Johnson & Johnson Stock Price, News & Analysis

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.

Johnson & Johnson (NYSE: JNJ) has announced its participation in the upcoming 2025 RBC Capital Markets Global Healthcare Conference. The company's management will engage in a Fireside Chat scheduled for Tuesday, May 20th at 1:35 p.m. Eastern Time.

The event will feature a live audio webcast accessible to investors and interested parties through the company's investor relations website at www.investor.jnj.com. A replay of the webcast will be made available approximately 48 hours after the event.

Johnson & Johnson (NYSE: JNJ) has announced a 4.8% increase in its quarterly dividend from $1.24 to $1.30 per share, marking its 63rd consecutive year of dividend increases. The new annual dividend rate will be $5.20 per share, up from the previous $4.96 per share.

The next quarterly dividend will be payable on June 10, 2025, with a record date and ex-dividend date of May 27, 2025.

Johnson & Johnson (JNJ) reported strong Q1 2025 results with reported sales growth of 2.4% to $21.9 billion and operational growth of 4.2%. The company's adjusted EPS increased by 2.2% to $2.77.

Key highlights include significant pipeline progress with TREMFYA approval in Crohn's disease, positive data for RYBREVANT/LAZCLUZE in lung cancer, and the initiation of OTTAVA robotic system trials. The company completed the Intra-Cellular Therapies acquisition and increased its Full-Year 2025 operational sales guidance.

Segment performance showed Innovative Medicine sales growing 4.2% operationally to $13.87 billion, driven by DARZALEX, CARVYKTI, and other products, while MedTech sales grew 4.1% operationally to $8.02 billion. U.S. sales increased by 5.9% to $12.3 billion, while international sales showed operational growth of 2.1%.

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.