Johnson & Johnson (JNJ) Guggenheim Global Healthcare Conference (Transcript)

Johnson & Johnson (NYSE:JNJ) Guggenheim Global Healthcare Conference November 12, 2024 10:30 AM ET

Company Participants

Biljana Naumovic - Worldwide VP, Global Commercial Strategy, Oncology
Mark Wildgust - VP, Global Medical Affairs Oncology

Conference Call Participants

Vamil Divan - Guggenheim Securities
Edouard Mullarky - Guggenheim Securities

Vamil Divan

All right. I think we're ready to get started. Thanks, everyone, again, for joining us at the Guggenheim Inaugural Healthcare Innovation Conference this year. I'm Vamil Divan from the Guggenheim side, one of the biopharma analysts for those who I don't know. Edouard also up here from the Guggenheim side.

I'm pleased to have next in this room, Johnson & Johnson. Next to me Biljana Naumovic, hope I'm saying that correctly, as well as Mark, I guess both from the oncology side.

So we're going to keep most of our conversation focused -- or all of our conversation focused on the oncology side of things and certainly plenty to discuss in 25 minutes. So we'll try and hit some of the highlights at least. And then obviously, if people have a question in the room, please raise your hand, we can work those in as well.

But -- so I think three main areas I want to sort of touch on. I think there's obviously more we could go into. One is your work in lung cancer. Second would be the progress you're making in the bladder cancer side. And then third, you're sort of dominant position in myeloma and the steps you're taking there. So let's start with lung cancer first. I think that's the 1 of the 3, where I feel like there might be bladder, we could argue, too, but I think long run, I think you guys have some interesting data, but I think definitely a disconnect between how Johnson & Johnson is seeing the opportunity and where the Street is seeing things right now.