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While the consensus seems to underappreciate the trajectory of Johnson & Johnson's JNJ Innovative Medicine business, Goldman Sachs says concerns around the Stelara loss of exclusivity appear overdone.The Johnson & Johnson Analyst: Analyst Asad Haider upgraded the rating from Neutral to Buy, while raising the price target from $157 to $172.The Johnson & Johnson Thesis: While the Innovative Medicine business contributes around 65% of the company's revenues, it accounts for 83% of profits, which is why it is " ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - The Phase 3 Vivacity-MG3 study shows that nipocalimab leads to sustained reduction in immunoglobulin G antibodies and improvement in symptoms of generalized myasthenia gravis (gMG) over 84 weeks [1][2] - 45% of patients on steroids were able to reduce or discontinue their steroid use during the open label extension phase [1][2] - Nipocalimab demonstrated statistically significant improvements in MG-ADL and QMG scores compared to placebo, indicating enhanced muscle strength and function [2][6] Company Insights - Janssen-Cilag International NV, a subsidiary of Johnson & Johnson, is focused on developing innovative therapies for autoimmune diseases, including gMG [1][3] - The company aims to address the significant unmet need for effective treatments in the gMG patient population, which is estimated to impact between 56,000 and 123,000 individuals in Europe [2][4] - The promising results from the Vivacity-MG3 study highlight the company's commitment to expanding treatment options for patients with autoantibody diseases [2][3] Industry Insights - Myasthenia gravis is characterized by severe muscle weakness and affects a broad demographic, with a notable prevalence among young women and older men [4][6] - The ongoing research and development in the field of gMG treatment reflect a growing recognition of the need for effective therapies to manage this chronic condition [2][4] - The results from the Vivacity-MG3 study may influence future treatment guidelines and therapeutic strategies for gMG, potentially leading to improved patient outcomes [2][7]

Core Insights - Johnson & Johnson announced positive results from the Phase 3 Vivacity-MG3 study and its open-label extension, demonstrating long-term efficacy and safety of nipocalimab in treating generalized myasthenia gravis (gMG) [1][2][5] Efficacy and Safety - Nipocalimab showed sustained reductions in immunoglobulin G (IgG) antibodies and improvements in gMG symptoms over 84 weeks, with follow-up data extending to 128 weeks confirming a consistent safety profile [1][4] - Patients receiving nipocalimab plus standard of care (SOC) achieved a mean change in MG-ADL score of -5.64 (p<0.001) after 60 weeks, indicating significant symptom improvement [2][5] - The treatment group had four times greater odds of improving muscle strength and function compared to the placebo group, with a statistically significant QMG score improvement of -4.9 (p<0.001) [1][2] Patient Outcomes - 45% of patients on steroids at the open-label extension baseline were able to reduce or discontinue steroid use, with the mean prednisone dose decreasing from 23 mg to 10 mg per day [2][4] - A significant proportion of patients (36.4%) in the nipocalimab group demonstrated improvements in QMG scores for over 75% of the study duration compared to 10.5% in the placebo group [2][5] Disease Context - Generalized myasthenia gravis affects approximately 700,000 people globally, characterized by severe muscle weakness and difficulties in daily activities [4][5] - The disease primarily impacts young women and older men, with a notable prevalence in pediatric populations [4][5] Regulatory Designations - Nipocalimab has received multiple designations from the U.S. FDA, including Fast Track and Orphan Drug status for various conditions, highlighting its potential as a therapeutic option in the autoantibody disease space [6][8]

Approval cements daratumumab as a foundational therapy in newly diagnosed multiple myeloma and the only anti-CD38 antibody for all patient types in this setting  Phase 3 CEPHEUS study shows significant improvement in minimal residual disease (MRD)-negativity rate, progression-free survival and complete response or better versus standard of care1 Beerse, Belgium, April 07, 2025 (GLOBE NEWSWIRE) -- Janssen-Cilag International NV, a Johnson & Johnson company, today announced that the European Commission (EC) ...

Core Insights - TREMFYA® (guselkumab) has shown clinically meaningful and statistically significant efficacy in treating active psoriatic arthritis (PsA) in a Phase 3b study, achieving its primary endpoint of ACR20 and a major secondary endpoint related to structural damage progression at 24 weeks [1][2] - The drug is the first fully-human, dual-acting monoclonal antibody approved for PsA, targeting IL-23 and binding to CD64, which is crucial in the pathogenesis of immune-mediated diseases [1][4] - The APEX study will continue to assess the long-term efficacy of TREMFYA® over three years, with results expected to be presented at medical congresses [1][2] Company Overview - Johnson & Johnson maintains exclusive worldwide marketing rights for TREMFYA®, which is approved in multiple regions including the U.S., Europe, Canada, and Japan for treating moderate-to-severe plaque psoriasis and active PsA [5] - The company emphasizes the importance of early treatment to prevent irreversible joint damage in PsA patients, highlighting TREMFYA®'s unique ability to inhibit structural damage [1][3] Industry Context - Psoriatic arthritis is a chronic, inflammatory disease that can lead to significant joint damage and comorbidities, affecting patients typically between the ages of 30 and 50 [3][4] - The prevalence of PsA among individuals with plaque psoriasis is notable, with studies indicating that up to 30% may develop the condition [4]

Core Viewpoint - Johnson & Johnson (J&J) and Pfizer (PFE) are two leading pharmaceutical companies with diverse healthcare portfolios, each facing unique growth prospects and challenges in the current market environment [1][2]. Group 1: Johnson & Johnson (J&J) - J&J's diversified business model, operating through over 275 subsidiaries, allows it to better withstand economic cycles [3]. - The Innovative Medicine unit reported a 5.8% organic sales growth in 2024, with expectations for continued growth in 2025 despite challenges such as the loss of exclusivity for Stelara, which generated $10.36 billion in sales in 2024 [4][7]. - J&J is actively enhancing its pipeline through acquisitions and has made significant progress in this area [5]. - The MedTech business is experiencing headwinds, particularly in China, due to the volume-based procurement program and anti-corruption campaigns, with no expected improvement in 2025 [6]. - J&J is facing over 62,000 lawsuits related to its talc-based products, with a recent bankruptcy court ruling rejecting its proposed settlement plan [8]. - As of the end of 2024, J&J had cash and cash equivalents of $24.5 billion against long-term debt of $30.65 billion, resulting in a debt-to-capital ratio of 0.3, lower than the industry average of 0.41 [9]. Group 2: Pfizer (PFE) - Pfizer is a major player in oncology, bolstered by the acquisition of Seagen in 2023, and is transitioning from a period of revenue volatility due to COVID-related uncertainties [10]. - Non-COVID product revenues increased by 12% operationally in 2024, surpassing the guidance range of 9-11% [11]. - Pfizer anticipates continued growth in its diversified drug portfolio, particularly in oncology, and expects to achieve cost savings of at least $6.0 billion through restructuring [12]. - The company faces challenges, including declining sales of COVID-19 products and anticipated patent expirations from 2026 to 2030, which may impact key products [13]. - As of December 31, 2024, Pfizer had cash and cash equivalents of $20.48 billion and long-term debt of $57.4 billion, resulting in a debt-to-capital ratio of 0.42, in line with the industry average [14]. Group 3: Financial Estimates and Performance - The Zacks Consensus Estimate for J&J's 2025 sales and EPS indicates a year-over-year increase of 1.4% and 6.0%, respectively, with stable EPS estimates of $10.58 for 2025 and $11.07 for 2026 [15]. - In contrast, Pfizer's 2025 sales and EPS estimates imply a year-over-year decline of 0.7% and 4.5%, respectively, although EPS estimates have been trending upward [17]. - Year-to-date, J&J's stock has risen by 8.3%, while Pfizer's stock has declined by 5.4%, compared to the industry's increase of 1.6% [20]. - From a valuation perspective, Pfizer's shares trade at a forward P/E ratio of 8.30, significantly lower than the industry average of 15.78, while J&J's shares trade at 14.51 [22][23]. - J&J offers a dividend yield of 3.2%, while Pfizer's yield is around 7%, with J&J's return on equity at 34.2%, higher than Pfizer's 19.6% [24]. Group 4: Investment Considerations - Both companies hold a Zacks Rank of 3 (Hold), indicating a challenging decision for investors [25]. - J&J has demonstrated steady revenue and EPS growth, but concerns exist regarding its MedTech unit and ongoing legal issues [26]. - Pfizer, with improving growth prospects, rising estimates, and a higher dividend yield, may present a more attractive option for near-term investors seeking growth in the drug/biotech sector [27].

Core Viewpoint - Johnson & Johnson's shares experienced a significant drop of over 7.5% due to the announcement of a pending acquisition that is expected to dilute earnings, but the sell-off appears to have ended, and there is potential for a rally in the stock price [1]. Price Movement and Support Levels - The sell-off halted when shares reached the $153 level, which previously acted as a resistance point in November, indicating a common market behavior where resistance levels can turn into support [2]. - Investors who sold shares around the $153 mark may have second-guessed their decision after the price trend, leading to a psychological shift among traders [4][5]. Buyer Behavior and Market Dynamics - Former sellers who believed they made a mistake began to re-enter the market as buyers when the price fell back to $153, creating a support level at this price point [5]. - The presence of these buyers may lead to increased bidding activity, as concerns about being outbid could prompt them to raise their bid prices, potentially resulting in a bidding war that drives the stock price upward [6].

There are tens of thousands of claimants and a majority would have needed to vote to accept the proposed settlement, which J&J claims it had. The judge said, however, that the "unreasonably short voting time" made the votes suspect and that at least half of the votes "cannot count." This marks the third time Johnson & Johnson's bankruptcy strategy has failed in court. Shares of Johnson & Johnson (JNJ -6.68%) are tumbling on Tuesday. The company's stock lost 6.3% as of 2:25 p.m. ET. The drop comes as the S&P ...