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Company Analysis: Johnson & Johnson

The publisher 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.
Note: Product cover images may vary from those shown
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
Note: Product cover images may vary from those shown
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