Summary of Johnson & Johnson (NYSE: JNJ) UBS MedTech, Tools and Genomics Summit Conference Call Company and Industry Overview - **Company**: Johnson & Johnson, specifically the Biosense Webster team - **Industry**: Electrophysiology (EP) market, focusing on atrial fibrillation (AF) ablation Key Points and Arguments 1. **Market Leadership**: Biosense Webster is recognized as the market leader in electrophysiology, particularly in AF ablation, which has become a standard of care over the last decade [3][4][5] 2. **Prevalence of AF**: AF is the most common cardiac arrhythmia, affecting approximately 37.5 million patients globally, with a projected 70% increase in prevalence by 2030 [4][5] 3. **Ablation Adoption Challenge**: Currently, only 5% of eligible AF patients receive ablation therapy, indicating a significant opportunity for growth in patient access [6][20] 4. **Technological Advancements**: Recent FDA approval of products that eliminate the need for fluoroscopy represents a major breakthrough in the procedure's safety and efficiency [5][6] 5. **Future Directions**: The company anticipates increased diagnosis of AF patients, more innovation in the EP segment, and greater access to care as key drivers for future growth [7][9] 6. **Referral Process Improvement**: Efforts are being made to streamline the referral process from diagnosis to therapy, including initiatives to connect patients directly to electrophysiologists [10][13] 7. **Cost-Effectiveness**: AF ablation is viewed as a more cost-effective treatment compared to lifelong medication, with significant quality-of-life benefits for patients [14][15] 8. **Market Dynamics**: The ablation market has been growing at double-digit rates, with AF procedures being the most common, making up about 60% of cases [16][17] 9. **Emerging Markets Opportunity**: The treatment rate in emerging markets is significantly lower (1-2%) compared to developed markets (5%), presenting a substantial growth opportunity [20][21] 10. **PFA Technology**: The introduction of Pulsed Field Ablation (PFA) is seen as a potential inflection point in the market, offering safety and efficiency advantages over traditional RF ablation [27][28] 11. **Product Portfolio Development**: J&J is developing a comprehensive portfolio of PFA products, including VARIPULSE and dual-energy catheters, to address various procedural needs [29][37] 12. **Integration of AI**: The company is leveraging AI and machine learning to enhance treatment personalization and improve clinical outcomes through data aggregation [68][69] Additional Important Insights - **Patient Education**: There is a strong emphasis on raising awareness about AF and its associated risks, which is crucial for improving diagnosis and treatment rates [13] - **Mapping Technology**: The CARTO mapping system is integral to the ablation process, and its continued use is expected to enhance procedural success rates [52][53] - **Regulatory and Clinical Trials**: Ongoing clinical trials and regulatory submissions for new products are critical for maintaining competitive advantage and market share [42][45] - **Market Share Dynamics**: J&J has gained 10 points of market share over the past six years, indicating strong competitive positioning despite the introduction of new technologies [35][44] - **Future Innovations**: The company is exploring adjacent markets such as left atrial appendage closure and imaging technologies to expand its offerings in the electrophysiology space [61][62] This summary encapsulates the key discussions and insights from the conference call, highlighting the strategic direction and market opportunities for Johnson & Johnson in the electrophysiology sector.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the quarterly period ended July 2, 2023 or Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 ☐ for the transition period from to Commission file number 1-3215 Johnson & Johnson (Exact name of registrant as specified in its charter) New Jersey 22-1024240 (State or other jurisdiction of (I.R.S. Emp ...

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the quarterly period ended April 2, 2023 or Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 ☐ for the transition period from to Commission file number 1-3215 Johnson & Johnson (Exact name of registrant as specified in its charter) New Jersey 22-1024240 (State or other jurisdiction of (I.R.S. Em ...

1st Quarter 2023 Earnings Call Cautionary Note on Forward-looking Statements This presentation contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things: future operating and financial performance, product development, market position and business strategy, and the anticipated separation of the Company’s Consumer Health business. The viewer is cautioned not to rely on these forward-looking statements. These statements are based on ...

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As filed with the Securities and Exchange Commission on March 30, 2023. Registration No. 333-269115 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 3 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Delaware 2844 88-1032011 (I.R.S. Employer Identification Number) 199 Grandview Road Skillman, NJ 08558 (908) 874-1200 (Address, includin ...