JPM26: J&J reveals oncology strategy

J&J’s oncology forecast aligns with GlobalData’s analyst consensus, which projects $49 billion in global sales by 2030.

The company has been bolstering its pipeline through targeted deals, including the December 2025 acquisition of Halda Therapeutics for $3.05 billion in cash. Halda’s lead asset, HLD-0915, now in Phase II, could strengthen J&J’s long-term position in prostate cancer.

J&J’s CEO said the company still seeks “small acquisitions” to identify early-stage assets with potential for major sales when supported by J&J’s scale, signaling continued targeted dealmaking.

Given the CEO’s evidence and recent deal activity, J&J’s optimistic oncology portfolio forecast appears reasonable.

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Originally published by Pharmaceutical Technology, a GlobalData-owned brand.

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