— Aggregate net proceeds from private placement expected to fund SL-325 through multiple Phase 2 clinical trials, including in Inflammatory Bowel Disease (IBD) and potentially another autoimmune disease — — Pro forma cash and cash equivalents, assuming full exercise of common stock warrants, expected to fund planned operations into 2029 — — Industry expert Dan Baker, M.D., and OrbiMed representative Mona Ashiya, Ph.D., appointed to the Board of Directors — AUSTIN, TX and DURHAM, NC, Aug. 26, 2025 (GLOBE NEW ...

Key Takeaways Johnson & Johnson's (JNJ) stock has been trading above its 50-day and 200-day simple moving averages (SMAs) since mid-June. It achieved the golden cross in mid-July, after the company announced strong second- quarter 2025 results and raised sales and EPS guidance for the year. The 50-day moving average is a short-term indicator, while the 200-day moving average is a longer-term indicator. When the 50-day moving average crosses above the 200-day moving average on a stock's price chart, it's kno ...

Johnson & Johnson Today JNJ Johnson & Johnson $179.10 +0.17 (+0.09%) 52-Week Range $140.68 ▼ $181.16 Dividend Yield 2.90% P/E Ratio 19.15 Price Target $176.29 Add to Watchlist Johnson & Johnson's NYSE: JNJ stock chart is sending a clear signal that contrasts sharply with the persistent hum of repetitive negative headlines. While news cycles continue to circle long-running legal battles, the company's market performance paints a picture of investor confidence, with its stock climbing over 23% year- to-date. ...

Core Viewpoint - The article emphasizes the resilience of certain healthcare companies, specifically Medtronic and Johnson & Johnson, in maintaining and increasing their dividends despite facing various challenges in the market. Group 1: Medtronic - Medtronic is a leading medical device company that has faced challenges, including tariffs impacting financial results, yet it has performed well this year and exceeded analyst estimates [4] - The company has a strong underlying business with consistent revenue and earnings growth, driven by the development and marketing of new products across multiple therapeutic areas [6] - Medtronic has increased its dividends for 48 consecutive years, with a current forward yield of 3.1%, significantly higher than the S&P 500's average of 1.3% [8] Group 2: Johnson & Johnson - Johnson & Johnson is also encountering challenges, such as tariff-related issues and generic competition, but it has shown strong performance and increased its guidance for fiscal year 2025 [9] - The pharmaceutical segment is well-diversified, with robust R&D spending leading to consistent new product launches, helping to offset losses from products that have fallen out of patent protection [10] - Johnson & Johnson has a long history of dividend increases, with 62 consecutive years, and maintains a higher credit rating than the U.S. government, indicating its capability to fulfill financial obligations despite recent challenges [12][13]

Core Insights - Johnson & Johnson (JNJ) is facing significant challenges including patent expirations, legal issues related to talc products, and macroeconomic uncertainties impacting its sales and profits [1][11]. Patent Expiration and Sales Impact - JNJ lost U.S. patent exclusivity for its multibillion-dollar product Stelara in 2025, leading to the launch of several biosimilars by companies like Amgen and Teva [2][3]. - Stelara sales declined by 42.7% in Q2 2025, negatively impacting the Innovative Medicine segment's growth by 1170 basis points [3][11]. - Sales projections indicate a drop in Stelara revenue from nearly $11 billion in 2023 to approximately $2.7 billion by 2027 [4]. Medicare Part D Redesign - The redesign of Medicare Part D under the Inflation Reduction Act is expected to reduce JNJ's sales by about $2 billion in 2025, particularly affecting drugs like Stelara and Tremfya [5][6][11]. Legal Challenges - JNJ is currently facing over 62,000 lawsuits related to its talc-based products, with a bankruptcy plan to settle these lawsuits being rejected [7]. - The company will revert to the traditional tort system to address these lawsuits individually [7]. Economic and Trade Pressures - Uncertainty surrounding tariffs on pharmaceutical imports, with potential tariffs as high as 250%, poses additional challenges for JNJ [8]. - In the MedTech segment, sales in China are being negatively impacted by the volume-based procurement (VBP) program [9]. Operational Performance and Future Outlook - Despite the challenges, JNJ recorded strong operational performance in the first half of 2025, with expectations of higher sales growth in both the Innovative Medicine and MedTech segments in the second half of the year [12][13]. - The company has reduced its potential tariff impact estimate from $400 million to $200 million and plans to invest $55 billion over the next four years to enhance domestic manufacturing [14]. Stock Performance and Valuation - JNJ's shares have outperformed the industry, rising 25.7% year-to-date compared to a 0.3% decline in the industry [15]. - The company's shares are currently trading at a price/earnings ratio of 16.0, higher than the industry average of 14.56 [16]. Earnings Estimates - The Zacks Consensus Estimate for JNJ's 2025 earnings has increased slightly from $10.83 to $10.86 per share over the past 30 days [20].

Core Viewpoint - Johnson & Johnson's recent earnings report shows a positive trend in sales and earnings, outperforming the S&P 500, but concerns remain regarding the impact of competition and market conditions on future performance [1]. Financial Performance - Q2 2025 earnings were $2.77 per share, exceeding the Zacks Consensus Estimate of $2.66, although down 1.8% year-over-year due to debt from the Intra-Cellular acquisition and gross profit erosion from Stelara [2]. - Sales reached $23.74 billion, surpassing the Zacks Consensus Estimate of $22.80 billion, with a 5.8% increase from the previous year, driven by operational growth of 4.6% and a currency impact of 1.2% [3]. - Domestic sales rose 7.8% to $13.54 billion, while international sales increased 3.2% to $10.2 billion, reflecting operational growth of 0.6% and a positive currency impact of 2.6% [4]. Segment Performance - The Innovative Medicines segment saw sales rise 4.9% to $15.2 billion, beating estimates, with key products like Darzalex and Tremfya contributing to growth despite the loss of exclusivity for Stelara impacting revenue by 710 basis points [5][6]. - The MedTech segment reported sales of $8.54 billion, up 7.3%, driven by strong performance in Cardiovascular, Surgery, and Vision, and also exceeding estimates [17][20]. Guidance and Outlook - The company raised its 2025 sales guidance by approximately $2.0 billion, now expecting a range of $93.2 billion to $93.4 billion, indicating growth of 5.1% to 5.6% [24]. - Adjusted earnings per share guidance was increased to a range of $10.80 to $10.90, reflecting strong top-line performance and favorable currency impacts [29]. - J&J anticipates operational sales growth in both the Innovative Medicine and MedTech segments to be stronger in the second half of 2025, driven by new product launches [28].

Core Insights - Johnson & Johnson (JNJ) reported strong second-quarter results, exceeding earnings and sales estimates despite the loss of exclusivity for its drug Stelara [1][2] - The company raised its 2025 sales expectations by approximately $2.0 billion, reflecting robust operational performance and favorable currency impacts [2][3] - JNJ's sales guidance for 2025 was adjusted from $91.0 billion-$91.8 billion to $93.2 billion-$93.4 billion, indicating a growth rate of 5.1%-5.6% compared to the previous expectation of 2.6%-3.6% [3] - Adjusted earnings per share guidance was increased from $10.50-$10.70 to $10.80-$10.90, supported by top-line strength and reduced tariff costs [3] Innovative Medicine Segment - JNJ anticipates higher operational sales growth in the Innovative Medicine segment in the second half of the year, driven by key products like Darzalex, Tremfya, and new drugs such as Carvykti and Tecvayli [4][5] - The impact of Stelara's loss of exclusivity and Medicare Part D redesign is expected to be mitigated by the performance of newly launched products [4] MedTech Segment - The MedTech segment is expected to see growth driven by increased adoption of new products in Cardiovascular, Surgery, and Vision, although challenges in China may persist [5] - Sales in the MedTech segment are projected to be stronger in the second half of the year as the business overcomes tougher comparisons from the first half [5] Market Performance - JNJ's shares have outperformed the industry year-to-date, with a 17.6% increase compared to a 3.3% decline in the industry [8] - The company's stock is currently trading at a price/earnings ratio of 15.0, slightly above the industry average of 14.29 but below its five-year mean of 15.68 [10] Earnings Estimates - The Zacks Consensus Estimate for JNJ's 2025 earnings has increased from $10.62 to $10.86 over the past 30 days, while the estimate for 2026 has risen from $11.0 to $11.36 [11]

Core Insights - AbbVie has effectively managed its transition post-Humira, with strong sales from newer immunology drugs, Rinvoq and Skyrizi, mitigating the impact of Humira's erosion [1][8] Sales Performance - Skyrizi sales increased by 62% year-over-year to $4.42 billion, while Rinvoq sales rose by 41% to $2.03 billion, driven by strong volume growth and market share gains, particularly in the inflammatory bowel disease (IBD) segment [2][8] - AbbVie expects combined sales of Skyrizi and Rinvoq to exceed $25 billion in 2025, with Skyrizi's sales guidance raised to $17.1 billion and Rinvoq on track for approximately $8.2 billion [3][8] Market Position and Competition - AbbVie faces competition in the immunology space from Johnson & Johnson, which markets Stelara and Tremfya, and Eli Lilly, which has recently expanded its portfolio with the FDA approval of Omvoh for UC and CD [5][6] Valuation and Estimates - AbbVie shares are trading at a premium, with a price/earnings (P/E) ratio of 14.58, slightly above the industry average of 14.28 and higher than its five-year mean of 12.61 [10] - Bottom-line estimate movements for 2025 and 2026 have shown mixed trends over the past week, with slight revisions in estimates [12]

Can the stock still deliver the same kinds of returns it has over the past few decades?Johnson & Johnson (JNJ 1.53%) is one of the world's largest healthcare companies by market capitalization. The drugmaker has diversified operations, generating consistent revenue and profits.However, Johnson & Johnson has lagged the market in recent years due to a combination of factors, leading some investors to question whether it's still a solid long-term pick. Looking at some critical company-specific developments may ...

Core Insights - Johnson & Johnson (J&J) and AstraZeneca (AZN) are among the largest pharmaceutical companies globally, with diversified healthcare portfolios [1][2] - J&J's pharmaceutical division has a varied revenue stream across multiple therapeutic areas, while AstraZeneca leads in oncology, with oncology sales comprising 43% of total revenues [1][2] - J&J exceeded Q2 estimates for earnings and sales, raising its 2025 guidance, while AstraZeneca's Q2 earnings met estimates, and sales exceeded expectations [3][10] Summary of Johnson & Johnson (J&J) - J&J's diversified business model, with over 275 subsidiaries, allows it to withstand economic cycles effectively [4] - The Innovative Medicine unit showed a 2.4% sales increase in Q2 2025, with expectations of over $57 billion in sales for 2025 and a growth rate of 5% to 7% from 2025 to 2030 [5][6] - J&J's MedTech segment sales rose 6.1% in Q2, driven by Cardiovascular, Surgery, and Vision [6] - The company is advancing its pipeline and has made acquisitions to strengthen its market position, including the recent acquisition of Intra-Cellular Therapies [7] - J&J's sales are impacted by the loss of exclusivity for Stelara, which saw a 42.7% decline in sales in Q2 2025 [9] - J&J's EPS estimate for 2025 rose to $10.86, with a dividend yield of 3.2% [10][26] Summary of AstraZeneca (AZN) - AstraZeneca has 16 blockbuster medicines, with sales exceeding $1 billion, and expects to generate $80 billion in total revenues by 2030 [12][14] - The company anticipates industry-leading top-line growth from 2025 to 2030, with plans to launch 20 new medicines [14] - AstraZeneca's oncology sales rose 16% in the first half of 2025, contributing significantly to its revenue [2] - The company faces challenges from the Part D redesign affecting key drugs and potential inclusion of Farxiga in China's VBP plans [15] - AstraZeneca's EPS estimate for 2025 increased to $4.54, with a planned annual dividend increase to $3.20 per share [17][19] Comparative Analysis - J&J's stock has risen 15.8% year-to-date, while AstraZeneca's stock has increased by 13.1% [22] - J&J's price/earnings ratio is 14.80, slightly lower than AstraZeneca's 15.11, indicating a more attractive valuation for J&J [24] - J&J is viewed as a better investment choice due to its improving growth prospects, rising estimates, and better valuation compared to AstraZeneca [29][30]