Johnson & Johnson Company Analysis

  • ID: 4533544
  • Company Profile
  • 43 pages
  • Datamonitor Healthcare
  • Johnson & Johnson Services, Inc.
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Updated analysis and forecasts based on Q4 2017 company-reported sales

Snapshot
  • Overview - Johnson & Johnson’s growth will be driven by its pharmaceutical segment owing to its fruitful launch portfolio.
  • Key themes - Oncology will be a considerable growth driver for Johnson & Johnson in the mid-term; Market inroads from Simponi and Stelara will counter impending biosimilar headwinds to flagship product Remicade; Johnson & Johnson’s acquired cardiovascular portfolio from Actelion will drive growth out to 2027; Johnson & Johnson faces challenges in hepatitis C as Incivek and Olysio sales plummet.
  • Out to 2022 - Johnson & Johnson’s pharmaceutical sales will grow by $6.2bn as the company integrates its Actelion acquisition.
  • Pipeline - Johnson & Johnson’s launch portfolio will add $5.9bn in revenue out to 2027.
  • Events - Actelion acquisition in Q2 2017; Strong results for Imbruvica at ASH 2017; US approval of Juluca.
Highlights
  • Q4 2017: Johnson & Johnson records strong results driven by profitable oncology division.
  • Zytiga’s future remains unclear.
  • Generic erosion of Remicade in 2017 was less than expected.
  • Continuing growth of Actelion’s pulmonary arterial hypertension products.
  • Johnson & Johnson will be buoyed by a strong launch portfolio out to 2027.
Model updates
  • Added - Esketamine, Erleada
Analysis structure

Explore and visualize revenue dynamics in Johnson & Johnson’s portfolio out to 2027 using 10-year in-house sales forecasts segmented by the following sections.

Company context
  • How is Johnson & Johnson strategically poised out to 2027?
  • What are Johnson & Johnson’s key strengths, weaknesses, opportunities, and threats?
  • What are Johnson & Johnson’s key catalysts over the next four quarters?
Facts and figures
  • What is Johnson & Johnson’s forecasted sales performance out to 2027?
  • What is the revenue trajectory of Johnson & Johnson’s current top 10 products out to 2027?
  • Which therapy areas will experience the largest growth and decline?
  • What are the portfolio weightings of Johnson & Johnson based on the lifecycle of its products?
Key therapy areas
  • Why will specific therapy areas experience the largest growth and decline?
  • What are the detailed competitive dynamics at play in Johnson & Johnson’s important therapeutic markets?
  • How is Johnson & Johnson adapting strategically to internal and external headwinds?
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Note: Product cover images may vary from those shown
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OVERVIEW
Snapshot
Highlights
Model updates
Analysis structure
Q4 2017
Johnson & Johnson records strong Q4 2017 results, driven by its profitable oncology division
Q3 2017
Johnson & Johnson reports strong growth driven by pharmaceuticals

STRATEGY ANALYSIS
Background
Strategic focus
Pharmaceutical headwinds
Long-term outlook
Johnson & Johnson looks to drugs brought in by Actelion acquisition to drive growth
Johnson & Johnson’s SWOT analysis
Johnson & Johnson’s key events and catalysts

PORTFOLIO ANALYSIS
Overview of themes
Q4 2017
Q3 2017
FACTS AND FIGURES
Johnson & Johnson’s prescription pharma sales outlook
Johnson & Johnson’s regional pharma sales outlook
Johnson & Johnson’s therapy area dynamics
Johnson & Johnson’s growth drivers and resistors
Johnson & Johnson’s top 10 products over 2017-27
Johnson & Johnson’s launch/core/expiry analysis
Johnson & Johnson’s M&A history

BIBLIOGRAPHY

List of Figures
Figure 1: Johnson & Johnson’s prescription pharmaceutical sales ($m) and growth rate (%), 2014-27
Figure 2: Johnson & Johnson’s therapy area dynamics, 2017-27
Figure 3: Johnson & Johnson’s current top 10 products sales ($m), 2017-27
Figure 4: Johnson & Johnson’s launch/core/expiry portfolio configuration, 2017-27

List of Tables
Table 1: Johnson & Johnson’s key product sales, Q4 2016 and Q4 2017
Table 2: Johnson & Johnson’s key product sales, Q3 2016 and Q3 2017
Table 3: Johnson & Johnson’s sales by therapy area ($m), 2017-27
Table 4: Johnson & Johnson’s prescription pharmaceutical sales by region ($m), 2017-27
Table 5: Johnson & Johnson’s key products, 2017-27
Table 6: Johnson & Johnson’s sales by launch, core, and expiry portfolio ($m), 2017-27
Table 7: Johnson & Johnson’s key merger and acquisition deals, 1999-2018
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