PharmaVitae explores Johnson & Johnson’s prescription pharmaceutical performance and outlook over 2019–29.
Snapshot
- Overview – Johnson & Johnson’s growth will be driven by its pharmaceuticals segment.
- Key themes – [1] Oncology will be a considerable growth driver for Johnson & Johnson, as Darzalex and Imbruvica exhibit robust growth at blockbuster levels [2] Growth from immunology products Stelara and Tremfya will counter increasing biosimilar headwinds to Remicade [3] Johnson & Johnson’s neuroscience portfolio will also drive growth, with the Invega franchise and recently launched Spravato, along with key pipeline asset ponesimod.
Model updates (13 October 2020)
- Darzalex forecast adjusted higher
- Tremfya forecast adjusted lower in the US due to impact from COVID-19
- Erleada forecast adjusted higher
- Zytiga forecast adjusted lower in the US due to generic competition
- Opsumit forecast adjusted higher in the US
- Uptravi forecast adjusted higher in the US
- JNJ-4528 forecast adjusted lower due to regulatory timelines
- Spravato forecast adjusted lower due to lack of disclosure.
Model updates (30 July 2020)
- Darzalex forecast adjusted higher due to continued strong growth and market share gains, driven by patient uptake across all lines of therapy
- Tremfya sales adjusted lower due to current sales trends.
Model updates (1 June 2020)
- Erleada forecast refined due to JNJ disclosing historical sales.
Model updates (26 February 2020)
- Remicade forecast adjusted lower due to additional biosimilar launches in the US and increased discounts and rebates
- Simponi forecast adjusted lower in Rest of World due to competition
- Stelara forecast adjusted higher due to strong uptake in Crohn’s disease
- Tremfya forecast adjusted higher due to uptake in psoriasis
- Prezista / Prezcobix / Rezolsta / Symtuza forecast adjusted higher due to consolidation of JNJ’s HIV portfolio under one product entry, bringing in line with how JNJ reports
- Symtuza forecast removed due to above-mentioned consolidation
- Invega Sustenna / Trinza forecast adjusted higher due to new patient starts and persistency
- Darzalex forecast adjusted higher due to continued strong market growth and share gains in the US and Europe, driven by patient uptake in all lines of therapy
- Imbruvica forecast adjusted higher due to increased patient uptake globally and higher market share, driven primarily by first-line chronic lymphocytic leukemia
- Zytiga forecast adjusted higher due to stronger-than-expected performance of authorized generic in the US and strong sales and share growth in Europe
- Velcade forecast adjusted lower due to generic competition
- Xarelto forecast adjusted higher in the US due to volume and market growth
- Invokana forecast adjusted lower due to market share losses and safety label update
- JNJ-4528 forecast pulled forward due to earlier-than-expected US and European filings, and a Chinese approval decision expected in late 2020.
Table of Contents
Company Background
Company Overview
Key Metrics
SWOT Analysis
Key Drug & Company Information
Company Comparison
Recent Earnings Review
Earnings Overview
Pharma Insights Analysis
Company Forecast
Prescription Pharmaceuticals Sales Outlook
Branded Drug Outlook
Launch Profile Outlook
Therapy Area Outlook
Regional Sales Outlook
Lifecycle Analysis
Company Profile
Marketed & Pipeline Drugs
Recent Events & Analyst Opinions
Upcoming Catalysts
Recent Insights
Clinical Trial Overview
Clinical Trial Snapshot
Clinical Trials by Country
Clinical Trials by Status and Phase
Clinical Trials by Drug