JNJ News
4 R40 articles on Johnson & Johnson (JNJ). Latest, Sep 18, 2026: Medicaid's MFN Rebate Stacks on a 62-77% Discount. Mississippi Already Beats It.
R40 Coverage
Medicaid's MFN Rebate Stacks on a 62-77% Discount. Mississippi Already Beats It.
The White House will say all 50 states get most-favored-nation Medicaid pricing. It stacks on existing rebates, and a July study says Mississippi wins now.
J&J Won the First-Ever wAIHA Approval on Nine Responders in 38. The Effect's Lower Bound Is 0.1 Points.
J&J's Imaavy is the first drug ever approved for wAIHA: nine of 38 responded against three of 39 on placebo, a 16-point gap whose 95% interval starts at 0.1.
Johnson & Johnson's First $25 Billion Quarter Produced $3 Million Less Net Income Than the Year Before.
J&J's first $25B quarter — its largest ever — produced $3M less GAAP net income than a year earlier. The gap is amortization, litigation and separation costs.
Johnson & Johnson Guided to $100 Billion. It Has Never Reported a $25 Billion Quarter, and It Now Needs Three.
J&J reports July 15 needing an average of $25.58B across three quarters to hit guidance — above the largest quarter it has ever reported, the $24.56B record.
February 2026
Strong Buy on JNJ at $228.26
Insiders cashing out 22.8M shares; technical target $148.29, consensus $230.63.
January 2026
Johnson & Johnson Guidance
Guides significant oncology sales growth, potentially doubling near-term; supports strong long-term growth.
Biopharma Sentiment Snapped Higher
BPSI index jumped 78 to 90; aligns with price action and deal flow—continued M&A/IPOs expected.
Hospitals in Correction Mode
Stocks down 20-30%; focus on below 20x EV/EBITDA with 20%+ growth—structural tailwind intact.