Core Insights - Johnson & Johnson announced promising overall survival data from the Phase 3 MARIPOSA study, indicating that the combination of RYBREVANT® (amivantamab-vmjw) and LAZCLUZE™ (lazertinib) may significantly improve survival rates compared to osimertinib for patients with EGFR-mutated non-small cell lung cancer (NSCLC) [1][6][9] - The company aims to redefine treatment expectations for patients with EGFR mutations, emphasizing the potential for longer survival and improved quality of life with the new treatment regimen [2][3] Company Developments - The Phase 3 MARIPOSA study results will be presented at the 2025 European Lung Cancer Congress, showcasing the efficacy of RYBREVANT® plus LAZCLUZE™ in first-line treatment for advanced NSCLC [1][6] - Additional studies, including the Phase 2 COCOON study, will present data on a dermatologic regimen aimed at enhancing patient experience during treatment [2][6] Industry Context - NSCLC accounts for 80 to 85 percent of all lung cancer cases, with EGFR mutations being a significant driver of the disease [13] - The five-year survival rate for advanced NSCLC patients with EGFR mutations treated with current therapies remains low, highlighting the need for innovative treatment options like RYBREVANT® and LAZCLUZE™ [13][30]

Johnson & Johnson (JNJ) announced that the FDA has granted a Fast Track designation ("FTD') to its investigational drug, nipocalimab, for treating adult patients with moderate-to-severe Sjögren's disease ("SjD"), a chronic autoimmune disease. Currently, there are no advanced therapies approved by the FDA for the given indication. The Fast Track designation from the FDA facilitates rapid development and expedites the review of drug candidates that are being developed to treat serious conditions and for which ...

Sjögren's disease (SjD) is a prevalent, debilitating autoantibody disease with no FDA-approved advanced treatments   The Company is actively enrolling patients in the Phase 3 DAFFODIL study   This marks the fourth nipocalimab FDA Fast Track designation SPRING HOUSE, Pa., March 18, 2025 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced that the U.S. Food and Drug Administration (FDA) has granted investigational nipocalimab Fast Track designation (FTD) for the treatment of adult patients with mod ...

Core Insights - The article emphasizes the importance of resilience investing in the face of inflation and potential recession, focusing on companies with strong financial health and diversified income streams [1] Johnson & Johnson - Johnson & Johnson (JNJ) is highlighted as a defensive investment within the stable healthcare sector, with a diversified business model that includes Innovative Medicine and MedTech [2] - JNJ's financial health is reinforced by its AAA credit rating, shared only with Microsoft among US companies [2] - The company reported a revenue of $88.821 billion in 2024, a 4.3% increase from the previous year, with adjusted net earnings of $24.242 billion [3] - JNJ's Innovative Medicine segment saw a 5.7% operational growth in 2024, while the MedTech segment achieved 6.2% operational growth [4] - The stock forecast for JNJ indicates a current price of $162.94 with a 12-month target of $171.33, reflecting a potential upside of 5.15% [3][4] Microsoft - Microsoft (MSFT) demonstrates resilience through its transition to a recurring revenue model, primarily via cloud services, allowing it to navigate economic challenges effectively [5] - The company reported total revenue of $69.6 billion in Q2 2025, a 12% year-over-year increase, with cloud revenue reaching $40.9 billion, up 21% [6] - Microsoft's AI business has surpassed an annual revenue run rate of $13 billion, showing a remarkable 175% year-over-year growth [6] - The stock forecast for MSFT shows a current price of $388.56 with a 12-month target of $510.43, indicating a potential upside of 31.36% [6][7] Waste Management - Waste Management (WM) is presented as a resilient company due to the essential nature of its services, providing stable revenue regardless of economic conditions [8] - The company reported revenue of $22.063 billion in 2024, an 8.0% increase from the previous year, with adjusted operating EBITDA of $6.563 billion [9] - WM is projected to see revenue growth of 16.4% and adjusted operating EBITDA growth of 15.0% in 2025 [9] - The stock forecast for WM indicates a current price of $225.06 with a 12-month target of $236.65, reflecting a potential upside of 5.15% [9][10] Resilience Investing - The article concludes that resilience investing is not limited to a single industry, but rather focuses on identifying companies with strong financials, diversified revenue streams, and adaptability to market changes [11]

Core Points - Johnson & Johnson (J&J) entered a multibillion-dollar contract with ChemImage in 2019 to develop AI-powered surgical imaging technology [1][4] - ChemImage has filed a $1.5 billion breach of contract lawsuit against J&J, claiming the healthcare giant failed to uphold its commitments [2][3] - The trial will determine if J&J terminated the contract "with cause" or "without cause," impacting potential damages owed to ChemImage [5][6] Group 1: Contract Details - The contract included a $7 million upfront payment and outlined a potential total of $1.5 billion in royalties based on future milestones [4] - ChemImage alleges that J&J's decision to terminate the contract has harmed its business and technology development [3][4] Group 2: Legal Proceedings - The trial is presided over by US District Judge Jesse Furman, with ChemImage seeking $180 million in penalties and overdue payments [2] - J&J will argue that ChemImage failed to meet developmental milestones, justifying the contract termination [7] - ChemImage counters that delays were due to J&J's own technological issues and lack of engagement [8] Group 3: Witnesses - Nine current and former J&J executives, including key figures from the MedTech division, are expected to testify [10] - ChemImage will also call its former executives, including its ex-CEO, to support its claims [10]

Standout combination of complete skin clearance and favorable safety profile in a once daily pill could shift treatment paradigmNearly half of patients with moderate-to-severe plaque psoriasis (PsO) treated with investigational icotrokinra achieved completely clear skin (IGA 0) at Week 24 in Phase 3 ICONIC-LEADTopline results from Phase 3 ICONIC-ADVANCE 1&2 studies show icotrokinra achieved co-primary endpoints and showed superiority to deucravacitinib in moderate-to-severe plaque PsO These results pave the ...

Johnson & Johnson (JNJ) decided to discontinue the Phase 3 VENTURA development program, which is evaluating aticaprant as an adjunctive treatment for major depressive disorder (MDD).Though data from the VENTURA program did confirm that the J&J drug was safe and well-tolerated in study participants, the decision to stop developing it for MDD indication is due to ‘insufficient efficacy in the target patient population.’ However, the pharma giant still intends to explore aticaprant’s potential ‘in other areas ...

The market has thrown a tantrum over recent weeks following tariff news and other economic data pointing to a slowing consumer. While it’s certainly been a forgettable period, several stocks, including Coca-Cola (KO) , Philip Morris (PM) , and Johnson & Johnson (JNJ) , have remained strong over the past month, as shown below.Image Source: Zacks Investment ResearchAll three reflect defensive deployments, with their products able to carry steady demand through many economic backdrops. Let’s take a closer look ...

Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores are designed to help investors identify stocks with the potential to outperform the market within a 30-day timeframe [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score identifies undervalued stocks using financial ratios [3] - Growth Score assesses a company's future earnings and financial health [4] - Momentum Score evaluates stocks based on price trends and earnings outlook [5] - VGM Score combines all three styles to highlight stocks with the best overall potential [6] Zacks Rank and Style Scores Interaction - The Zacks Rank utilizes earnings estimate revisions to guide investors in stock selection [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, with an average annual return of +25.41% since 1988 [8] - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] Johnson & Johnson (JNJ) Analysis - Johnson & Johnson is recognized for its diversified business model, operating in pharmaceuticals and medical devices with over 275 subsidiaries [11] - JNJ holds a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating solid performance potential [12] - The company has a forward P/E ratio of 15.63, making it attractive for value investors [12] - Recent upward revisions in earnings estimates suggest positive momentum, with the Zacks Consensus Estimate for fiscal 2025 increasing by $0.03 to $10.58 per share [12] - JNJ's average earnings surprise stands at 4.4%, further supporting its investment appeal [12][13]

Core Viewpoint - The market is experiencing a sell-off due to tariff implications and rising geopolitical tensions, yet stocks like Johnson & Johnson (JNJ), Eli Lilly (LLY), and Pfizer (PFE) are standing out as potential investment opportunities [1]. Group 1: Johnson & Johnson (JNJ) Valuation - JNJ is currently trading below its decade-long median of 16.4X forward earnings, with a peak of 20.1X over the last 10 years [2]. - The stock has a beta ratio of 0.47, indicating it is less volatile than the market benchmark [2]. Group 2: Investment Outlook - JNJ stock has a Zacks Rank of 3 (Hold) after a significant year-to-date rally, suggesting that while there may be better buying opportunities near 52-week peaks, further price increases are possible [3]. - The company is viewed as a hedge against recent market volatility due to its steady growth and reasonable valuation [3].