Johnson & Johnson Stock Price, News & Analysis

Johnson & Johnson (NYSE: JNJ) announced promising Phase 3 ICONIC-TOTALa trial results for icotrokinra (JNJ-2113), their first-in-class investigational targeted oral peptide for plaque psoriasis. The drug showed significant efficacy in treating high-impact skin sites, with 57% of patients achieving clear or almost clear skin compared to 6% on placebo at Week 16. Notably, 66% of scalp psoriasis patients and 77% of genital psoriasis patients achieved site-specific clearance. The drug demonstrated particularly strong results in difficult-to-treat areas, with 42% of hand/foot psoriasis patients showing improvement. Importantly, icotrokinra maintained a favorable safety profile, with similar adverse event rates between treatment (50%) and placebo (42%) groups, and low serious adverse event rates (0.5% vs 1.9%).

Johnson & Johnson (JNJ) has announced the expansion of its nursing workforce support through J&J CareCommunity, a new social impact platform. This initiative aims to address an expected global nursing shortfall of 4.5 million by 2030. Key programs include: - J&J Nurse Innovation Fellows program with UPenn Nursing and Wharton - Partnership with Aga Khan University training over 3,500 nurses in East Africa - Operation Smile's initiative training 2,880 nurses across 24 countries - WCEA collaboration providing 70 million training hours to nurses in 60+ countries - NurseHack4Health program engaging 5,500+ nurses globally - CofenPlay platform supporting 1+ million nurses in Brazil This expansion builds on J&J's 125+ year history of supporting nurses, including their $50 million Campaign for Nursing's Future which helped add one million nurses to the U.S. workforce.

Johnson & Johnson (NYSE: JNJ) announced promising Phase 3 ASTRO study results for TREMFYA® (guselkumab) subcutaneous (SC) induction therapy in ulcerative colitis (UC). At Week 24, TREMFYA® demonstrated significant improvements across all clinical and endoscopic measures. The drug achieved clinical remission rates of 35.3% (100mg q8w) and 36.4% (200mg q4w) compared to 9.4% for placebo. Endoscopic improvement was observed in 40.3% (100mg q8w) and 45.0% (200mg q4w) of patients versus 12.2% for placebo. TREMFYA® is positioned to become the first and only IL-23 inhibitor offering both SC and IV induction options for UC treatment. The drug showed efficacy in both biologic/JAK inhibitor-naïve and refractory patients, with a safety profile consistent with previous findings. A supplemental Biologics License Application (sBLA) was submitted to the FDA in November 2024 for SC induction approval in UC.

Johnson & Johnson (NYSE: JNJ) announced promising long-term data for TREMFYA® (guselkumab) from the Phase 3 QUASAR study in treating ulcerative colitis (UC). At Week 92, 72% of patients achieved clinical remission, with 99% remaining corticosteroid-free for 8+ weeks. Additionally, 43% of patients reached endoscopic remission, and 84% of patients maintained endoscopic improvement from Week 44 through Week 92. TREMFYA®, the first dual-acting monoclonal antibody blocking IL-23 while binding to CD64, demonstrated sustained efficacy regardless of prior treatment history. The drug received FDA approval for UC treatment in September 2024 and Crohn's disease in March 2025. Safety data remained consistent with TREMFYA's® established profile, with no new concerns identified.

Johnson & Johnson has received FDA approval for IMAAVY™ (nipocalimab-aahu), a groundbreaking FcRn blocker for treating generalized myasthenia gravis (gMG). The treatment is approved for both adult and pediatric patients aged 12 and older who are anti-AChR or anti-MuSK antibody positive, covering over 90% of antibody-positive gMG patients.

Key highlights from clinical trials:

• Demonstrated 20 months of lasting disease control and symptom relief
• Reduced harmful IgG autoantibody levels by up to 75% from first dose
• Showed superior disease control over 24 weeks compared to placebo
• Maintained consistent safety profile in both adult and pediatric populations

Through the IMAAVY withMe program, commercially insured U.S. patients may receive their first treatment within one week and could pay as little as $0 per infusion. The approval follows FDA Priority Review designation and represents a significant advancement in gMG treatment options.

Johnson & Johnson (NYSE: JNJ) has announced its upcoming participation in Bernstein's 41st Annual Strategic Decisions Conference. The event will take place on Wednesday, May 28th, 2025, featuring a Fireside Chat session scheduled for 10:00 a.m. Eastern Time.

Key Details:

• The presentation will be accessible through a live audio webcast
• Investors can access the webcast via www.investor.jnj.com
• An archived version will be available later the same day
• Audio webcast replay will be accessible approximately 48 hours after the event

This conference participation demonstrates Johnson & Johnson's commitment to maintaining transparent communication with investors and analysts. The format of a Fireside Chat suggests an informal, conversational approach to discussing company strategies and developments.

Johnson & Johnson (NYSE: JNJ) announced promising first results from Cohort 4 of the Phase 2b SunRISe-1 study evaluating TAR-200, an intravesical gemcitabine releasing system for bladder cancer treatment. The study demonstrated:

• Over 80% disease-free survival (DFS) rate without reinduction
• 94% of patients preserved their bladder, avoiding radical cystectomy
• 85.3% and 81.1% DFS rates at six and nine months respectively
• 95.6% progression-free survival rate at 9 months

Among 52 enrolled patients, TAR-200's safety profile showed mostly low-grade, quickly resolving treatment-related adverse events. Common side effects included dysuria (40.4%), pollakiuria (30.8%), and urgency (26.9%). The results support continued evaluation in the ongoing Phase 3 SunRISe-5 study comparing TAR-200 to chemotherapy in BCG-pretreated patients.

Johnson & Johnson (JNJ) announced promising new data from Phase 2b SunRISe-1 study of TAR-200, an intravesical gemcitabine releasing system for bladder cancer treatment. The study showed remarkable results with 82.4% of 85 enrolled patients achieving complete response, and 52.9% of responders maintaining cancer-free status at one year.

The median duration of response was 25.8 months, with 86.6% of responders remaining cystectomy-free at 12 months. The treatment demonstrated strong safety profile, with mostly mild urinary symptoms reported. Of the 83.5% patients experiencing treatment-related adverse events, only 12.9% reported Grade 3 or higher events.

TAR-200, administered through a brief outpatient procedure, represents a potential breakthrough for patients with BCG-unresponsive, high-risk non-muscle invasive bladder cancer. The company has initiated a new drug application with the FDA under the Real-Time Oncology Review program in January 2025.

Johnson & Johnson (NYSE: JNJ) has revealed groundbreaking data for its TAR-200 bladder cancer treatment at the AUA 2025 Annual Meeting. The Phase 2b SunRISe-1 study demonstrated the highest complete response with sustained benefits in treating high-risk non-muscle invasive bladder cancer (HR-NMIBC).

TAR-200, an intravesical gemcitabine releasing system, has shown promising results for patients with BCG-unresponsive HR-NMIBC. The treatment is administered directly into the bladder through a brief outpatient procedure, requiring no anesthesia. To date, TAR-200 has been placed over 10,000 times in clinical trials.

The presentation highlights include 12-month duration response data from Cohort 2 and first results from Cohort 4 of the Phase 2b SunRISe-1 study. This innovation represents a significant advancement in bladder cancer treatment, which has remained largely unchanged for over 40 years, potentially offering a new bladder-sparing option for the nearly one million people affected by bladder cancer annually.