Johnson & Johnson Stock Price, News & Analysis

Johnson & Johnson (NYSE: JNJ) has announced plans to invest more than $55 billion in U.S. manufacturing, R&D, and technology over the next four years, marking a 25% increase compared to the previous four-year period.

The investment includes the construction of four new manufacturing facilities, starting with a groundbreaking in North Carolina for a $2 billion+ biologics facility. The 500,000 square foot North Carolina site will support approximately 5,000 construction jobs, create over 500 permanent positions, and generate a $3 billion impact across the state in its first decade of operations.

The comprehensive investment plan encompasses:

• Three additional advanced manufacturing facilities and expansion of existing sites
• R&D infrastructure development for treatments in oncology, neuroscience, immunology, cardiovascular disease, and robotic surgery
• Enhanced technology investments for drug discovery and development

Johnson & Johnson (NYSE: JNJ) has received FDA approval for TREMFYA® (guselkumab) to treat adults with moderately to severely active Crohn's disease. This marks TREMFYA's fourth indication in the U.S., following previous approvals for plaque psoriasis, psoriatic arthritis, and ulcerative colitis.

TREMFYA is the first and only IL-23 inhibitor offering both subcutaneous (SC) and intravenous (IV) induction options. The approval is supported by Phase 3 trials involving over 1,300 patients, where TREMFYA demonstrated superiority over STELARA® in all pooled endoscopic endpoints.

The recommended dosing includes SC induction at 400mg at Weeks 0, 4, and 8, or IV induction at 200mg for the same schedule. Maintenance dosing options are 100mg SC every 8 weeks or 200mg SC every 4 weeks. The company offers patient support through the TREMFYA® withMe program, enabling eligible commercially insured patients to receive their first induction treatment within 24 hours.

Johnson & Johnson (NYSE:JNJ) announced groundbreaking results for its lung cancer treatment combination at ELCC 2025. The Phase 3 MARIPOSA study demonstrated that RYBREVANT® plus LAZCLUZE™ significantly improved overall survival compared to osimertinib in first-line treatment of EGFR-mutated non-small cell lung cancer (NSCLC).

The median overall survival improvement is projected to exceed one year, marking a statistically superior result. The company also presented positive data from the Phase 2 COCOON study, which evaluated a prophylactic dermatologic regimen for patients receiving the RYBREVANT® combination.

Additional presentations included results from:

• Phase 2 PALOMA-2 study on switching to subcutaneous amivantamab
• CHRYSALIS-2 study comparing the combination therapy to EGFR TKI monotherapy
• Phase 1 study of JNJ-1900 (NBTXR3) radioenhancer with anti-PD1 treatment

Johnson & Johnson (NYSE: JNJ) announced that nipocalimab has received Fast Track designation (FTD) from the FDA for treating adult patients with moderate-to-severe Sjögren's disease (SjD). This follows its previous Breakthrough Therapy designation (BTD), making it the first and only therapeutic to receive both designations for SjD treatment.

The Phase 2 DAHLIAS study showed promising results with nipocalimab demonstrating:

• Over 70% relative average improvement in systemic disease activity at Week 24 compared to placebo
• IgG reductions exceeding 77%
• Positive trends across multiple secondary endpoints
• Safety and tolerability consistent with other nipocalimab studies

Currently, there are no FDA-approved advanced treatments for Sjögren's disease, which can cause chronic dryness of moisture-producing glands and lead to systemic complications, including a 20 times greater risk of developing B-cell lymphomas compared to the general population.

Dean Omar Branham Shirley LLP announces six partners named to Lawdragon's 500 Leading Plaintiff Consumer Lawyers for 2025. Partner Jessica Dean secured a $45 million mesothelioma verdict against Johnson & Johnson (NYSE: JNJ) and Kenvue Inc. last year.

Notable achievements include Ben Braly's $22.5 million verdict against R.T. Vanderbilt in an asbestos-related wrongful death suit, and Mark Linder's involvement in a $39 million verdict in the first-ever talc pleurodesis case in Massachusetts. The firm secured at least six multimillion-dollar judgments for plaintiffs in 2024.

The honored partners include Jessica Dean (5th year), Amin Omar (4th year), Trey Branham, Lisa Shirley, Ben Braly, and Mark Linder, recognized for their expertise in personal injury, product liability, asbestos litigation, and appellate practice.

Dean Omar Branham Shirley, LLP announces six of its attorneys have been named to Lawdragon's 500 Leading Plaintiff Consumer Lawyers for 2025. Notable achievements include Jessica Dean's $45 million mesothelioma verdict against Johnson & Johnson (NYSE: JNJ) and Kenvue Inc. Partner Ben Braly secured a $22.5 million verdict against R.T. Vanderbilt in an asbestos-related case, while Mark Linder contributed to a groundbreaking $39 million verdict in a talc pleurodesis case in Massachusetts.

The honored attorneys include Jessica Dean (5th year), Amin Omar (4th year), Trey Branham, Lisa Shirley, Ben Braly, and Mark Linder. The firm reported securing at least six multimillion-dollar judgments for plaintiffs in 2024.

Johnson & Johnson (JNJ) announced positive topline results from the Phase 2b ANTHEM-UC study of icotrokinra (JNJ-2113), the first investigational targeted oral peptide that selectively blocks the IL-23 receptor, in adults with moderately to severely active ulcerative colitis.

The study met its primary endpoint with a clinical response rate of 63.5% for patients treated with the highest dose at Week 12 versus 27% for placebo. Additionally, 30.2% of patients achieved clinical remission at Week 12 compared to 11.1% in the placebo group. Both response and remission rates continued to improve through Week 28.

The trial involved 252 participants, testing three doses of once-daily icotrokinra. The drug demonstrated a favorable safety profile, with adverse events rates similar between treatment and placebo groups.

Johnson & Johnson (JNJ) has announced promising Phase 3 clinical trial results for icotrokinra (JNJ-2113), a first-in-class investigational targeted oral peptide for moderate-to-severe plaque psoriasis. In the ICONIC-LEAD study, the once-daily pill demonstrated significant efficacy with 65% of patients achieving clear/almost clear skin and 50% reaching PASI 90 at Week 16, compared to 8% and 4% for placebo respectively.

By Week 24, results improved further with 74% achieving clear/almost clear skin and nearly half of patients achieving completely clear skin. The drug showed a favorable safety profile, with adverse events comparable between treatment (49%) and placebo (49%) groups.

Additionally, topline results from ICONIC-ADVANCE 1&2 studies met their primary endpoints and showed superiority to deucravacitinib. The company is now initiating the ICONIC-ASCEND study, the first head-to-head trial comparing an oral pill versus an injectable biologic (ustekinumab) in plaque psoriasis.

Johnson & Johnson (NYSE: JNJ) has announced its upcoming first-quarter results investor conference call, scheduled for Tuesday, April 15th at 8:30 a.m. (Eastern Time). The call will be hosted by key executives including Joaquin Duato (Chairman and CEO), Joseph J. Wolk (CFO), and Jessica Moore (VP, Investor Relations).

Investors can access the call through two channels: via webcast at www.investor.jnj.com or by telephone. U.S. participants can dial 877-869-3847, while international participants should use 201-689-8261. A replay will be available until April 30th, with U.S. replay number 877-660-6853 and international replay number 201-612-7415 (Conference ID: 13752088).

The earnings press release will be available at 6:45 a.m. ET on the day of the call. The company has also noted its second-quarter earnings call is planned for Wednesday, July 16th, 2025.