Latest news with #AndrewHill
Globe and Mail
14-07-2025
- Business
- Globe and Mail
Andrew Hill Dumps 38,000 Johnson & Johnson Shares in Q2 2025 Exit
Key Points The investment advisor sold 38,037 shares for a total of $6.31 million in Q2 2025. Move removes JNJ from portfolio, freeing capital for other top holdings. As much as 5.1% of Andrew Hill's assets under management (AUM) were reallocated by the end of the second quarter. These 10 stocks could mint the next wave of millionaires › On July 11, 2025, Andrew Hill Investment Advisors, Inc. disclosed it sold out its entire Johnson & Johnson (NYSE:JNJ) position, totaling $6.31 million in trades. What happened According to a July 10, 2025 SEC filing, the firm exited its entire position in Johnson & Johnsonduring Q2 2025, selling all 38,037 shares for $6,308,131 in reported transaction value. Andrew Hill Investment Advisors no longer holds JNJ shares as of June 30, 2025, based on 13F disclosures. What else to know The sale represents a full exit; Johnson & Johnson now accounts for 0% of reported AUM. The following are Andrew Hill's top holdings, as of June 30, 2025: SPDR GOLD Shares (GLD): $9.92 million (7.98% of AUM). JPMorgan Chase & Co (JPM): $6.02 (4.84% of AUM). American Superconductor (AMSC): $5.61 million (4.51% of AUM). Netflix (NFLX): $5.50 million (4.43% of AUM). Uber Technologies (UBER): $5.42 million (4.36% of AUM). Johnson & Johnson closed at $157.69 on July 10, 2025; The stock's 12-month return was. 7.2% (for the period ending 2025-07-10), trailing S&P 500 by 5.4 percentage points Some more information on JNJ stock: Dividend yield: 3.18%; forward P/E: 14.86 as of July 10, 2025; EV/EBITDA: 11.33; five-year revenue CAGR: 1.6% as of July 10, 2025 JNJ is trading 7.2% below its 52-week high as of July 10, 2025. Company overview Metric Value Market capitalization $379 billion Revenue (TTM) $89.3 billion Net income (TTM) $21.8 billion Dividend yield 3.18% TTM data as of July 10, 2025. Company snapshot Johnson & Johnson offers a diversified portfolio of pharmaceutical, medtech, and consumer health products, including brands such as TYLENOL, NEUTROGENA, LISTERINE, and ACUVUE. The company generates revenue primarily through the development, manufacturing, and global distribution of prescription medicines, medical devices, and over-the-counter consumer health products. It serves a broad customer base of hospitals, healthcare professionals, retailers, and distributors worldwide. Johnson & Johnson is a global healthcare leader with a robust presence across pharmaceuticals, medical devices, and consumer health segments. The company boasts a diversified product portfolio and a global presence. Its trusted brands and long-standing history reinforce its position as a key player in the healthcare industry. Foolish take Johnson & Johnson stock's 10% rally in the past six months may have given some investors an opportunity to take some profits off the table, but it remains a core holding for many institutional investors. Johnson & Johnson, after all, is one of the largest healthcare companies in the world with a humongous portfolio, a massive pipeline, and an incredible dividend history, making it a top stock to own for the long term. To put some numbers to that, pharma and medtech giant generated $88.8 billion in sales and nearly $20 billion in free cash flow in 2024. Its Innovative Medicine segment accounted for 64% sales, with medicines for oncology, cardiovascular, and pulmonary hypertension driving growth. Medtech, its other segment, contributed to the remaining 36% of total sales, with Abiomed and cardiovascular solutions like electrophysiology leading the growth pack. Importantly, Johnson & Johnson continues to innovate, with 26 of its products crossing the $1 billion-mark in sales in 2024. That's the result of its focus on reasearch and development (R&D). Last year alone, the company spent nearly $50 billion on R&D and acquisitions. Furthermore, the healthcare giant prioritizes organic growth and free cash flows, and remains committed to paying steady and growing dividends to shareholders. Johnson & Johnson is a Dividend King, having increased its dividend for 63 consecutive years. Glossary 13F assets under management (AUM): The value of securities reported by institutional investment managers in quarterly SEC Form 13F filings. Reallocated: Moving investment capital from one asset or holding to another within a portfolio. Post-trade stake: The number of shares or value of a position remaining after a trade is completed. Trailing S&P 500: Indicates performance lagging behind the S&P 500 index over a specified period. Dividend yield: Annual dividends per share divided by the stock's current price, expressed as a percentage. Forward P/E: Price-to-earnings ratio calculated using forecasted earnings for the next year. EV/EBITDA: Enterprise value divided by earnings before interest, taxes, depreciation, and amortization; used to value companies. CAGR (Compound Annual Growth Rate): The average annual growth rate of a value over a specified period, assuming compounding. Full exit: Selling all shares of a particular security, removing it entirely from a portfolio. TTM (Trailing Twelve Months): Financial data covering the most recent twelve consecutive months. Over-the-counter (OTC) consumer health products: Medicines and health products sold directly to consumers without a prescription. Global distribution: The process of delivering products to customers and markets worldwide. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor's total average return is 1,047%* — a market-crushing outperformance compared to 180% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of July 14, 2025
NDTV
10-07-2025
- Health
- NDTV
If US Funding For HIV Programs Is Not Replaced, Millions More Will Die: UN
Years of American-led investment into AIDS programs has reduced the number of people killed by the disease to the lowest levels seen in more than three decades, and provided life-saving medicines for some of the world's most vulnerable. But in the last six months, the sudden withdrawal of U.S. money has caused a "systemic shock," U.N. officials warned, adding that if the funding isn't replaced, it could lead to more than 4 million AIDS-related deaths and 6 million more HIV infections by 2029. "The current wave of funding losses has already destabilized supply chains, led to the closure of health facilities, left thousands of health clinics without staff, set back prevention programs, disrupted HIV testing efforts and forced many community organizations to reduce or halt their HIV activities," UNAIDS said in a report released Thursday. UNAIDS also said that it feared other major donors might also scale back their support, reversing decades of progress against AIDS worldwide - and that the strong multilateral cooperation is in jeopardy because of wars, geopolitical shifts and climate change. The $4 billion that the United States pledged for the global HIV response for 2025 disappeared virtually overnight in January when U.S. President Donald Trump ordered that all foreign aid be suspended and later moved to shutter the U.S. AID agency. Andrew Hill, an HIV expert at the University of Liverpool who is not connected to the United Nations, said that while Trump is entitled to spend U.S. money as he sees fit, "any responsible government would have given advance warning so countries could plan," instead of stranding patients in Africa when clinics were closed overnight. The U.S. President's Emergency Plan for AIDS Relief, or PEPFAR, was launched in 2003 by U.S. President George W. Bush, the biggest-ever commitment by any country focused on a single disease. UNAIDS called the program a "lifeline" for countries with high HIV rates, and said that it supported testing for 84.1 million people, treatment for 20.6 million, among other initiatives. According to data from Nigeria, PEPFAR also funded 99.9% of the country's budget for medicines taken to prevent HIV. In 2024, there were about 630,000 AIDS-related deaths worldwide, per a UNAIDS estimate - the figure has remained about the same since 2022 after peaking at about 2 million deaths in 2004. Even before the U.S. funding cuts, progress against curbing HIV was uneven. UNAIDS said that half of all new infections are in sub-Saharan Africa. Tom Ellman, of the charity Doctors Without Borders, said that while some poorer countries were now moving to fund more of their own HIV programs, it would be impossible to fill the gap left by the U.S. "There's nothing we can do that will protect these countries from the sudden, vicious withdrawal of support from the U.S.," said Ellman, director of Doctors Without Borders' South Africa Medical Unit. Experts also fear another loss: data. The U.S. paid for most HIV surveillance in African countries, including hospital, patient and electronic records, all of which has now abruptly ceased, according to Dr. Chris Beyrer, director of the Global Health Institute at Duke University. "Without reliable data about how HIV is spreading, it will be incredibly hard to stop it," he said. The uncertainty comes as a twice-yearly injectable could end HIV, as studies published last year showed that the drug from pharmaceutical maker Gilead was 100% effective in preventing the virus. At a launch event Thursday, South Africa's health minister Aaron Motsoaledi said the country would "move mountains and rivers to make sure every adolescent girl who needs it will get it," saying that the continent's past dependence upon US aid was "scary." Last month, the U.S. Food and Drug Administration approved the drug, called Yeztugo, a move that should have been a "threshold moment" for stopping the AIDS epidemic, said Peter Maybarduk of the advocacy group Public Citizen. But activists like Maybarduk said Gilead's pricing will put it out of reach of many countries that need it. Gilead has agreed to sell generic versions of the drug in 120 poor countries with high HIV rates but has excluded nearly all of Latin America, where rates are far lower but increasing. "We could be ending AIDS," Maybarduk said. "Instead, the U.S. is abandoning the fight."
Nahar Net
10-07-2025
- Health
- Nahar Net
UN says if US funding for HIV programs is not replaced, millions more will die by 2029
by Naharnet Newsdesk 10 July 2025, 17:08 Years of American-led investment into AIDS programs has reduced the number of people killed by the disease to the lowest levels seen in more than three decades, and provided life-saving medicines for some of the world's most vulnerable. But in the last six months, the sudden withdrawal of U.S. money has caused a "systemic shock," U.N. officials warned, adding that if the funding isn't replaced, it could lead to more than 4 million AIDS-related deaths and 6 million more HIV infections by 2029. "The current wave of funding losses has already destabilized supply chains, led to the closure of health facilities, left thousands of health clinics without staff, set back prevention programs, disrupted HIV testing efforts and forced many community organizations to reduce or halt their HIV activities," UNAIDS said in a report released Thursday. UNAIDS also said that it feared other major donors might also scale back their support, reversing decades of progress against AIDS worldwide — and that the strong multilateral cooperation is in jeopardy because of wars, geopolitical shifts and climate change. The $4 billion that the United States pledged for the global HIV response for 2025 disappeared virtually overnight in January when U.S. President Donald Trump ordered that all foreign aid be suspended and later moved to shutter the U.S. AID agency. Andrew Hill, an HIV expert at the University of Liverpool who is not connected to the United Nations, said that while Trump is entitled to spend U.S. money as he sees fit, "any responsible government would have given advance warning so countries could plan," instead of stranding patients in Africa when clinics were closed overnight. The U.S. President's Emergency Plan for AIDS Relief, or PEPFAR, was launched in 2003 by U.S. President George W. Bush, the biggest-ever commitment by any country focused on a single disease. UNAIDS called the program a "lifeline" for countries with high HIV rates, and said that it supported testing for 84.1 million people, treatment for 20.6 million, among other initiatives. According to data from Nigeria, PEPFAR also funded 99.9% of the country's budget for medicines taken to prevent HIV. In 2024, there were about 630,000 AIDS-related deaths worldwide, per a UNAIDS estimate — the figure has remained about the same since 2022 after peaking at about 2 million deaths in 2004. Even before the U.S. funding cuts, progress against curbing HIV was uneven. UNAIDS said that half of all new infections are in sub-Saharan Africa. Tom Ellman, of the charity Doctors Without Borders, said that while some poorer countries were now moving to fund more of their own HIV programs, it would be impossible to fill the gap left by the U.S. "There's nothing we can do that will protect these countries from the sudden, vicious withdrawal of support from the U.S.," said Ellman, director of Doctors Without Borders' South Africa Medical Unit. Experts also fear another loss: data. The U.S. paid for most HIV surveillance in African countries, including hospital, patient and electronic records, all of which has now abruptly ceased, according to Dr. Chris Beyrer, director of the Global Health Institute at Duke University. "Without reliable data about how HIV is spreading, it will be incredibly hard to stop it," he said. The uncertainty comes as a twice-yearly injectable could end HIV, as studies published last year showed that the drug from pharmaceutical maker Gilead was 100% effective in preventing the virus. At a launch event Thursday, South Africa's health minister Aaron Motsoaledi said the country would "move mountains and rivers to make sure every adolescent girl who needs it will get it," saying that the continent's past dependence upon US aid was "scary." Last month, the U.S. Food and Drug Administration approved the drug, called Yeztugo, a move that should have been a "threshold moment" for stopping the AIDS epidemic, said Peter Maybarduk of the advocacy group Public Citizen. But activists like Maybarduk said Gilead's pricing will put it out of reach of many countries that need it. Gilead has agreed to sell generic versions of the drug in 120 poor countries with high HIV rates but has excluded nearly all of Latin America, where rates are far lower but increasing. "We could be ending AIDS," Maybarduk said. "Instead, the U.S. is abandoning the fight."
10-07-2025
- Health
UN says if US funding for HIV programs is not replaced, millions more will die by 2029
LONDON -- Years of American-led investment into AIDS programs has reduced the number of people killed by the disease to the lowest levels seen in more than three decades, and provided life-saving medicines for some of the world's most vulnerable. But in the last six months, the sudden withdrawal of U.S. money has caused a 'systemic shock,' U.N. officials warned, adding that if the funding isn't replaced, it could lead to more than 4 million AIDS-related deaths and 6 million more HIV infections by 2029. 'The current wave of funding losses has already destabilized supply chains, led to the closure of health facilities, left thousands of health clinics without staff, set back prevention programs, disrupted HIV testing efforts and forced many community organizations to reduce or halt their HIV activities,' UNAIDS said in a report released Thursday. UNAIDS also said that it feared other major donors might also scale back their support, reversing decades of progress against AIDS worldwide — and that the strong multilateral cooperation is in jeopardy because of wars, geopolitical shifts and climate change. The $4 billion that the United States pledged for the global HIV response for 2025 disappeared virtually overnight in January when U.S. President Donald Trump ordered that all foreign aid be suspended and later moved to shutter the U.S. AID agency. Andrew Hill, an HIV expert at the University of Liverpool who is not connected to the United Nations, said that while Trump is entitled to spend U.S. money as he sees fit, 'any responsible government would have given advance warning so countries could plan,' instead of stranding patients in Africa when clinics were closed overnight. The U.S. President's Emergency Plan for AIDS Relief, or PEPFAR, was launched in 2003 by U.S. President George W. Bush, the biggest-ever commitment by any country focused on a single disease. UNAIDS called the program a 'lifeline' for countries with high HIV rates, and said that it supported testing for 84.1 million people, treatment for 20.6 million, among other initiatives. According to data from Nigeria, PEPFAR also funded 99.9% of the country's budget for medicines taken to prevent HIV. In 2024, there were about 630,000 AIDS-related deaths worldwide, per a UNAIDS estimate — the figure has remained about the same since 2022 after peaking at about 2 million deaths in 2004. Even before the U.S. funding cuts, progress against curbing HIV was uneven. UNAIDS said that half of all new infections are in sub-Saharan Africa. Tom Ellman, of the charity Doctors Without Borders, said that while some poorer countries were now moving to fund more of their own HIV programs, it would be impossible to fill the gap left by the U.S. 'There's nothing we can do that will protect these countries from the sudden, vicious withdrawal of support from the U.S.,' said Ellman, director of Doctors Without Borders' South Africa Medical Unit. Experts also fear another loss: data. The U.S. paid for most HIV surveillance in African countries, including hospital, patient and electronic records, all of which has now abruptly ceased, according to Dr. Chris Beyrer, director of the Global Health Institute at Duke University. 'Without reliable data about how HIV is spreading, it will be incredibly hard to stop it,' he said. The uncertainty comes as a twice-yearly injectable could end HIV, as studies published last year showed that the drug from pharmaceutical maker Gilead was 100% effective in preventing the virus. At a launch event Thursday, South Africa's health minister Aaron Motsoaledi said the country would 'move mountains and rivers to make sure every adolescent girl who needs it will get it,' saying that the continent's past dependence upon US aid was 'scary.' Last month, the U.S. Food and Drug Administration approved the drug, called Yeztugo, a move that should have been a 'threshold moment' for stopping the AIDS epidemic, said Peter Maybarduk of the advocacy group Public Citizen. But activists like Maybarduk said Gilead's pricing will put it out of reach of many countries that need it. Gilead has agreed to sell generic versions of the drug in 120 poor countries with high HIV rates but has excluded nearly all of Latin America, where rates are far lower but increasing. 'We could be ending AIDS," Maybarduk said. "Instead, the U.S. is abandoning the fight.' The Associated Press Health and Science Department receives support from the Howard Hughes Medical Institute's Department of Science Education and the Robert Wood Johnson Foundation. The AP receives financial support for global health and development coverage in Africa from the Gates Foundation. The AP is solely responsible for all content. Find AP's standards for working with philanthropies, a list of supporters and funded coverage areas at
The Mainichi
10-07-2025
- Health
- The Mainichi
UN says if US funding for HIV programs is not replaced, millions more will die by 2029
LONDON (AP) -- Years of American-led investment into AIDS programs has reduced the number of people killed by the disease to the lowest levels seen in more than three decades, and provided life-saving medicines for some of the world's most vulnerable. But in the last six months, the sudden withdrawal of U.S. money has caused a "systemic shock," U.N. officials warned, adding that if the funding isn't replaced, it could lead to more than 4 million AIDS-related deaths and 6 million more HIV infections by 2029. "The current wave of funding losses has already destabilized supply chains, led to the closure of health facilities, left thousands of health clinics without staff, set back prevention programs, disrupted HIV testing efforts and forced many community organizations to reduce or halt their HIV activities," UNAIDS said in a report released Thursday. UNAIDS also said that it feared other major donors might also scale back their support, reversing decades of progress against AIDS worldwide -- and that the strong multilateral cooperation is in jeopardy because of wars, geopolitical shifts and climate change. The $4 billion that the United States pledged for the global HIV response for 2025 disappeared virtually overnight in January when U.S. President Donald Trump ordered that all foreign aid be suspended and later moved to shutter the U.S. AID agency. Andrew Hill, an HIV expert at the University of Liverpool who is not connected to the United Nations, said that while Trump is entitled to spend U.S. money as he sees fit, "any responsible government would have given advance warning so countries could plan," instead of stranding patients in Africa when clinics were closed overnight. The U.S. President's Emergency Plan for AIDS Relief, or PEPFAR, was launched in 2003 by U.S. President George W. Bush, the biggest-ever commitment by any country focused on a single disease. UNAIDS called the program a "lifeline" for countries with high HIV rates, and said that it supported testing for 84.1 million people, treatment for 20.6 million, among other initiatives. According to data from Nigeria, PEPFAR also funded 99.9% of the country's budget for medicines taken to prevent HIV. In 2024, there were about 630,000 AIDS-related deaths worldwide, per a UNAIDS estimate -- the figure has remained about the same since 2022 after peaking at about 2 million deaths in 2004. Even before the U.S. funding cuts, progress against curbing HIV was uneven. UNAIDS said that half of all new infections are in sub-Saharan Africa and that more than 50% of all people who need treatment but aren't getting it are in Africa and Asia. Tom Ellman, of the charity Doctors Without Borders, said that while some poorer countries were now moving to fund more of their own HIV programs, it would be impossible to fill the gap left by the U.S. "There's nothing we can do that will protect these countries from the sudden, vicious withdrawal of support from the U.S.," said Ellman, director of Doctors Without Borders' South Africa Medical Unit. "Within months of losing treatment, people will start to get very sick and we risk seeing a massive rise in infection and death." Experts also fear another loss: data. The U.S. paid for most HIV surveillance in African countries, including hospital, patient and electronic records, all of which has now abruptly ceased, according to Dr. Chris Beyrer, director of the Global Health Institute at Duke University. "Without reliable data about how HIV is spreading, it will be incredibly hard to stop it," he said. The uncertainty comes as a twice-yearly injectable could end HIV, as studies published last year showed that the drug from pharmaceutical maker Gilead was 100% effective in preventing the virus. Last month, the U.S. Food and Drug Administration approved the drug, called Sunleca -- a move that should have been a "threshold moment" for stopping the AIDS epidemic, said Peter Maybarduk of the advocacy group Public Citizen. But activists like Maybarduk said Gilead's pricing will put it out of reach of many countries that need it. Gilead has agreed to sell generic versions of the drug in 120 poor countries with high HIV rates but has excluded nearly all of Latin America, where rates are far lower but increasing. "We could be ending AIDS," Maybarduk said. "Instead, the U.S. is abandoning the fight."
