New York, Feb 17, 2026, 11:16 EST — Regular session.
- JNJ shares down about 0.2% in late-morning trade, lagging a softer U.S. tape
- FDA cleared a simplified once-monthly dosing schedule for Rybrevant Faspro in EGFR-mutated lung cancer
- Next week’s ex-dividend date could shape near-term positioning
Johnson & Johnson shares edged lower on Tuesday, down about 0.2% at $242.92 in late-morning trading. The stock has traded between $242.20 and $244.56 so far in the session.
The move came as the company said the U.S. Food and Drug Administration approved a simplified once-monthly dosing schedule for Rybrevant Faspro, its subcutaneous (under-the-skin) version of amivantamab, when used with Lazcluze for certain EGFR-mutated advanced non-small cell lung cancer patients. The company said patients can transition to monthly dosing as early as week five. (Jnj)
Why it matters now: J&J is leaning on oncology and MedTech to drive growth, and dosing convenience can influence how quickly doctors adopt a regimen. In a Phase 2 readout referenced by OncLive, investigators reported response rates above 80% in previously untreated patients on the monthly schedule. (OncLive)
“A monthly dosing schedule offers patients convenience without sacrificing efficacy,” said Danny Nguyen, an assistant clinical professor at City of Hope and a principal investigator on related studies. J&J’s Mahadi Baig, vice president of U.S. medical affairs, called the decision a step toward “the simplest and fastest” combination therapy in this setting. (PR Newswire)
The stock’s muted reaction tracked a broader pullback in U.S. equities, as investors rotated out of some riskier areas and major indexes slipped early. (MarketWatch)
Across healthcare, traders also kept an eye on MedTech signals. Medtronic beat quarterly expectations but fell in premarket trading after keeping its full-year forecast, a reminder that guidance can matter as much as beats. (Reuters)
For J&J, the FDA decision is a dosing update, not a new disease approval, and the commercial payoff will hinge on prescribing, reimbursement and how clinicians weigh convenience against side effects and competing options in EGFR-mutated lung cancer. A slower-than-expected rollout could leave the shares trading more on the broader market than the headline.
Investors are also looking ahead to the next near-term, dated catalyst: J&J’s shares go ex-dividend on Feb. 24 for its $1.30 quarterly payout, with payment due on March 10, according to the company. (Jnj)
