Johnson & Johnson Autoimmune Franchise Poised for Resurgence with New Blockbuster Launches

Since the beginning of this year, Johnson & Johnson's immunology field has successively welcomed significant advancements:

• March 17, Eporbi（Icotrokinra）Approved for marketing in the United States，For the treatment of moderate to severePlaque Psoriasis, becomingGlobalThe First and Only Oral Peptide Targeting IL-23R; In China, the drug is expected to be approved for marketing in the second half of the year.

• May 21,Nicalimab（Nipocalimab）Approved for marketing by China NMPA,For the treatment of autoantibody-positiveGeneralized Myasthenia Gravis; Previously, the drug had been approved for marketing in the United States in 2025.

Johnson & Johnson has high hopes for these two new drugs and expects each product toSales peaks both have the potential to break through $5 billion, with annual sales already exceeding $50 billion.Guselkumab, Johnson & Johnson's autoimmune pipeline is scoring big consecutively.This indicates thatIn the near futureJohnson & Johnson's autoimmune sector is expected to reverse the decline in performance over the past two years and return to a growth track.

Johnson & Johnson has alwaysSelf-immunity regarded as itsThe core business of the pharmaceutical sector. During the period from 2012 to 2023, Johnson & JohnsonRevenue from self-paid medical services has been increasing year by year, andSecurely holding the top position in its pharmaceutical revenue, at its peak it created up to$18.052 billionAnnual Sales.

However,In 2024, Johnson & Johnson's autoimmune business revenue declined for the first time.（-1.2%）, dropping to 17.828 billion USD, marking the first time that the segment's revenue fell below its oncology business.($20.781 billion)In 2025, the autoimmune business continued to decline by 11.8% to USD 15.728 billion.

Johnson & Johnson Autoimmune Business Historical Sales(Unit: Billion USD)

The decline in self-immune revenue is mainly due to several major pillar products entering a sales decline phase due to factors such as patent expiration.

Infliximab（Remicade）Once the top revenue-generating product in Johnson & Johnson's immunology segment, it reached its sales peak in 2016 with an annual income of $8.234 billion. Following the expiration of its patent, sales have been continuously declining since 2017, and by 2024, revenue had dropped to $1.605 billion.(Down -12.8% year-on-year). Although in 2025, itsSales OutNow 10% growth to17.68 billion US dollars, but reappeared in the first quarter of 2026A 9.5% decline($422 million)。

Ustekinumab（Stelara）First approved in 2016, it quickly became Johnson & Johnson's top revenue-generating product, with sales reaching $10.858 billion in 2023, making it a blockbuster drug. Following the expiration of its patent, Ustekinumab's revenue saw its first decline in 2024.（-4.6%）To 1USD 03.61 billion, with sales plummeting in 2025 41.3% to 60.78Billion. The latest Q1 2026 report shows that the drugRevenue plunged by as much as 59.7%, dropping to $656 million.

In MNC's 2025 autoimmune revenue, Johnson & Johnson has been surpassed by AbbVie and Sanofi, ranking 3rd.

The successor has arrived.

To address the ongoing crisis of declining revenue in the autoimmune business, Johnson & Johnson is focusing on maximizing the potential of its existing products while continuously exploring their market value. At the same time, the company is actively accelerating the introduction of innovative therapies to reinforce its long-term leadership position in the industry.

Among them,IL-23 InhibitorGuselkumab（Tremfya）Has become a key growth point supporting the autoimmune business.Guselkumab is a fully human monoclonal antibody that, since its initial approval in the United States in 2017, has been successfully approved in many countries and regions worldwide for the treatment of various immune-related diseases, including psoriasis, psoriatic arthritis, ulcerative colitis, and Crohn's disease.

2025 Year,Guselkumab sales reached $5.155 billion,Strong Growth 40.5%; In the first quarter of 2026, itsThe increase is even as high as68.3%($1.608 billion). Especially in the field of ulcerative colitis treatment,Guselkumab 2025The usage rate of new patients in the IL-23 category has exceeded 50%, demonstrating significant market potential.. Johnson & JohnsonGuselkumabPin high hopes on, and expectItsAnnual sales peak is expected to exceed $10 billion.

Historical Sales of Guselkumab

 FFirst-in-class Oral Peptide DrugJNJ-2113(Icotrokinra)YesJohnson & Johnson's Another Capable Successor in Its Autoimmune Pipeline, Johnson & JohnsonIts annual sales are expected to reachPeak ValueExpected to reachMore than 50 billion US dollars.

JNJ-2113 It is a targeted drug against the IL-23 receptor, intended for development in treating plaque psoriasis, Crohn's disease, ulcerative colitis, and other indications. March 2026, JNJ-2113 Approved for marketing in the United States，Used to treat moderate to severe plaque psoriasis, becomingGlobalThe first and currently only oral peptide targeting IL-23R; The marketing application of this drug in China is also under review, and it is expected to be approved in the second half of 2026.

Johnson & JohnsonJNJ-2113 is highly confident and has initiated the ICONIC-ASCEND study, intending to directly compare with its own biologic ustekinumab. If successful, JNJ-2113 will achieve a rare dual advantage in both efficacy and convenience, potentially challenging the current dominance of biologics.First-line Treatment for PsoriasisPattern.

Figure: JNJ-2113 Structure

Image Source: Chemical book

Recently approvedNicalimabThe potential is also not small.Nicalimab isJohnson & Johnson Acquires for $6.5 BillionMomenta ObtainedAn FcRn Blocker。It can specifically bind to FcRn, block its binding with IgG antibodies, reduce the recycling and circulation of IgG antibodies, and fundamentally decrease the level of autoantibodies in the blood.

In addition to the approved gMG, Johnson & Johnson is also exploring the drug's efficacy in treating various autoimmune diseases in clinical trials, including idiopathic inflammatory myopathy, Sjögren's syndrome, rheumatoid arthritis, hemolytic disease of the newborn, and warm antibody autoimmune hemolytic anemia.（wAIHA）, Systemic Lupus Erythematosus, Lupus Nephritis, Chronic Inflammatory Demyelinating Polyneuropathy, etc.Among them, the wAIHA indication marketing application was accepted by the FDA in February 2026.

FcRn The first approved product in the track isArgenx/Zai LabEfgartigimod, whose sales in 2025 have reached$4.151 billion（+ 90%）, which fully demonstrates the market potential of this target. Johnson & Johnson estimatesItsNicalimabAnnual SalesPeak ValueExpected to reachMore than 50 billion US dollars.

At the same time, Johnson & Johnson is exploring advanced combination therapies. JNJ-4804 is a combination therapy of the TNF antibody golimumab and the IL-23 antibody guselkumab, used for the treatment of ulcerative colitis.Psoriatic Arthritis,Crohn's Disease.

In addition, Johnson & Johnson has multiple products in its autoimmune pipeline, includingJNJ-5223(Phase II, Psoriatic Arthritis)、JNJ-5939(Phase II, Atopic Dermatitis)、JNJ-7528(Phase II, Atopic Dermatitis)Etc.

It is not difficult to see that the follow-up products of Johnson & Johnson's autoimmune business are gaining momentum. If the research and development proceed smoothly, it will only be a matter of time before Johnson & Johnson's autoimmune business returns to growth.

Johnson & Johnson's Autoimmune Product Pipeline

References:

[1] Johnson & Johnson Official Website and Public Data

[2]Frost & Sullivan

[3] Official data from various companies

[4]Insight Database

Cover Source:ZCOOL Hello

Disclaimer:This article is for information sharing only,不代表 Insight 立场和观点，nor does it recommend or introduce any treatment plans. If needed, please consult and contact正规医疗机构.

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