Johnson & Johnson Presents New Data Reinforcing Sustained Disease Control and Improved Daily Function Achieved with IMAAVY in Generalized Myasthenia Gravis

Johnson & Johnson (JNJ) presented two-year data on IMAAVY for generalized myasthenia gravis, showing sustained disease control and safety in adolescents. The company also shared insights on adult treatment patterns. JNJ aims to address unmet needs in immune and neuromuscular disorders, with the data supporting its immunology strategy.

Johnson & Johnson (JNJ) is set to report Q3 2027 results on Nov 12. Analyst Jason Gerberry expects sales in line with estimates but earnings below consensus, citing IPR&D dilution. He maintained a Neutral rating, raising the price target to $278. JNJ shares fell 1.97% to $266.62.

A single infusion of Carvykti (cilta-cel) led to 5-year treatment-free remissions in 50% of patients with relapsed/refractory multiple myeloma, according to updated data from the CARTITUDE-2 trial. Median PFS was 60.5 months, and 5-year PFS and OS rates were 54.2% and 69.2%, respectively. The study was presented at the 2026 International Myeloma Society Annual Meeting.

Bank of America raised its peak sales estimate for Johnson & Johnson's (JNJ) psoriasis drug Icotyde to $4.5B, up from $2.4B, and increased its price target to $278. The broker forecasts $70M in Q3 sales and $220M in 2026 sales, with limited changes to companywide 2026 sales forecasts. JNJ's earnings estimates were adjusted to reflect recent acquisitions and collaborations, with a Q3 EPS forecast of $2.53, below the consensus of $2.87.

A PERSEUS trial update showed 81% of multiple myeloma patients receiving daratumumab plus standard therapy were progression-free at six years, compared to 56% with standard therapy alone. Overall survival was 85.9% with daratumumab and 78.6% without. The trial involved 709 patients under 70 eligible for stem cell transplants. Johnson & Johnson's Darzalex Faspro, the drug's under-the-skin form, is approved in the U.S. for induction and consolidation but not maintenance.

Johnson & Johnson (JNJ) presented two-year data from its Vibrance-MG study, showing sustained benefits in adolescents with generalized myasthenia gravis (gMG) treated with IMAAVY. Improvements in daily function and muscle strength were maintained, with no new safety concerns. A separate survey indicated that 73.2% of adults who switched to IMAAVY from other treatments reported significant improvements.