Johnson & Johnson (JNJ): FY26 Q2 earnings call, Jul 15, 2026
On its Jul 15, 2026 earnings call (FY26 Q2), Johnson & Johnson said 9 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
15 words · 9 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Procedure | Yes | 11 | 13 | ✓ | 87%n=2+tx from settlement history blended with transcripts | Hear it 17:44, Procedure | – |
| Ottava | Yes | 6 | 6 | ✓ | 89%n=2+tx from settlement history blended with transcripts | Hear it 11:01, Ottava | – |
| Rybrevant | Yes | 5 | 5 | ✓ | 92%n=2+tx from settlement history blended with transcripts | Hear it 3:55, Rybrevant | – |
| Tariff | Yes | 4 | 4 | ✓ | 84%n=1+tx from settlement history blended with transcripts | Hear it 19:54, Tariff | – |
| China | Yes | 3 | 3 | ✓ | 85%n=2+tx from settlement history blended with transcripts | Hear it 17:53, China | – |
| Halda Therapeutics | Yes | 1 | 1 | ✓ | 62%n=2+tx from settlement history blended with transcripts | Hear it 7:28, Halda Therapeutics | – |
| Litigation | Yes | 1 | 1 | ✓ | 57%n=1+tx from settlement history blended with transcripts | Hear it 20:33, Litigation | – |
| Darzalex Faspro | Yes | 1 | 1 | ✓ | 47%n=2+tx from settlement history blended with transcripts | Hear it 15:46, Darzalex Faspro | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 13%n=1+tx from settlement history blended with transcripts | Hear it 9:47, AI / Artificial Intelligence | – |
| Europe | No | 0 | 0 | ✓ | 85%n=2+tx from settlement history blended with transcripts | – | |
| Administration | No | 0 | 0 | ✓ | 53%n=2+tx from settlement history blended with transcripts | – | |
| Nipocalimab / Lupus | No | 0 | 0 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – | |
| Gene Therapy | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Vaccine | No | 0 | 0 | ✓ | 16%n=2+tx from settlement history blended with transcripts | – | |
| Trufill | No | 0 | 0 | ✓ | 11%n=2+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
11 matches for “Tecvayli”; 5 quoted, at least 25 words apart.
…with 80% of patients receiving one or more of our medicines during their treatment journey. CARVYKTI, TECVAYLI, and TALVEY continue to deliver high double-digit growth.
…achieved growth of 47.7%, driven by share gains and continued site expansion. TECVAYLI growth was 56.1%, with worldwide sequential growth of 29.2% and impressive U.S.…
…We also have important data readouts across our Innovative Medicine pipeline, including TECVAYLI in combination with TALVEY for patients with relapsed refractory multiple myeloma who…
Good morning, Terence. We had a great quarter for TECVAYLI, with sales of $260 million, up 56% versus prior year. That was driven by significant…
…strong early U.S. demand following the rapid approval that we had for TECVAYLI plus DARZALEX. If you take a look quarter-to-quarter, like first quarter to…
Where the listed words were said
…in electrophysiology and Abiomed. In electrophysiology, growth of 3.1% was driven by procedure growth, commercial execution, and new product performance, partially offset by competitive PFA…
We are progressing towards potential FDA authorization of OTTAVA, the world's first table-integrated robotic surgical system. This is one of the most significant MedTech innovations…
…pleased with the progress of our new launches, including ICOTYDE, INLEXZO, and RYBREVANT, instilling confidence that momentum will accelerate into 2027 and beyond, with line…
…mix in the Innovative Medicine business, as well as the impact of tariffs in the MedTech business. Selling, marketing, and administrative expenses deleveraged by 60…
…commercial execution in biosurgery and wound closure, partially offset by VBP in China and surgery transformation across the portfolio, as well as competitive pressures in…
…grew approximately 75% versus prior quarter. Building on our recent acquisition of Halda Therapeutics, we also announced plans to acquire Firefly Bio, adding another antibody…
…the second quarter of 2025, with the change primarily driven by higher litigation expense, restructuring-related asset impairments, and orthopedic separation-related costs, partially offset by…
…position was further strengthened with the debut of CARTOSOUND SONATA, bringing new AI-powered imaging and mapping capabilities to electrophysiology. We also received FDA authorization for…
Agents: this page as TSV at /api/v1/appearances/johnson-and-johnson:2026-07-15:earnings_call · words: /api/v1/brief?appearance=johnson-and-johnson:2026-07-15:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP