Johnson & Johnson raised its full-year forecast again on October 13, 2026, and CFO Joe Wolk tells Yahoo Finance’s Julie Hyman that pharmaceuticals led the way, with oncology up 17% and immunology returning to growth despite losing exclusivity on Stelara. Wolk explains why MedTech growth of about 2.5% needs to improve, how a new heart pump study and Middle East budgets factor in, and why prescriptions for J&J’s new oral psoriasis pill are reaching beyond dermatologists. He also says Tremfya could become a more than $10 billion product, explains why J&J is leaning toward a spinoff of its orthopedics business rather than a sale, and discusses drug pricing pressure.
Watch The 8:30 live weekdays 8:30-9:30am ET.
00:00 J&J raises its forecast again
00:17 Oncology, neuroscience and immunology
01:34 How J&J plans to fix MedTech
01:51 The heart pump study
02:20 Middle East budgets and MedTech demand
03:01 The new oral psoriasis pill
04:20 Why pills could expand the market
04:53 How long can Tremfya keep growing?
05:54 Why J&J is leaning toward an orthopedics spinoff
07:16 Drug pricing and the FDA
#JohnsonAndJohnson #Earnings #Pharma #The830 #YahooFinance
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