Johnson & Johnson Reports Strong H1 2025 Performance: Darzalex Hits $6.8B, Carvykti on Track for $2B Annual Sales

On July 16, Johnson & Johnson announced its 2025H1 performance,Revenue in the first half of the year was $45.636 billion, an increase of 4.1% year-over-year.Johnson & Johnson's two core business segments — innovative pharmaceuticals and medical technology — generated revenues of $29.075 billion (+3.6%) and $16.561 billion (+5.0%), respectively.

Johnson & Johnson's innovative pharmaceutical business mainly focuses on key areas such as oncology, autoimmune diseases, neuroscience, infectious diseases, pulmonary hypertension, cardiovascular and metabolic diseases. Among them, the oncology business has taken the lead in performance, achieving $11.99 billion (+21.1%) in the first half of the year.Notably, Johnson & Johnson strengthened its position by acquiring Intra-Cellular for $14.6 billion at the beginning of the year.Layout in the Field of Neuroscience, which is expected to provide more momentum for overall performance growth in the future.

In the first half of the year, the growth of Johnson & Johnson's oncology business was mainly attributed to the strong driving forces of products such as Darzalex (daratumumab), Erleada (apalutamide), and Carvykti (ciltacabtagene autoleucel). Among them, the CD38 monoclonal antibody Darzalex continued to grow at a rate of 21.7%, reaching 6.776 billion U.S. dollars. This drug has established Johnson & Johnson'sThe dominant position in the niche field of multiple myeloma.

In addition, Johnson & Johnson has also launched a richMultiple Myeloma Product Line, IncludingCo-developed with Legend BiotechBCMA CAR-T Cell Therapy Carvykti, CD3/BCMA Bispecific Antibody Tecvayli(Teriparatide)And CD3/GPRC5D bispecific antibody Talvey (Taqiutumab) have all achieved remarkable performance.

Carvykti's sales reached $808 million in the first half of the year, on track to hit $2 billion for the full year. Compared to last year's sales of $343 million during the same period, it is evident.Carvykti's growth momentum is rapid.

Moreover, Tecvayli, a bispecific antibody approved for marketing in 2022, achieved sales of $317 million in the first half of this year, representing an 18.2% year-on-year increase. Another bispecific antibody, Talvey, was first approved for marketing in 2023 and received approval in China this February, with sales reaching $192 million in the first half of the year.billion dollars, a year-on-year increase of 52.0%.

Next GenerationMultiple myeloma products are also in the works. At this year's ASCO conference, Johnson & Johnson disclosedBCMA/GPRC5D/CD3 Tri-specific AntibodyJNJ-5322 TreatmentRecurrent/Refractory Multiple MyelomaEfficacy data at the recommended Phase II doseORR reached 86%.

However, the sales of Imbruvica (ibrutinib), a former blockbuster product for blood cancer, dropped by 7.0% year-on-year to US$1.444 billion in the first half of the year due to fierce competitive pressure.

Androgen receptor inhibitor Erleada is Johnson & Johnson'sProstate CancerThe core product in the field generated revenue of $1.679 billion (+17.8%) in the first half of the year. With the continuous expansion of new indications, the non-small cell lung cancer portfolio, including the EGFR/c-Met bispecific antibody Rybrevant (amivantamab) and the EGFR T790M inhibitor Lazcluze (lazertinib), has successfully advanced to first-line treatment scenarios, collectively contributing $320 million in the first half of this year.Billion dollars in revenue.

In the autoimmune sector, Johnson & Johnson faces significant performance challenges, with a year-on-year decline of 14.1% to USD 7.70 billion. Specifically, its core autoimmune productsIL-12p40 Monoclonal AntibodyStelara (Ustekinumab) was impacted by biosimilars, with revenue decreasing by 38.6% year-over-year to32.78Billion USD.

IL-23p19 Monoclonal AntibodyTremfya (Guselkumab) maintained growth with sales reaching $2.142 billion (+25.0%) in the first half of the year, but its growth was insufficient to offset...Stelara、Remicade (Infliximab) andImpact of Simponi (Golimumab) Revenue Decline。

To address the crisis in the autoimmune field, Johnson & Johnson is exploring more indications potential for its marketed product Tremfya. In February this year,Tremfya Welcomes Global First Approval for Crohn's Disease New Indication in China.

On the other hand, Johnson & Johnson has accelerated the pace of launching new autoimmune products. In April, Johnson & Johnson acquired the FcRn monoclonal antibody for $6.5 billion.Imaavy（Nipocalimab has been approved for marketing to treat myasthenia gravis. In addition, oral IL-23R antagonist icotrokinra has also reported successful results from two Phase III studies on plaque psoriasis, and its submission for marketing approval is not far off.

In the field of neuroscience, Spravato (esketamine nasal spray) has shown outstanding performance, with sales in the first half of the year reaching $734 million, a year-on-year increase of 48.1%. In January, Spravato received FDA approval for a new indication to treat treatment-resistant depression, which is expected to become another significant growth point for the drug.

Johnson & Johnson's acquisition of Intra-Cellular for $14.6 billion, which brought in Caplyta (lumateperone), is also gaining momentum, generating $211 million for Johnson & Johnson in the first half of the year.Incremental sales in billions of US dollars. In July,Caplyta has submitted a new indication for the prevention of schizophrenia relapse in the U.S. A Phase III study showed that the drug reduced the risk of relapse in schizophrenia patients by 63%. Previously,Caplyta has also been submitted for marketing approval for a new indication as an adjunctive treatment for major depressive disorder.

Looking ahead to the full year, Johnson & Johnson has raised its forecast, expecting operational sales growth of 2.5%-5.0%, with the potential to reach $92.7-$93.1 billion.

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