$JNJ

Johnson & Johnson (JNJ) reported that 50% of patients in a Phase 2 study of CARVYKTI® (ciltacabtagene autoleucel) for early-line relapsed/refractory multiple myeloma achieved five-year treatment-free remission. The study, presented at the International Myeloma Society Annual Meeting, showed a 69.2% five-year overall survival rate and 60.5-month median progression-free survival. The company suggests earlier treatment may increase long-term remission and disease control.

Johnson & Johnson (JNJ) reported positive results from the Phase 4 STAR study of TREMFYA (guselkumab) in patients with axial psoriatic arthritis (PsA). The drug met primary and major secondary endpoints, showing improvement in spinal pain, stiffness, and MRI-confirmed inflammation. JNJ aims to position TREMFYA as a first-line treatment for axial PsA, an area with significant unmet needs. Detailed results will be presented at an upcoming scientific congress.

Johnson & Johnson (JNJ) reported that TREMFYA met primary and major secondary endpoints in a 411-person study for axial psoriatic arthritis, showing improvement in spinal pain, stiffness, and MRI-measured inflammation. The Phase 4 STAR study demonstrated significant reductions in symptoms and inflammation compared to placebo. Detailed results are forthcoming.

Johnson & Johnson (JNJ) reported that 50% of patients in a Phase 2 study of CARVYKTI® for multiple myeloma were alive and progression-free five years after a single infusion. The study, presented at the International Myeloma Society Annual Meeting, showed a 69.2% overall survival rate and 60.5-month median progression-free survival. CARVYKTI is approved in 17 markets and has treated over 13,000 patients globally, according to the company.

Johnson & Johnson (JNJ) reported that its drug RYBREVANT, combined with chemotherapy, achieved a median overall survival of 34.3 months in a Phase 3 trial for advanced non-small cell lung cancer, compared to 27.9 months with chemotherapy alone. While the protocol-specified final overall-survival analysis did not reach statistical significance, a prespecified analysis accounting for crossover showed a 43% reduction in the risk of death.

Contineum Therapeutics (CTNM) and Johnson & Johnson (JNJ) reported that their depression drug, JNJ-5120/PIPE-307, failed to meet the primary endpoint in a Phase 2 trial. The drug showed no new safety issues but did not demonstrate the required efficacy in treating major depressive disorder. JNJ is analyzing additional data to determine the next steps for the program.

Apollo Global Management (APO) is in talks to acquire Johnson & Johnson's (JNJ) orthopedics unit, DePuy Synthes, for around $20 billion, according to Bloomberg. The unit generated $9.3 billion in 2025 revenue. J&J may also consider a public spin-off. The deal could provide Apollo with a high-margin asset and J&J with liquidity for other investments.

Bristol Myers Squibb (BMY) and Johnson & Johnson (JNJ) are compared. BMY reported $48.2B revenue, $7.1B net income in FY 2025, with a 2.6x debt-to-equity ratio. JNJ reported $94.2B revenue, $26.8B net income, with a 0.6x debt-to-equity ratio. Both face regulatory and litigation risks, but JNJ's diversified business and stronger balance sheet may offer more resilience.

Johnson & Johnson reported positive Phase 3 trial results for Caplyta in treating manic episodes in adults with bipolar I disorder. The study met its primary endpoint, showing significant symptom reduction versus placebo by Week 3, with early improvement observed by Day 3. Results were presented at the 2026 Psych Congress Annual Meeting.

Johnson & Johnson (JNJ) reported new analyses from its Phase 3 MajesTEC-3 study, suggesting that the combination of TECVAYLI and DARZALEX FASPRO may improve long-term survival for patients with relapsed or refractory multiple myeloma. The company estimates that 87% of patients treated with the combination could achieve a mortality risk and life expectancy comparable to the general population. The stock is currently trading at $269.57, up 0.14%.