Johnson & Johnson Halts CAR-T Cell Therapy Development
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 30 2026
0mins
Should l Buy JNJ?
Source: seekingalpha
- Strategic Decision: Johnson & Johnson has announced the discontinuation of its CD20 mono CAR-T cell therapy and CD19-CD20 bi-CAR-T programs, a move based on the company's assessment of portfolio priorities and the evolving landscape of large B-cell lymphoma treatment, indicating a cautious approach to resource allocation.
- Patient Support Commitment: Despite halting the development of new therapies, J&J stated that it will continue to support enrolled patients in clinical trials, ensuring ongoing care and support during their treatment process, which underscores the company's commitment to patient responsibility.
- Market Environment Shift: J&J's decision reflects the rapid evolution of the large B-cell lymphoma treatment market, which may impact its competitiveness in the field, particularly as new therapies emerge, necessitating a reassessment of its market positioning.
- Future Investment Direction: This strategic adjustment may prompt J&J to reallocate resources to other more promising therapeutic areas, particularly in medical technologies like cardiac ablation, to enhance the competitiveness of its overall product portfolio.
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Analyst Views on JNJ
Wall Street analysts forecast JNJ stock price to fall
20 Analyst Rating
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 222.510
Low
190.00
Averages
218.50
High
240.00
Current: 222.510
Low
190.00
Averages
218.50
High
240.00
About JNJ
Johnson & Johnson and its subsidiaries are engaged in the research and development, manufacture, and sale of a range of products in the healthcare field. The Company’s segments include Innovative Medicine and MedTech. The Innovative Medicine segment is focused on various therapeutic areas, including immunology, infectious diseases, neuroscience, oncology, pulmonary hypertension, cardiovascular and metabolism. Its products include REMICADE (infliximab), SIMPONI (golimumab), SIMPONI ARIA (golimumab), STELARA (ustekinumab), TREMFYA (guselkumab), EDURANT (rilpivirine), and INVEGA SUSTENNA/XEPLION (paliperidone palmitate). The MedTech segment includes a portfolio of products used in cardiovascular, orthopedics, surgery, and vision categories. The Cardiovascular portfolio includes electrophysiology products to treat heart rhythm disorders and circulatory restoration products (Shockwave) for the treatment of calcified coronary artery disease (CAD) and peripheral artery disease (PAD).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- High-Level Departures: Makary's potential removal marks him as another high-profile health official to exit under Trump, following CDC Director Susan Monarez, reflecting a tumultuous period for the FDA that could undermine the agency's stability.
- Industry Reactions: White House officials believe Makary's departure stems from chaos within the FDA and increasing complaints from the pharmaceutical industry, highlighting concerns over the agency's management efficiency that may influence future FDA policies.
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