Johnson & Johnson Reports Record Q1 2026 Results: Revenue Nears $100B Annual Run Rate, CAR-T Therapy Carvykti Surges Over 60%, and First-in-Class Oral Psoriasis Drug Icotyde Receives Global Approval

On April 14, Johnson & Johnson announced its financial results for the first quarter of 2026, with total revenue reaching $24.062 billion, representing a year-on-year increase of 9.9%. Among them,Innovative drug sector revenue was $15.426 billion (+11.2%), and medical technology sector revenue was $8.636 billion (+7.7%).

In the first quarter, Johnson & Johnson's innovative medical sector performed remarkably well, with oncology remaining the mainstay of performance, generating revenue of $6.973 billion.A significant increase of 22.8% year-over-year. Darzalex (daratumumab) maintained steady growth with sales reaching $3.964 billion (+22.5%); Carvykti (cilta-cel), the BCMA CAR-T therapy developed in collaboration with Legend Biotech, continued to gain momentum, contributing $597 million in revenue, representing a year-over-year increase of 62.1%.

Moreover,EGFR/c-Met Bispecific AntibodyRybrevant (Amivantamab) and EGFR T790M inhibitor Lazcluze (Lazertinib) combination accelerate market penetration in the lung cancer field, with sales...Surged by 82.7% ($257 million）。

Immunology Business in Adjustment Period: Although Stelara (Ustekinumab) Sales Plummeted Nearly 60% Due to Patent Expiration (Revenue of $656 Million This Quarter), Tremfya (Guselkumab)A strong year-on-year growth of 68.3%, achieving sales of $1.608 billion in a single quarter, demonstrating significant market potential.

In the field of neuroscience, Spravato (esketamine nasal spray) continues to expand rapidly, with revenue reaching $468 million (+46.4%). Notably, the newly acquired Caplyta (lumateperone) contributed $270 million in revenue this quarter.

In addition to the eye-catching financial data, Johnson & Johnson also ushered in a series of significant developments this quarter, includingThe world's first and only oral peptide Icotyde (icotrokinra) targeting IL-23R has been approved by the FDA for plaque psoriasis, ushering in a new era of oral biologics; Tecvayli combination therapy has been approved for second-line treatment of multiple myeloma; an investment of 1 billion US dollars has been made to build a cell therapy base in the United States, etc.

Based on the strong performance in the first quarter, Johnson & Johnson has raised its full-year revenue forecast for 2026, expecting the median of reported sales for the year to reach $100.8 billion (an increase of approximately 7.0%).

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