Novartis Reports $4.6B Entresto Sales and J&J's CAR-T Revenue Doubles as MNCs Unveil Strong H1 2025 Results
Johnson & Johnson
Medical Device R&D and Manufacturer
Multinational pharmaceutical companies are entering the mid-year report season, showcasing their global market layouts and strategic adjustments.
7Month17Date, Novartis Release2025Annual Report: Net Sales Created272.87USD billion, year-over-year growth at constant exchange rates13%(Same as below); Net profit achieved76.33Billion USD, year-on-year growth31%Among them, the sales revenue of Novartis in China was22USD billion, a year-on-year increase of8%。
Coincidentally, Johnson & Johnson also announced the day before.2025Annual Report: Its two core business segments, innovative pharmaceuticals and medical technology, jointly generated up to456.36Billion USD in revenue, year-on-year growth4.1%Among them, the innovative pharmaceuticals sector has brought Johnson & Johnson290.75Billion USD in revenue, year-on-year growth3.6%。
In the increasingly complex international pharmaceutical environment, multinational pharmaceutical companies, with their strong R&D capabilities and diversified product lines, continue to drive the development of innovative drugs and market expansion. At the same time, in response to changes in the global pharmaceutical market, these pharmaceutical giants are constantly optimizing their business structures and improving operational efficiency in order to maintain a leading position in the highly competitive market.MNCThe密集 release of semi-annual reports provides a valuable perspective for the industry.
Novartis: Oncology Drug Revenue Exceeds80Billion US dollars
Among them, by expanding the indications to include early-stage breast cancer patients, Novartis's star anticancer drugCDK4/6InhibitorKisqali(Ribociclib) achieved strong growth in the first half of the year, creating21.33USD billion, up to a year-on-year increase of60%。KisqaliIn the first half of the year, Novartis rankedTop20The third place on the best-selling drug list, with a growth rate second only to cardiovascular drugs.-Kidney-Long-acting Metabolic PipelinePCSK9ProductLeqvio(Inclisiran), annual sales in China may break through40Billion US dollars.
'%20fill='%23FFFFFF'%3E%3Crect%20x='249'%20y='126'%20width='1'%20height='1'%3E%3C/rect%3E%3C/g%3E%3C/g%3E%3C/svg%3E)
Novartis' Two Nuclear MedicinesPluvicto(Lutetium[177Lu]Tecvipiptide) andLutathera(Lutetium[177lu]Octreotide) also performed well, jointly creating12.25Billion USD in revenue. Among them,PluvictoIn2024Annual sales exceeded for the first time10The drug has broken through the 100 million US dollar mark, becoming another "blockbuster" drug under Novartis. Its two indications for prostate cancer have already submitted marketing applications in China.
Cardiovascular-Kidney-The contribution of the metabolic pipeline is second only to oncology,First Half of the YearCreated for Novartis51.73Billion USD in revenue, year-on-year growth26%. Among them,Combining bothDecreaseHeavyweight Drug with Pressure and Anti-Heart Failure EffectsEntresto(Sacubitril Valsartan)Remains Novartis' pillar product,46.18USD billion in sales and year-over-year22%The strong growth has kept it at the top of Novartis' best-selling products globally.
It is worth mentioning that,EntrestoDespite in theElevenExempted from inclusion in the national procurement due to a high risk of patent infringement, but drugs of the same variety from two domestic companies, Nanjing Yi Xin He and Kelun Pharmaceutical, have already broken through the patent barriers and been launched in the market. Not only that,EntrestoThe exclusivity period in the U.S. market is also being impacted byMSNMultiple generic drugs from companies such as Pfizer and Dr. Reddy's have posed challenges. Meanwhile, the drugIn the United StatesTheMedicareThe negotiation will be executed next year, for whichMarket PerformanceAnother ChangeNumber。
With the highest sales growth rateLeqvioEqually worth looking forward to, it achieved revenue in the first half of the year.5.55Billion USD, year-on-yearIncrease66%, accelerating its progress towards the ranks of "blockbuster" drugs. In the futureIfApproval for the treatment of adolescent hypercholesterolemia and other indications,LeqvioExpected to Take OverEntresto, becoming Novartis' new pillar product.
In the field of immunology, Novartis achieved revenue49.58Billion USD, year-on-year growth13%. Among them, the star productCosentyx（Secukinumab) The growth rate has slowed somewhat, with revenue achieved in the first half of the year.31.63Billion USD, year-on-year growth11%. In China,CosentyxThe core patent is about to expire, and Bio-Thera has already done so this year2Submission of the biosimilar application for Secukinumab in the month sparks imminent market competition.
In the neuroscience field, Novartis generates revenue.27.59USD billion, year-on-year growth23%。Kesimpta(Ofatumumab) with the convenience of home injection,Sales AmountThe growth rate has been increased to38%, rapidly opening up the multiple sclerosis market, generating revenue for Novartis during the reporting period.19.76billion dollars. Based on the current performance, Novartis forecasts that, if no unforeseen events occur, itsNet sales for the year will achieve high single-digit growth.
Johnson & Johnson:LegendCAR-TAchieve Double Growth
Johnson & JohnsonPartially overlapping with Novartis' key disease areas, Johnson & Johnson focuses on critical fields such as oncology, immunology, neuroscience, infectious diseases, pulmonary hypertension, cardiovascular and metabolic diseases. Among these, the oncology sector remains the top priority of Johnson & Johnson's innovative pharmaceuticals business.
First Half of the Year, Oncology division of Johnson & JohnsonAchieved119.90Billion US dollarsRevenue, year-on-year growth21.1%. Specifically, the main growth of this sector still comes fromDarzalex(Daratumumab),Carvykti(Cilta-cel),Erleada(Apalutamide) andRybrevant/Lazcluze（Amivantamab/Lanreotide, etc.
As the world's first approved and marketedCD38Monoclonal antibody,DarzalexHas become a core product in the global clinical treatment of multiple myeloma, generating revenue in the first half of the year.67.76USD billion, a year-on-year increase of21.7%, single-handedly propping up Johnson & Johnson's oncology sectorSalesThe"Half of the country," once again exceeding industry expectations.
To consolidate its leading position in multiple myeloma, Johnson & Johnson has launched a more comprehensive product portfolio, co-developed with Legend Biotech.CAR-TCell TherapyCarvyktiYouFor eye-catching. In the first half of the year,CarvyktiSales reached as high as8.08Billion USD, year-on-year growth136%, towardsGlobalYearSales Revenue20The billion-dollar target surge. But the hero is past his prime, and Johnson & Johnson's former blockbuster product for hematological tumorsImbruvica(Ibrutinib) Sales Decreased Year-on-Year Due to Competition from Similar Drugs7.0%, only14.44Billion US dollars.
However, Johnson & Johnson's bispecific antibody pipeline is rapidly demonstrating its value in the treatment of multiple myeloma. The world's first...CD3/BCMADual AntibodyTecvayli(Teriparatide) Achieved Sales in the First Half of the Year3.17Billion USD, year-on-year growth18.2%；GPRC5D/CD3Dual AntibodyTalvey(Tarquetumab) has also accelerated its sales growth, achieving sales revenue.1.92USD billion, year-on-year growth52%. This year2Month,TalveyApproved in China for the treatment of relapsed or refractory multiple myeloma.
In addition to hematological tumors, Johnson & Johnson has gradually established a foothold in the field of solid tumors. Among them, the androgen receptor inhibitorErleada(Apalutamide) is Johnson & Johnson's core product in the prostate cancer field, generating revenue in the first half of the year.16.79Billion USD, year-on-year growth17.8%。Not only that, the non-small cell lung cancer product portfolioEGFR/c-MetDual AntibodyRybrevant(Amivantamab) andEGFR T790MInhibitorLazcluze(Lanreotide) has successfully advanced to the first-line treatment scenario, bringing a total of3.20Billion USD in revenue.
In the past, Johnson & Johnson took pride in its autoimmune sector, but now it is facing unprecedented challenges. The sector achieved77.00Billion US dollarsIncome, a year-on-year decline14.1%Specifically, Johnson & Johnson's core autoimmune productsIL-12p40Monoclonal AntibodyStelara(Ustekinumab) has been strongly impacted by biosimilars, with revenue at only32.78Billion USD, a year-on-year decrease38.6%。
With the new indication for Crohn's disease, Johnson & Johnson'sIL-23p19Monoclonal AntibodyTremfya(Guselkumab) Continue to Maintain25%The high growth, with sales in the first half of the year reaching21.42billion dollars. But a single tree cannot support the forest,TremfyaThe market increment is also difficult to offsetEliminateStelara、Remicade（Infliximab) andSimponi(Golimumab), etc.PatentExpired DrugsSalesSlip.
To reverse the decline, Johnson & Johnson accelerates the cultivation of autoimmune field"New successor." This year4Month, Johnson & Johnson65Billion-dollar acquisition betFcRnBlockerImaavy（nipocalimab) has been approved by the FDA for marketing, used to treat myasthenia gravis. In addition, oralIL-23RAntagonisticotrokinraTwo Cases of Plaque PsoriasisⅢThe research has been successful so far, and it is nearing market launch.OnlyJust missed the mark.
Johnson & Johnson believes that its current product portfolio and R&D pipeline position it for rapid growth in the second half of this year, with anticipated breakthrough approvals and submissions in areas such as lung cancer, bladder cancer, major depressive disorder, psoriasis, and cardiovascular diseases.Application, will transform the way patients are treatedBenefit。
Editor: Fan Xiaoyan
Layout Editor: Yu Chenglin
Reviewed by: Ma Fei, Zhang Song
www.yyjjb.com.cn
Insight into Industry Trends
"China Prescription Drug"
Academic Official Account
Focus on Pharmaceutical Academics and Evidence-Based Research
Terminal Official Account