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    Should J&J’s Lupus Drug and Surgical Robotics Advances Require Action From Johnson & Johnson (JNJ) Investors?

    Simply Wall St·01/08/2026 11:21:55
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    • In early January 2026, Johnson & Johnson reported encouraging Phase 2b results for its lupus drug nipocalimab and submitted its OTTAVA robotic surgical system to the FDA for De Novo classification, supported by IDE clinical trial data in multiple upper-abdominal general surgery procedures and a newly approved U.S. trial in inguinal hernia repair.
    • Together, these advances highlight Johnson & Johnson’s push to pair an expanding autoimmune drug pipeline with next-generation surgical robotics, potentially broadening its reach across both innovative medicines and MedTech.
    • Next, we’ll examine how nipocalimab’s progress in systemic lupus erythematosus could influence Johnson & Johnson’s existing investment narrative.

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    Johnson & Johnson Investment Narrative Recap

    To own Johnson & Johnson today, you need to believe in its ability to replace maturing blockbusters with a broad mix of new medicines and MedTech products while managing legal and cost pressures. The latest nipocalimab and OTTAVA updates support that pipeline story, but they do not materially change the near term focus on how loss of exclusivity, litigation and orthopedics restructuring shape earnings and cash generation over the next few years.

    Among recent announcements, the positive Phase 2b JASMINE data for nipocalimab in systemic lupus erythematosus stands out, as it reinforces Johnson & Johnson’s emphasis on Innovative Medicine as a key growth driver. For investors tracking catalysts, this lupus program sits alongside other immunology and oncology efforts as part of the broader effort to offset STELARA erosion and support the company’s long running dividend profile.

    Yet beneath these promising updates, investors should be aware that ongoing talc litigation risk could still...

    Read the full narrative on Johnson & Johnson (it's free!)

    Johnson & Johnson's narrative projects $104.1 billion revenue and $22.9 billion earnings by 2028. This requires 4.7% yearly revenue growth and about a $0.2 billion earnings increase from $22.7 billion today.

    Uncover how Johnson & Johnson's forecasts yield a $209.29 fair value, in line with its current price.

    Exploring Other Perspectives

    JNJ 1-Year Stock Price Chart
    JNJ 1-Year Stock Price Chart

    Twenty one Simply Wall St Community fair value estimates for Johnson & Johnson span roughly US$150 to US$386 per share, underscoring how far apart individual views can be. Before you decide where you sit in that range, it is worth weighing those opinions against Johnson & Johnson’s need to offset STELARA’s loss of exclusivity with its newer drug and MedTech pipelines.

    Explore 21 other fair value estimates on Johnson & Johnson - why the stock might be worth 28% less than the current price!

    Build Your Own Johnson & Johnson Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.