CLAIM #34067 · Johnson & Johnson (JNJ) · 2025Q2 earnings call · Jul 16, 2025 · due Dec 31, 2025
“And so I think in summary, due to easier comps as well as significant new products, we're confident in continued acceleration in the back half?”
Timothy Schmid · EVP, Worldwide Chairman Medtech
In context
“daily disposable lens for people with both the stigmatism and presbyopia. Surgery, we continue to see performance, we expect continued performance on the back of surge flow is easy and [indiscernible] And then I will call out that while our auto performance was softer than we would like, we have strong reasons to believe in continued acceleration through the remainder of the year with roughly 510(k) approvals last year, close to 40 outside of the U.S., and so big launches coming our way, especially in the areas where we face the most competition in hips and knees the [indiscernible] Hinge as well as [indiscernible] And then also in spine, we're seeing the rollout of our spine vellus robot well as trials, which we are confident that will continue to bolster our growth and competitiveness. And so I think in summary, due to easier comps as well as significant new products, we're confident in continued acceleration in the back half? John Reed: So Chris, as you can see, it's hard to pick 1 particular product that gives us reason for our enthusiasm in the back half. But if I had to point and maybe pick a couple of children. I would say TREMFYA, we're just getting started with our inflammatory bowel disease, and we grew 30% in the quarter. Those indications will provide further growth as a reminder STELARA's had 70% of their prescriptions within IBD, looking forward to getting the subcutaneous administration approval for lung cancer with RYBREVANT/LAZCLUZE. And then on the med tech side, I think the really shining star while maybe not the highest number is the EP energy that we have going forward, either maintaining or recapturing that leadership position as well as expected improvement in our contact lens business. You”
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SEC filings for JNJ ↗ · Claim quote is verbatim from the 2025Q2 earnings call.