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Johnson & Johnson Completes $3.05 Billion Acquisition of Halda Therapeutics to Strengthen Oncology Pipeline

Source :-  MSN

Johnson & Johnson has bought Halda Therapeutics OpCo, Inc., a biotechnology company in the clinical stage that focuses on making targeted cancer treatments. The deal was worth $3.05 billion in cash. The deal greatly expands Johnson & Johnson's oncology portfolio and shows that the company is committed to improving precision-based cancer treatments over the long term.

The Regulated Induced Proximity Targeting Chimera, or RIPTAC™, platform is what Halda Therapeutics is most famous for. The technology is meant to make oral, targeted therapies that can kill cancer cells without hurting healthy tissue. The platform has worked on a number of solid tumors, such as prostate, breast, and lung cancers.

Johnson & Johnson now fully owns HLD-0915, Halda's most important clinical-stage asset for prostate cancer. The treatment is an oral pill taken once a day that uses the RIPTAC™ method to kill cancer cells by taking advantage of the unique ways that tumor cells interact with each other. One of the biggest problems with treating advanced prostate cancer is that the therapy is meant to get around treatment resistance.

Company leaders called the deal a strategic milestone that fits with Johnson & Johnson's larger goal of using new science to change how cancer is treated. Jennifer Taubert, Executive Vice President and Worldwide Chairman of Innovative Medicine at Johnson & Johnson, said that the acquisition shows how committed the company is to bringing new medicines to market and working with scientific teams that can change how treatments are done.

The deal also includes a pipeline of early-stage oncology candidates that target breast cancer, lung cancer, and other solid tumors in addition to HLD-0915. Johnson & Johnson also thinks that the RIPTAC™ platform could help create a new type of targeted therapy. The company said that the platform could be used for more than just cancer, which could lead to new opportunities in other disease areas in the future.

John C. Reed, Executive Vice President for Innovative Medicine Research and Development at Johnson & Johnson, said that the focus now shifts to speeding up Halda's research programs and clinical development. He said that the RIPTAC™ platform builds on what Johnson & Johnson already does and is a powerful tool for finding new molecules that can help with medical needs that aren't being met.

Johnson & Johnson has been doing research and developing treatments for prostate cancer for almost 20 years. This acquisition builds on that work. The company has always put money into treatments that slow down disease progression, fight resistance, and improve patients' quality of life. Analysts see the Halda purchase as a smart move by Johnson & Johnson to improve its competitive position in precision oncology, especially since there is a growing need for targeted and oral treatment options.

From a financial point of view, the deal will be seen as a business combination. Johnson & Johnson thinks that the acquisition will lower earnings in the fourth quarter of 2025 and all of 2026. The total effect on adjusted earnings per share is about $0.20, and the dilution will be spread evenly over the two years. This includes one-time costs for Halda's employee equity awards, as well as costs for financing and integrating the company.

Johnson & Johnson will give more information about its full-year 2026 financial outlook during its earnings call for the fourth quarter, which is set for January 21, 2026. Even though the acquisition will hurt the company's earnings in the short term, it showed that it is confident that the long-term value of the deal makes it worth the money.

The Halda deal is a good example of a larger trend among big pharmaceutical companies to buy innovative biotech companies that have platform-based technologies. Johnson & Johnson's most recent purchase puts it in a good position to help shape the next generation of cancer treatments as oncology research focuses more and more on precision, resistance mechanisms, and patient-friendly administration.

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