Johnson & Johnson Just Proved The Bears Wrong Again

  • Johnson & Johnson has started 2025 better than I expected, even with the long-running talc saga. It beat the consensus estimates again by a wide margin, thanks to its leading positions in the oncology and immunology market. So, sales of Tremfya amounted to $956 million, and Darzalex reached $3.24 billion in the first quarter of 2025, an increase of 18.3% and 20.2% year-on-year, respectively.