background regimen (OBR) of tenofovir and emtricitabine once daily. Data from this study were presented at the 47thInterscience Conference on Antimicrobial Agents and Chemotherapy(ICAAC) in Chicago on September 18, 2007.

TITAN

The sNDA submission also includes data from TITAN (TMC114/r In Treatment-experienced pAtients Naïve to lopinavir/ritonavir), a 96-week, Phase 3, randomized, controlled, open-label study, comparing the efficacy and safety of a PREZISTA(TM)/r dose of 600 mg/100 mg twice daily with lopinavir/r 400 mg/100 mg twice daily, each with OBR, in treatment-experienced HIV-1-infected adult patients who were lopinavir/r-naïve. Forty-eight week data from this study were published in the July 7, 2007, issue of The Lancet and presented at the 4th International AIDS Society Conference on HIV Pathogenesis, Treatment, and Prevention in Sydney, Australia, on July 24, 2007.

Important safety information

PREZISTA(TM) does not cure HIV infection or AIDS, and does not prevent passing HIV to others.

PREZISTA(TM) is contraindicated in patients with known hypersensitivity to any of its ingredients.

Coadministration of PREZISTA(TM)/r is contraindicated with drugs that are highly dependent on CYP3A for clearance and have a narrow therapeutic index (e.g., astemizole, terfenadine, dihydroergotamine, ergonovine, ergotamine, methylergonovine, cisapride, pimozide, midazolam, or triazolam) and for which elevated plasma concentrations are associated with serious and/or life-threatening events. Coadministration is not recommended with carbamazepine, phenobarbital, phenytoin, rifampin, lopinavir/ritonavir, saquinavir, lovastatin, pravastatin, simvastatin, or products containing St. John's wort (Hypericum perforatum).

Caution should be used when prescribing agents such as sildenafil, vardenafil, tadalafil, or other substrates, inhibitors, or inducers of CYP3A in patients receiving PREZISTA(TM)/r. This list of potential drug interactions is not complete.

PREZISTA(TM) must be co-administered with 100 mg ritonavir and food to exert its therapeutic effect. Failure to correctly administer PREZISTA(TM) with ritonavir and food will result in reduced plasma concentration of PREZISTA(TM) that will be insufficient to achieve the desired antiviral effect. Please refer to ritonavir prescribing information for additional information on precautionary measures.

Severe skin rash, including erythema multiforme and Stevens-Johnson Syndrome, has been reported in subjects receiving PREZISTA(TM) during the clinical development program. In some cases, fever and elevations of transaminases have also been reported. In clinical trials (n=924), rash (all grades, regardless of causality) occurred in seven percent of subjects treated with PREZISTA(TM); discontinuation due to rash was 0.3 percent. Rashes were generally mild-to-moderate, self-limiting and maculopapular. PREZISTA(TM) should be discontinued if severe rash develops.

PREZISTA(TM) should be used with caution in patients with known sulfonamide allergy.

New-onset or exacerbations of pre-existing diabetes mellitus and hyperglycemia, and increased bleeding in hemophiliacs have been reported in patients receiving protease inhibitors. A causal relationship between protease inhibitors and these events has not been established.

PREZISTA(TM) should be used with caution in patients with hepatic impairment. There are no data regarding the use of PREZISTA(TM) in patients with varying degrees of hepatic impairment; therefore, specific dosage recommendations cannot be made.

Redistribution and/or accumulation of body fat have been observed in patients receiving ARV therapy. The causal relationship, mechanism, and long-term consequences of these events have not been established.

Immune reconstitution syndrome has been reported in patients treated with ARV therapy.

The potential for HIV-cross-resistance among protease inhibitors has not been fully explored in PREZISTA(TM)/r treated patients.

PREZISTA(TM) should be used during pregnancy only if the potential benefit justifies the potential risk. There are no adequate and well-controlled studies in pregnant women. The effects of PREZISTA(TM) on pregnant women or their unborn babies are not known.

In the pooled analysis of POWER 1 and 2 studies, the most frequently reported drug-related adverse events of at least moderate to severe intensity in patients receiving PREZISTA(TM)/r-containing regimen were headache (3.8 percent), diarrhea (2.3 percent), abdominal pain (2.3 percent), constipation (2.3 percent), and vomiting (1.5 percent).

Please see full Prescribing Information for more details. A copy of full Prescribing Information can be obtained by visiting PREZISTA.com.

About Tibotec, Inc.

Tibotec, Inc., based in Yardley, Pa., is a pharmaceutical research and development company, with headquarters in Ireland and an operating affiliate in Belgium. Tibotec Inc., is dedicated to the discovery and development of novel, new drugs for HIV/AIDS and other infectious diseases.

About Tibotec Therapeutics

Tibotec Therapeutics, a division of Ortho Biotech Products, L.P., headquartered in Bridgewater, N.J., is dedicated to delivering innovative virology therapeutics that help healthcare professionals address serious unmet needs in people living with HIV.

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JNJ ist eben allerhöchste Qualität:

17.12.2007 06:13
J&J's new 8 bln usd credit facilities assigned 'Aaa' rating - Moody's

MUMBAI (Thomson Financial) - Moody's Investors Service said it has assigned its 'Aaa' rating to Johnson&Johnson's (J&J) new credit facilities totaling 8 bln usd, citing the company's large scale and diversity, its leading market positions and its strong cash flow to debt ratios.

The 'Aaa' rating on J&J's former 5-year credit facility of 1.25 bln usd, which has been replaced with the new credit facilities, is withdrwan, the ratings agency said.

J&J's rating outlook is stable, Moody's said.

[e-mail]

ypv/man

COPYRIGHT

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12.12.2007 15:43
Johnson & Johnson's schizophrenia treatment shows long-term safety/tolerability

NEW YORK (Thomson Financial) - Johnson&Johnson (Nachrichten/Aktienkurs) Wednesday said its schizophrenia anti-psychotic treatment, Invega extended-release tablets, showed favorable long-term safety and tolerability during a one-year study.

On average, the company-sponsored study found patient symptom scores improved or were stable.

Symptoms of schizophrenia were reduced in patients that transitioned from placebo to Invega and were maintained in those that were previously on Invega.

Discontinuations resulting from treatment-related adverse events were 6%, as were discontinuations resulting from serious treatment-related events.

'This long-term extension trial adds to the body of knowledge regarding the safety of Invega in the longer-term treatment of schizophrenia. The study also suggests that symptom control is maintained over time,' said a principal investigator involved with the 235-patient study.

Shares of the New Brunswick, N.J.-based health care products company closed Tuesday at $67.55.

Melinda Peer

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Pivotal Phase III Data Showed Rivaroxaban Was Statistically Superior to Enoxaparin in Preventing Venous Thromboembolism (VTE) in Patients Following Hip Replacement Surgery
Head-to-Head Study Demonstrated Similar & Low Rates of Major Bleeding for Both Drugs

ATLANTA, Dec 08, 2007 (BUSINESS WIRE) -- Results from a Phase III trial in patients undergoing total hip replacement surgery presented today showed that administration of the oral, once-daily, investigational anticoagulant, rivaroxaban, was statistically superior to once-daily subcutaneous administration of enoxaparin, the current standard of care in preventing venous thromboembolism (VTE) in patients following hip replacement surgery. Rivaroxaban is being jointly developed by Johnson & Johnson Pharmaceutical Research & Development, L.L.C. and Bayer HealthCare AG.

Data from the RECORD1 study show that rivaroxaban demonstrated a 70% relative risk reduction (RRR) (p less than 0.001) in total VTE when compared with enoxaparin, and an 88% RRR (p less than 0.001) in major VTE. Rivaroxaban demonstrated a similar rate of both major bleeding (0.3% and 0.1%, respectively, p=0.178) and non-major bleeding (5.8% and 5.8% p=1.000) compared to enoxaparin.

These data were released today at a press conference during the 49th Annual Meeting of the American Society of Hematology (ASH) by Dr. Bengt Eriksson, Orthopedic Surgeon at the Sahlgrenska University Hospital/Ostra, Gothenburg, Sweden, and Principal Investigator of the RECORD1 clinical trial. In addition, Dr. Eriksson will present the RECORD1 results at the major plenary session on Sunday, December 9th.

Rivaroxaban is a novel, oral, once-daily direct Factor Xa inhibitor in advanced clinical development for a range of patients who could benefit from the prevention and/or treatment of blood clots. Rivaroxaban works at a pivotal stage in the coagulation process to directly inhibit the enzyme Factor Xa.

The RECORD1 (REgulation of Coagulation in major Orthopedic surgery reducing the Risk of DVT and PE) clinical trial evaluated the safety and efficacy of rivaroxaban with enoxaparin in patients undergoing total hip replacement surgery. The duration of thromboprophylaxis in both treatment groups was five weeks. The primary endpoint was total VTE (composite of deep vein thrombosis, non-fatal pulmonary embolism and all-cause mortality) and the main secondary endpoint was major VTE (composite of proximal deep vein thrombosis, non-fatal pulmonary embolism and VTE-related death).

Further Phase III data evaluating rivaroxaban in major orthopedic surgery - including results from the RECORD2 and RECORD3 clinical trials - will be presented during oral sessions on Monday, December 10th at the ASH meeting in Atlanta. The corresponding abstracts (#307 and #308) may be viewed online at the ASH website at www.hematology.org/meetings/abstracts.cfm.

About Rivaroxaban

To date, rivaroxaban is the most studied oral, direct Factor Xa inhibitor in clinical development. More than 20,000 patients have been evaluated in the completed Phase II programs and enrolled thus far in the Phase III programs. Almost 50,000 patients are expected to be evaluated in the total clinical development program.

Bayer HealthCare submitted a regulatory filing to the European Agency for the Evaluation of Medicinal Products (EMEA) at the end of October 2007 for approval to market rivaroxaban in the EU for the prevention of VTE in patients undergoing major orthopedic surgery of the lower limbs. Upon regulatory approval, rivaroxaban will be commercialized in Europe by Bayer Schering Pharma. A filing for rivaroxaban for a similar indication in the United States is planned in 2008, where upon approval, it will be commercialized by Scios Inc. and Ortho-McNeil, Inc., both of which are wholly-owned subsidiaries of Johnson & Johnson.

Johnson & Johnson Pharmaceutical Research and Development

Johnson & Johnson Pharmaceutical Research & Development, L.L.C. (J&JPRD), is part of Johnson & Johnson, the world's most broadly based producer of healthcare products. J&JPRD is headquartered in Raritan, NJ, and has facilities throughout Europe and the United States. J&JPRD is leveraging drug discovery and drug development in a variety of therapeutic areas to address unmet medical needs worldwide.

(This press release contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or unknown risks or uncertainties materialize, actual results could vary materially from J&JPRD's expectations and projections. Risks and uncertainties include general industry conditions and competition; economic conditions, such as interest rate and currency exchange rate fluctuations; technological advances and patents attained by competitors; challenges inherent in new product development, including obtaining regulatory approvals; domestic and foreign health care reforms and governmental laws and regulations; and trends toward health care cost containment. A further list and description of these risks, uncertainties and other factors can be found in Exhibit 99 of Johnson & Johnson's Annual Report on Form 10-K for the fiscal year ended December 31, 2006. Copies of this Form 10-K, as well as subsequent filings, are available online at www.sec.gov, www.jnj.com or on request from Johnson & Johnson. J&JPRD does not undertake to update any forward-looking statements as a result of new information or future events or developments.)

SOURCE: Johnson & Johnson Pharmaceutical Research & Development, L.L.C.

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Schöner Artikel der Fools zur Unterbewertung von JNJ:

Mano a Mano Over Johnson & Johnson
By Anders Bylund November 29, 2007

3 Recommendations

One year ago, two Fools traded virtual punches over Johnson & Johnson (NYSE: JNJ). It's time to apply the benefit of hindsight to find out who presented the sounder argument.

Bulls on parade
Steven Mallas traded his jester's cap for a set of bullish horns, in shocked disbelief that anyone would actually take the opposite view.

This is, after all, the very blueprint of a blue chip, a company so large and so well known that introductions are pointless. Working through more than 200 subsidiary operations, J&J is a giant in health care and consumer goods fully on par with Merck (NYSE: MRK) or Pfizer (NYSE: PFE) on the one hand, and Procter & Gamble (NYSE: PG), Kimberly-Clark (NYSE: KMB), or Colgate-Palmolive (NYSE: CL) on the other.

There was a 44-year history of annual dividend growth (45 years now), $50 billion in annual sales, and a most impressive long-term stock chart. "The pharmaceutical industry will be important to baby boomers, as well as to everyone else for an eternal time period," Steven said. "J&J will take advantage of that need. It will reap huge amounts of free cash flow from its drug development and its consumer-products division."

Whip it!
Brian Lawler wielded the bear claws, and the battle was on. Brian agreed that J&J was a great company with a blue-chip pedigree, but he thought the gravy train had reached the end of the growth line.

"Sure, flat operating margins and slow operating-income increases can be forgivable if revenues continue to grow strongly, but sales growth has been anemic in recent years for J&J," he said. Declining sales of drug-coated stents and expiring drug patents spelled more trouble for the company, and with such a massive market cap, it just wasn't realistic to believe in much more growth. And new drug development is such a risky and costly business that you just never know what J&J's future will look like.

Our readers thought Steven had made his point and gave him 71% of 263 votes. Brian had to settle for 19% of the ballots, and 10% remained undecided. That's a landslide bullish victory on the popular vote.

Je t'aime ... moi non plus
Mr. Market tells a different story. The share price went south over the summer, losing nearly 10% of the cap value it sported late last November. A recent rally has brought J&J back into the black, but the stock still hasn't even matched the performance of S&P 500 Spiders (AMEX: SPY) over the last 12 months. We're tied at one-all.

The CAPS community still loves J&J, though. About 95% of more than 5,400 players with an opinion on the stock give it a thumbs-up, and its rating oscillates between four and five stars. A recent re-Duel over the company also showed that a Foolish bull argument still makes sense -- the landslide victory margin turned into a veritable avalanche this time. All in all, this referee has to award the victory to Steven and the bulls. Congrats!

Don't get me wrong
Aside from technicalities like community votes and stock performance, I have to tell you that Johnson & Johnson is a peerless juggernaut of a company that looks more undervalued than stalled today.

The stock's enterprise value trades today at just 21 times trailing-12-months free cash flow. The only time in the past 12 years the stock was available on the cheap like this was when Merck's Vioxx woes dragged the whole sector down in 2004. Otherwise, price-to-cash-flow ratios like to hover around the mid-30s or better.

This massive discount only makes sense if J&J somehow broke in the past couple of years. I don't think it did. In fact, the company looks healthier than ever as baby boomers get set to retire soon. J&J has fortified its consumer products department with a few choice acquisitions, too. I have to agree with Steven: What's not to love?

You might agree -- maybe you don't. Either way, I'd encourage you to mosey on over to Motley Fool CAPS and tell everybody why you feel that way. Click here, rate the stock to taste, and pen a glowing sonnet or scathing diatribe on the company, this article, or the baggage retrieval system they've got at Heathrow -- whatever concerns you the most. It's fun, it's free, and you'll make us all a bit smarter.