Key Takeaways J&J will report third-quarter 2025 results on Oct. 14, kicking off the earnings season for pharma players.Sales growth is expected from Darzalex, Tremfya, Erleada and new drugs like Carvykti and Tecvayli.Stelara faces steep biosimilar competition, while MedTech faces China-related headwinds.Johnson & Johnson (JNJ) will begin the earnings season for the drug & biotech sector when it reports its third-quarter 2025 results on Oct. 14. The Zacks Consensus Estimate for third-quarter sales and earni ...

Johnson & Johnson is set to release its quarterly earnings with an estimated EPS of $2.78 and projected revenue of $23.7 billion.The company's stock has increased by 31% this year, outperforming the S&P 500's 14% rise.JNJ has a history of outperforming earnings estimates, with an average earnings surprise of 5.96% over the last two quarters.Johnson & Johnson (NYSE:JNJ) is a leading global healthcare company known for its wide range of products, including pharmaceuticals, medical devices, and consumer health ...

Key Takeaways Pfizer's deal with Trump cuts drug prices, boosts U.S. investment and lifts pharma sector sentiment.Investor optimism grows as major drugmakers eye similar tariff-free pricing agreements with Trump.J&J, Bayer and Novartis show strong growth momentum, making them attractive pharma investment picks.Late last month, Pfizer (PFE) announced a landmark deal with the Trump administration to cut drug prices and expand U.S. innovation and manufacturing.Under the deal, Pfizer agreed to slash prices of s ...

Johnson & Johnson (NYSE:JNJ) is included among the 13 Most Profitable Dividend Stocks to Buy Right Now. Johnson & Johnson (JNJ): A Cornerstone Among the Most Profitable Dividend Stocks Johnson & Johnson (NYSE:JNJ) is one of America’s most recognizable healthcare companies, with operations that now center on pharmaceuticals and medical devices. After spinning off its consumer health unit, which included familiar names like Tylenol, Neutrogena, and Listerine, into a separate company called Kenvue, the comp ...

Legend Biotech Corporation (NASDAQ:LEGN) is one of the best biotech stocks with high potential. On October 3, TD Cowen analyst Yaron Werber reiterated a Buy rating on Legend Biotech Corporation (NASDAQ:LEGN), keeping the price target at $62.00. Legend Biotech Corporation (LEGN): Among Takeover Rumors Hedge Funds Are Buying The analyst supported the optimistic rating with the company’s future growth potential and strategic positioning. He stated that while Legend Biotech Corporation (NASDAQ:LEGN) is expe ...

Key Takeaways J&J projects stronger Innovative Medicine sales in H2 despite Stelara's LOE.Higher demand for Darzalex, Tremfya, and Erleada likely supported segment growth in Q3.Stelara biosimilars and IRA's Part D redesign continue to put pressure on J&J's drug sales.Johnson & Johnson (JNJ) , through its Innovative Medicine division, markets several blockbuster drugs across diverse therapeutic areas, including neuroscience, cardiovascular and metabolism, immunology, oncology, pulmonary hypertension (PH), an ...

Core Insights - Johnson & Johnson (J&J) has increased its dividend for 63 consecutive years, positioning itself as a Dividend King, a group of companies that have raised dividends for at least 50 years [2][4] - The company has a strong cash profile, a diverse portfolio, and a significant pipeline, which supports its commitment to continue raising dividends [2][5] Business Structure - Following the spin-off of its consumer health business into Kenvue, J&J is now focused solely on pharmaceuticals and medical technology [4] - J&J has 26 products or platforms that each generate over $1 billion in sales, which are key drivers of its revenue and cash flow [4] Financial Performance - In 2024, J&J allocated $17 billion for research and development (R&D) while paying out $11.8 billion in dividends [5] - The company aims to become a leading oncology player with a target of $50 billion in sales, driven by products like Darzalex and Carvykti [6] Growth Potential - J&J's recent acquisition of Intra-Cellular Therapies for $14.6 billion adds the antipsychotic drug Caplyta to its portfolio, which is expected to reach $5 billion in sales [6] - The medical technology segment, particularly in robotic surgery and cardiovascular solutions, is identified as a major growth area [6] Investment Appeal - J&J is recognized as one of the largest healthcare companies in the U.S., characterized by disciplined R&D investment, steady cash generation, and a robust pipeline [7] - The stock currently yields 2.9%, making it an attractive option for dividend investors [7]

Even though it's been a terrible year for healthcare stocks, there are still a handful of real winners like Johnson and Johnson up more than 24% year to date. I think that's because of their incredible research work and their remarkable pipeline. It's differentiating itself from the pack.So, can this pharma and medtech titan keep climbing. Let's take a closer look with walking data. He's the chairman and CEO of Johnson.Mr. . D, welcome back to Buddy. Thank you, Jean, for having me here.I love your five reas ...

Johnson & Johnson FY Conference Summary Company Overview - **Company**: Johnson & Johnson (NYSE: JNJ) - **Date of Conference**: September 24, 2025 - **Speaker**: Tom Cavanaugh, Company Group Chairman, Johnson & Johnson Innovative Medicine North America Key Points Business State and Growth Outlook - Johnson & Johnson is entering a new era of growth in the innovative medicine sector, overcoming the loss of exclusivity of its major asset, Stelara [4][5] - The company anticipates a compound annual growth rate (CAGR) of 5% to 7% through the remainder of the decade, with confidence leaning towards the upper range of this projection [6][7] Recent Product Launches and Pipeline - Recent approvals include TAR 200 for bladder cancer and Caplyta for adjunctive major depressive disorder, with the latter expected to significantly contribute to growth [5][6] - Tremfya, launched for inflammatory bowel disease (IBD), is projected to exceed $10 billion in sales, driven by its unique administration method and strong market reception [19][20] - Rybrevant for non-small cell lung cancer is also expected to reach over $5 billion in peak sales, supported by positive clinical data [21][22] Market Dynamics and Policy Environment - The company has raised its guidance amidst various macroeconomic challenges, indicating confidence in its ability to navigate policy uncertainties [11][12] - Johnson & Johnson is committed to $55 billion in U.S. manufacturing, aligning with government initiatives to boost domestic production [13][14] Oncology and Immunology Insights - Darzalex, a foundational therapy for multiple myeloma, is expected to continue its growth trajectory, with significant survival rate improvements reported [41][42] - The company is optimistic about the potential of Carvykti, a CAR-T therapy, to achieve over $5 billion in peak sales, especially with recent data showing long-term remission in patients [43][46] Neuroscience Developments - Spravato has shown strong growth, with a unique profile that allows for rapid efficacy in treatment-resistant depression [71][72] - Caplyta is anticipated to become a $5 billion asset, with a focus on its efficacy and minimal side effects compared to traditional treatments [74][77] Research and Development Strategy - Johnson & Johnson emphasizes a strong commitment to R&D, focusing on oncology, immunology, and neuroscience, while leveraging AI for efficiency [82] - The company is open to M&A opportunities, particularly in adjacent therapeutic areas, to enhance its portfolio [83] Future Opportunities - The company is exploring new modalities such as cell therapy and gene editing, with a focus on disease area strategies rather than specific modalities [85] - There is a strong emphasis on integrating MedTech capabilities with pharmaceutical innovations, as seen with TAR 200 [89] Additional Insights - The company is actively addressing the disconnect between market expectations and its growth potential, particularly in oncology and neuroscience [58][78] - Johnson & Johnson is committed to transparency in pricing and reducing healthcare costs through policy engagement and reform [15][16] This summary encapsulates the key insights and strategic directions discussed during the conference, highlighting Johnson & Johnson's robust growth outlook and innovative product pipeline.

Core Insights - Johnson & Johnson (JNJ) has experienced a significant stock price increase of 17.7% over the past three months, adding nearly $63 billion in market capitalization, supported by strong technical indicators [1][9] - The Innovative Medicine unit is showing growth despite challenges, with a 2.4% increase in sales in the first half of 2025, and expectations for continued growth driven by key products and new drug launches [3][4] - The MedTech segment also reported a 6.1% sales increase in the second quarter, aided by acquisitions and new product launches, although facing challenges in the Chinese market due to government procurement programs [7][8] Innovative Medicine Unit - JNJ's Innovative Medicine segment is projected to grow 5% to 7% from 2025 to 2030, with oncology sales expected to exceed $50 billion by 2030 [4] - New cancer drugs such as Carvykti, Talvey, and Tecvayli contributed $1.3 billion in sales in the first half of 2025 [5] - The company has several new products in the pipeline with the potential for peak sales of $5 billion each, including Talvey and Tecvayli [4] MedTech Segment - The MedTech segment's operational sales growth of 6.1% in Q2 2025 was driven by newly acquired businesses and improvements in various product lines [7] - JNJ anticipates higher sales in the second half of 2025 as new products gain traction [7] Challenges and Headwinds - The loss of U.S. patent exclusivity for Stelara in 2025 has led to a significant decline in sales, with a 38.6% drop in the first half of 2025 due to biosimilar competition [10][11] - The Medicare Part D redesign is expected to negatively impact sales by approximately $2 billion in 2025, particularly affecting drugs like Stelara and Tremfya [12][13] - JNJ faces over 70,000 lawsuits related to its talc-based products, which could pose ongoing legal and financial challenges [14][15] Stock Performance and Valuation - JNJ's stock has outperformed the industry with a year-to-date increase of 23.1%, compared to a 0.9% increase for the industry [18] - The current price/earnings ratio of JNJ is 15.51, higher than the industry average of 14.88, indicating a relatively expensive valuation [21] - Earnings estimates for 2025 and 2026 have seen slight upward revisions, reflecting positive market sentiment [23] Future Outlook - JNJ considers 2025 a "catalyst year" for growth, with expectations for operational sales growth to accelerate in the latter half of the decade [26] - The company is advancing its pipeline and has made strategic acquisitions to enhance its market position [26] - Despite facing significant headwinds, JNJ remains confident in navigating challenges and sustaining growth [27][28]