Johnson & Johnson (JNJ) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
Johnson & Johnson (JNJ) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
Johnson & Johnson (JNJ) Goldman Sachs 47th Annual Global Healthcare Conference 2026 June 9, 2026 10:00 AM EDT Tom Cavanaugh - Company Group Chairman for North America Innovative Medicine Asad Haider - Goldman Sachs Group, Inc., Research Division Asad HaiderGoldman Sachs Group, Inc., Research Division All right.
We are just about time, so we can get started with our next session.
I'm the Co-Head of the Healthcare business unit here at Goldman Sachs and the U.S.
I'm very excited to be joined by Tom Cavanaugh, Group Company Chairman of North American Innovative Medicine over at J&J.
Tom CavanaughCompany Group Chairman for North America Innovative Medicine Asad HaiderGoldman Sachs Group, Inc., Research Division Say again.
So just maybe just to kick off, very exciting times for J&J.
You have multiple new products sprouting across the Innovative Medicines business.
Joaquin made some comments last week saying again that The Street is continuing to underappreciate a number of these new products, both on the immunology side as well as in oncology.
So before we start to unpack some of the specific products on which I have a number of questions I'm going to hit you with, maybe just make some high-level comments on what you've been most excited about.
Tom CavanaughCompany Group Chairman for North America Innovative Medicine Absolutely.
Look, first and foremost, as we said last year and over the last year, STELARA was a thing of the past.
We're going to grow through the loss of exclusivity of STELARA, something that many companies have not been able to do, their biggest asset and really look at that 5% to 7% compound annual growth rate over the next.
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