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GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Event-Driven

<ul>
<li>Separation should unlock value by allowing J&amp;J to double-down on high-growth, higher-margin MedTech and pharma businesses.</li>
<li>SpinCo will emerge as one of the world’s largest pure-play orthopaedics firm with ~$9B revenue and global leadership across hips, knees, and trauma.</li>
<li>We see valuation upside. Transaction is likely to enhance JNJ’s sum-of-the-parts value.</li>
</ul>


Separation should unlock value by allowing J&amp;J to double-down on high-growth, higher-margin MedTech and pharma businesses.
SpinCo will emerge as one of the world’s largest pure-play orthopaedics firm with ~$9B revenue and global leadership across hips, knees, and trauma.
We see valuation upside. Transaction is likely to enhance JNJ’s sum-of-the-parts value.


Johnson & Johnson (NYSE: JNJ) To Spin Off Orthopaedics Business