Johnson & Johnson (JNJ) delivered a strong quarter and tight expense control was evident as SG&A and R&D both grew below expectations, notes Lee Brown. He discusses health care trends to watch and names in the health care sector to watch including JNJ, LLY, NVO, and PFE. He talks about how JNJ’s innovative medicines segment delivered a strong performance primarily driven by its immunology franchise. He examines the hype around GLP-1 drugs and Daiichi Sankyo and Merck’s $22B commercialization deal. Tune in to find out more about the stock market today.
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