Episode Details

Johnson & Johnson successfully outran a massive patent cliff in Q2 2026, raising its full-year guidance to target a historic $100 billion annual revenue milestone.

In ~10 minutes:

• Explosive new drug launches offsetting a 56% STELARA crash

• Why a single neutral UK trial froze Abiomed heart sales

• Brute-force World Cup commercial blitzes for a psoriasis pill

• Top surgeons physically test-driving the highly anticipated OTTAVA robot

Despite beating top and bottom-line expectations, the stock suffered a steady earnings-day sell-off. We unpack the "behavioral" risk frictions in the MedTech division, China's ongoing volume-based procurement drags, and why the looming 2027 orthopaedics separation keeps Wall Street acting cautiously.

Johnson & Johnson (JNJ) | Q2 FY2026

AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.