Johnson & Johnson to separate orthopaedics business into standalone entity

Published 14/10/2025, 11:30
Johnson & Johnson to separate orthopaedics business into standalone entity

NEW BRUNSWICK, N.J. - Johnson & Johnson (NYSE:JNJ) announced Tuesday its plan to separate its orthopaedics business, which will operate as a standalone company under the DePuy Synthes name.

The separation, expected to be completed within 18 to 24 months, aims to enhance strategic focus for both companies. Johnson & Johnson will concentrate on six key growth areas across its Innovative Medicine and MedTech segments: Oncology, Immunology, Neuroscience, Cardiovascular, Surgery, and Vision.

The company stated the move would accelerate the shift of its MedTech portfolio toward higher-growth and higher-margin markets while improving its top-line growth and operating margins.

Following the separation, DePuy Synthes would become the largest orthopaedics-focused company globally, with leading market positions across major product categories. The business generated approximately $9.2 billion in sales for fiscal year 2024 and serves about seven million patients annually. For detailed analysis of this strategic move and its potential impact on shareholder value, investors can access the comprehensive Pro Research Report available on InvestingPro.

Namal Nawana has been appointed as Worldwide President of DePuy Synthes, effective immediately. Nawana previously served as Executive Chairman and Founder of Sapphiros, CEO of Smith & Nephew Plc, and had earlier spent over 15 years at Johnson & Johnson, including as Worldwide President of Johnson & Johnson’s DePuy Synthes Spine business.

"This transaction enables Johnson & Johnson to further strengthen its focus and investment toward higher-growth areas where we can meaningfully extend and improve patient lives," said Joaquin Duato, Chairman and Chief Executive Officer of Johnson & Johnson, in the press release statement.

The company is exploring multiple paths to effect the planned separation, which remains subject to various conditions including regulatory approvals and final board approval.

Citi and Goldman Sachs & Co. LLC are acting as financial advisors to Johnson & Johnson, with Freshfields LLP serving as legal counsel for the transaction.

In other recent news, Johnson & Johnson has been ordered to pay $966 million in a baby powder case, as a Los Angeles jury found the company liable for a woman’s death from mesothelioma. In a different development, Johnson & Johnson reported positive results for its TREMFYA treatment in a 48-week study for ulcerative colitis, showing significantly higher clinical and endoscopic remission rates compared to a placebo. Goldman Sachs has raised its price target for Johnson & Johnson to $212, maintaining a Conviction Buy rating due to strong performance in the company’s Innovative Medicines segment. They expect the company to surpass consensus estimates for key products in the upcoming earnings report. Meanwhile, Guggenheim has reiterated its Buy rating on Johnson & Johnson, with a price target of $206, highlighting investor enthusiasm since the upgrade.

In related news, BMO Capital has increased its price target for Protagonist Therapeutics to $112, maintaining an Outperform rating. This adjustment follows reports of a potential acquisition by Johnson & Johnson. These recent developments provide investors with important insights into the current landscape surrounding Johnson & Johnson and Protagonist Therapeutics.

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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