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Johnson & Johnson (JNJ) Is Heading Toward A Major Patent Cliff

Johnson & Johnson (NYSE: JNJ) faces upcoming patent expirations on key cancer drugs Imbruvica and Darzalex over the next several years. These expiries are part of a broader pharmaceutical industry patent cliff affecting multiple large drug…

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HALO Wins Court Order Blocking Merck's Keytruda SC in Europe

Halozyme Therapeutics HALO announced that a Dutch patent court has issued a ruling in its favor in a patent dispute with Merck MRK over Keytruda's subcutaneous (SC) formulation. The court found that Merck's Keytruda SC infringes one of Hal…

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Bayer Seeks Kerendia Label Expansion in Non-Diabetic CKD

Bayer BAYRY is moving to expand the addressable market for Kerendia (finerenone), with the FDA accepting the company's supplemental new drug application (sNDA) for adults with chronic kidney disease (CKD) without diabetes. The drug is a se…

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Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Johnson & Johnson (JNJ), which belongs to the Zacks Large Cap Pharmaceuticals industry.…

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Pfizer's Oncology Outlook: Key Drivers to Watch Ahead of Q3 Results

Pfizer PFE is a major global player in oncology, with a diversified presence across breast, genitourinary, thoracic, gastrointestinal and hematologic cancers. Its established portfolio of marketed cancer treatments is complemented by a rob…

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Johnson & Johnson (JNJ) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates

Analysts on Wall Street project that Johnson & Johnson (JNJ) will announce quarterly earnings of $2.66 per share in its forthcoming report, representing a decline of 5% year over year. Revenues are projected to reach $25.37 billion, increa…

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Apollo (APO) Stock Looks Below Fair Value As Deal Questions Linger

Apollo Global Management has achieved a near 92.8% share price gain over the past five years, yet recent weakness and a busy deal pipeline now put the focus squarely on whether that performance lines up with the returns it earns on its cap…

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Should Barclays’ Bullish Initiation Amid Rising Rivalry Require Action From Intuitive Surgical (ISRG) Investors?

In early October 2026, Barclays initiated coverage of Intuitive Surgical, describing it as a high‑quality healthcare equipment company amid a softer medical devices backdrop, while investors looked ahead to the company's then-upcoming Octo…

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Jim Cramer Draws a Line Between Rocket Lab (RKLB) and SpaceX (SPCX)

During the October 1 episode of Mad Money, Jim Cramer discussed Rocket Lab Corporation (NASDAQ:RKLB) while reviewing the Nasdaq 100's third-quarter performance. He pointed investors toward Space Exploration Technologies Corp. (NASDAQ:SPCX)…

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Amgen (AMGN) and Johnson & Johnson (JNJ) Catch Jim Cramer’s Eye for Different Reasons

During the October 1 episode of Mad Money, Jim Cramer discussed Amgen Inc. (NASDAQ:AMGN) while reviewing the Dow Jones Industrial Average's third-quarter performance. He then shifted his attention to Johnson & Johnson (NYSE:JNJ), as he sai…

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Kimberly-Clark’s (KMB) Kenvue (KVUE) Deal Has Jim Cramer Looking Years Ahead

Toward the end of the October 1 lightning round of Mad Money, a caller asked about Kimberly-Clark Corporation (NASDAQ:KMB) and its pending acquisition of Kenvue Inc. (NYSE:KVUE). They highlighted Kimberly-Clark's difficult stock performanc…

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Why Jim Cramer Says This Stock May No Longer Be the Same Cyclical Bet

During the October 1 episode of Mad Money, Jim Cramer observed that the results and long-term customer agreements suggest Micron Technology, Inc. (NASDAQ:MU) is becoming less dependent on its historic boom-and-bust cycle. Micron is also on…

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Jim Cramer Draws a Line Between Texas Pacific Land (TPL) and Chevron (CVX)

During the October 2 episode of Mad Money, a caller asked whether Texas Pacific Land Corporation (NYSE:TPL) was a buy, sell or hold after its performance in 2025 and continued progress this year. Jim Cramer instead directed attention to Ch…

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Jim Cramer Sees More to Applied Materials (AMAT) Than Its Earnings Multiple

On October 2, a caller asked for an opinion about Applied Materials, Inc. (NASDAQ:AMAT) for the next 12 months. In response, Mad Money host Jim Cramer said: It's Gary Dickerson. The earnings look like, the PE looks like it's expensive. Tha…

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Jim Cramer Sees a Catch in the Nutrien (NTR) Trade

Mentioning the blockade of the Strait of Hormuz on October 2, a caller asked whether Nutrien Ltd. (NYSE:NTR) presents an investment opportunity in the fertilizer sector. Mad Money host Jim Cramer replied: The fertilizer trade, you know wha…

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Jim Cramer Spots a Complication in the AXON Story

On October 1, a caller asked for Mad Money host Jim Cramer's opinion of Axon Enterprise, Inc. (NASDAQ:AXON), and he replied: Okay, I happen to like Rick Smith. Anyone who's watched the show for a couple of decades knows that I think Rick S…

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Jim Cramer Sees an Investment Case Taking Shape at Avery Dennison (AVY)

Starting the October 5 lightning round of Mad Money, a caller suggested that Avery Dennison Corporation (NYSE:AVY) could benefit from stronger small and midsize businesses heading into 2027. Jim Cramer agreed, as he said: I've always liked…

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Intuitive Surgical (ISRG) and JNJ Give Jim Cramer More Than Valuation to Consider

During the October 5 episode of Mad Money, a caller asked whether Intuitive Surgical, Inc. (NASDAQ:ISRG) was a broken stock and whether they should consider buying it. Jim Cramer replied: I don't like that particular business anymore becau…

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Pfizer (PFE) Trades Below 10x Earnings. Why Does Johnson & Johnson (JNJ) Command More Than Twice the Multiple?

Pfizer Inc. (NYSE:PFE) looks cheap based on its forward P/E, but its earnings outlook helps explain the discount. But unlike Johnson & Johnson or Eli Lilly, Pfizer's low earnings multiple is not being driven lower by rapid earnings growth.…

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Johnson & Johnson (JNJ) Is Becoming a Growth Stock. Does AbbVie (ABBV) Make JNJ Look Expensive?

Johnson & Johnson (NYSE:JNJ) is starting to look less like a defensive healthcare giant and more like a growth story. The harder question is how much investors should pay before that growth fully arrives. The company raised its 2026 outloo…

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HALO Expands ENHANZE Collaboration & Licensing Deal With ARGX

Halozyme Therapeutics HALO announced that it has expanded the global collaboration and license agreement with argenx ARGX to develop and commercialize its ENHANZE technology with two additional exclusive targets. The expanded collaboration…

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How ICOTYDE’s Long-Term Psoriasis Data At Johnson & Johnson (JNJ) Has Changed Its Investment Story

Johnson & Johnson recently reported new two-year Phase 3 ICONIC-TOTAL data showing its oral peptide ICOTYDE® (icotrokinra) maintained skin clearance and consistent safety in adults and adolescents with high-impact plaque psoriasis through…

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Jim Cramer Has Soured on Intuitive Surgical (ISRG). The Reason is Johnson & Johnson

Intuitive Surgical, Inc. (NASDAQ:ISRG) was turned down by Jim Cramer on Mad Money on October 6, when a caller asked whether the robotic surgery company counted as a broken stock rather than a broken company. The shares traded at around $40…

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Johnson & Johnson CEO Says AI Has to Be Embraced

Johnson & Johnson Chairman & CEO Joaquin Duato says artificial intelligence is a force multiplier and has to be embraced. He's on this week's episode of The David Rubenstein Show: Peer to Peer Conversations. This interview was recorded on…

seekingalpha.comPOSITIVO

Eli Lilly-backed TRex Bio targets up to $133M in U.S. IPO

[IPO Concept with Stock Market Graphs] AlexSecret Anti-inflammatory drug developer TRex Bio (TRXB [https://seekingalpha.com/symbol/TRXB]), whose backers include Eli Lilly (LLY [https://seekingalpha.com/symbol/LLY]), disclosed additional de…

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Johnson & Johnson's Innovative Medicines Momentum Offsets MedTech Headwinds, RBC Capital Markets Says

Johnson & Johnson's (JNJ) Innovative Medicines segment acceleration is helping overcome persistent h PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…

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PFE vs. JNJ: Which Stock Is the Better Value Option?

Investors interested in stocks from the Large Cap Pharmaceuticals sector have probably already heard of Pfizer (PFE) and Johnson & Johnson (JNJ). But which of these two stocks offers value investors a better bang for their buck right now?…

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Can J&J's MedTech Business Rebound in Q3 After Q2 Slowdown?

Johnson & Johnson's JNJ medical devices segment, known as MedTech, offers products in the orthopedics, surgery, cardiovascular and vision markets. The MedTech segment accounts for around 36% of J&J's total revenues. In MedTech, J&J is a gl…

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Johnson & Johnson (JNJ) Earnings Expected to Grow: Should You Buy?

Johnson & Johnson (JNJ) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's e…

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Botaretigene Sparoparvovec Market Size and Sales Forecast for X-Linked Retinitis Pigmentosa in the 7MM - 2034 | Clinical Momentum and Orphan Incentives Drive Growth

Company Logo Clinical efficacy, manageable safety, high unmet need and expedited regulatory pathways support market potential, while pricing, reimbursement and competition shape ROI. Dublin, Oct. 06, 2026 (GLOBE NEWSWIRE) -- "Botaretigene…

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Johnson & Johnson (JNJ) Stock Drops Despite Market Gains: Important Facts to Note

In the latest close session, Johnson & Johnson (JNJ) was down 1.25% at $252.83. This change lagged the S&P 500's daily gain of 0.66%. Meanwhile, the Dow gained 0.18%, and the Nasdaq, a tech-heavy index, added 1.05%. The world's biggest mak…

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Pfizer vs. J&J: Comparing Growth, Patent Risks and Valuation

Johnson & Johnson JNJ and Pfizer PFE are two major healthcare companies with significant exposure to oncology. J&J also has a diversified portfolio spanning immunology, neuroscience, cardiovascular and metabolic diseases, pulmonary hyperte…

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Disposable Medical Device Market to Reach USD 144.85 Billion by 2030, Growing at a CAGR of 4.9% – MarketsandMarkets™

MarketsandMarkets Research Pvt. Ltd. Delray Beach, FL , Oct. 05, 2026 (GLOBE NEWSWIRE) -- MarketsandMarkets™ projects the global disposable medical devices market to grow from USD 113.95 billion in 2025 to USD 144.85 billion by 2030, at a…

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FDA Expands Eli Lilly's Blood Cancer Drug Label in First-Line Setting

Eli Lilly LLY announced that the FDA has expanded the label of its oral cancer drug Jaypirca (pirtobrutinib) to include a new indication in chronic lymphocytic leukemia or small lymphocytic lymphoma (CLL/SLL). Jaypirca has been approved to…

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What is Linde’s (LIN) Economic Moat, and is it Widening or Narrowing?

Linde plc (NASDAQ:LIN) closed at $479.48 on October 2, up 2.33% over twelve months. The company sells oxygen, nitrogen, and hydrogen. Two of the three can be taken from the air for free. Selling air at a wide and durable profit margin requ…

seekingalpha.comPOSITIVO

Notable healthcare headlines for the week: Pfizer, Sanofi, and Novartis in focus

Wall Street closed in the green on Friday after the September nonfarm payrolls report came in cooler than economists expected. The blue-chip Dow ended up 0.5%, the benchmark S&P 500 gained 0.7%, and the tech-focused Nasdaq Composite advanc…