$JNJ — FinTwit mentions on Surfaced

$JNJ — FinTwit mentions on Surfaced

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66 mentions

@investmentguru_Jul 13, 2026 · 12:51 AM

Earnings Week Ahead (Jul 13-17) Big week for reads across the market — banks, semis, healthcare, and industrials all report. Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS $PNC $USB $STT — sets the tone for credit conditions, rate outlook, and consumer health. Semis/Tech: $ASML (Wed) — global bellwether for chip capex and AI-related demand. $TSM (Thu) — the most important print of the week for our Silicon-to-Substation thesis; foundry commentary drives sentiment across $MU $MRVL $CRDO. Healthcare: $JNJ $UNH $ELV $ISRG — margin pressure and utilization trends in focus. Media/Streaming: $NFLX (Thu after close) — trading near 52-week lows, so reaction matters more than results. Watch for subscriber commentary and ad-tier traction. Industrials/Materials: $GE $AA (Alcoa — aluminum/tariff read-through) $PLD (logistics/real estate). Global tech: $WIT (Wipro) — IT services demand signal. $TSM Thursday is the macro tell for the entire AI infrastructure stack. A strong beat + bullish capex guidance could reignite the semis/AI trade; a cautious tone accelerates rotation into MAG7 defensives. Not financial advice.

@investmentguru_Jul 12, 2026 · 11:39 PM

Week Ahead: Earnings Bonanza Meets Cooling Inflation. Inflation data + peak bank/Big Tech earnings collide this week. Here’s the setup: Macro Tue: CPI cooling hard — MoM seen at -0.1% (vs +0.5% prior), YoY down to 3.9%. Energy/gasoline unwind post-ceasefire doing the heavy lifting. Core still sticky at +0.3%/2.9%. Wed: PPI decelerating to +0.2% (vs +1.1% prior) Thus : Retail sales cooling to +0.3% (vs +0.9%) — consumer catching its breath after a hot May Tuesday — Bank Earnings $JPM — trading revenue +15%, smallest gain in a year $BAC — strongest revenue growth since 2012, broad-based $GS — net revenue +12%, Citi flags it as best-positioned for the AI capex cycle Wed/Thu — The Real Show $ASML — Q2 print, beat likely given consistent track record $TSM — expected to RAISE full-year guidance + 2027 capex on sustained AI accelerator/CPU demand. This is the one to watch for the Silicon-to-Substation thesis. $JNJ — Innovative Medicine (Darzalex, Carvykti) driving ~5.5% YoY revenue growth, 4 straight beats $UNH — flat revenue, all eyes on Medical Care Ratio for margin recovery signs $NFLX — slowest revenue growth in 12+ months, margins compressing on content spend, watch for AI/UGC disruption commentary $GE — defense engine deliveries near 3-yr highs, guidance raise expected

@alphaticaioJun 28, 2026 · 2:38 PM

WEEKLY DARK POOL RECAP | Week 16 · June 22-25, 2026 Week 16. 76% accuracy. Sell signals: 11/14. The dark pool was distributing. Friday stripped for Q2 window dressing. This week we're showing you something different. Two versions of the same scorecard. One includes Friday. One doesn't. The difference is what Q2 window dressing looks like in real time. You've heard the term "window dressing" your entire investing life. Now you'll see it in the data. WHAT HAPPENED FRIDAY Q2 ends Monday. On the last Friday of every quarter, fund managers buy their core holdings to show them in the quarterly portfolio snapshot sent to investors. This creates massive mechanical buying that has nothing to do with directional conviction. The buying is cosmetic. It's for the quarterly report. Here's what that looked like on our dark pool data: Thursday (June 25): Zero dark pool buyers. Every name sold. -$6.46B. The heaviest dark pool sell of sixteen weeks. Friday (June 26): Zero dark pool sellers. Every name bought. +$10.35B. The heaviest dark pool buy of sixteen weeks. A $16.8B swing in 24 hours. Same institutions. Same names. Opposite direction. That's window dressing. THE TWO SCORECARDS VERSION 1: Full week including Friday (Mon-Fri) Accuracy: 10/20 (50%) Friday's massive buy flow flipped the weekly net positive on names that were being sold all week. Examples: $MSFT: Mon-Thu net: -$785M (SELL). Fri: +$951M. Full-week net: +$166M (BUY). Return: -7.0%. The signal flipped from correct to wrong because of one mechanical session. $NVDA: Mon-Thu net: -$427M (SELL). Fri: +$663M. Full-week net: +$236M (BUY). Return: -7.1%. Same problem. $SPY: Mon-Thu net: -$3.02B (SELL). Fri: +$3.64B. Full-week net: +$621M (BUY). Return: -2.4%. Same problem. VERSION 2: Mon-Thu only (Friday stripped) Accuracy: 13/17 (76%) This is the clean directional signal without the Q2 mechanical noise. ALPHATICA BUY SIGNALS (Mon-Thu) vs ACTUAL RETURNS $SHOP Signal: BUY Net: +$450M Return: +2.5% ✓ $JNJ Signal: BUY Net: +$54M Return: +7.2% ✓ $NFLX Signal: BUY Net: +$92M Return: -8.4% ✗ 2 out of 3 (67%). Only three buy signals. The dark pool was not accumulating this week. It was distributing. ALPHATICA SELL SIGNALS (Mon-Thu) vs ACTUAL RETURNS $SPY Signal: SELL Net: -$3.02B Return: -1.7% ✓ $AAPL Signal: SELL Net: -$1.12B Return: -7.7% ✓ $IWM Signal: SELL Net: -$1.10B Return: +1.1% ✗ $QQQ Signal: SELL Net: -$868M Return: -3.3% ✓ $MSFT Signal: SELL Net: -$785M Return: -7.0% ✓ $GOOGL Signal: SELL Net: -$462M Return: -6.6% ✓ $NVDA Signal: SELL Net: -$427M Return: -7.1% ✓ $AVGO Signal: SELL Net: -$403M Return: -7.9% ✓ $BRK.B Signal: SELL Net: -$257M Return: -0.3% ✓ $MU Signal: SELL Net: -$255M Return: +7.0% ✗ $TSLA Signal: SELL Net: -$201M Return: -6.3% ✓ $META Signal: SELL Net: -$142M Return: -6.0% ✓ $GLD Signal: SELL Net: -$130M Return: -4.6% ✓ $TLT Signal: SELL Net: -$95M Return: +0.7% ✗ 11 out of 14 (79%). The sell signals dominated the week. THE MISSES $MU: -$255M net sell Mon-Thu but +7.0% return. The massive earnings beat on Wednesday overwhelmed the dark pool signal. The institutions sold $MU into earnings (we documented -$5.53B zero buys on Wednesday, the largest single-name sell of the series). The earnings beat reversed the stock. The dark pool was hedging, not predicting. The algorithm caught the distribution. The earnings changed the thesis. Both documented. $IWM: -$1.10B net sell but +1.1% return. The great rotation favored small caps. Breadth hit 3.17x (series record) on Tuesday while the Nasdaq dropped -1.57%. The broad market advanced while the indexes sold. $IWM benefited from the rotation even as the dark pool sold it. $TLT: -$95M net sell but +0.7% return. Barely positive. Small size, borderline call. $NFLX: +$92M net buy but -8.4% return. One session appearance at small size. WEEKLY SCORECARD Week 16 (Mon-Thu): 13/17 (76%) Week 15: 11/13 (85%) Week 14: 7/9 (78%) Three-week combined: 31/39 (79%) Three-week buys: 15/19 (79%) Three-week sells: 16/20 (80%) THE LESSON Window dressing is real. You can see it in the data. Thursday: zero dark pool buyers, -$6.46B. Friday: zero dark pool sellers, +$10.35B. The same institutions. The same names. The opposite direction. 24 hours apart. If you include Friday's mechanical flow, the scorecard drops from 76% to 50%. The signal was correct. The noise was loud. This is why quarter-end weeks require a different lens. The directional signal lives in Mon-Thu. The Friday flow is the quarterly report. Both are real data. Only one is a directional signal. The methodology is consistent. The results are public. The framework adapts to the calendar. Every signal published in real time. Every result validated against the return. The hits and the misses. Both shown. Both documented. Three weeks. 31/39. 79%.

@yasutaketinJun 27, 2026 · 8:14 AM

一ヶ月セクター騰落でヘルスケアが一位に。これは景気減速を織り込んでディフェンシブに逃避している。スター銘柄は $LLY $JNJ など。続くかはわからないけど。個人的にはテックが弱い時期は休んでも良いと思う。 https://t.co/mHCL5ANakZ

@moninvestorJun 24, 2026 · 7:01 AM

The reason why market sell-off yesterday: 1. Chip and AI stocks had been on a massive run all year. South Korea's market was up more than 90% in 2026 and had roughly tripled over the past year, with SK Hynix alone up close to 190%. A lot of good news was already baked into prices. 2. Rate worries were already in the air. Bank of America put out a note warning of up to three interest rate hikes this year. Traders saw about a 70% chance of a hike by September, and the 10-year Treasury yield briefly touched 4.5%. Higher rates tend to weigh on pricey tech stocks the most. 3. The spark was a piece of news about SK Hynix. Reports said it was slowing the expansion of HBM4, the high end memory used in AI servers, and shifting back toward regular DRAM chips, where margins had recently been better. 4. Asia sold off hard overnight. South Korea's KOSPI fell almost 10% and the exchange had to halt trading twice in one day. Samsung and SK Hynix each dropped about 12%, and because those two are nearly half the whole index, the entire market fell with them. Japan's Nikkei fell about 3% as well. 5. The selling moved into Europe next. The European tech index fell 3.2%, with chip names like STMicroelectronics $STM down more than 7%. 6. By the time the US opened, chip stocks were leading the way down. Micron $MU fell about 8%, SanDisk $SNDK dropped 9%, and Seagate $STX and Western Digital $WDC each fell more than 7%, while the memory chip ETF was down 13%. Marvell $MRVL fell 8% too. 7. The bigger names came under pressure as well. Nvidia $NVDA fell about 3%, Taiwan Semiconductor $TSM fell 5%, and the main semiconductor ETF $SOXX dropped 6.5%. 8. The S&P 500 finished down 1.44% and the Nasdaq down 2.21%, while the Dow was basically flat, down less than a tenth of a percent. 9. It was not a broad selloff, though. About half the market actually rose. Money moved into steadier names like Walmart $WMT, Johnson & Johnson $JNJ, and Coca-Cola $KO. The fear gauge, the VIX, rose about 13% to 19.5. 10. The main thing to watch next is Micron $MU earnings, out after the close on Wednesday. $MU is a key player in AI memory, so what it says about pricing and demand will tell investors a lot, and weak guidance could push the selloff further. Very unlikely to happen. 11. The other event to watch is Thursday's inflation report. Thursday brings the May PCE prices reading, which feeds straight into the rate hike question. The overall read from analysts is that this looks like profit taking after a very big rally. $MU results are the next real test. Image by david foster.

@alphaticaioJun 23, 2026 · 8:55 PM

DARK POOL SCANNER | June 23, 2026 Dark pool still buys $SPY. Lit: -$1.68B. Dark: +$640M. $MU both tapes sell. Zero buys. Eve of earnings. The pattern holds through the great rotation. 169 off-exchange prints (partial session, engine restarted midday). +$278M net buy. Dark Pool Buyers: $SPY +$640M (31 prints, LIT: SELL -$1.68B) $NFLX +$92M (2 prints, $0 DP SELLS) $QQQ +$86M (34 prints, LIT: SELL -$1.14B) $JNJ +$54M (3 prints, $0 DP SELLS) $IWM +$26M (6 prints) $DIA +$22M (5 prints) Dark Pool Sellers: $MU -$254M (7 prints, $0 DP BUYS, BOTH AGREE) $XLF -$157M (5 prints) $TSM -$100M (1 print, $0 DP BUYS, SEMI SELL) $AAPL -$83M (12 prints) The dark pool still buys $SPY. The lit tape sold -$1.68B. The dark pool bought +$640M. On the great rotation day. With breadth at 3.17x (series record). With $SOXX -7.22% (series record sell). The pattern survived sixteen weeks of catalysts: CPI, Iran peace, hawkish Warsh, OPEX, and now the most extreme rotation day of the series. The dark pool buys what the lit tape sells. $QQQ: dark +$86M while lit -$1.14B. Both indexes bought in the dark pool while sold on the lit tape. The structural pattern that has defined the scanner persists. $MU: both tapes agree sell. Lit -$1.49B zero buys. Dark -$254M zero buys. On the eve of earnings. Three consecutive weeks of buy signals. The institutions accumulated $MU at scale for three weeks. Yesterday +$3.49B on the lit tape. Today: zero buys on both venues. The reversal is documented on both tapes. $TSM: -$100M. Zero dark pool buys. TSMC appeared on the dark pool sell side for the first time. A single $100M print. The semi sell extended from the lit tape (seven names) to the dark pool ($MU, $TSM). The distribution is cross-venue and cross-name. $NFLX +$92M. Zero DP sells. $JNJ +$54M. Zero DP sells. The dark pool is accumulating defensive and consumer names while selling semis. The great rotation exists on both venues. The same pattern the internals show (3.17x breadth, indexes red) and the rotation scanner shows ($XBI leads, $SOXX lags) is visible in the dark pool flow. $MU earnings tomorrow. Both tapes agree: sell $MU with zero buys. The framework documented three weeks of accumulation and one day of reversal. The tape doesn't predict the earnings. The tape tells you what the institutions did before the report. What they did: they sold. On both venues. With zero opposition. Sixteen weeks. The framework holds. Watching the tape.

@nezih_gokayJun 17, 2026 · 5:29 PM

YARIM ASIRLIK TEMETTÜ MAKİNELERİ 🚀 Enflasyonu, krizleri ve ayı piyasalarını unutan tam yarım asırdır kesintisiz nakit dağıtan şirketler var. 50 yıldan uzun süredir her yıl temettüsünü artıran ve Temettü Kralları olarak bilinen bu elit şirketlerde saklı. İşte sektör sektör öne çıkan 2026 Temettü Kralları Listesi ve istikrarları 👇 💧 Altyapı & Enerji American States Water ($AWR ): Tam 70 yıldır kesintisiz artış 👑 Northwest Natural ($NWN ): 70 yıl California Water Service ($CWT ): 58 yıl 🩺 Sağlık (Healthcare) Johnson & Johnson ($JNJ ): 63 yıldır sağlık dağıtırken nakit de büyütüyor. Abbott ($ABT ) & AbbVie ($ABBV ): 53 yıl 🍔 Temel Tüketim Procter & Gamble ($PG ): 69 yıl (Neredeyse 70 yıllık devasa istikrar) Coca-Cola ($KO ): 63 yıl Colgate-Palmolive ($CL ): 62 yıl Altria ($MO ): 54 yıl PepsiCo ($PEP ): 53 yıl 🏭 Sanayi Dover ($DOV ) & Parker-Hannifin ($PH ): 69 yıl Emerson Electric ($EMR ): 67 yıl Nordson ($NDSN ): 69 yıl 🚗 Döngüsel Tüketim & Perakende Genuine Parts Company ($GPC ): 69 yıl Lowe's ($LOW ): 65 yıl Target ($TGT ): 54 yıl 🏦 Finans (Financials) & Gayrimenkul Cincinnati Financial ($CINF ): 65 yıl Federal Realty ($FRT ): 57 yıl (Gayrimenkul sektörünün tek kralı) 💡 Unutmayın.Bir şirketin 50 yıldan fazla bir süre boyunca her yıl temettü artırabilmesi için muazzam bir nakit akışına, güçlü bir rekabet avantajına ve krizlere dayanıklı bir iş modeline sahip olması gerekir. Sizin favori Temettü Kralınız hangisi? Portföyünüzde bunlardan kaç tanesi var? 👇

@jacobpliethJun 10, 2026 · 11:09 AM

What a week so far: $RHHBY $NRIX deal $JNJ buys Firefly $GSK buys $NUVL $PBLS $770m IPO + $100m placement $TRLN going public by reverse merger ($900m cash) $TNGX $600m secondary $IDYA $300m secondary (on the back of Tango) $SMMT $575m secondary (on disappointing #ASCO26 data)

@jacobpliethJun 8, 2026 · 2:56 PM

So... MAb targets a tumour antigen, and is linked to a VHL-based payload that causes KRAS degradation? Have I got that right? $JNJ #Firefly https://t.co/Qj2aY2aqkB

@jacobpliethJun 8, 2026 · 2:02 PM

This seems to be a key Firefly Bio patent: https://t.co/y8q8oHGfro $JNJ

@adamfeuersteinJun 8, 2026 · 1:29 PM

J&J $JNJ spends $1 billion to enter KRAS race for cancer treatments https://t.co/vsncxyNWZP via @Jasonmmast

@jacobpliethJun 8, 2026 · 12:08 PM

It's degrader Monday! $JNJ $RHHBY

@adamfeuersteinJun 8, 2026 · 12:05 PM

$JNJ acquiring a pan-KRAS degrader via Firefly Bio for $1B https://t.co/NTQlkHOeuM

@alphaticaioJun 5, 2026 · 8:43 PM

@trade4flex This makes sense. They rotated into Biotech yesterday. The defensive trade also flipped today. But we do not think this is the start of a long-term trend. JNJ is different but the rest we would not look into it too much. We say $JNJ is different because its a set it and forget it type of position in our opinion.

@jacobpliethJun 1, 2026 · 1:31 PM

$RVMD $SMMT $BNTX $AZN $MRK $BMY $LLY $IDYA $JNJ $GILD $INCY $PFE $NVS $AVBP #Asco26

@adamfeuersteinMay 31, 2026 · 11:36 AM

Happy Sunday morning, my friends. If you're an #ASCO26 follower, the media embargoes lift at 8 am ET for daraxonrasib, ivonescimab and all the other drugs in this afternoon's plenary session. $RVMD Akeso $SMMT $LLY $JNJ Stories posting shortly.

@jacobpliethMay 29, 2026 · 12:53 PM

Dizal Zegfrovy data from WU-Kong28, in NEJM https://t.co/qx2TwwHq7g #ASCO26 $CGEM $JNJ

@jacobpliethMay 29, 2026 · 12:05 PM

Dizal: crossover ate my OS benefit. #ASCO26 data from WU-Kong28 in 1st-line exon20 NSCLC, via @ApexOnco -> https://t.co/8fzt66W6eo $JNJ $CGEM

@adamfeuersteinMay 20, 2026 · 5:16 PM

The #ASCO26 abstracts will be posted tomorrow at 5 pm EDT. What this means, and what is doesn't. -- No late-breaker abstracts tomorrow. You will not see the plenary session data from $RVMD, Akeso / $SMMT, $JNJ or $LLY. If you're eager to see any LBA data, you'll need to wait for the actual meeting. -- All regular abstracts will be posted tomorrow night. This can be confusing and frustrating... -- Per ASCO rules, companies can report ALL their data tomorrow evening via press release, even if the abstract only contains old data. Some companies will choose this route. -- BUT, companies choosing to report full data tomorrow via press releases cannot show data slides or posters. Those must be withheld until the actual meeting. -- Some companies may choose to only show abstracts tomorrow, and wait for the meeting to present new/updated data. Personally, I hate this system. If I made the rules, I would reserve all full/updated data for the actual meeting. Good luck tomorrow. Happy #ASCO26 abstract release night for all who observe.

@adamfeuersteinMay 20, 2026 · 1:11 PM

$IBRX -- The FDA accepted the sBLA to expand Anktiva to include the treatment of MNBIC papillary. The PDUFA date is Jan. 6, 2027. Standard review. A positive development for ImmunityBio, but like all things, details matter. Approval is not a given. In fact, the FDA reiterated its "concerns relating to single-arm trials in papillary disease alone..." ImmunityBio acknowledged. I'd love to read the entire FDA letter, and not just the company's curated excerpt. If ImmunityBio wins approval to expand Anktiva's use based on single-arm study data, the agency will establish a new approval standard that can, and likely will, be used by other companies to seek the same. The same competitive risks that are impacting ImmunityBio and Anktiva in bladder cancer today will remain because $JNJ, for instance, can accelerate expanded approval of Inlexzo.

@ssi_investApr 28, 2026 · 8:59 AM

Arb market betting big on TREMFYA litigation lottery - $XOMA acquired by $LGND - $39/share cash + CVR for 75% of net litigation proceeds - CVR tied to $TREMFYA breach of contract claims vs. $JNJ - 47% vote locked; trading negative spread on CVR optionality - Closing Q3'26

@jacobpliethApr 17, 2026 · 5:03 PM

Second $JNJ ex-Halda "riptac", HLD-0117, goes into phase 1. Previously only known as "breast cancer riptac", target still undisclosed https://t.co/aJRe55AgYH

@jacobpliethApr 17, 2026 · 4:54 PM

"Extended-release chemotherapy"? $JNJ 🧐 https://t.co/YNyf9f6GP1

@adamfeuersteinMar 18, 2026 · 11:58 AM

J&J $JNJ wins approval for first-of-its-kind psoriasis pill https://t.co/i3nkTz8mi1 via @damiangarde $PTGX

@jacobpliethMar 16, 2026 · 11:13 AM

Who knew $REGN was developing an anti-GPRC5D T-cell engager? https://t.co/jyL1PAS0y5 $JNJ $PFE $BMY

@adamfeuersteinMar 5, 2026 · 6:53 PM

FDA approved $JNJ Tecvayli, multiple myeloma treatment https://t.co/7JX80XjYy9

@jacobpliethFeb 23, 2026 · 3:50 PM

Why is $BCAX testing a ficera dose in phase 3 that it now says isn't optimal (and other uncomfortable questions)? Via @ApexOnco -> https://t.co/mLWKP6AAZ9 $JNJ $GMAB

@jacobpliethFeb 23, 2026 · 3:28 PM

$GILD buys $ACLX before approval. Via @ApexOnco -> https://t.co/pKF78Wyrww $LEGN $JNJ

@optionflysFeb 12, 2026 · 11:29 PM

Russell Top 50 - Weekly Rotation Snapshot Leadership = Value + defensives. Leading: $XOM $CVX $WMT $MRK $JNJ $GS $CAT $TXN MAG 7 status: $MSFT $NVDA $AMZN lagging $AAPL $GOOGL $TSLA weakening $META improving That’s not broad growth leadership. It’s rotation. Until high beta reclaims Leading quadrant, index expansion will struggle. Rotation first. Then trend. $SPX $QQQ $SPY @Optuma

@jacobpliethJan 29, 2026 · 3:33 PM

MK-2750 has been in the clinic since 2024. JNJ-95437446 started phase 1 in July 2025 https://t.co/PYUnhSJogA $MRK $JNJ

@jacobpliethJan 29, 2026 · 3:28 PM

With a tipoff from a friend, and some info that probably shouldn't have been posted in a trial registry, the mechanisms of ADCs JNJ-95437446 $JNJ & SKB571/ MK-2750 $MRK have been revealed. Quite amazing given the recent $GMAB news. Via @ApexOnco -> https://t.co/WT8gNUvT83

@kaizen_investorJan 21, 2026 · 11:27 AM

$JNJ reported strong Q4 sales of $24.6B, beating the $24.16B consensus. However, Adj. EPS of $2.46 missed expectations primarily due to a $0.10 one-time charge for the Halda acquisition. Innovative Medicine shone, with Oncology (+26%) and Tremfya (+68%) successfully offsetting the Stelara cliff. MedTech grew 7.5%, boosted by Shockwave. With 2026 sales guidance hitting ~$100.5B, the growth thesis remains intact despite the optical earnings miss. $JNJ is down 2% after these earnings

@kaizen_investorJan 21, 2026 · 9:57 AM

$JNJ will report Q4 earnings today. The spotlight is on 2026 guidance, after hinting consensus was low, management must validate that floor. Watch the slope of Stelara’s erosion and whether Tremfya is successfully capturing that share. MedTech must show Shockwave-driven acceleration to balance Pharma headwinds. finally, any Talc settlement progress remains the key catalyst for a re-rating. EPS est. 2.56 Revenue est. $24,157

@jacobpliethJan 15, 2026 · 4:10 PM

Qilu appears to be aping $JNJ in trispecific T-cell engagers. First BCMA x GPRC5D, now CD79b x CD20. Via @ApexOnco -> https://t.co/d4pBcl0MuF

@adamfeuersteinJan 14, 2026 · 6:50 PM

@SweetStocks22 @DrPatrick The glioblastoma data (scant) come from single arm combination trials. None of the data prove Anktiva is having any effect at all. And yes, Anktiva is approved in bladder cancer, but $JNJ recently approved drug is taking significant market share away from $IBRX.

@kawzinvestsDec 23, 2025 · 2:26 PM

Then you layer in the competitive dynamics. The article explicitly says $LLY is negotiating but $JNJ and AstraZeneca $AZN are also monitoring the situation. When you have three major pharma companies interested in the same asset, that's a bidding war. Prices don't stay at the baseline when multiple strategic buyers are competing. The bidding war premium plus the strategic value of owning the only unique MOA in the UC market easily pushes you toward the $200 to $250 range.

@jacobpliethDec 15, 2025 · 3:49 PM

It's $JNJ Tecvayli https://t.co/83ezqcZxm8

@jacobpliethDec 9, 2025 · 2:41 PM

If you enjoyed #ASH25 you can catch up on all @ApexOnco coverage, including previews, here -> https://t.co/XIQrEeKMwY $TERN $JNJ $LLY $CGEM $ONC $NRIX $PFE $REGN $KURA

@jacobpliethDec 9, 2025 · 1:07 PM

@avidresearch OS, even with slightly fugly crossover, gives HR=0.46 $JNJ #ASH25 As ever, infection risk is very real with CD3-targeting T-cell engagers.

@jacobpliethDec 9, 2025 · 1:05 PM

$JNJ Tecvayli (& $LEGN Carvykti) "entering a new era of resetting survival expectations in a cancer historically described as incurable". @ByMadeleineA @ApexOnco from #ASH25 on Majestec-3 https://t.co/yUP2j9tJjj $ACLX $BMY

@jacobpliethDec 9, 2025 · 1:02 PM

Wow, check out the $JNJ Tecvayli survival curves in Majestec-3 #ASH25

@jacobpliethDec 9, 2025 · 12:45 PM

$LLY Jaypirca looks best... up to a point. Via @ApexOnco from #ASH25 https://t.co/SgHJrraNrI $ONC $AZN $JNJ $ABBV $NRIX

@adamfeuersteinDec 7, 2025 · 4:00 PM

New data from Gilead, Arcellx multiple myeloma CAR-T suggest benefit over rival treatment https://t.co/h2TMrtrufE $GILD $ACLX $JNJ $LEGN #ASH25

@adamfeuersteinNov 25, 2025 · 10:48 AM

@bigpharmaguy Not insane. You're correct. The competitive hit to $ACLX y'day was present (that $JNJ abstract) and future (the in vivo CAR-T) I didn't see the former until later.

@jacobpliethNov 24, 2025 · 3:49 PM

#ASH25 late-breakers are now up (links don't work though): $JNJ $LLY + Kelonia in vivo Car-T! https://t.co/O9NqyOuXya

@jacobpliethNov 17, 2025 · 3:40 PM

Halda turns $202m into $3bn from $JNJ (plus a #sadtrombone for $ARVN). Via @ApexOnco -> https://t.co/7zXwDOTMS6

@jacobpliethNov 17, 2025 · 2:06 PM

Who knew?! $ARVN $JNJ

@jacobpliethNov 17, 2025 · 1:55 PM

Halda's HLD-0915 is an oral, heterobifunctional small molecule that induces prostate cancer death by binding AR and the essential protein BRD4 $JNJ #ASCO25 https://t.co/lhEAQL1Gnb

@adamfeuersteinNov 17, 2025 · 1:07 PM

$JNJ acquiring Halda Therapeutics, cancer drug developer, for $3.05B

@jacobpliethNov 17, 2025 · 1:06 PM

$JNJ just acquired Halda for $3.05bn. Earlier story from @BatirtzeAreitio -> https://t.co/7nxuN3Oykj $JANX $CTMX

@adamfeuersteinNov 14, 2025 · 12:08 PM

Big uh-oh for $BMY $JNJ Factor X1a anticoagulant program. Ph3 study halted for futility. https://t.co/amVbO86N6o

@jacobpliethNov 3, 2025 · 8:15 PM

@jq1234t No clue, sorry. I'm amazed $JNJ goes as far as admitting that this is an anti-ENPP3 ADC.

@jacobpliethSep 17, 2025 · 8:52 AM

Amazing similarities (& differences?) between Flaura2 vs Mariposa $AZN $JNJ

@jacobpliethSep 11, 2025 · 9:42 AM

Here's another oncology company going from ph1 straight into ph3: $JNJ anti-KLK2 T-cell engager pasritamig https://t.co/KpW7G2wNs0 cc @BowTiedBiotech

@jacobpliethSep 8, 2025 · 1:07 PM

If you're catching up with #WCLC25 news, @ApexOnco coverage can be found here: https://t.co/Jl2xGAtcZw $SMMY $IDYA $AZN $JNJ $BMY $ZLAB $BNTX

@jacobpliethSep 8, 2025 · 12:43 PM

Guess who just went into the clinic with a new menin inhibitor $SNDX $KURA $JNJ $AZN https://t.co/J1NxKIddpD

@jacobpliethSep 4, 2025 · 3:44 PM

Quite a few (redacted) oncology CRLs released then: $REGN odronextamab x3 SC Rybrevant $JNJ $REPL $ATRA Patri-dxd $MRK $DSNKY Camrelizumab + rivoceranib x2

@pelositrackerAug 27, 2025 · 1:13 AM

The plan ? See if the Swift Effect can make you rich A new tracker is now live up on @joinautopilot and is a basket of stocks that would benefit from a "marriage boom" Includes stocks like $SIG, $JNJ, $GLD, & more https://t.co/yoQ4AxiVUj See the full positions there ^ https://t.co/mKoEV4wBOv

@jacobpliethJul 17, 2025 · 1:22 PM

...and more, this time from the FDA's Andrea Baines $BMY $JNJ $GSK $LEGN https://t.co/8UEG4QyKPq

@jacobpliethJul 17, 2025 · 1:07 PM

$JNJ first announced TAR-200 filing on 15 Jan, but never announced the acceptance. Today's PR likely result of mention of priority review dribbled out at GS conf in June & on yesterday's earnings call. Still no idea when filing was actually accepted!

@jacobpliethJul 17, 2025 · 12:18 PM

Admirable effort by FDA's Deepti Telajara to present the current treatment paradigm for multiple myeloma $JNJ $BMY $GSK https://t.co/VfdzITcqRY

@jacobpliethJul 11, 2025 · 9:57 PM

Huh?! $JNJ $LEGN $BMY

@jacobpliethJul 10, 2025 · 12:31 PM

Ichnos Glenmark's BCMA x CD38 bispecific ISB 2001 was covered by @ByMadeleineA at #ASCO25. Today licensed to $ABBV for $700m up front $JNJ https://t.co/eRXwEbxky9

@jacobpliethJul 3, 2025 · 11:49 AM

Zegfrovy gets its US approval, but don't expect an imminent launch. Via @ApexOnco -> https://t.co/bCDzI4zzSQ $CGEM $JNJ

@jacobpliethJun 16, 2025 · 11:04 AM

@justaname2u JNJ-88549968 appears to be the only other CALRmut project in clinical development apart from the two at $INCY. Ph1 started in Dec 2023, but has anyone seen any data from $JNJ?

@jacobpliethJun 1, 2025 · 10:47 PM

$JNJ anti-KLK2 T-cell engager pasritamig (JNJ-78278343) #ASCO25