Johnson & Johnson stock gets ICOTYDE lift before results

Published on 10/05/2026 at 14:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Johnson & Johnson stock heads toward its October 13 report after ICOTYDE reached 70% clear or almost clear skin at Week 112. Q2 revenue was USD 25.31 billion.

Wissenschaftler in Pharma-Labor mit Impfstoffampullen und Laborgeräten — Fotorealistisches Pharma-Labor zeigt Forschung von Johnson & Johnson, ISIN US4781601046, mit Wissenschaftlern und Impfstoffen, Illustration mit AI erstellt.

Johnson & Johnson (ISIN US4781601046) stock was last at USD 256.03 on the NYSE on October 2, 2026, down 1.02 percent from the prior close. The company then highlighted ICOTYDE results showing a 70% clear or almost clear skin rate at Week 112, giving the pipeline a concrete data point before the next report.

ICOTYDE delivers two-year data

According to Johnson & Johnson on October 2, 2026, the Phase 3 ICONIC-TOTAL study showed complete site-specific clearance for 60% of patients with scalp psoriasis and 89% of patients with genital psoriasis at Week 112. The company also reported a 63% clearance rate for hand and foot psoriasis, while the overall clear or almost clear rate rose from 57% at Week 16 to 70% at Week 112.

The data matter because Johnson & Johnson is building newer medicines around pressure on established products. ICOTYDE is an oral IL-23 receptor peptide approved in the United States for moderate-to-severe plaque psoriasis, and the release said safety findings through Week 112 remained consistent with the established profile.

Quarterly figures set the bar

Johnson & Johnson's second-quarter revenue reached USD 25.31 billion, up 6.6 percent year over year and USD 0.25 billion above the USD 25.06 billion consensus cited by MarketBeat. Adjusted EPS was USD 2.90 versus consensus of USD 2.84, a USD 0.06 beat, for the quarter reported on July 15, 2026.

MarketBeat lists fiscal 2026 adjusted EPS guidance at USD 11.60-11.75. That range gives the October report a clear test: newer products must continue to offset biosimilar pressure affecting Stelara.

Consensus stays above the share price

MarketBeat reports a Moderate Buy consensus based on 25 analyst ratings, including 1 Strong Buy, 18 Buy ratings and 6 Hold ratings. The average price target is USD 275.87, which lies 7.7 percent above the USD 256.03 NYSE price on October 2, 2026.

That gap leaves the upcoming report as the next measurable checkpoint for the valuation. The same analyst overview identifies Stelara biosimilar competition as a key near-term pressure, while ICOTYDE, oncology products and other newer launches provide the growth counterweight.

JNJ closed 8.9 percent below its high

Johnson & Johnson closed at USD 256.03 on October 2, 2026, with a session range of USD 255.12 to USD 259.38 and volume of 10,176,696 shares. The stock stood 8.9 percent below its 52-week high of USD 281.07 and 39.9 percent above its 52-week low of USD 182.94, while market capitalization was USD 617.0 billion.