Johnson & Johnson stock steady as FDA approves bladder cancer therapy

Published 10/09/2025, 12:12
Johnson & Johnson stock steady as FDA approves bladder cancer therapy

Investing.com - Johnson & Johnson (NYSE:JNJ) received FDA approval for Inlexzo, the first intravesical drug-releasing system for extended local delivery into the bladder for adult patients with BCG-unresponsive non-muscle invasive bladder cancer with carcinoma in situ.

Guggenheim maintained its Neutral rating on Johnson & Johnson with a $167.00 price target following the announcement, noting the approval validates their conviction in the asset.

The newly approved therapy represents a unique bladder-sparing treatment addressing significant unmet needs for patients with limited options after unsuccessful BCG therapy, according to Guggenheim’s research.

Multiple urologists consulted by Guggenheim have viewed the product, previously known as TAR-200, as attractive and likely to gain significant market share based on its efficacy profile, tolerability, and practical fit into urology practices.

Guggenheim estimates that the broader TARIS platform, which includes Inlexzo and TAR-210 (erdafitinib intravesical delivery system), could generate approximately $5 billion in revenue by 2040, aligning with management’s guidance for the platform’s peak sales potential.

In other recent news, Johnson & Johnson reported strong financial results for the second quarter of 2025, with worldwide sales reaching $23.7 billion, representing a 4.6% operational sales growth. The company also increased its full-year sales guidance to $92.9 billion and its earnings per share (EPS) guidance to $10.85. Additionally, Johnson & Johnson announced a $2 billion investment to expand its manufacturing presence in North Carolina, which will create approximately 120 new jobs at a new facility in Holly Springs. The U.S. Food and Drug Administration recently approved Johnson & Johnson’s INLEXZO for treating adults with certain types of bladder cancer, marking a significant development in their oncology portfolio.

In corporate governance news, Johnson & Johnson appointed John Morikis, former CEO of Sherwin-Williams, to its Board of Directors. Wolfe Research has raised its price target for Johnson & Johnson to $195, maintaining an Outperform rating, due to increased confidence in the company’s upcoming talc litigation outcome. These developments reflect Johnson & Johnson’s ongoing efforts to strengthen its market position and expand its capabilities.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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