JOHNSON & JOHNSON (JNJ) Company Report

A Los Angeles Superior Court jury awarded $40 million in compensatory damages to two women alleging ovarian cancer from talc-based products.
Testimony revealed J&J’s internal documents dating back to the 1970s showed knowledge of asbestos in its baby powder and deliberate concealment.
Experts testified that frequent genital talc use increases ovarian cancer risk by at least 50%, potentially doubling with consistent long-term use.
This verdict is the first plaintiffs’ win in a talc-ovarian cancer case since J&J’s 2021 bankruptcy maneuvers; bellwether trials involving over 70,000 claims are upcoming.

4 days ago

Press Release

Johnson & Johnson receives FDA approval for AKEEGA® in BRCA2-mutated mCSPC

JNJ

Product Launch

FDA approves AKEEGA® plus prednisone for adult patients with BRCA2-mutated metastatic castration-sensitive prostate cancer, marking the first precision medicine combination in this indication.
In the Phase 3 AMPLITUDE trial, AKEEGA® plus prednisone and ADT delivered a 54% reduction in risk of radiographic progression or death (HR 0.46; 95% CI 0.32–0.66) and a 59% delay in symptomatic progression versus standard of care.
The safety profile was consistent with known monotherapies; most common adverse reactions (≥20%) included decreased hemoglobin, lymphocytes, musculoskeletal pain, fatigue, decreased platelets, and increased alkaline phosphatase.
Johnson & Johnson will support patient access through its J&J withMe program, offering cost assistance and educational resources at no cost to patients.

4 days ago

Press Release

Johnson & Johnson unveils MajesTEC-3 results for TECVAYLI plus DARZALEX FASPRO

JNJ

Product Launch

J&J’s Phase 3 MajesTEC-3 trial showed TECVAYLI® plus DARZALEX FASPRO® reduced the risk of progression or death by 83% (HR 0.17; 95% CI 0.12–0.23; P<0.0001) at nearly three years versus standard regimens.
The combination delivered 83.3% vs 65.0% three-year overall survival rates (HR 0.46; P<0.0001) and higher complete response (81.8% vs 32.1%) and MRD-negativity rates (58.4% vs 17.1%).
Safety was comparable, with similar Grade 3/4 adverse event rates (~95% in both arms) and low discontinuations (4.6% vs 5.5%), though Grade 3/4 infections were higher (54.1% vs 43.4%) for the combo.
J&J has submitted a supplemental BLA and received FDA Breakthrough Therapy Designation for the regimen to expedite regulatory review.

7 days ago

Press Release

Johnson & Johnson reports durable 2.5-year treatment-free remissions with early CARVYKTI® use

JNJ

Updated Phase 3 CARTITUDE-4 data show 80% of as-treated standard-risk RRMM patients remained progression- and treatment-free at 30 months after a single CARVYKTI® infusion in second line (median follow-up 33.6 months).
Among 59 standard-risk patients, the 30-month PFS rate plateaued at 80.5% (95% CI, 67.2–88.8), and all 26 patients achieving MRD-negative complete response at 12 months remained progression-free at 30 months.
Translational analyses revealed stronger immune fitness—marked by increased baseline CD4⁺ naïve T cells—when CARVYKTI® is used after one or two prior lines, correlating with longer PFS.
These findings reinforce CARVYKTI®’s robust efficacy as early as second-line therapy and add to its real-world experience across >9,000 patients treated globally.

Dec 6, 2025, 2:30 PM

Press Release

Johnson & Johnson reports one-year results for INLEXZO in high-risk papillary-only NMIBC

JNJ

74.3% disease-free survival at one year in BCG-unresponsive, high-risk papillary-only NMIBC patients treated with INLEXZO™ (TAR-200) in Cohort 4 of SunRISe-1 (n=52; 95% CI 59.2–84.6)
95.6% progression-free survival and 98% overall survival at one year, with 92.3% of patients avoiding radical cystectomy (median time to cystectomy not reached)
Treatment was well tolerated, with 80.8% experiencing primarily low-grade urinary side effects, 13.5% serious adverse events, 7.7% discontinuations, and no treatment-related deaths
Results support advancement to the ongoing Phase 3 SunRISe-5 trial comparing INLEXZO™ to chemotherapy in previously BCG-treated, papillary-only NMIBC

Dec 5, 2025, 9:20 PM

Press Release

Johnson & Johnson details electrophysiology and neurovascular innovation at Citi Healthcare Conference

JNJ

Product Launch

New Projects/Investments

J&J is the clear leader in electrophysiology with over 5,000 CARTO mapping systems globally, >99% of US EP procedures use mapping, and approximately 70% of US atrial fibrillation cases have transitioned to pulsed field ablation.
The Varipulse PFA catheter has been used in over 30,000 cases since its relaunch, achieving 99.7% acute success in a 791-patient VARIPURE registry with zero strokes; the upcoming FAST pulse sequence (3.8 s) is expected to reduce procedure times to ~30 minutes.
J&J will expand its EP catheter portfolio with annual therapeutic launches—Dual Energy SMARTTOUCH SF (RF/PF toggle), the large-format Omnipulse focal catheter (CE mark secured; US IDE underway), and a future single-shot basket—supported by biannual CARTO software updates and a next-generation AI-enabled mapping system.
In neurovascular, J&J is rolling out the Cereglide aspiration catheter family for acute ischemic stroke, exploring TRUFILL liquid embolic for chronic subdural hematoma, and advancing R&D on stent retrievers and novel catheter tip designs.

Dec 3, 2025, 4:15 PM

Transcript

Johnson & Johnson outlines electrophysiology and neurovascular strategy at Citi Healthcare Conference

JNJ

Product Launch

J&J is the clear market leader in electrophysiology, with over 5,000 CARTO mapping systems installed globally supported by biannual software updates and a next-generation AI-enabled system in development.
The Varipulse pulsed field ablation (PFA) catheter has been used in over 30,000 cases since its relaunch, achieving 99.7% acute success and zero strokes in the real-world VARIPURE registry of 791 patients.
A comprehensive EP catheter portfolio is rolling out, including regional ablation (Varipulse), Dual Energy SMARTTOUCH SF, Omnipulse large focal and a future single-shot solution, with a cadence of two software releases and one therapeutic catheter launch annually.
In neurovascular, J&J is launching the Cereglide aspiration catheter portfolio for acute ischemic stroke and expanding TRUFILL liquid embolic use to treat chronic subdural hematoma, while advancing R&D in hemorrhagic stroke and stent retriever innovations.

Dec 3, 2025, 4:15 PM

Transcript

J&J details electrophysiology leadership and product roadmap at Citi Healthcare Conference 2025

JNJ

Product Launch

New Projects/Investments

J&J is the clear market leader in electrophysiology with >5,000 CARTO mapping systems deployed globally, supported by a dedicated clinical-mapper network and biannual software updates.
Its Varipulse pulsed field ablation (PFA) catheter has performed over 30,000 cases since relaunch, achieving 99.7% acute success in the 791-patient VERIPURE real-world registry with zero strokes.
The EP pipeline includes two major mapping software releases per year, a next-generation AI-enabled CARTO system, and annual therapeutic catheter launches—Varipulse refinements, Dual Energy SmartTouch SF, Omnipulse, and a forthcoming single-shot device.
In neurovascular, J&J is rolling out the Cereglide aspiration catheter portfolio for acute ischemic stroke and pursuing TruFill liquid embolic expansions for chronic subdural hematoma, backed by broad R&D efforts in stroke innovation.

Dec 3, 2025, 4:15 PM

Transcript

Johnson & Johnson outlines immunology pipeline at Wolfe Research Healthcare Conference 2025

JNJ

Product Launch

J&J expects a 2026 US launch of Icotrokinra, a first-in-class oral IL-23 peptide for moderate-to-severe psoriasis, following a July 2025 submission and ongoing head-to-head trials versus Stelara.
The Icotrokinra program has expanded into IBD with pivotal Phase III studies in Crohn’s disease and ulcerative colitis initiated to address the 5 million moderate-to-severe patients not on biologics.
Tremfya (guselkumab) records robust growth in psoriasis and psoriatic arthritis, delivering durable skin clearance and unique inhibition of structural damage in PsA, while capturing >50% of new IL-23 starts in ulcerative colitis and rapid subcutaneous adoption in Crohn’s disease.
J&J’s 4804 fixed-dose combination of golimumab and guselkumab shows promising Phase II efficacy and safety in bio-refractory Crohn’s, UC, and PsA, with full data review and pivotal planning underway for refractory populations in 2026.
Imavi, the first FcRn inhibitor approved for myasthenia gravis, demonstrates sustained IgG reduction over 24 weeks with extension to 60 weeks in adults, and ~33% of neurologists surveyed plan first-line use, underpinning a potential >$5 billion opportunity.

Nov 17, 2025, 3:40 PM

Transcript

J&J outlines immunology pipeline advances at Wolfe Research Healthcare Conference 2025

JNJ

Product Launch

M&A

New Projects/Investments

Icotrokinra, an oral IL-23 receptor inhibitor, was submitted in July 2025 with a 2026 US launch targeted; robust phase III data and head-to-head trials versus Stelara are underway alongside pivotal Crohn’s and ulcerative colitis studies.
Tremfya continues to grow with durable skin clearance in psoriasis and psoriatic arthritis; it accounts for >50% of new IL-23 starts in ulcerative colitis and is experiencing rapid adoption in Crohn’s with its subcutaneous induction option.
J&J 4804, a fixed-dose TNF/IL-23 combination for biologic-refractory IBD, completed phase IIb DUET studies in Crohn’s and colitis, with results expected in 2026.
Imavi, the first FcRn inhibitor in myasthenia gravis, delivers sustained IgG reduction and durable disease control; it achieved >90% access coverage and is projected to be a >$5 billion asset, with ~33% of neurologists indicating first-line interest.
In 2024, J&J acquired multiple assets targeting atopic dermatitis and respiratory diseases—IL-31, IL-13/TSLP bispecifics, and an oral STAT6 inhibitor—to address heterogeneous endotypes and pursue higher remission rates.

Nov 17, 2025, 3:40 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for JOHNSON & JOHNSON.

Q3 2025

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Q2 2025

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Q1 2025

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JOHNSON & JOHNSON (JNJ)

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Joaquin Duato

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Joseph Wolk

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