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.
Thesis reviewed May 29, 2026
Johnson & Johnson is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States57NEUTRALView United States risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| AZN | AstraZeneca PLC | 50 | +11% | β0% | EARLY |
| NVO | Novo Nordisk A/S | 50 | +15% | β0% | EARLY |
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
| REGN | Regeneron Pharmaceuticals Inc. | 50 | -16% | β0% | AVOID |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| TAK | Takeda Pharmaceutical Company Limited | 50 | +10% | β0% | NEUTRAL |
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
Investors who hold JNJ may also have indirect exposure through these country funds.
Carvykti CAR-T sales beat expectations
Talc bankruptcy settlement strategy update
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Lloyd DoggettTX | Buy | $1kβ$15k | Jun 9, 26 | ||
| John Boozman | Sell | $1kβ$15k | Mar 19, 26 | -5.6% | |
| Thomas H. KeanNJ | R | Sell | $1kβ$15k | Mar 26, 26 | -4.8% |
| Richard Dean Dr McCormickGA | R | Sell | $1kβ$15k | Mar 19, 26 | -4.9% |
| Lloyd DoggettTX | D | Buy | $1kβ$15k | Mar 10, 26 | -6.0% |
| Thomas H. KeanNJ | R | Sell | Unknown amount | Jan 23, 26 | -7.7% |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | +3.8% |
| Lloyd DoggettTX | D | Buy | $1kβ$15k | Dec 9, 25 | +9.9% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Dec 24, 24 | +61.9% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Nov 8, 24 | +57.0% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Nov 26, 24 | +57.0% |
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Nov 22, 24 | +57.0% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Nov 25, 24 | +51.1% |
| Thomas H Tuberville | Sell | $15kβ$50k | Oct 29, 24 | +53.7% | |
| Lloyd DoggettTX | D | Buy | $1kβ$15k | Sep 10, 24 | +47.5% |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | +44.0% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | +42.7% |
| Jared MoskowitzFL | D | Buy | Unknown amount | Aug 21, 24 | +47.7% |
| Sheldon Whitehouse | Sell | $15kβ$50k | Jul 3, 24 | +47.7% | |
| C. Scott FranklinFL | R | Buy | Unknown amount | Aug 7, 24 | +48.9% |