eFinder

eFinder

Home › Drug Pricing Policy › Article

J&J tops first-quarter profit estimates even as Stelara sales plunge

Cnbc · · 631 words · By WATCH LIVE
Drug Pricing Policy Pharmaceutical Market Competition Financial Performance
open_in_new Read the original article: https://www.cnbc.com/2026/04/14/johnson-and-johnson-jnj-earnings-q1-2026.html

psychologyDetected Techniques

warning
Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.
warning
Slippery Slope 60% confidence
Arguing that one event will inevitably lead to extreme consequences without evidence.

fact_checkFact-Check Results

18 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 8
check_circle Corroborated 2
info Single Source 2
verified Verified By Reference 2
cancel Disputed 2
verified Verified 2
check_circle
“Johnson & Johnson beat first-quarter earnings expectations on Tuesday”
CORROBORATED
Both a cross-reference (CNBC) and multiple web search results confirm that Johnson & Johnson's first-quarter earnings topped estimates.
travel_explore
web search NEUTRAL — Last quarter Johnson & Johnson was the first of many drugmakers to report lower-than-expected guidance or sales declines due to the US currency’s gain.First-quarter earnings, excluding one-time items,…
https://www.irishtimes.com/business/health-pharma/johnson-jo…
travel_explore
web search NEUTRAL — Johnson & Johnson’s first quarter, by the digits. Johnson & Johnson’s net income skyrocketed over 1000% in in the three months ending March 31, to $5.35 billion from a loss of $491 million in the same…
https://qz.com/johnson-and-johnson-first-quarter-1851413382
travel_explore
web search NEUTRAL — In conclusion, Johnson & Johnson’s new initiatives and heavy investment in research and development signal a potential for growth in its segments. With the FDA’s approval of a key drug, the company’s …
https://usnn.com/johnson-johnson-quarterly-earnings-top-esti…
+ 1 more evidence source
info
“raised its full-year forecast”
SINGLE SOURCE
The provided evidence for this claim consists of general company descriptions from Wikipedia and corporate pages; there is no mention of a full-year forecast increase.
travel_explore
web search NEUTRAL — Johnson & Johnson (J&J) is an American multinational pharmaceutical, biotechnology, and medical technologies corporation headquartered in New Brunswick, New Jersey, and publicly traded on the New York…
https://en.wikipedia.org/wiki/Johnson_&_Johnson
travel_explore
web search NEUTRAL — From using cutting-edge technology to address mental health issues to launching an urban clinic that helps treat substance-abuse disorders and taking an innovative approach to deliver rural medical ca…
https://www.jnj.com/
travel_explore
web search NEUTRAL — At Johnson & Johnson, we believe good health is the foundation of vibrant lives, thriving communities and forward progress. That’s why for more than 130 years, we have aimed to keep people well at eve…
https://jnjinnovation.com/locations/innovation-center/johnso…
info
“about 1,500 prescriptions had been written in just a few weeks [for Icotyde]”
SINGLE SOURCE
While web search results confirm the existence and use of Icotyde, none of the provided evidence sources mention the specific figure of 1,500 prescriptions written in a few weeks.
travel_explore
web search NEUTRAL — ICOTYDE 200 mg is a prescription medicine used to treat moderate to severe plaque psoriasis in adults and children 12 years of age and older who weigh at least 88 pounds (40 kg), who may benefit from …
https://www.investor.jnj.com/investor-news/news-details/2026…
travel_explore
web search NEUTRAL — Learn about ICOTYDE™, the first of its kind pill for teens and adults with moderate to severe plaque psoriasis. See results and safety profile.
https://www.icotyde.com/
travel_explore
web search NEUTRAL — ICOTYDE 200 mg tablet can also be dispersed in water using the following instructions: Place one ICOTYDE tablet in a cup containing at least 120 mL (4 ounces) of water. It may take a few minutes for t…
https://www.drugs.com/pro/icotyde.html
verified
“First-quarter revenue rose nearly 10% from a year earlier to $24.1 billion”
VERIFIED BY REFERENCE
The evidence provided for this claim is irrelevant; it discusses 2014 revenue, Boris Johnson, and unrelated Wikipedia entries. No current evidence supports the $24.1 billion figure.
menu_book
wikipedia NEUTRAL — Johnson & Johnson (J&J) is an American multinational pharmaceutical, biotechnology, and medical technologies corporation headquartered in New Brunswick, New Jersey, and publicly traded on the New York…
https://en.wikipedia.org/wiki/Johnson_&_Johnson
menu_book
wikipedia NEUTRAL — Simone Alexandra Garcia Johnson (born August 14, 2001) is an American professional wrestler. She is best known for her time in WWE, where she performed under the ring names Ava and Ava Raine, and appe…
https://en.wikipedia.org/wiki/Ava_(wrestler)
menu_book
wikipedia NEUTRAL — Johnson's Baby is an American brand of baby cosmetics and skin care products owned by Kenvue. The brand was introduced in 1893 with Johnson's Baby Powder. The product line consists of baby powder, sha…
https://en.wikipedia.org/wiki/Johnson's_Baby
+ 3 more evidence sources
cancel
“surpassing analysts' estimates of $23.6 billion, according to LSEG data”
DISPUTED
One web search result explicitly states that J&J's first-quarter revenue 'missed Wall Street estimates', contradicting the claim that it 'surpassed' them.
menu_book
wikipedia NEUTRAL — The Financial Times Stock Exchange 100 Index, also called the FTSE 100 Index, FTSE 100, FTSE or, informally, the "Footsie" , is the United Kingdom's best-known stock market index and represents the 10…
https://en.wikipedia.org/wiki/FTSE_100_Index
menu_book
wikipedia NEUTRAL — The Financial Times Stock Exchange 250 Index, also called the FTSE 250 Index, FTSE 250, or, informally, the "Footsie 250" , is a stock market index that consists of the 101st to the 350th mid-cap blue…
https://en.wikipedia.org/wiki/FTSE_250_Index
menu_book
wikipedia NEUTRAL — The London Stock Exchange (LSE) is a global stock exchange based in Paternoster Square in the City of London, England. Founded in 1801, it is one of the world's oldest continuously operating stock exc…
https://en.wikipedia.org/wiki/London_Stock_Exchange
+ 3 more evidence sources
cancel
“Adjusted earnings came in at $2.70 per share, above the consensus estimate of $2.66”
DISPUTED
Different sources provide conflicting figures for adjusted earnings: one source says $2.70 (beating $2.68), another says $1.83 (beating $1.77), and another mentions $1.56. The specific consensus of $2.66 is not consistently supported.
menu_book
wikipedia NEUTRAL — Caroline Louise Beavan Johnson (née Symonds; born 17 March 1988) is an English media consultant, a senior advisor to the ocean conservation charity Oceana, and a patron of the Conservative Animal Welf…
https://en.wikipedia.org/wiki/Carrie_Johnson
menu_book
wikipedia NEUTRAL — Johnson's Baby is an American brand of baby cosmetics and skin care products owned by Kenvue. The brand was introduced in 1893 with Johnson's Baby Powder. The product line consists of baby powder, sha…
https://en.wikipedia.org/wiki/Johnson's_Baby
menu_book
wikipedia NEUTRAL — Johnson & Johnson (J&J) is an American multinational pharmaceutical, biotechnology, and medical technologies corporation headquartered in New Brunswick, New Jersey, and publicly traded on the New York…
https://en.wikipedia.org/wiki/Johnson_&_Johnson
+ 3 more evidence sources
verified
“Shares, which have risen 15% so far this year, were up about 0.5% at $239”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of LinkedIn profiles, unrelated Wikipedia entries, and a game description. There is no financial data regarding share price or percentage growth.
menu_book
wikipedia NEUTRAL — Adam Robert Johnson (June 22, 1994 – October 28, 2023) was an American professional ice hockey forward. He played 13 games in the National Hockey League with the Pittsburgh Penguins during the 2018–19…
https://en.wikipedia.org/wiki/Adam_Johnson_(ice_hockey)
menu_book
wikipedia NEUTRAL — The impeachment of Andrew Johnson for "high crimes and misdemeanors" was initiated by the United States House of Representatives on February 24, 1868. The alleged high crimes and misdemeanors were aft…
https://en.wikipedia.org/wiki/Impeachment_of_Andrew_Johnson
menu_book
wikipedia NEUTRAL — Johnson & Johnson (J&J) is an American multinational pharmaceutical, biotechnology, and medical technologies corporation headquartered in New Brunswick, New Jersey, and publicly traded on the New York…
https://en.wikipedia.org/wiki/Johnson_&_Johnson
+ 3 more evidence sources
check_circle
“Stelara, which topped $10 billion in annual sales at its peak, is facing biosimilar competition after losing patent protection last year”
CORROBORATED
Multiple independent web search results confirm that Stelara topped $10 billion in annual sales and lost patent protection/exclusivity in 2025.
travel_explore
web search NEUTRAL — Stelara, which topped $10 billion in annual sales at its peak, is facing biosimilar competition after losing patent protection last year. Sales of the drug fell around 60% from a year ago to $656 mill…
https://www.aol.com/articles/j-js-first-quarter-profit-10272…
travel_explore
web search NEUTRAL — Stelara was a key top-line driver for J&J, accounting for around 18% of J&J’s Innovative Medicine unit’s sales in 2024, before it lost patent exclusivity in 2025. Several biosimilar versions of Stelar…
https://finviz.com/news/169846/jj-expects-innovative-medicin…
travel_explore
web search NEUTRAL — J&J lost U.S. patent exclusivity for Stelara in 2025. It was a key top-line driver for J&J, accounting for around 18% of J&J’s Innovative Medicine unit’s sales in 2024.J&J is expecting Tremfya to exce…
https://qz.com/tremfya-icotyde-lead-j-j-s-post-stelara-immun…
verified
“Sales of the drug [Stelara]... fell around 60% from a year ago to $656 million”
VERIFIED
A web search result explicitly confirms that 'Sales of the drug fell around 60% from a year ago to $656 million' in the context of Stelara.
verified
“Icotyde, which was approved in March”
VERIFIED
A cross-reference from CNBC confirms that the FDA approved Icotyde in mid-March.
compare_arrows
cross reference SUPPORTS — Icotyde went to market after the Food and Drug Administration approved it in mid-March for moderate to severe plaque psoriasis.
https://www.cnbc.com/2026/05/16/why-jj-thinks-its-new-psoria…
schedule
“Tremfya... generated $1.6 billion in quarterly sales, beating estimates of $1.2 billion”
PENDING
schedule
“Sales of blood cancer treatment Darzalex were $4 billion for the quarter, easily beating analysts' expectations of $3.4 billion”
PENDING
schedule
“The company raised its full-year 2026 revenue forecast range with a new midpoint of about $100.8 billion”
PENDING
schedule
“Wall Street's estimate of $100.6 billion [for 2026 revenue]”
PENDING
schedule
“lifted its adjusted earnings outlook to $11.55 per share at the midpoint”
PENDING
schedule
“quarterly sales [medical devices] rose 7.7% to $8.6 billion”
PENDING
schedule
“J&J is among the group of top global drugmakers that have agreed to so-called most-favored-nation drug pricing deals with the Trump administration”
PENDING
schedule
“The companies have said they will lower their U.S. drug prices to match those charged in other developed countries, in exchange for tariff relief”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.