In a Phase 4 study, TREMFYA demonstrated significant improvements in axial psoriatic arthritis. This further underscores the drug’s importance in the immunology business.
For me, this is exactly what I’d like to $JNJ (-0,9%) : a broadly diversified healthcare company with strong cash flows, a growing drug pipeline, and a dividend policy that has been reliable for decades.
J&J isn’t a spectacular turnaround candidate, but rather a classic compounder with steady, slow growth. I’ve acquired my shares over the past few years during market downturns (average cost: approx. €130) and will likely never sell them.
