JNJ · News · 20260922N

Caplyta Bipolar Mania Trial

JOHNSON & JOHNSON · 2026-09-22 · Importance 58 · Surprise 42 · In source text

Johnson & Johnson’s Caplyta reportedly produced positive Phase III results in bipolar mania, including a statistically significant reduction in the Young Mania Rating Scale total score. UBS raised its price target to $320 and projects Caplyta’s long-term peak sales potential could exceed $5 billion. The report characterizes Caplyta as a durable asset with limited generic competition, subject to further regulatory and commercial development.

Key facts

• UBS projects Caplyta will have long-term peak sales potential exceeding $5 billion. source
• The Caplyta drug demonstrated a statistically significant reduction in YMRS total score in the Phase III bipolar mania trial. source
• Johnson & Johnson's stock has a 90-day return of 12.71% and a year-to-date gain of 29.96% as it draws attention after new Phase 3 data for Caplyta and portfolio change discussions. source
• UBS has reaffirmed its Buy rating on Johnson & Johnson and maintained a target price of $320 for the company's stock. source
• UBS has reiterated its Buy rating and raised its price target to $320.00 for Johnson & Johnson following positive Phase III trial results for Caplyta in bipolar mania. source

Impact estimates