Key Points AbbVie and Johnson & Johnson have resilient, noncyclical businesses. They are also outstanding dividend payers. 10 stocks we like better than AbbVie › The technology sector is an excellent place to find high-growth stocks with promising prospects. However, it is a cyclical sector that doesn't perform as well when the economy tanks. It's critical for investors to diversify their tech holdings, perhaps by putting their money into more defensive industries that behave differently during dow ...

Key Takeaways AbbVie's immunology segment, led by Skyrizi and Rinvoq, is expected to anchor Q4 and full-year 2025 results.Model estimates project Q4 sales of $4.87B for Skyrizi and $2.33B for Rinvoq on strong IBD demand.AbbVie faces rising competition, but new launches in UC and GCA are expected to support immunology momentum.AbbVie (ABBV) generates a substantial portion of its revenues from its immunology franchise, driven by the encouraging uptake of its two blockbuster drugs — Skyrizi and Rinvoq. The rob ...

Key Takeaways JNJ posted 3.4% organic Innovative Medicine sales growth in first nine months of 2025 despite Stelara's LOE.JNJ expects Q4 growth from Darzalex, Tremfya and Erleada and strong uptake of newer drugs.JNJ faces pressure from Stelara biosimilars, weaker Imbruvica sales and Part D redesign effects.Johnson & Johnson (JNJ) , through its Innovative Medicine segment, commercializes multiple blockbuster therapies spanning a wide range of disease areas, such as neuroscience, cardiovascular and metabolic ...

Key Takeaways J&J's diversified pharma and MedTech model supports steadier growth across cycles.JNJ's 2025 gains were driven by Innovative Medicine growth and improving MedTech performance.AZN's oncology-led growth is offset by patent expirations, Part D pressure and China-related headwinds.Johnson & Johnson (JNJ) and AstraZeneca (AZN) rank among the world’s largest pharmaceutical companies, each with a broad and diversified healthcare portfolio. Both companies have a strong presence in oncology. Other than ...

Core Insights - The Meridian Hedged Equity Fund reported a return of 1.67% in Q3 2025, underperforming the S&P 500 Index which returned 8.13% and the CBOE S&P 500 BuyWrite Index which returned 3.53% [1] Company Overview - Johnson & Johnson (NYSE: JNJ) is a major player in the healthcare sector, focusing on innovative pharmaceuticals and medical devices [3] - The company has a market capitalization of $495.785 billion, with its stock closing at $205.78 per share on December 23, 2025 [2] Performance Metrics - Johnson & Johnson's stock experienced a one-month return of -0.43% but gained 41.09% over the last 52 weeks [2] Strategic Developments - Johnson & Johnson is facing a critical transition as sales from its blockbuster drug Stelara decline due to patent expiration, but it is countering this with a strong pipeline of new drugs, particularly in oncology and immunology [3] - The company secured FDA approval for Inlexzo, a new bladder cancer treatment, and its lung cancer drug Rybrevant is moving closer to broader adoption following positive trial data [3] - Strong sales momentum from other key drugs has compensated for the decline in Stelara, and favorable legal developments have eased concerns regarding ongoing talc litigation [3] Investment Sentiment - Johnson & Johnson was held by 103 hedge fund portfolios at the end of Q3 2025, an increase from 95 in the previous quarter [4] - Despite its potential, some analysts believe that certain AI stocks may offer greater upside potential and less downside risk compared to Johnson & Johnson [4]

INCHEON, Korea--(BUSINESS WIRE)--Samsung Bioepis Co., Ltd. today announced the marketing approval of Ustekinumab BS Subcutaneous Injection 45mg Syringes 'NIPRO', a biosimilar referencing Stelara (ustekinumab), developed by Samsung Bioepis. This is the first product to gain marketing approval in Japan under the partnership with NIPRO CORPORATION entered in June 2025. Established in 2012, Samsung Bioepis is a biopharmaceutical company committed to realizing healthcare that is accessible to everyone. Through i ...

Key Takeaways JNJ has traded above its 50- and 200-day SMAs since June, with a golden cross formed in mid-July.J&J's Innovative Medicine unit delivered organic growth in 2025 despite Stelara's loss of exclusivity.JNJ advanced its pipeline with new approvals and launches, while MedTech showed signs of recovery.Johnson & Johnson’s (JNJ) stock has been consistently trading above its 50-day and 200-day simple moving averages (SMAs) since the end of June. It achieved the golden cross in mid-July. The 50-day movi ...

Key Takeaways AbbVie is advancing Rinvoq expansions, tavapadon and PVEK toward multiple potential product launches.Rinvoq label expansions across five indications could add roughly $2B to peak-year sales.Tavapadon and PVEK are under FDA review as AbbVie expands its pipeline via acquisitions.AbbVie (ABBV) has been consistently increasing its R&D investments to support long-term growth across multiple therapeutic areas. The company’s pipeline spans immunology therapies, expanding oncology programs and innovat ...

Core Viewpoint - Johnson & Johnson has shown strong stock performance in 2023, with shares increasing by 45% since January [1] Institutional Investment - Institutional investors, including Bank of Nova Scotia and Vanguard Group, have increased their stakes in Johnson & Johnson, indicating confidence in the company's future growth potential [2][8] Financial Performance - Johnson & Johnson's third-quarter sales rose by 6.8% year over year to $24 billion, and adjusted earnings per share increased by 15.7% year over year to $2.80 [6] Challenges and Resilience - The company faces challenges such as government drug price negotiations, ongoing lawsuits related to talc-based products, and patent expirations, particularly for Stelara [4][5] - Despite these challenges, Johnson & Johnson's diversified product lineup has helped mitigate the impact of losing patent exclusivity on its financial results [7]

Core Insights - Johnson & Johnson (JNJ) and Pfizer (PFE) are both prominent players in the healthcare sector, with extensive drug portfolios and diversified revenue streams, making them direct competitors in the blue-chip healthcare market [1][2] - JNJ has a strong presence in oncology, immunology, neuroscience, cardiovascular and metabolic diseases, pulmonary hypertension, and infectious diseases, while PFE excels in inflammation, immunology, rare diseases, and vaccines [1][2] Summary of J&J - JNJ's diversified business model, which includes pharmaceuticals and medical devices, allows it to better withstand economic fluctuations [3] - In 2025, JNJ's Innovative Medicine unit saw a 3.4% organic sales increase despite the loss of exclusivity for its product Stelara, driven by key drugs like Darzalex, Erleada, and Tremfya, along with new launches [4] - The MedTech segment has shown improvement due to acquisitions in cardiovascular businesses and advancements in electrophysiology [5] - JNJ plans to separate its Orthopaedics franchise into a standalone company, which is expected to enhance growth and margins in its MedTech unit [6] - Sales in China are negatively impacted by the volume-based procurement program, but JNJ anticipates accelerated growth in both Innovative Medicine and MedTech segments in 2026 [7] - JNJ has made significant progress in its pipeline, gaining approvals for new products that could drive growth through the latter half of the decade [8] - JNJ estimates that 10 of its new products have the potential to achieve peak sales of $5 billion [9] Summary of Pfizer - PFE is a leading drugmaker in oncology, with oncology sales accounting for approximately 28% of its total revenue, which has increased by 7% year-to-date [11] - Non-COVID operational revenues are improving, supported by key products and new launches, with a projected revenue CAGR of about 6% from 2025 to 2030 [12][13] - PFE has invested significantly in business development, including a $10 billion acquisition to re-enter the obesity market, which is expected to generate substantial peak sales [14] - A recent drug pricing agreement with the U.S. government provides clarity on PFE's strategic investments [15] - PFE faces challenges, including declining sales of COVID products and significant impacts from upcoming patent expirations [16][17] Financial Estimates - The Zacks Consensus Estimate for JNJ's 2025 sales and EPS indicates a year-over-year increase of 5.5% and 8.9%, respectively [18] - In contrast, PFE's 2025 sales are expected to decline by 1.08%, although earnings are projected to increase by around 1% [18] - JNJ's stock has risen 38.3% year-to-date, while PFE's stock has declined by 4.5% [22] - JNJ's dividend yield is 2.6%, compared to PFE's 6.8% [28] Investment Comparison - JNJ's improving growth prospects and rising estimates suggest it may be a better investment option compared to PFE, which has faced revenue declines due to lower sales of COVID products [31][33] - Despite challenges, JNJ's consistent revenue and EPS growth, along with strong cash flows and a long history of dividend increases, position it favorably [31][32]