The publisher explores Johnson & Johnson’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (13 October 2020)
Model updates (30 July 2020)
Model updates (1 June 2020)
Model updates (26 February 2020)
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 Forecast
Company Profile
Clinical Trial Overview
