Johnson and Johnson 2020 results: Stelara psoriasis adaptation revenue accelerates decline...

On January 26, 2021, Johnson and Johnson announced its 2020 results, with full-year revenue of $82.6 billion, up 0.6% YoY, and pharmaceutical revenue of $45.6 billion, up 8% YoY.
Autoimmune nearly $15.1 billion, Starano (Usnu monoanti) sales approached $8 billion, up 21% YoY; cardiovascular and metabolism fell to $4.9 billion;
Johnson and Johnson's 2020 financial results tips are as follows: 1. The continued decline of TNF alpha molecules will be the future trend, Usnu monoigen has exceeded the peak of Invlixi monoantigen, performance is still stable, Crohn's disease is the main driving force; a new generation of autoimmune varieties Tenoya, its anti-psoriasis adaptation development is critical; 2. autoimmune field, inflammatory bowel disease, blood-free disease has become a new driving force, the acquisition of Momenta Pharmaceuticals is a new driving force A signal: 3. Johnson and Johnson anti-tumor business for the first time exceeded 10 billion U.S. dollars, the market size is approaching their own self-reliance, billions of two "yuan" double exceeded 4 billion U.S. dollars, multiple myeloma field has become one of its heavyweight areas; 4. Pulmonary hypertension business, a new generation of products Division Topag continued to lead the rise; central nervous system, steady, 3.5%.
based on Johnson and Johnson's 2020 financial results, this paper provides a brief review of the two most important disease areas in Johnson and Johnson's current pharmaceutical business, namely multiple myeloma and autoimmune diseases.
Autoimmune Diseases: Blood-free disease layout in strengthening rheumatoid arthritis and psoriasis as the representative of the field of autoimmunity has been Johnson and Johnson's super-heavy field, has launched the Invlixi monoanti, Usnu monoanti, Golimu single resistance, Gusechiyu single resistance, the birth of a super-heavy bomb Invlixi monoantimmune, Usnu single resistance.
source: J.amp;J Unit: Million-dollar market share of TNF alpha polymer drugs will continue to shrink, TNF alpha polymer drugs, after the introduction of Usnu monoantigen and Gusechiyu monoanti.
2020, Usnu monoantigen sales reached 7.7 billion U.S. dollars, up 21% YoY, Usnu single anti-has become Johnson and Johnson autoimmune home.
In terms of the revenue composition of Usnu mono-resistance, Crohn's disease has become its main growth driver, and with the increase in the number of IL-23 single-resistance listings, Usnu-d'Ath anti-psoriasis adaptation revenue will accelerate its decline.
source: J and J Usnu single resistance: Crohn's disease as the main driving force, psoriasis in accelerating decline Source: J and J Gusechiu single resistance relay run? The development of allergies outside psoriasis is key or sooner or later, Gusechiyu single resistance will eventually surpass Usnu single resistance! In addition to psoriasis, the development of inflammatory bowel disease and Crohn's disease has an important impact on the future market growth of varieties.
To advance to the $1 billion club: The future belongs to Tnoya (Gusechiyu single resistance) Source: J.amp;J Autoimmune Diseases: Johnson and Johnson's acquisition of Momenta Pharmaceuticals into the field of small self-exemption, such as psoriasis, rheumatoid arthritis, the pattern has been determined, no new breakthrough has been found, but the field of small self-exemption is becoming more and more active.
August 19, 2020, Johnson and Johnson and Momenta reached a definite acquisition agreement of $52.5 per share, a total price of $6.5 billion, a 70% premium.
Autoantibodies-driven autoimmune diseases: severe muscle weakness, neonatal hemolytic diseases, etc. This $6.5 billion acquisition gives Johnson and Johnson a best-in-class asset nipocalimab, which Johnson and Johnson use to cut into autoantibodies-driven autoantimmune diseases such as severe muscle weakness, neonatal hemolytic diseases, warm antibody autoimmune hemolytic anemia, etc.
Nipocalimab's Phase 2 data are quite positive, vivacity-MG data show that the clinical response of all four drug treatment options is clear, which is comparable to the efgartigimod data.
currently, there are three particularly interesting competitions in the field, such as Efgartigimod, Rozanolixizumab and Nipodalimab.
key FcRn racer, Evaluate Pharma Multiple Myeloma: Johnson and Johnson in the powerfully guarded territory of Wenxuan tree feather cover, riding Ma Ming Yuyu.
Johnson and Johnson named the tumor products, it was very regular, and successively launched Wanxuan (2003), Dazhao (2006), Zexuan (2011), Yixuan (2013), Zhaoxuan (2013) 2015), Anson (2018), called the general, especially the billion, mega-, at present, the trillion two "two" has become a tumor double male, 2020 sales are more than 4 billion U.S. dollars! Multiple myeloma, a disease that contributes $4.6 billion, or nearly 37 percent, to the oncology business is undoubtedly an important area. in the field of
multiple myeloma, the CD38 monoantigen represented by the Dretoyu monoantigen is a new generation of innovative biotherapy after boron tezome, and on March 02, 2020, Sanofi listed sarclisa, the first CD38 of its kind.
a global view, there are several areas of concern in the field of multiple myeloma: 1. Development of under-the-skin injection forms, such as Daretoyo single anti-cortectial injections, has been approved; ADC, cell therapy has become a typical representative of a new generation of biological products, Johnson and Johnson is also in the cell therapy layout; Sooner or later, dual-specific antibodies will further revolutionize standard treatments for multiple myeloma, and BCMA or GPRC5D dual antibodies have shown amazing early clinical benefits.
can be expected that the double resistance is expected to give birth to the next megabit! Excerpted from J. and J. November 16, D'Arretoyu single resistance was approved in the United States, along the way, the scenery is no two, and gradually completed the gorgeous upgrade, 2015-2019, Daretoyu single resistance has been approved 7 multiple myeloma programs, three of which are first-line treatment programs.
And in 2020, the main breakthrough in Daretoyu monoantigen is the regulatory progress of its insulated injection form, following the first batch in the United States on May 1, 2020, DARZALEX FASPRO has been approved in the United States and the European Union, the adaptive DARZALEX FASPRO has covered recurring/difficult to treat, new, not suitable for transplantation of multiple myeloma, AL amyloid patients.
can the standard treatment of Daleitoyu single-resistant multiple myeloma be another breakthrough in Johnson and Johnson's multiple myeloma, taken from J.amp;J. Daretoyu single-anti-gorgeous upgrade path (FDA) 3 prior lines or refractory to PI and IMiDtalquetmab? Multiple myeloma is a very heavy area for Johnson and Johnson, and the strong layout of Zomi, monoanti, cell therapy, or double resistance is also a strong defense of the field.
1. Daleitoyu monoantigen has established the first moat, which already covers the major populations of multiple myeloma and is expanding to Smoldering myeloma, AL amyloidosis;
such as CART Cell Therapy (JNJ-4528), T cell redirection therapy dual anti-JNJ-7564: GPRC5DxCD3 DuoBody®; JNJ-7957: BCMAxCD3 DuoBody ®;3.2020, the most watched development is GPRC5DxCD3 DuoBody® talquetamab, 2020 ASH Conference, t alquetamab updated data, 20-180 sg/kg intravenous drip dose group, ORR 78%, 60 sg/kg ORR 100%;
Autoimmune and Oncology business has become Johnson and Johnson's two major advantages, autoimmune birth-type grams super-heavy bomb, is the representative of the TNFa golden generation;
: 2020 results of the Johnson and Johnson Pharmaceuticals business (US$ million)