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    The Bull Case For Johnson & Johnson (JNJ) Could Change Following New Subcutaneous RYBREVANT FASPRO Approval

    Simply Wall St·12/18/2025 18:39:16
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    • Johnson & Johnson recently received U.S. FDA approval for RYBREVANT FASPRO™, the first subcutaneous amivantamab-based therapy for EGFR‑mutated non‑small cell lung cancer, covering all existing RYBREVANT® indications.
    • The approval, backed by Phase 3 data showing at least comparable pharmacokinetics and signals of longer survival versus intravenous dosing, underscores how J&J is pairing oncology innovation with treatment convenience and potential system‑wide efficiency gains.
    • We’ll now examine how this new subcutaneous RYBREVANT FASPRO approval, and its improved efficacy and convenience profile, affects Johnson & Johnson’s investment narrative.

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    Johnson & Johnson Investment Narrative Recap

    To own Johnson & Johnson, you need to believe its diversified healthcare portfolio and long oncology pipeline can offset pressures from aging blockbusters and ongoing litigation. The new subcutaneous RYBREVANT FASPRO approval strengthens the near term oncology story by pairing innovation with convenience, but it does not fundamentally change the biggest swing factors, which still center on replacing STELARA revenue and managing legal overhangs.

    Among recent announcements, the FDA approval of AKEEGA for BRCA2 mutated metastatic castration sensitive prostate cancer is particularly relevant, as it reinforces the same thesis: J&J is leaning on precision oncology and broadened indications to support Innovative Medicine growth and help cushion the financial impact of STELARA’s loss of exclusivity over time.

    Yet while oncology wins support the growth story, investors still need to be aware of the ongoing talc and Stelara related legal and biosimilar risks, which...

    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 $202.54 fair value, a 4% downside to its current price.

    Exploring Other Perspectives

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

    Twenty three members of the Simply Wall St Community value J&J between US$148.64 and US$384.15, showing how far apart individual views can be. Against this spread, the recent oncology approvals that aim to offset STELARA’s loss of exclusivity give you more context on what may drive the company’s future performance and are worth comparing with these varied expectations.

    Explore 23 other fair value estimates on Johnson & Johnson - why the stock might be worth as much as 83% more than the current price!

    Build Your Own Johnson & Johnson Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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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.