Johnson & Johnson Stock Price, News & Analysis

Johnson & Johnson (NYSE: JNJ) announced promising Phase 3 trial results for icotrokinra (JNJ-2113), a first-in-class investigational oral peptide for moderate-to-severe plaque psoriasis. The ICONIC-LEAD study, the first to simultaneously assess a systemic therapy in both adolescents and adults, showed remarkable efficacy in adolescent patients.

Key findings at Week 16 showed 84.1% of adolescent patients achieved clear or almost clear skin (IGA 0/1), compared to 27.3% for placebo. By Week 24, results improved further with 86.4% achieving IGA 0/1, and notably, 75% achieving completely clear skin (IGA 0).

The drug demonstrated a favorable safety profile, with 50% of adolescents experiencing ≥1 adverse event compared to 73% in the placebo group. The study involved 684 participants, including 66 adolescents, marking a significant advancement in psoriasis treatment options for younger patients.

Johnson & Johnson (NYSE: JNJ) has announced promising results from their Phase 3 Vivacity-MG3 study and open-label extension (OLE) for nipocalimab in treating generalized myasthenia gravis (gMG). The data shows sustained disease control over 84 weeks with significant improvements in patient outcomes.

Key findings include:

• 45% of patients on steroids were able to reduce or discontinue their use, with mean prednisone doses decreasing from 23 to 10 mg daily
• Patients treated with nipocalimab plus standard of care showed 4x greater odds of symptom improvement
• 36.4% of nipocalimab-treated patients versus 10.5% on placebo maintained improved muscle strength for over 75% of the study duration
• The treatment demonstrated sustained reduction in immunoglobulin G antibodies and maintained improvements in MG-ADL and QMG scores

The study included up to 128 weeks and 180 patient years of follow-up, confirming a consistent safety profile.

Johnson & Johnson (NYSE: JNJ) has announced its participation in the upcoming BofA Securities 2025 Healthcare Conference. The company's management will engage in a Fireside Chat on Tuesday, May 13th, 2025 at 1:40 p.m. Eastern Time.

Investors and interested parties can access a live audio webcast of the presentation through JNJ's Investor Relations website. An archived version of the session will be made available later the same day, with the audio webcast replay accessible approximately 48 hours after the initial presentation.

Johnson & Johnson (NYSE: JNJ) announced positive results from the Phase 3b APEX study of TREMFYA® (guselkumab) in treating active psoriatic arthritis (PsA). The study met its primary endpoint of reducing signs and symptoms (ACR20) and major secondary endpoint of reducing structural damage progression at 24 weeks compared to placebo.

TREMFYA® stands as the first and only fully-human, dual-acting monoclonal antibody approved for PsA that blocks IL-23 while binding to CD64. The drug demonstrated significantly less progression of structural damage versus placebo at Week 24, measured by the PsA modified van der Heijde-Sharp (vdH-S) score. The safety profile remained consistent with previous findings, with no new safety signals identified.

The APEX study includes a long-term extension through three years to assess sustained efficacy in structural damage inhibition, with results pending presentation at upcoming medical congresses.

Johnson & Johnson (NYSE: JNJ) has completed its acquisition of Intra-Cellular Therapies, adding CAPLYTA® (lumateperone) to its neuroscience portfolio. CAPLYTA® is the first and only FDA-approved treatment for bipolar I and II depression and is also approved for adult schizophrenia treatment.

The acquisition is expected to boost JNJ's 2025 sales growth by approximately 0.8% with $0.7 billion in incremental sales. The transaction will dilute adjusted EPS by approximately $0.25 in 2025, improving from the initially estimated $0.30-$0.35, and reduce to $0.21 per share in 2026.

The deal strengthens JNJ's therapy lineup with $5 billion+ potential in peak year sales. Additionally, JNJ gains ITI-1284, a Phase 2 compound being studied for generalized anxiety disorder and Alzheimer's disease-related psychosis and agitation.

Johnson & Johnson (NYSE: JNJ) has announced plans to complete its acquisition of Intra-Cellular Therapies around April 2, 2025, following shareholder approval on March 27, 2025. The transaction is projected to boost JNJ's 2025 sales growth by 0.8%, adding approximately $0.7 billion in incremental sales.

The acquisition is expected to dilute adjusted earnings per share (EPS) by $0.25 in 2025, an improvement from the previously estimated $0.30-$0.35 dilution. For 2026, earnings dilution is anticipated to decrease to $0.21 per share as operational accretion partially offsets annualized financing costs. JNJ will incorporate these estimates into its full-year 2025 financial outlook during first quarter results announcement on April 15, 2025. Following the acquisition, Intra-Cellular Therapies will delist from NASDAQ.

Johnson & Johnson (NYSE:JNJ) faced a significant legal setback as U.S. Bankruptcy Court Judge Christopher Lopez rejected the company's third bankruptcy attempt to shield itself from talcum powder liability claims. The ruling enables thousands of ovarian cancer patients to pursue their cases in trial courts and through multidistrict litigation.

Despite having a market capitalization of approximately $400 billion, J&J attempted to use bankruptcy protection through different company names (LTL, LLT, and Red River) to force victims into what plaintiffs' attorneys described as an inadequate settlement. The company had previously discontinued talc-based powder sales in North America in 2020 and globally in 2023.

The legal proceedings will now move to trial courts and juries, including the MDL in New Jersey federal court and state courts, where claimants will pursue bellwether trials to establish liability and compensation for allegations that J&J's talc-based Baby Powder and Shower to Shower products caused ovarian cancer in thousands of women.

Johnson & Johnson (NYSE:JNJ) announced groundbreaking results from the Phase 3 MARIPOSA study, showing that RYBREVANT® plus LAZCLUZE™ significantly extended overall survival in first-line treatment of EGFR-mutated non-small cell lung cancer compared to osimertinib.

Key findings at 37.8 months median follow-up include:

• Median overall survival not yet reached for RYBREVANT®/LAZCLUZE™ combination
• 56% survival rate at 3.5 years vs 44% for osimertinib
• Projected survival benefit exceeding 12 months compared to osimertinib's 36.7 months
• Time to symptomatic progression extended by 14+ months (43.6 vs 29.3 months)

The safety profile remained consistent with previous analyses, with most adverse events occurring early in treatment. The combination therapy is already approved in the US, Europe, and other markets for first-line EGFR-mutated NSCLC treatment.

Johnson & Johnson (NYSE: JNJ) presented significant new data for nipocalimab in treating generalized myasthenia gravis (gMG) at the 2025 AAN Annual Meeting. The presentations include results from the Phase 3 Vivacity-MG3 study, showing sustained disease control through nipocalimab treatment in antibody-positive adult patients.

Key highlights include:

• Significant improvement in muscle strength demonstrated through QMGa assessment scores
• Long-term efficacy and safety data from the ongoing open-label extension study
• Real-world evidence highlighting unmet needs in gMG treatment during pregnancy
• Studies examining oral corticosteroid exposure in MG

Notably, nipocalimab received FDA Priority Review following the August 2024 Biologics License Application (BLA) submission. The drug stands as the only investigational treatment with published data and ongoing Phase 3 studies in pregnant women at risk of alloantibody conditions.