Rod Wong, RTW Investments CIO & Managing Director, joins CNBC's 'Money Movers' to discuss J&J's reported interest in buying Protagonist Therapeutics, whether he expects more consolidation in the sector, and much more.
J&J gears up for Q3 results with solid gains from Darzalex, Tremfya and MedTech, even as Stelara faces fierce biosimilar pressure.
Johnson & Johnson is currently overvalued, with limited upside and mid-to-high single-digit long-term return potential amid ongoing sector risks. Despite solid recent earnings and raised guidance, JNJ faces headwinds from potential tariffs, drug price pressures, and declining Stelara sales. Management projects strong oncology growth, but analyst consensus remains cautious, forecasting more modest earnings growth than company targets.
Johnson & Johnson (NYSE:JNJ) will release earnings results for the third quarter, before the opening bell on Tuesday, Oct. 14.
Johnson & Johnson (NYSE:JNJ)'s strong year-to-date performance is likely to continue when the healthcare giant reports third quarter earnings on October 14, according to analysts at Goldman Sachs. The firm wrote in a note to clients that the stock's 31% gain this year, which is more than double the S&P 500's 14% rise, reflects “impressive execution across the Innovative Medicines segment,” which has driven sales and earnings estimates higher relative to peers.
Johnson & Johnson (JNJ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
A Los Angeles jury ordered Johnson & Johnson to pay $966 million to the family of a woman who died from mesothelioma, finding the company liable in the latest trial alleging its talc products cause cancer.
JNJ's Innovative Medicine sales face biosimilar pressure and IRA headwinds, but growth drivers like Darzalex, Tremfya and Erleada may have ensured steady Q3 momentum.
Johnson & Johnson (JNJ) closed the most recent trading day at $188.64, moving +1.43% from the previous trading session.
Over the past ten years, Johnson & Johnson (NYSE: JNJ) has delivered an impressive $157 Bil back to its investors through cash distributions via dividends and buybacks. This commitment to shareholder value has translated into exceptional market performance in 2025, with the stock delivering a remarkable 26% year-to-date return, significantly outpacing the broader healthcare sector and demonstrating the defensive strength that has made JNJ a cornerstone holding for income-focused investors.
CNBC's Jim Cramer sits down with Johnson & Johnson CEO Joaquin Duato to talk about the company's outlook, President Trump's 100% tariff on some pharmaceutical imports, cancer treatment innovation and more.
Johnson & Johnson (NYSE:JNJ ) Bernstein 2nd Annual Global Healthcare Conference September 24, 2025 1:10 PM EDT Company Participants Tom Cavanaugh - Company Group Chairman for North America Innovative Medicine Conference Call Participants Lee Hambright - Sanford C. Bernstein & Co., LLC.