Description

Johnson & Johnson: An Insight Into Its Ortho Business Transformation, Growth Potential & The $400M Tariff Hit!

Johnson & Johnson’s first quarter 2025 results present a multifaceted picture of a robust yet intricately challenged healthcare company. The operational sales growth stood at 4.2%, even as they faced significant pressure due to the loss of exclusivity for STELARA, a multibillion-dollar pharmaceutical product. Despite an 810 basis point headwind from STELARA, the Innovative Medicine sector showed resilience with an equal 4.2% growth, supported by strength in other key pharmaceuticals such as DARZALEX, which achieved a notable growth of over 20%. MedTech also posted a growth of 4.1%, buoyed by the integration and performance of recent acquisitions like Abiomed and Shockwave. These additions boosted their cardiovascular businesses, though this growth was tempered somewhat by competitive pressures and a few onetime events affecting orthopedics.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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