Johnson & Johnson Aims to Dethrone Merck as Global Oncology Leader with $50 Billion Ambition by 2030

From $1.5 billion in 10 years to $20.8 billion in 24 years, Johnson & Johnson's oncology business revenue has increased more than tenfold.14 Times, and in the first half of this year, it made even more profits.$12 billion。

Although the tumor has exceeded the self-immune, becoming its largest source of income, but Johnson & Johnson is not satisfied and has set a new goal to increase its oncology revenue by 2030.$500 billion。

Source: Insight Database

$50 billion,YesIt is nowMore than 2 times。Last Year，Merck, the top-ranked company in the oncology sector, has revenue of just $32.7 billion. Can Johnson & Johnson double its revenue in 5 years?？

Johnson & Johnson still mainly relies on MM now.(Multiple Myeloma)Product Profitability, daratumumab, ciltacabtagene autoleucel, telitacotinib, and tarquetimab, four products in the first half of this yearTotal Revenue$8.1 billion, accounting for 67% of the tumor business.

Source: Insight Database

Although the patent for Daratumumab will expire in 29 years, the subcutaneous formulation of this product, as well as the growth curves of other new drugs, still have a long way to go. For example, Cilta-cel's patent protection period still has more than 10 years, and its future sales peak may exceed 5 billion US dollars.，

Moreover, Johnson & Johnson has a tri-specific antibody for MM in its research pipeline.JNJ-5322, This Product Phase IIORR was 86%, with very significant blockbuster potential.

In the field of solid tumors, Johnson & Johnson has focused on the indications of non-small cell lung cancer, prostate cancer, and bladder cancer, and already has quite a few products.(Apalutamide, Amivantamab, Lenvatinib, Erdafitinib, etc.)Listed. They earned income in the first half of the year.More than 2 billion US dollars. In addition to the products already on the market, Johnson & Johnson is also focusing on the research and development of TAR-200and CD3/KLK2 bispecific antibody（pasritamig）They have high hopes, believing that TAR-200, a combination device and drug product, could achieve peak sales of over $5 billion, while the bispecific antibody has the potential to redefine the standard of care for prostate cancer.

In the field of hematological tumors, Ibrutinib has long been Johnson & Johnson's flagship product. However, with the expiration of its patent, sales have begun to decline.22Has been declining since the year, with only 1.4 billion U.S. dollars in the first half of this year, and may not be able to contribute much subsequently.

In this light, it’s still somewhat challenging for Johnson & Johnson to achieve $50 billion in oncology revenue, especially since the patents for major drugs are set to expire one after another.。UltimatelyHow，It depends on the potential of the new product.

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