HLD-0915 (RIPTAC platform, from Halda Therapeutics)

Oral, once-daily cancer drug HLD-0915 for prostate cancer, built on Halda's RIPTAC platform, which aims to kill tumour cells in a targeted way that can overcome treatment resistance. The deal also brings earlier candidates for breast, lung and other tumours.

Why it matters to the stock. A bet on oral targeted cancer drugs after the next wave of prostate and solid-tumour patents. J&J said the deal dilutes adjusted EPS by about $0.20, split equally across 2025 and 2026.