Johnson & Johnson's Innovative Medicine Growth Strong, MedTech Improves
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy JNJ?
Source: NASDAQ.COM
- Innovative Medicine Growth: Johnson & Johnson's Innovative Medicine unit has seen a 35.3% growth over the past six months, driven by key products like Darzalex, Tremfya, and Erleada, showcasing the company's strong performance in the pharmaceutical market.
- MedTech Improvement: The MedTech segment has shown operational growth in the past two quarters, with expectations for sales growth in both segments to further enhance profitability in 2026, strengthening the company's future earnings potential.
- Patent Cliff Challenges: Despite facing significant challenges from the Stelara patent cliff and issues in MedTech China, uncertainty remains for 2025; however, the company's positive record of earnings surprises in recent quarters supports its future outlook.
- Stable Market Expectations: Ahead of the upcoming Q4 earnings report, market estimates for Johnson & Johnson remain stable, reflecting investor confidence in its sustained growth potential.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy JNJ?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 244.990
Low
190.00
Averages
218.50
High
240.00
Current: 244.990
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.
Johnson & Johnson Receives FDA Breakthrough Therapy Designation
- Breakthrough Therapy Designation: Johnson & Johnson's subcutaneous Rybrevant Faspro has received Breakthrough Therapy Designation from the FDA for adult patients with advanced head and neck squamous cell carcinoma, marking a significant advancement in cancer treatment.
- Clinical Trial Support: This designation is supported by data from the Phase 1b/2 OrigAMI-4 study, where Rybrevant Faspro demonstrated rapid and durable responses in heavily pretreated patients, enhancing its competitive position in the market.
- Multiple Indications: Rybrevant Faspro is already approved for various indications in the treatment of non-small cell lung cancer and is being evaluated for use in other solid tumors, including colorectal cancer, showcasing its broad therapeutic potential.
- Stock Performance: Although Johnson & Johnson shares closed at $243.33 on Tuesday, down 0.05%, the Breakthrough Therapy Designation may boost market expectations for its future performance and enhance investor confidence.
See More
Johnson & Johnson Invests Over $1 Billion in Pennsylvania
- Massive Investment: Johnson & Johnson has announced an investment of over $1 billion in a next-generation cell therapy manufacturing facility in Montgomery County, Pennsylvania, which is expected to create over 500 biomanufacturing jobs and 4,000 construction jobs, significantly boosting the local economy.
- Significant Economic Impact: This investment is part of the company's broader $55 billion commitment to U.S. investments by 2029, aimed at enhancing its manufacturing capacity in the U.S. to meet the needs of patients, thereby increasing the company's competitiveness in the global market.
- Innovative Manufacturing Capability: The new facility will utilize cutting-edge cell therapy technologies to support Johnson & Johnson's portfolio of transformational medicines for cancer, immune-mediated, and neurological diseases, further solidifying its leadership in the life sciences sector.
- Local Government Support: The Governor of Pennsylvania highlighted that the state's leadership in life sciences and advanced manufacturing has attracted companies like Johnson & Johnson to increase their investments, demonstrating effective execution of the state's economic development plan and strategic investments in key industries.
See More
JOHNSON & JOHNSON INVESTS OVER $1 BILLION TO GROW U.S. PRESENCE WITH NEW CELL THERAPY MANUFACTURING FACILITY IN PENNSYLVANIA
- Investment Announcement: Johnson & Johnson is expanding its U.S. footprint with a significant investment exceeding $1 billion.
- Focus on Cell Therapy: The investment will be directed towards the establishment of a manufacturing facility in Pennsylvania, specifically for next-generation cell therapy.
See More
RYBREVANTFASPRO™ Shows Significant Antitumor Activity in HNSCC
- Enhanced Clinical Response: In the OrigAMI-4 study, the combination of RYBREVANTFASPRO™ with a PD-1 inhibitor achieved a confirmed overall response rate of 56% in first-line treatment patients, significantly surpassing the historical 18% response rate of standard therapies, indicating its substantial potential in treating recurrent or metastatic head and neck squamous cell carcinoma (HNSCC).
- Rapid Response Time: The median time to first response was 9.7 weeks, with 46% of patients remaining on treatment at a median follow-up of 10.4 months, demonstrating that this therapy not only rapidly controls disease but also offers durable treatment effects, potentially altering patient prognosis.
- High Tumor Shrinkage Rate: Among treated patients, 82% experienced tumor shrinkage of target lesions, and a clinical benefit rate of 74% (confirmed responses or durable stable disease) further validates the efficacy of this therapy, potentially providing new treatment options for HNSCC patients.
- Good Safety Profile: The safety profile of RYBREVANTFASPRO™ was consistent with that of the individual agents, with no new safety signals identified; although 49% of patients experienced adverse reactions such as rash, most were mild, indicating the therapy's acceptability and tolerability.
See More
RYBREVANTFASPRO™ Shows Promising Antitumor Activity in Head and Neck Cancer Treatment
- Clinical Trial Results: The OrigAMI-4 study demonstrated a 56% overall response rate for RYBREVANTFASPRO™ combined with a PD-1 inhibitor, significantly surpassing the historical 18% response rate, indicating substantial potential for this therapy in treating recurrent or metastatic head and neck squamous cell carcinoma.
- Rapid Response Time: The median time to first response was 9.7 weeks, with 64% of confirmed responders still on treatment at the data cutoff, which not only enhances patient quality of life but also provides new insights for future treatment strategies.
- Good Tolerability: The safety profile of RYBREVANTFASPRO™ was consistent with the individual agents, with no new safety signals identified, and common adverse events like rash occurred in 49% of patients, indicating a high level of acceptability for clinical use.
- Future Research Directions: These findings support the continued evaluation of RYBREVANTFASPRO™ in head and neck squamous cell carcinoma, particularly in the ongoing OrigAMI-5 study, which explores its potential in combination with carboplatin and pembrolizumab to address significant unmet medical needs.
See More
Supreme Court May Rule on Trump's Tariff Legality
- Consumer Impact of Tariffs: The current average effective tariff rate in the U.S. stands at 16.9%, the highest since 1932, with projections indicating that consumers will pay an additional $1,300 to $1,700 in 2026, significantly increasing household economic burdens.
- Potential Legal Changes: Should the Supreme Court rule IEEPA tariffs unconstitutional, the consumer burden could be halved to between $600 and $800, providing some economic relief for families and influencing future spending patterns.
- Tariff Revenue Analysis: U.S. Customs and Border Protection collected approximately $133.5 billion in tariff revenue in fiscal year 2025, accounting for 60% of total tariff revenue during that period, highlighting the significant impact of tariff policies on government finances.
- Alternative Tariff Pathways: The Trump administration may resort to other legal frameworks to continue imposing tariffs, and economists note that even if IEEPA is overturned, this will limit potential consumer relief while maintaining high tariff burdens.
See More
Johnson & Johnson Receives FDA Breakthrough Therapy Designation
- Breakthrough Therapy Designation: Johnson & Johnson's subcutaneous Rybrevant Faspro has received Breakthrough Therapy Designation from the FDA for adult patients with advanced head and neck squamous cell carcinoma, marking a significant advancement in cancer treatment.
- Clinical Trial Support: This designation is supported by data from the Phase 1b/2 OrigAMI-4 study, where Rybrevant Faspro demonstrated rapid and durable responses in heavily pretreated patients, enhancing its competitive position in the market.
- Multiple Indications: Rybrevant Faspro is already approved for various indications in the treatment of non-small cell lung cancer and is being evaluated for use in other solid tumors, including colorectal cancer, showcasing its broad therapeutic potential.
- Stock Performance: Although Johnson & Johnson shares closed at $243.33 on Tuesday, down 0.05%, the Breakthrough Therapy Designation may boost market expectations for its future performance and enhance investor confidence.
See More
Johnson & Johnson Invests Over $1 Billion in Pennsylvania
- Massive Investment: Johnson & Johnson has announced an investment of over $1 billion in a next-generation cell therapy manufacturing facility in Montgomery County, Pennsylvania, which is expected to create over 500 biomanufacturing jobs and 4,000 construction jobs, significantly boosting the local economy.
- Significant Economic Impact: This investment is part of the company's broader $55 billion commitment to U.S. investments by 2029, aimed at enhancing its manufacturing capacity in the U.S. to meet the needs of patients, thereby increasing the company's competitiveness in the global market.
- Innovative Manufacturing Capability: The new facility will utilize cutting-edge cell therapy technologies to support Johnson & Johnson's portfolio of transformational medicines for cancer, immune-mediated, and neurological diseases, further solidifying its leadership in the life sciences sector.
- Local Government Support: The Governor of Pennsylvania highlighted that the state's leadership in life sciences and advanced manufacturing has attracted companies like Johnson & Johnson to increase their investments, demonstrating effective execution of the state's economic development plan and strategic investments in key industries.
See More
JOHNSON & JOHNSON INVESTS OVER $1 BILLION TO GROW U.S. PRESENCE WITH NEW CELL THERAPY MANUFACTURING FACILITY IN PENNSYLVANIA
- Investment Announcement: Johnson & Johnson is expanding its U.S. footprint with a significant investment exceeding $1 billion.
- Focus on Cell Therapy: The investment will be directed towards the establishment of a manufacturing facility in Pennsylvania, specifically for next-generation cell therapy.
See More
RYBREVANTFASPRO™ Shows Significant Antitumor Activity in HNSCC
- Enhanced Clinical Response: In the OrigAMI-4 study, the combination of RYBREVANTFASPRO™ with a PD-1 inhibitor achieved a confirmed overall response rate of 56% in first-line treatment patients, significantly surpassing the historical 18% response rate of standard therapies, indicating its substantial potential in treating recurrent or metastatic head and neck squamous cell carcinoma (HNSCC).
- Rapid Response Time: The median time to first response was 9.7 weeks, with 46% of patients remaining on treatment at a median follow-up of 10.4 months, demonstrating that this therapy not only rapidly controls disease but also offers durable treatment effects, potentially altering patient prognosis.
- High Tumor Shrinkage Rate: Among treated patients, 82% experienced tumor shrinkage of target lesions, and a clinical benefit rate of 74% (confirmed responses or durable stable disease) further validates the efficacy of this therapy, potentially providing new treatment options for HNSCC patients.
- Good Safety Profile: The safety profile of RYBREVANTFASPRO™ was consistent with that of the individual agents, with no new safety signals identified; although 49% of patients experienced adverse reactions such as rash, most were mild, indicating the therapy's acceptability and tolerability.
See More
RYBREVANTFASPRO™ Shows Promising Antitumor Activity in Head and Neck Cancer Treatment
- Clinical Trial Results: The OrigAMI-4 study demonstrated a 56% overall response rate for RYBREVANTFASPRO™ combined with a PD-1 inhibitor, significantly surpassing the historical 18% response rate, indicating substantial potential for this therapy in treating recurrent or metastatic head and neck squamous cell carcinoma.
- Rapid Response Time: The median time to first response was 9.7 weeks, with 64% of confirmed responders still on treatment at the data cutoff, which not only enhances patient quality of life but also provides new insights for future treatment strategies.
- Good Tolerability: The safety profile of RYBREVANTFASPRO™ was consistent with the individual agents, with no new safety signals identified, and common adverse events like rash occurred in 49% of patients, indicating a high level of acceptability for clinical use.
- Future Research Directions: These findings support the continued evaluation of RYBREVANTFASPRO™ in head and neck squamous cell carcinoma, particularly in the ongoing OrigAMI-5 study, which explores its potential in combination with carboplatin and pembrolizumab to address significant unmet medical needs.
See More
Supreme Court May Rule on Trump's Tariff Legality
- Consumer Impact of Tariffs: The current average effective tariff rate in the U.S. stands at 16.9%, the highest since 1932, with projections indicating that consumers will pay an additional $1,300 to $1,700 in 2026, significantly increasing household economic burdens.
- Potential Legal Changes: Should the Supreme Court rule IEEPA tariffs unconstitutional, the consumer burden could be halved to between $600 and $800, providing some economic relief for families and influencing future spending patterns.
- Tariff Revenue Analysis: U.S. Customs and Border Protection collected approximately $133.5 billion in tariff revenue in fiscal year 2025, accounting for 60% of total tariff revenue during that period, highlighting the significant impact of tariff policies on government finances.
- Alternative Tariff Pathways: The Trump administration may resort to other legal frameworks to continue imposing tariffs, and economists note that even if IEEPA is overturned, this will limit potential consumer relief while maintaining high tariff burdens.
See More
