Johnson & Johnson (JNJ): FY26 Q3 earnings call, Oct 13, 2026
On its Oct 13, 2026 earnings call (FY26 Q3), Johnson & Johnson said 10 of the 16 words Kalshi listed; Parrot’s count agreed with all 16 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
16 words · 10 settled yes · our count agreed on 16 of 16- 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 |
|---|---|---|---|---|---|---|---|
| Ottava | Yes | 12 | 12 | ✓ | 90%n=3+tx from settlement history blended with transcripts | Hear it 12:05, Ottava | – |
| Firefly Bio | Yes | 9 | 9 | ✓ | 45%transcripts from the transcript model | Hear it 6:07, Firefly Bio | – |
| Rybrevant | Yes | 7 | 7 | ✓ | 91%n=3+tx from settlement history blended with transcripts | Hear it 5:13, Rybrevant | – |
| Caplyta | Yes | 4 | 4 | ✓ | 87%transcripts from the transcript model | Hear it 9:14, Caplyta | – |
| Litigation | Yes | 4 | 4 | ✓ | 72%n=2+tx from settlement history blended with transcripts | Hear it 15:26, Litigation | – |
| Procedure | Yes | 3 | 3 | ✓ | 92%n=3+tx from settlement history blended with transcripts | Hear it 12:37, Procedure | – |
| Tecvayli | Yes | 3 | 3 | ✓ | 81%transcripts from the transcript model | Hear it 5:01, Tecvayli | – |
| China | Yes | 2 | 2 | ✓ | 88%n=3+tx from settlement history blended with transcripts | Hear it 20:06, China | – |
| Tariff | Yes | 2 | 2 | ✓ | 86%n=2+tx from settlement history blended with transcripts | Hear it 21:38, Tariff | – |
| Darzalex Faspro | Yes | 1 | 1 | ✓ | 56%n=3+tx from settlement history blended with transcripts | Hear it 17:21, Darzalex Faspro | – |
| Halda Therapeutics | No | 0 | 0 | ✓ | 69%n=3+tx from settlement history blended with transcripts | – | |
| Administration | No | 0 | 0 | ✓ | 42%n=3+tx from settlement history blended with transcripts | – | |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 35%n=2+tx from settlement history blended with transcripts | – | |
| Nipocalimab / Lupus | No | 0 | 0 | ✓ | 27%n=3+tx from settlement history blended with transcripts | – | |
| Vaccine | No | 0 | 0 | ✓ | 14%n=3+tx from settlement history blended with transcripts | – | |
| Gene Therapy | No | 0 | 0 | ✓ | 13%n=1+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.
7 matches for “Rybrevant”; 5 quoted, at least 25 words apart.
…early as the second line of treatment. In solid tumors, sales of RYBREVANT increased by 64%, reflecting its strength in lung cancer. By the end…
In lung cancer, RYBREVANT plus LAZCLUZE delivered growth of 63.5%, with strong share gains in the first and second lines driven by continued launch uptake…
…invasive bladder cancer later this year. We also expect U.S. approval of RYBREVANT FASPRO in advanced head and neck cancer. In immunology, as Joaquin Duato…
Both ICOTYDE and INLEXZO are going to be, together with RYBREVANT, key drivers of our growth acceleration, driving to double-digit growth. They will become one…
…existing portfolio, including DARZALEX and TREMFYA, and newer products such as ICOTYDE, RYBREVANT, and INLEXZO, as they begin to contribute more meaningfully. We see similar…
Where the listed words were said
…advanced instrumentation. In July, the U.S. FDA granted De Novo authorization for OTTAVA, the world's first table integrated soft tissue robotic system. This is one…
We completed our acquisition of Firefly Bio, adding a promising new degrader antibody conjugate platform that targets drivers of difficult-to-treat cancers, including KRAS. Our ambition…
…complex nervous system disorders. Today, we are the definitive leader in neuropsychiatry. CAPLYTA reached $1 billion in year-to-date sales, making it our 29th billion-dollar platform.…
…year ago. Results in the quarter were impacted by the proposed talc litigation resolution, as well as expenses associated with the Firefly Bio transaction and…
…better surgical workflows. Its connection to our open digital ecosystem, Polyphonic, turns procedure data into actionable insights for clinicians. We already signed our first commercial…
…by share gains across earlier lines of therapy and continued site expansion. TECVAYLI growth was 77.3%, driven by launch uptake and share gains across earlier…
…The decline is more notably driven by ongoing expansion of VBP in China, surgery transformation program outcomes across the portfolio, and Middle East disruption, which…
…and increased intangible asset amortization expense in the Innovative Medicine segment for Intra-Cellular, partially offset by the impact of tariff recoveries in the MedTech business.
Agents: this page as TSV at /api/v1/appearances/johnson-and-johnson:2026-10-13:earnings_call · words: /api/v1/brief?appearance=johnson-and-johnson:2026-10-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP