JNJ post-Kenvue separation is a focused pharma and medtech business. Innovative Medicines portfolio offsetting Stelara biosimilar erosion with Tremfya, Carvykti, Darzalex. MedTech accelerating on Abiomed and Shockwave acquisitions. Talc litigation continues to overhang valuation despite multiple settlement attempts.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| NVO | Novo Nordisk A/S | 37 | 0% | ↓0% | NEUTRAL |
| LLY | Eli Lilly and Company | 37 | +24% | ↓0% | EARLY |
| TAK | Takeda Pharmaceutical Company Limited | 37 | +10% | ↓0% | NEUTRAL |
| GSK | GSK plc | 37 | +8% | ↓0% | NEUTRAL |
| REGN | Regeneron Pharmaceuticals Inc. | 34 | -16% | ↓0% | AVOID |
| SNY | Sanofi | 34 | +14% | ↓0% | EARLY |
| PFE | Pfizer Inc. | 25 | 0% | ↓0% | NEUTRAL |
Carvykti CAR-T sales beat expectations
Talc bankruptcy settlement strategy update
Estimates · Yahoo Finance · Not audited figures