1 hr. ago
Healthcare investors looking for long-term growth don't always have to choose between fast-growing companies and defensive businesses. Sometimes the more interesting decision is between two high-quality companies that are growing for entirely different reasons. Johnson & Johnson (NYSE:JNJ) continues to benefit from the breadth of its pharmaceutical and medical technology businesses, while Thermo Fisher's (NYSE:TMO) outlook increasingly depends on a recovery in life sciences spending after several difficult years.
Both companies reported encouraging results, but does steady diversification or an improving industry cycle offer the stronger long-term opportunity for investors? Let's take a look.
Johnson & Johnson's (NYSE:JNJ) pharmaceutical business was arguably the biggest contributor to its strong quarter, as it helped increase total sales, generating $16.38 billion in quarterly sales and exceeding **** ysts' estimate of $16.1 billion. The healthcare giant now expects its annual sales to be around $101.1 billion at the midpoint, compared with $100.8 billion previously. In another optimistic feat, it raised its adjusted earnings per share forecast to $11.68 at the midpoint, from a previous $11.55 per share.
The most impressive aspect for Johnson & Johnson (NYSE:JNJ), however, wasn't simply pharmaceutical growth but rather the company's ability to offset one of the largest patent cliffs in its portfolio, as it absorbed a significant patent-related decline in Stelara sales while still raising its full-year outlook. Revenue from Johnson & Johnson's (NYSE:JNJ) Stelara, which treats psoriasis, Crohn's disease, and other autoimmune conditions, dropped over 55% in the quarter to $740 million due to patent loss.
However, the company's cancer and newer immunology drugs can be seen countering this loss, as sales of Tremfya, its psoriasis and inflammatory bowel disease drug, rose 72.5% to $2 billion, considerably exceeding the estimate of $1.74 billion. Strong performance from newer drugs such as Tremfya suggests the company's pipeline is successfully offsetting losses from older products.
#billion #tremfya
Both companies reported encouraging results, but does steady diversification or an improving industry cycle offer the stronger long-term opportunity for investors? Let's take a look.
Johnson & Johnson's (NYSE:JNJ) pharmaceutical business was arguably the biggest contributor to its strong quarter, as it helped increase total sales, generating $16.38 billion in quarterly sales and exceeding **** ysts' estimate of $16.1 billion. The healthcare giant now expects its annual sales to be around $101.1 billion at the midpoint, compared with $100.8 billion previously. In another optimistic feat, it raised its adjusted earnings per share forecast to $11.68 at the midpoint, from a previous $11.55 per share.
The most impressive aspect for Johnson & Johnson (NYSE:JNJ), however, wasn't simply pharmaceutical growth but rather the company's ability to offset one of the largest patent cliffs in its portfolio, as it absorbed a significant patent-related decline in Stelara sales while still raising its full-year outlook. Revenue from Johnson & Johnson's (NYSE:JNJ) Stelara, which treats psoriasis, Crohn's disease, and other autoimmune conditions, dropped over 55% in the quarter to $740 million due to patent loss.
However, the company's cancer and newer immunology drugs can be seen countering this loss, as sales of Tremfya, its psoriasis and inflammatory bowel disease drug, rose 72.5% to $2 billion, considerably exceeding the estimate of $1.74 billion. Strong performance from newer drugs such as Tremfya suggests the company's pipeline is successfully offsetting losses from older products.
#billion #tremfya
1 month ago
JNJ's 23x forward P/E for double-digit oncology growth undercuts KO's 26x multiple, making JNJ the stronger risk-reward defensive anchor right now.
KO's 12% revenue surge masks thin fundamentals, given that only 3% volume growth means most gains came from pricing that could reverse.
Polymarket traders price a 92% chance JNJ beats its next earnings, fueled by DARZALEX and TREMFYA absorbing STELARA's biosimilar erosion.
This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor)
Johnson & Johnson (NYSE:JNJ) and Coca-Cola (NYSE:KO) both delivered Q1 2026 beats and both are being crowded into by capital rotating out of tech. JNJ has broken out past $259, while KO just tagged an all-time high near $84.14. That backdrop makes this a real premium-defensive showdown.
KO's 12% revenue surge masks thin fundamentals, given that only 3% volume growth means most gains came from pricing that could reverse.
Polymarket traders price a 92% chance JNJ beats its next earnings, fueled by DARZALEX and TREMFYA absorbing STELARA's biosimilar erosion.
This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor)
Johnson & Johnson (NYSE:JNJ) and Coca-Cola (NYSE:KO) both delivered Q1 2026 beats and both are being crowded into by capital rotating out of tech. JNJ has broken out past $259, while KO just tagged an all-time high near $84.14. That backdrop makes this a real premium-defensive showdown.
2 months ago
Johnson & Johnson (NYSE: JNJ) stock jumped 3.4% through 12:20 p.m. ET Friday after Guggenheim ***** yst Vamil Divan raised his price target on the already buy-rated stock to $270 per share.
Johnson & Johnson stock closed below $245 yesterday, suggesting Divan sees potential for the biopharmaceutical company to gain another 10.2% over the next 12 months. Add a 2.2% dividend yield, and that's a respectable 12.4% potential profit in a year.
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Divan updated his numbers ahead of JNJ's Q2 earnings release due July 15. Going over the numbers, he predicts modest top- and bottom-line "beats" for the company, with revenue coming in around $25.5 billion and profits of perhaps $2.87 per share.
On guidance, Divan advises investors to focus on two key areas for JNJ: immunology and oncology. On the former, Tremfya, Caplyta, and Erleada prescriptions are doing better than expected, and he's thinking this trend could continue, especially for Tremfya (an anti-inflammatory).
Johnson & Johnson stock closed below $245 yesterday, suggesting Divan sees potential for the biopharmaceutical company to gain another 10.2% over the next 12 months. Add a 2.2% dividend yield, and that's a respectable 12.4% potential profit in a year.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Divan updated his numbers ahead of JNJ's Q2 earnings release due July 15. Going over the numbers, he predicts modest top- and bottom-line "beats" for the company, with revenue coming in around $25.5 billion and profits of perhaps $2.87 per share.
On guidance, Divan advises investors to focus on two key areas for JNJ: immunology and oncology. On the former, Tremfya, Caplyta, and Erleada prescriptions are doing better than expected, and he's thinking this trend could continue, especially for Tremfya (an anti-inflammatory).
