强生分拆计划宣讲PPT

2021年11月，强生宣布将消费者健康业务剥离并独立上市，旗下Neutrogena、Aveeno、Listerine和Band-Aids等知名品牌交由这家新公司管理。目前新公司的名称尚未确定。制药和医械业务则保留了强生的名称。拆分计划将在未来18至24个月内完成。公告发布后，强生的股价在盘前交易中上涨近3%。

分拆后，新强生依然是全球最大的医药健康企业。

人事方面，现任CEO Mr. Alex Gorsky如期退休，现任VP Mr. Joaquin Duato将于2022年年1月3日接任。

The Pharmaceutical and Medical Devices segments, which are expected to generate revenue of approximately $77 billion in Full-Year 2021.

新强生预期2021年全年营收为770亿美元。

医药板块预期占新强生营收65%

The Pharmaceutical business would continue to generate sustained above market growth by advancing its strong portfolio and pipeline of products, accelerating key therapeutic areas, such as oncology and immunology, while also advancing new therapeutic modalities such as cell and gene therapies. 

器械板块占营收35%

At the same time, the Medical Devices business would plan to accelerate its momentum across orthopaedics, interventional solutions, surgery and vision, with an increased cadence of meaningful innovation enabled by a strong digital surgery pipeline and focus on execution across all geographies.

新健康消费品公司预期2021年营收150亿美元，涵盖4个超10亿美元营收大品牌、20个超1.5亿美元营收品牌。

The New Consumer Health Company would be a global leader with a powerful portfolio of iconic brands — comprising four $1 billion megabrands and 20 brands over $150 million — and leading positions in Self Care (OTC), Skin Health and Essential Health, which includes baby care, feminine care, wound care and oral health. The Consumer Health segment is expected to generate revenue of approximately $15 billion in Full-Year 2021

公司架构拆分预计2022年底完成，分拆员工薪酬、退休计划在此之前如旧不变。

整个交易预计需要1年半-2年完成。

The planned organizational design for the New Consumer Health Company is expected to be completed by the end of 2022 and will be subject to legal requirements including consultation with works councils and employee representatives, as required. Planned New Consumer Health Company employees are expected to continue participating in their current Johnson & Johnson pay, benefits and retirement programs through the end of 2022.