Company Analysis: Johnson & Johnson
Company Analysis: Johnson & Johnson
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PharmaVitae explores Johnson & Johnson’s prescription pharmaceutical performance and outlook over 2019–29.
Publisher: Datamonitor Healthcare
- Highlights
- Description
- Companies
- Contents
Report Snapshot
- Johnson & Johnson is the largest healthcare holding company, with operations in pharmaceuticals, medical devices, and consumer health. Johnson & Johnson generated more than $82 billion in revenue in 2019.
- Johnson & Johnson compares favorably to most peers over near-term (2019–24) and unfavorably over long-term (2024–29) revenue growth rates. The company is expected to generate less than 8% of revenue from launch products in 2025, which is lower than peer average.
- Imbruvica sales are expected to be higher due to increased patient uptake globally, higher market share, and growth across multiple indications, primarily in front-line chronic lymphocytic leukemia.
- The US Food and Drug Administration (FDA) has approved Spravato and Balversa in 2019, and the company expects that both of these drugs will accelerate sales growth.
- Oncology sales are estimated to increase due to the growth driven by Darzalex and Imbruvica.
- Johnson & Johnson is expected to generate the majority of its sales from the US, due to the strength of Stelara, Remicade, Darzalex, Imbruvica, and Xarelto.
- Stelara sales are estimated to grow until patent expiration in 2023 in the US and 2024 in Europe.
- Remicade’s patent expiration in 2015 in certain European countries has resulted in the decline of its sales, and this is expected to continue to 2029.
- High-impact upcoming events comprise topline Phase I/II, Phase II, Phase IIb, Phase IIb/III, and Phase III trial results; and estimated PDUFA dates, a CHMP opinion, supplemental CHMP opinions, CHMP filing results, as well as European approval decision.
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
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