预约演示
更新于：2025-02-19
Icotrokinra
更新于：2025-02-19
概要
基本信息
最高研发阶段临床3期 |
首次获批日期- |
最高研发阶段(中国)临床3期 |
特殊审评- |
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结构/序列
Sequence Code 1311911322
来源: *****
关联
30
项与 Icotrokinra 相关的临床试验NCT06807424
A Phase 3, Multicenter, Randomized, Double-blind, Placebo-controlled Study Evaluating the Efficacy and Safety of JNJ-77242113 for the Treatment of Biologic-experienced Participants With Active Psoriatic Arthritis
The purpose of this study is to evaluate the efficacy of icotrokinra compared to placebo in biologic-experienced participants with active psoriatic arthritis (PsA) by assessing the reduction in signs and symptoms of PsA.
开始日期2025-01-09 |
CTIS2024-515230-32-00
- 77242113PSO1009
开始日期2024-10-09 |
申办/合作机构- |
CTIS2023-510161-97-00
- 77242113PSO1007
开始日期2024-06-19 |
申办/合作机构- |
100 项与 Icotrokinra 相关的临床结果
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100 项与 Icotrokinra 相关的转化医学
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100 项与 Icotrokinra 相关的专利（医药）
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3
项与 Icotrokinra 相关的文献（医药）2024-11-01·JOURNAL OF THE AMERICAN ACADEMY OF DERMATOLOGY
FRONTIER-2: A phase 2b, long-term extension, dose-ranging study of oral JNJ-77242113 for the treatment of moderate-to-severe plaque psoriasis
Article
作者: Ferris, Laura K ; Iaconangelo, Charles ; Tyring, Stephen K ; Huang, Yu-Huei ; Ota, Takayuki ; Shen, Yaung-Kaung ; Bissonnette, Robert ; Pink, Andrew E ; Bagel, Jerry ; Kokolakis, Georgios ; Li, Shu ; DeLozier, Amy M
BACKGROUND:
More patients with moderate-to-severe plaque psoriasis achieved responses with JNJ-77242113, a targeted oral peptide inhibiting interleukin-23 receptor signaling, versus placebo (PBO) at week (W)16 of the phase 2 FRONTIER-1 study.
OBJECTIVE:
FRONTIER-2, a long-term extension of FRONTIER-1, evaluated JNJ-77242113 through 1 year.
METHODS:
FRONTIER-1 participants received JNJ-77242113 at doses from 25 mg daily to 100 mg twice daily or PBO through W16. Patients completing FRONTIER-1 could enroll in FRONTIER-2 and continue JNJ-77242113 at the same dose through W52. Those on PBO crossed over to JNJ-77242113 100 mg daily for W16-52. Safety follow-up continued through W56.
RESULTS:
Most (89%) FRONTIER-1 patients continued to FRONTIER-2. Across outcomes, response rates were maintained from W16-52. The highest response rates generally occurred with JNJ-77242113 100 mg twice daily. At W52, 76% of patients achieved up to 75% improvement in Psoriasis Area and Severity Index (PASI75) with 100 mg twice daily; rates of clear or almost clear skin were 64% (PASI90), 74% (Investigator's Global Assessment 0/1), 40% (PASI100), and 43% (Investigator's Global Assessment 0). From W16-56, 59% of JNJ-77242113-treated patients had ≥1 adverse events. Serious adverse events, considered unrelated to treatment by investigators, occurred in 4% of patients.
LIMITATIONS:
The study was limited by the small number of patients in each treatment group and the descriptive nature of the longer-term data.
CONCLUSION:
Rates of skin clearance with JNJ-77242113 were durable to 1 year and no safety signals were identified.
2024-02-08·The New England journal of medicine1区 · 医学
An Oral Interleukin-23–Receptor Antagonist Peptide for Plaque Psoriasis
1区 · 医学
Article
作者: Ferris, Laura K ; Li, Shu ; Kannan, Arun ; Bissonnette, Robert ; Papp, Kim ; Shen, Yaung-Kaung ; Pinter, Andreas ; Vender, Ronald ; Miller, Megan ; Gerdes, Sascha ; Rich, Phoebe ; DeKlotz, Cynthia
BACKGROUND:
The use of monoclonal antibodies has changed the treatment of several immune-mediated inflammatory diseases, including psoriasis. However, these large proteins must be administered by injection. JNJ-77242113 is a novel, orally administered interleukin-23-receptor antagonist peptide that selectively blocks interleukin-23 signaling and downstream cytokine production.
METHODS:
In this phase 2 dose-finding trial, we randomly assigned patients with moderate-to-severe plaque psoriasis to receive JNJ-77242113 at a dose of 25 mg once daily, 25 mg twice daily, 50 mg once daily, 100 mg once daily, or 100 mg twice daily or placebo for 16 weeks. The primary end point was a reduction from baseline of at least 75% in the Psoriasis Area and Severity Index (PASI) score (PASI 75 response; PASI scores range from 0 to 72, with higher scores indicating greater extent or severity of psoriasis) at week 16.
RESULTS:
A total of 255 patients underwent randomization. The mean PASI score at baseline was 19.1. The mean duration of psoriasis was 18.2 years, and 78% of the patients across all the trial groups had previously received systemic treatments. At week 16, the percentages of patients with a PASI 75 response were higher among those in the JNJ-77242113 groups (37%, 51%, 58%, 65%, and 79% in the 25-mg once-daily, 25-mg twice-daily, 50-mg once-daily, 100-mg once-daily, and 100-mg twice-daily groups, respectively) than among those in the placebo group (9%), a finding that showed a significant dose-response relationship (P<0.001). The most common adverse events included coronavirus disease 2019 (in 12% of the patients in the placebo group and in 11% of those across the JNJ-77242113 dose groups) and nasopharyngitis (in 5% and 7%, respectively). The percentages of patients who had at least one adverse event were similar in the combined JNJ-77242113 dose group (52%) and the placebo group (51%). There was no evidence of a dose-related increase in adverse events across the JNJ-77242113 dose groups.
CONCLUSIONS:
After 16 weeks of once- or twice-daily oral administration, treatment with the interleukin-23-receptor antagonist peptide JNJ-77242113 showed greater efficacy than placebo in patients with moderate-to-severe plaque psoriasis. (Funded by Janssen Research and Development; FRONTIER 1 ClinicalTrials.gov number, NCT05223868.).
Scientific Reports
JNJ-77242113, a highly potent, selective peptide targeting the IL-23 receptor, provides robust IL-23 pathway inhibition upon oral dosing in rats and humans
Article
作者: Bhandari, Ashok ; Bains, Trpta ; Holland, M Claire ; Li, Shu ; Patrick, Aaron ; Sun, Chengzao ; Sherlock, Jonathan P ; Allen, Samantha J ; Kannan, Arun ; Polidori, David ; Li, Xinyi ; Cheng, Xiaoli ; Xue, Xiaohua ; Knight, Beverly ; Steele, Ruth ; Huie, Keith ; Kosoglou, Teddy ; Greving, Carrie ; Liu, David ; Patch, Raymond J ; Somani, Sandeep ; Towne, Jennifer ; Chang, Leon ; Fourie, Anne M ; Rodriguez, Michael A ; Modi, Nishit B
Abstract:
The interleukin (IL)-23 pathway is a pathogenic driver in psoriasis, psoriatic arthritis, and inflammatory bowel disease. Currently, no oral therapeutics selectively target this pathway. JNJ-77242113 is a peptide targeting the IL-23 receptor with high affinity (KD: 7.1 pM). In human cells, JNJ-77242113 potently and selectively inhibited proximal IL-23 signaling (IC50: 5.6 pM) without impacting IL-12 signaling. JNJ-77242113 inhibited IL-23–induced interferon (IFN)γ production in NK cells, and in blood from healthy donors and psoriasis patients (IC50: 18.4, 11 and 9 pM, respectively). In a rat trinitrobenzene sulfonic acid-induced colitis model, oral JNJ-77242113 attenuated disease parameters at doses ≥ 0.3 mg/kg/day. Pharmacologic activity beyond the gastrointestinal tract was also demonstrated. In blood from rats receiving oral JNJ-77242113, dose-dependent inhibition of ex vivo IL-23–stimulated IL-17A production was observed. In an IL-23–induced rat skin inflammation model, JNJ-77242113 inhibited IL-23–induced skin thickening and IL-17A, -17F and -22 gene induction. Oral dosing of JNJ-77242113 in healthy human volunteers inhibited ex vivo IL-23–stimulated IFNγ production in whole blood. Thus, JNJ-77242113 provided selective, systemic IL-23 pathway inhibition in preclinical models which translated to pharmacodynamic activity in healthy human volunteers, supporting the potential for JNJ-77242113 as a selective oral therapy for IL-23–driven immune-mediated diseases.
142
项与 Icotrokinra 相关的新闻（医药）2025-02-05
·空之客
1
整体表现
JNJ在经历了两个回暖季度后，2024年最后一个季度业绩又出现反复、医药部分收入环比下滑，市值也再次接近新低$350b。
四季度虽然收入同比还有6.7%的增长，但利润水平显著下滑（即使扣除并购影响），这也是造成股价持续不振的核心因素。
全年同样呈现增收不增利，EPS也就勉强维持微涨，这也是年内指引一降再降的结果。
2025年的指引更加惨淡，在不含ITCI收购贡献的情况下，收入增速直接压到2.5%、EPS在低基数的情况下增速也就8.7%，反过来就能想象为什么在ITCI这种高确定增长面前如此不矜持。
2
已上市产品
整体来看JNJ在过去一年的收入变化，基本上绝大部分增量都来自Daratumumab的贡献，剩下几个肿瘤品种的增长和自免品种的下滑都变化不大且相互抵消。甚至，公司在表述未来重点方向时，划分为多发性骨髓瘤、心脏、精神、炎性肠病四大支柱，我印象中这是JNJ首次官方采取这种划分表述（参见【药海听涛】强生的“遮断式”布局：BCMA×CD3双抗治疗多发性骨髓瘤获批）。
肿瘤板块（或者快要改称多发性骨髓瘤板块了）仍然在高歌猛进：Daratumumab上市已十年，成为公司首个单季超过$3b的单品，目前仍维持着单调增长，LTM累计已达到$11.7b；Cilta-cel在Ghent工厂投产和与CDMO合作后，产能瓶颈基本缓解，连续两个季度取得飞速增长，全年接近$1b大关、治疗患者超过5,000例，公司也不吝溢美之词诸如“performing very very well”“continued expansion”等；Apalutamide也仍在持续爬坡中，LTM累计也达到$3.0b；Teclistamab双抗的爬坡并不理想、连续几个环比处于停滞、Talquetamab双抗则尚够不着披露销售额的门槛，公司对这俩双抗的表述都还停留在学术层面；Ibrutinib则持续受到AZ和百济的冲击。
自免板块正在非常微妙的转折点：Ustekinumab的生物类似药已经进入欧洲、25年1月也已进入美国，专利悬崖的达摩克利斯之剑已经落下，因此近期开始明显触顶回落；而公司力推的Guselkumab虽然在不负厚望地奋力填补Ustekinumab身后的空档，LTM累计$3.7b，但毕竟总缺口仍差异巨大，且最近季度环比还略有回落，公司在面对从Ustekinumab到Guselkumab的volume shift提问时，虽然态度依然乐观、特别是对IBD适应症和皮下剂型的推广信心十足，但至少在我个人看了似乎口径略有软化、全不似上个季度“TREMFYA definitely is an asset that is STELARA size or bigger and better”那样斩钉截铁；Infliximab和Golimumab两个则确实彻底失去增长动力了。
心血管板块里，Rivaroxaban在衰退通道中还有回光返照，但Macitentan和Selexipag两个PAH产品爬坡势头略有迟缓，单季度总算堪堪突破了$1b大关、且已多个季度环比增长不明显，似乎想要配得上当初$30b收购Actelion的价格仍有很大距离。
精神板块虽然Paliperidone早已失去增长，但Esketamine爬坡还是相当有盼头、不声不响LTM累计已接近$1.1b，而且未来ITCI收购落定后一下子就有了Lumateperone这个强援加入，毕竟精神可是全公司未来四大支柱之一。
在新冠疫苗归零后，传染病板块就实在没什么看头了。
3
在研管线
收购ITCI毋庸置疑是JNJ这个季度对管线做出的最大调整，以$14.6b现金的价码够得核心资产Lumateperone，希望在精分、双相、特别是重度抑郁症领域打开新局面，目前单季销售额$175m且二阶导尚能维持，JNJ给的峰值销售额预期高达$5b以上，坦率说就算这个峰值预期真的靠谱，3倍峰值的收购价格也绝不算便宜，看了前述的业绩增速乏力就基本能理解公司对于这种确定性和协同性的饥渴了。
继上个季度连续收获一二线的批准后，EGFR/cMET双抗Amivantamab继续着炸裂进展，宣布在头对头Osimertinib治疗1L NSCLC的MARIPOSA三期临床中，OS改善不仅显著而且中位延长达1年以上，这无疑是这一领域又一重磅进展。
在多发性骨髓瘤这一基本盘，核心还是要靠Daratumumab和Cilta-cel这俩干将，这个季度分别拿出了D-VRd方案治疗1L MM的CEPHEUS三期临床的MRD和PFS数据、以及治疗2L MM的CARTITUDE4三期临床中MRD数据，而两个CD3 双抗Teclistamab和Talquetamab则仍以联用Daratumumab为主，暂时还难以扛起长期维持公司在MM领域霸主的大旗。
自免板块最重磅的进展当属口服IL23R拮抗剂Icotrokinra公布了银屑病三期临床数据，看起来比此前PDE4和TYK2等机制的口服银屑病药物优势明显，然而给药方式的严格限制导致其在未来的商业化竞争中显然还要与注射剂一决高下（参见【药海听涛】小无相功与少林绝技：从JNJ-2113看银屑病竞争格局）。
自免板块的另一重要进展则来自FcRn单抗Nipocalimab，在上个季度递交BLA后，本季度终于公布了治疗重度肌无力的三期临床结果，在22-24周Nipocalimab与安慰剂相比，MG-ADL评分降幅为4.70 vs 3.25（p=0.0024），QMG评分降幅为4.86 vs 2.05（p=0.00012）。
除此以外，值得关注的进展还包括：Guselkumab公布皮下注射剂型治疗UC和CD的三期临床结果并提交sBLA，鼻喷抗抑郁药物Esketamine获批治疗两种以上口服抗抑郁药物无响应的MDD，膀胱灌注药物TAR-200提交了治疗BCG无响应的HR-NMIBC的上市申请。
JNJ凭借肿瘤和自免两大板块多年来的强势表现，一直是MNC中业绩成长较为稳健的一家。然而，重磅品种一时爽、专利到期火葬场，这种无间轮回永无止境，Ustekinumab这一刀已经落下，Daratumumab还会远吗？这样我们才能理解急于吞下Intra-Cellular的紧迫性。
强生JNJ往期季报分析：
【医苑观畴】主流技术方向谁说了算：2022年上半年全球大药企核心产品管线进展总览
【医苑观畴】主流技术方向谁说了算：2022年下半年全球大药企核心产品管线进展总览
【医苑观畴】2023年上半年全球大药企核心进展总览
【医苑观畴】2024年一季度海外药企进展更新：强生JNJ
【医苑观畴】2024年二季度海外药企进展更新：强生JNJ
【医苑观畴】2024年三季度海外药企进展更新：强生JNJ
并购生物类似药
2025-01-22
2024 Fourth-Quarter reported sales growth of 5.3% to $22.5 Billion with operational growth of 6.7%* and adjusted operational growth of 5.7%* 2024 Fourth-Quarter Earnings per share (EPS) of $1.41 and Adjusted EPS of $2.04, both include $(0.22) due to acquired IPR&D charges related to V-Wave acquisition 2024 Full-Year reported sales growth of 4.3% to $88.8 Billion with operational growth of 5.9%* and adjusted operational growth of 5.4%*. Operational growth excluding COVID-19 Vaccine of 7.0%* 2024 Full-Year Earnings per share (EPS) of $5.79 and Adjusted EPS of $9.98, both include $(0.67) due to acquired IPR&D charges on various transactions throughout the year Significant pipeline progress including RYBREVANT + LAZCLUZE overall survival data, initiation of TAR-200 submission, and approval of investigational device exemption for our general surgery robotic system, OTTAVA Company issues guidance for 2025 with operational sales5 growth of 2.5% - 3.5%* and adjusted operational EPS of $10.75 - $10.95, reflecting strong growth of 8.7%* at the mid-point
NEW BRUNSWICK, N.J.--(BUSINESS WIRE)-- Johnson & Johnson (NYSE: JNJ) today announced results for fourth-quarter and full year 2024. "2024 was a transformative year for Johnson & Johnson, marked by strong growth, an accelerating pipeline and industry-leading investments in innovation,” said Joaquin Duato, Chairman and Chief Executive Officer, Johnson & Johnson. “As a healthcare company, with a disease-centric approach, we are improving the standard of care in a broad range of diseases with high unmet need, including multiple myeloma, lung cancer, inflammatory bowel disease, and heart failure. With our strong financial foundation, differentiated portfolio and robust pipeline, we are well positioned to sustain the high pace of growth and innovation that is the hallmark of Johnson & Johnson.”
Unless otherwise noted, the financial results and earnings guidance included below reflect the continuing operations of Johnson & Johnson.
Overall financial results
Q4
Full Year
($ in Millions, expect EPS)
2024
2023
% Change
2024
2023
% Change
Reported Sales
$22,520
$ 21,395
5.3%
$88,821
$ 85,159
4.3%
Net Earnings
$3,431
$4,132
(17.0)%
$14,066
$13,326
5.6%
EPS (diluted)
$1.41
$1.70
(17.1)%
$5.79
$5.20
11.3%
Q4
Full Year
Non-GAAP* ($ in Millions, except EPS)
2024
2023
% Change
2024
2023
% Change
Operational Sales1,2
6.7%
5.9%
Adjusted Operational Sales1,3
5.7%
5.4%
Adjusted Operational Sales1,3 ex. COVID-19 Vaccine
5.9%
6.5%
Adjusted Net Earnings1,4
$4,946
$5,562
(11.1)%
$ 24,242
$ 25,409
(4.6)%
Adjusted EPS (diluted)1,4
$2.04
$2.29
(10.9)%
$9.98
$9.92
0.6%
Free Cash Flow6,7
~$19,800
$18,248
Non-GAAP financial measure; refer to reconciliations of non-GAAP financial measures included in accompanying schedules
2
Excludes the impact of translational currency
3
Excludes the net impact of acquisitions and divestitures and translational currency
4
Excludes intangible amortization expense and special items
5
Excludes COVID-19 Vaccine
6
Non-GAAP measure; defined as cash flow from operating activities, less additions to property, plant and equipment. Cash flow from operations, the most directly comparable GAAP financial measure, will be included in subsequent SEC filings.
7
Full year 2024 is estimated as of January 22, 2025. Full year 2023 includes approximately 8 months contribution from the Consumer Health segment.
Note: values may have been rounded
Regional sales results
Q4
% Change
($ in Millions)
2024
2023
Reported
Operational1,2
Currency
Adjusted Operational1,3
U.S.
$13,204
$12,009
10.0%
10.0
-
8.6
International
9,316
9,386
(0.7)
2.5
(3.2)
2.0
Worldwide
$22,520
$21,395
5.3%
6.7
(1.4)
5.7
Full Year
% Change
($ in Millions)
2024
2023
Reported
Operational1,2
Currency
Adjusted Operational1,3
U.S.
$50,302
$46,444
8.3%
8.3
-
7.6
International
38,519
38,715
(0.5)
2.9
(3.4)
2.7
Worldwide
$88,821
$85,159
4.3%
5.9
(1.6)
5.4
1
Non-GAAP financial measure; refer to reconciliations of non-GAAP financial measures included in accompanying schedules
2
Excludes the impact of translational currency
3
Excludes the net impact of acquisitions and divestitures and translational currency
Note: values may have been rounded
Segment sales results
Q4
% Change
($ in Millions)
2024
2023
Reported
Operational1,2
Currency
Adjusted
Operational1,3
Innovative Medicine
$14,332
$13,722
4.4%
6.1
(1.7)
6.3
MedTech
8,188
7,673
6.7
7.6
(0.9)
4.6
Worldwide
$22,520
$21,395
5.3%
6.7
(1.4)
5.7
Full Year
% Change
($ in Millions)
2024
2023
Reported
Operational1,2
Currency
Adjusted
Operational1,3
Innovative Medicine
$56,964
$54,759
4.0%
5.7
(1.7)
5.8
MedTech
31,857
30,400
4.8
6.2
(1.4)
4.7
Worldwide
$88,821
$85,159
4.3%
5.9
(1.6)
5.4
1
Non-GAAP financial measure; refer to reconciliations of non-GAAP financial measures included in accompanying schedules
2
Excludes the impact of translational currency
3
Excludes the net impact of acquisitions and divestitures and translational currency
Note: values may have been rounded
Full year 2024 segment commentary:
Operational sales* reflected below excludes the impact of translational currency.
Innovative Medicine
Innovative Medicine worldwide operational sales, excluding the COVID-19 Vaccine, grew 7.5%*. Growth was driven primarily by DARZALEX (daratumumab), ERLEADA (apalutamide), CARVYKTI (ciltacabtagene autoleucel), and Other Oncology in Oncology, TREMFYA (guselkumab) in Immunology, and SPRAVATO (esketamine) in Neuroscience. Growth was partially offset by STELARA (ustekinumab) in Immunology and Other Neuroscience in Neuroscience. Including the COVID-19 Vaccine, Innovative Medicine worldwide operational sales grew 5.7%*.
MedTech
MedTech worldwide operational sales grew 6.2%*, with net acquisitions and divestitures positively impacting growth by 1.5%. Growth was driven primarily by electrophysiology products and Abiomed in Cardiovascular, previously referred to as Interventional Solutions, and wound closure products in General Surgery.
Full-year 2025 guidance:
Johnson & Johnson does not provide GAAP financial measures on a forward-looking basis because the company is unable to predict with reasonable certainty the ultimate outcome of legal proceedings, unusual gains and losses, acquisition-related expenses, and purchase accounting fair value adjustments without unreasonable effort. These items are uncertain, depend on various factors, and could be material to Johnson & Johnson's results computed in accordance with GAAP.
($ in Billions, except EPS)
January 2025
Adjusted Operational Sales1,2,5
Change vs. Prior Year / Mid-point
2.0% – 3.0% / 2.5%
Operational Sales2,5 / Mid-point
Change vs. Prior Year / Mid-point
$90.9B – $91.7B / $91.3B
2.5% – 3.5% / 3.0%
Estimated Reported Sales3,5 / Mid-point
Change vs. Prior Year / Mid-point
$89.2B – $90.0B / $89.6B
0.5% – 1.5% / 1.0%
Adjusted Operational EPS (Diluted)2,4 / Mid-point
Change vs. Prior Year / Mid-point
$10.75 – $10.95 / $10.85
7.7% – 9.7% / 8.7%
Adjusted EPS (Diluted)3,4 / Mid-point
Change vs. Prior Year / Mid-point
$10.50 – $10.70 / $10.60
5.2% – 7.2% / 6.2%
1
Non-GAAP financial measure; excludes the net impact of acquisitions and divestitures
2
Non-GAAP financial measure; excludes the impact of translational currency
3
Calculated using Euro Average Rate: January 2025 = $1.04 (Illustrative purposes only)
4
Non-GAAP financial measure; excludes intangible amortization expense and special items
5
Excludes COVID-19 Vaccine
Other modeling considerations will be provided on the webcast.
Notable announcements in the quarter:
The information contained in this section should be read together with Johnson & Johnson’s other disclosures filed with the Securities and Exchange Commission, including its Current Reports on Form 8-K, Quarterly Reports on Form 10-Q and Annual Reports on Form 10-K. Copies of these filings are available online at www.sec.gov, www.jnj.com or on request from Johnson & Johnson. The reader is also encouraged to review all other news releases and information available in the Investor Relations section of the company’s website at News Releases, as well as Innovative Medicine News Center, MedTech News & Events, and www.factsabouttalc.com.
Regulatory
SPRAVATO (esketamine) approved in the U.S. as the first and only monotherapy for adults with treatment-resistant depression1
Press Release
European Commission approves LAZCLUZE (lazertinib) in combination with RYBREVANT (amivantamab) for the first-line treatment of patients with EGFR-mutated advanced non-small cell lung cancer1
Press Release
New Drug Application initiated with U.S. FDA for TAR-200, the first and only intravesical drug releasing system for patients with BCG-unresponsive high-risk non-muscle-invasive bladder cancer1
Press Release
Johnson & Johnson MedTech Announces CE Mark Approval for Dual Energy THERMOCOOL SMARTTOUCH SF Catheter1
Press Release
Nipocalimab granted U.S. FDA Priority Review for the treatment of generalized myasthenia gravis1
Press Release
Johnson & Johnson's Posdinemab and Tau Active Immunotherapy Receive U.S. FDA Fast Track Designations for the Treatment of Alzheimer's Disease1
Press Release
European Commission approves RYBREVANT (amivantamab) in combination with LAZCLUZE (lazertinib) for the first-line treatment of patients with EGFR-mutated advanced non-small cell lung cancer
Press Release
Johnson & Johnson submits application to the European Medicines Agency seeking approval of a new indication for IMBRUVICA (ibrutinib) in adult patients with previously untreated mantle cell lymphoma (MCL) who are eligible for autologous stem cell transplant
Press Release
U.S. FDA Expands Indication for Impella Heart Pumps to Treat Pediatric Patients
Press Release
Johnson & Johnson seeks U.S. FDA approval for first pediatric indications for TREMFYA (guselkumab)
Press Release
Johnson & Johnson seeks U.S. FDA approval for subcutaneous induction regimen of TREMFYA (guselkumab) in ulcerative colitis, a first for an IL-23 inhibitor
Press Release
Johnson & Johnson MedTech Receives IDE Approval for OTTAVA Robotic Surgical System
Press Release
Nipocalimab is the first and only investigational therapy granted U.S. FDA Breakthrough Therapy Designation for the treatment of adults living with moderate-to-severe Sjögren's disease
Press Release
Johnson & Johnson submits applications in the U.S. and EU seeking approval of DARZALEX FASPRO / DARZALEX as subcutaneous monotherapy for high-risk smoldering multiple myeloma
Press Release
DARZALEX (daratumumab)-SC based quadruplet regimen approved by the European Commission for patients with newly diagnosed multiple myeloma who are transplant-eligible
Press Release
Data Releases
RYBREVANT (amivantamab-vmjw) plus LAZCLUZE (lazertinib) show statistically significant and clinically meaningful improvement in overall survival versus osimertinib1
Press Release
Johnson & Johnson to showcase strength of its broad hematology portfolio and pipeline at the 2024 American Society of Hematology Annual Meeting
Press Release
Icotrokinra delivered an industry-leading combination of significant skin clearance with demonstrated tolerability in a once daily pill in Phase 3 topline results
Press Release
Johnson & Johnson advances leadership in rheumatic disease innovation with 43 abstracts at ACR 2024
Press Release
Shockwave Medical Unveils First Clinical Outcomes of New IVL Platform in Late-Breaking Presentation at VIVA 2024
Press Release
TREMFYA (guselkumab) is the first and only IL-23 inhibitor to demonstrate robust results with a fully subcutaneous regimen in both induction and maintenance in Crohn's disease
Press Release
New SPECTREM study findings reveal TREMFYA (guselkumab) effectively clears overlooked and undertreated plaque psoriasis
Press Release
Johnson & Johnson highlights innovative neuropsychiatry portfolio and pipeline at Psych Congress
Press Release
Nipocalimab demonstrates sustained disease control in adolescents living with generalized myasthenia gravis in Phase 2/3 study
Press Release
Product Launch
MENTOR MemoryGel Enhance Breast Implant Receives FDA Approval for Largest Size Breast Implants for Reconstruction
Press Release
Johnson & Johnson MedTech Receives FDA Approval for the VARIPULSE Pulsed Field Ablation Platform for the Treatment of Atrial Fibrillation2
Press Release
Other
Johnson & Johnson Strengthens Neuroscience Leadership with Acquisition of Intra-Cellular Therapies, Inc.1
Press Release
1
Subsequent to the quarter
2
On January 5, 2025, Johnson & Johnson MedTech temporarily paused the U.S. External Evaluation and all U.S. VARIPULSE cases. More information can be found in the Statement on VARIPULSE.
Webcast information:
Johnson & Johnson will conduct a conference call with investors to discuss this earnings release today at 8:00 a.m., Eastern Time. A simultaneous webcast of the call for investors and other interested parties may be accessed by visiting the Johnson & Johnson website. A replay and podcast will be available approximately two hours after the live webcast in the Investor Relations section of the company's website at events-and-presentations.
About Johnson & Johnson:
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at www.jnj.com.
Non-GAAP financial measures:
* “Operational sales growth” excluding the impact of translational currency, “adjusted operational sales growth” excluding the net impact of acquisitions and divestitures and translational currency, as well as “adjusted net earnings”, “adjusted diluted earnings per share” and “adjusted operational diluted earnings per share” excluding after-tax intangible amortization expense and special items, are non-GAAP financial measures and should not be considered replacements for, and should be read together with, the most comparable GAAP financial measures. Except for guidance measures, reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measures can be found in the accompanying financial schedules of the earnings release and the Investor Relations section of the company's website at quarterly results.
Copies of the financial schedules accompanying this earnings release are available on the company’s website at quarterly results. These schedules include supplementary sales data, a condensed consolidated statement of earnings, reconciliations of non-GAAP financial measures, and sales of key products/franchises. Additional information on Johnson & Johnson, including adjusted income before tax by segment, an Innovative Medicine pipeline of selected compounds in late stage development and a copy of today’s earnings call presentation can also be found in the Investor Relations section of the company's website at quarterly results.
Note to investors concerning forward-looking statements:
This press release contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things: future operating and financial performance, product development, and market position and business strategy. The reader is cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of Johnson & Johnson. Risks and uncertainties include, but are not limited to: economic factors, such as interest rate and currency exchange rate fluctuations; competition, including technological advances, new products and patents attained by competitors; challenges inherent in new product research and development, including uncertainty of clinical success and obtaining regulatory approvals; uncertainty of commercial success for new and existing products; challenges to patents; the impact of patent expirations; the ability of the Company to successfully execute strategic plans, including restructuring plans; the impact of business combinations and divestitures; manufacturing difficulties or delays, internally or within the supply chain; product efficacy or safety concerns resulting in product recalls or regulatory action; significant adverse litigation or government action, including related to product liability claims; changes to applicable laws and regulations, including tax laws and global health care reforms; trends toward health care cost containment; changes in behavior and spending patterns of purchasers of health care products and services; financial instability of international economies and legal systems and sovereign risk; increased scrutiny of the health care industry by government agencies; and the Company’s ability to realize the anticipated benefits from the separation of Kenvue Inc. A further list and descriptions of these risks, uncertainties and other factors can be found in Johnson & Johnson’s Annual Report on Form 10-K for the fiscal year ended December 31, 2023, including in the sections captioned “Cautionary Note Regarding Forward-Looking Statements” and “Item 1A. Risk Factors,” and in Johnson & Johnson’s subsequent Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission. Copies of these filings are available online at www.sec.gov, www.jnj.com or on request from Johnson & Johnson. Any forward-looking statement made in this release speaks only as of the date of this release. Johnson & Johnson does not undertake to update any forward-looking statement as a result of new information or future events or developments.
2024
2023
Total
Operations
Currency
2024
2023
$
8,977
8,079
11.1
%
11.1
-
$
33,970
31,169
9.0
%
9.0
-
5,355
5,643
(5.1
)
(1.0
)
(4.1
)
22,994
23,590
(2.5
)
1.3
(3.8
)
14,332
13,722
4.4
6.1
(1.7
)
56,964
54,759
4.0
5.7
(1.7
)
8,977
8,079
11.1
11.1
-
33,970
31,169
9.0
9.0
-
5,355
5,599
(4.4
)
(0.3
)
(4.1
)
22,796
22,473
1.4
5.5
(4.1
)
14,332
13,678
4.8
6.5
(1.7
)
56,766
53,642
5.8
7.5
(1.7
)
4,227
3,930
7.6
7.6
-
16,332
15,275
6.9
6.9
-
3,961
3,743
5.8
7.6
(1.8
)
15,525
15,125
2.6
5.4
(2.8
)
8,188
7,673
6.7
7.6
(0.9
)
31,857
30,400
4.8
6.2
(1.4
)
13,204
12,009
10.0
10.0
-
50,302
46,444
8.3
8.3
-
9,316
9,386
(0.7
)
2.5
(3.2
)
38,519
38,715
(0.5
)
2.9
(3.4
)
22,520
21,395
5.3
6.7
(1.4
)
88,821
85,159
4.3
5.9
(1.6
)
13,204
12,009
10.0
10.0
-
50,302
46,444
8.3
8.3
-
9,316
9,342
(0.3
)
2.9
(3.2
)
38,321
37,598
1.9
5.5
(3.6
)
$
22,520
21,351
5.5
%
6.9
(1.4
)
$
88,623
84,042
5.5
%
7.0
(1.5
)
FOURTH QUARTER
TWELVE MONTHS
Percent Change
Percent Change
2024
2023
Total
Operations
Currency
2024
2023
Total
Operations
Currency
$
13,204
12,009
10.0
%
10.0
-
$
50,302
46,444
8.3
%
8.3
-
4,921
4,962
(0.8
)
(0.2
)
(0.6
)
20,212
20,410
(1.0
)
(0.6
)
(0.4
)
1,135
1,166
(2.7
)
17.6
(20.3
)
4,714
4,549
3.6
20.4
(16.8
)
3,260
3,258
0.1
0.9
(0.8
)
13,593
13,756
(1.2
)
2.3
(3.5
)
9,316
9,386
(0.7
)
2.5
(3.2
)
38,519
38,715
(0.5
)
2.9
(3.4
)
$
22,520
21,395
5.3
%
6.7
(1.4
)
$
88,821
85,159
4.3
%
5.9
(1.6
)
FOURTH QUARTER
TWELVE MONTHS
Percent Change
Percent Change
2024
2023
Total
Operations
Currency
2024
2023
Total
Operations
Currency
$
13,204
12,009
10.0
%
10.0
-
$
50,302
46,444
8.3
%
8.3
-
4,921
4,918
0.1
0.7
(0.6
)
20,014
19,293
3.7
4.1
(0.4
)
1,135
1,166
(2.7
)
17.6
(20.3
)
4,714
4,549
3.6
20.4
(16.8
)
3,260
3,258
0.1
0.9
(0.8
)
13,593
13,756
(1.2
)
2.3
(3.5
)
9,316
9,342
(0.3
)
2.9
(3.2
)
38,321
37,598
1.9
5.5
(3.6
)
$
22,520
21,351
5.5
%
6.9
(1.4
)
$
88,623
84,042
5.5
%
7.0
(1.5
)
2024
2023
Percent
Percent
Percent
Increase
Amount
to Sales
Amount
to Sales
(Decrease)
$
22,520
100.0
$
21,395
100.0
5.3
7,128
31.6
6,798
31.8
4.9
15,392
68.4
14,597
68.2
5.4
6,453
28.6
5,810
27.1
11.1
5,298
23.5
4,480
20.9
18.3
17
0.1
58
0.3
(144
)
(0.6
)
(212
)
(1.0
)
(161
)
(0.7
)
(421
)
(2.0
)
42
0.2
56
0.3
3,887
17.3
4,826
22.6
(19.5
)
456
2.1
694
3.3
(34.3
)
$
3,431
15.2
$
4,132
19.3
(17.0
)
-
(83
)
$
3,431
$
4,049
$
1.41
$
1.70
(17.1
)
$
-
$
(0.03
)
2,427.1
2,430.7
11.7
%
14.4
%
$
5,421
24.1
$
6,237
29.2
(13.1
)
$
4,946
22.0
$
5,562
26.0
(11.1
)
$
2.04
$
2.29
(10.9
)
8.8
%
10.8
%
2024
2023
Percent
Percent
Percent
Increase
Amount
to Sales
Amount
to Sales
(Decrease)
$
88,821
100.0
$
85,159
100.0
4.3
27,471
30.9
26,553
31.2
3.5
61,350
69.1
58,606
68.8
4.7
22,869
25.7
21,512
25.2
6.3
17,232
19.4
15,085
17.7
14.2
211
0.2
313
0.4
(577
)
(0.6
)
(489
)
(0.6
)
4,694
5.3
6,634
7.8
234
0.3
489
0.6
16,687
18.8
15,062
17.7
10.8
2,621
3.0
1,736
2.1
51.0
$
14,066
15.8
$
13,326
15.6
5.6
-
21,827
$
14,066
$
35,153
$
5.79
$
5.20
11.3
$
-
$
8.52
2,429.4
2,560.4
15.7
%
11.5
%
$
28,979
32.6
$
29,811
35.0
(2.8
)
$
24,242
27.3
$
25,409
29.8
(4.6
)
$
9.98
$
9.92
0.6
16.3
%
14.8
%
2024
2023
2024
2023
$3,431
$4,132
$14,066
$13,326
(16)
166
5,450
7,152
1,171
1,148
4,526
4,532
23
10
100
663
62
139
269
798
47
88
204
311
298
237
1,226
339
(68)
(435)
306
641
17
58
211
313
(80)
75
(2,135)
(2,694)
61
(56)
19
28
$4,946
$5,562
$24,242
$25,409
2,427.1
2,430.7
2,429.4
2,560.4
$2.04
$2.29
$9.98
$9.92
$2.05
$9.99
1
2
3
4
4.4
%
6.7
%
5.3
%
11.1
%
7.6
%
10.0
%
(5.1
)%
5.8
%
(0.7
)%
(1.7
)
(0.9
)
(1.4
)
-
-
-
(4.1
)
(1.8
)
(3.2
)
6.1
%
7.6
%
6.7
%
11.1
%
7.6
%
10.0
%
(1.0
)%
7.6
%
2.5
%
(3.4
)
(1.2
)
(5.1
)
(1.7
)
(1.5
)
(0.6
)
0.2
0.4
0.2
0.1
0.8
0.3
0.3
0.0
0.1
6.3
%
4.6
%
5.7
%
11.2
%
3.3
%
8.6
%
(0.7
)%
6.1
%
2.0
%
0.4
0.2
0.0
0.0
0.7
0.4
6.7
%
4.6
%
5.9
%
11.2
%
3.3
%
8.6
%
0.0
%
6.1
%
2.4
%
4.0
%
4.8
%
4.3
%
9.0
%
6.9
%
8.3
%
(2.5
)%
2.6
%
(0.5
)%
(1.7
)
(1.4
)
(1.6
)
-
-
-
(3.8
)
(2.8
)
(3.4
)
5.7
%
6.2
%
5.9
%
9.0
%
6.9
%
8.3
%
1.3
%
5.4
%
2.9
%
(1.9
)
(0.7
)
(2.9
)
(1.0
)
(0.8
)
(0.3
)
0.1
0.4
0.2
0.1
0.8
0.3
0.2
0.1
0.1
5.8
%
4.7
%
5.4
%
9.1
%
4.8
%
7.6
%
1.5
%
4.7
%
2.7
%
1.8
1.1
0.0
0.0
4.2
2.6
7.6
%
4.7
%
6.5
%
9.1
%
4.8
%
7.6
%
5.7
%
4.7
%
5.3
%
REPORTED SALES vs. PRIOR PERIOD ($MM)
REPORTED SALES vs. PRIOR PERIOD ($MM)
FOURTH QUARTER
TWELVE MONTHS
% Change
% Change
2024
2023
Reported
Operational (1)
Currency
2024
2023
Reported
Operational (1)
Currency
$
2,856
3,033
-5.9
%
-5.9
%
-
$
11,355
11,539
-1.6
%
-1.6
%
-
1,383
1,562
-11.5
%
-6.5
%
-5.0
%
6,473
6,513
-0.6
%
4.0
%
-4.6
%
4,238
4,595
-7.8
%
-6.1
%
-1.7
%
17,828
18,052
-1.2
%
0.4
%
-1.6
%
231
294
-21.4
%
-21.4
%
-
1,009
1,143
-11.7
%
-11.7
%
-
9
35
-73.3
%
-73.3
%
-
98
147
-33.0
%
-33.0
%
-
117
100
16.5
%
22.9
%
-6.4
%
497
549
-9.5
%
-5.0
%
-4.5
%
359
429
-16.5
%
-15.0
%
-1.5
%
1,605
1,839
-12.8
%
-11.4
%
-1.4
%
262
258
1.3
%
1.3
%
-
1,082
1,124
-3.8
%
-3.8
%
-
321
244
32.1
%
44.2
%
-12.1
%
1,108
1,073
3.3
%
13.2
%
-9.9
%
583
502
16.2
%
22.1
%
-5.9
%
2,190
2,197
-0.3
%
4.5
%
-4.8
%
1,699
1,786
-4.9
%
-4.9
%
-
6,720
6,966
-3.5
%
-3.5
%
-
650
967
-32.7
%
-29.6
%
-3.1
%
3,641
3,892
-6.4
%
-3.3
%
-3.1
%
2,349
2,753
-14.7
%
-13.6
%
-1.1
%
10,361
10,858
-4.6
%
-3.4
%
-1.2
%
654
657
-0.6
%
-0.6
%
-
2,443
2,147
13.7
%
13.7
%
-
295
252
16.9
%
21.7
%
-4.8
%
1,227
999
22.8
%
27.6
%
-4.8
%
949
910
4.2
%
5.6
%
-1.4
%
3,670
3,147
16.6
%
18.1
%
-1.5
%
0
2
-
3
11
-74.1
%
-74.1
%
-
0
0
-
-
-
0
0
-
-
-
0
2
3
11
-74.1
%
-74.1
%
-
331
353
-6.4
%
-6.4
%
-
1,354
1,500
-9.8
%
-9.8
%
-
443
498
-11.2
%
-9.8
%
-1.4
%
2,042
2,918
-30.0
%
-29.3
%
-0.7
%
774
852
-9.2
%
-8.4
%
-0.8
%
3,396
4,418
-23.1
%
-22.7
%
-0.4
%
0
0
-
-
-
0
0
-
-
-
0
44
198
1,117
-82.4
%
-82.4
%
0.0
%
0
44
198
1,117
-82.4
%
-82.4
%
0.0
%
7
9
-10.1
%
-10.1
%
-
31
35
-10.0
%
-10.0
%
-
315
299
5.0
%
5.6
%
-0.6
%
1,241
1,115
11.2
%
11.2
%
0.0
%
322
307
4.6
%
5.1
%
-0.5
%
1,272
1,150
10.6
%
10.6
%
0.0
%
321
341
-5.8
%
-5.8
%
-
1,311
1,446
-9.4
%
-9.4
%
-
86
98
-12.9
%
-8.9
%
-4.0
%
401
408
-1.7
%
1.1
%
-2.8
%
407
439
-7.4
%
-6.5
%
-0.9
%
1,712
1,854
-7.7
%
-7.1
%
-0.6
%
1
4
-53.1
%
-53.1
%
-
11
19
-41.0
%
-41.0
%
-
43
58
-24.2
%
-22.4
%
-1.8
%
203
278
-26.7
%
-23.9
%
-2.8
%
45
62
-26.1
%
-24.4
%
-1.7
%
214
297
-27.6
%
-25.0
%
-2.6
%
REPORTED SALES vs. PRIOR PERIOD ($MM)
REPORTED SALES vs. PRIOR PERIOD ($MM)
FOURTH QUARTER
TWELVE MONTHS
% Change
% Change
2024
2023
Reported
Operational (1)
Currency
2024
2023
Reported
Operational (1)
Currency
1,148
1,022
12.3
%
12.3
%
-
4,398
4,065
8.2
%
8.2
%
-
628
780
-19.6
%
-16.8
%
-2.8
%
2,718
3,076
-11.6
%
-7.8
%
-3.8
%
1,775
1,801
-1.5
%
-0.3
%
-1.2
%
7,115
7,140
-0.4
%
1.3
%
-1.7
%
33
39
-12.8
%
-12.8
%
-
134
230
-41.7
%
-41.7
%
-
125
142
-11.5
%
-7.7
%
-3.8
%
507
554
-8.4
%
-4.1
%
-4.3
%
159
180
-11.7
%
-8.8
%
-2.9
%
641
783
-18.1
%
-15.1
%
-3.0
%
796
733
8.6
%
8.6
%
-
3,125
2,897
7.9
%
7.9
%
-
267
278
-4.0
%
-1.8
%
-2.2
%
1,097
1,218
-9.9
%
-7.1
%
-2.8
%
1,063
1,011
5.1
%
5.7
%
-0.6
%
4,222
4,115
2.6
%
3.4
%
-0.8
%
269
180
50.1
%
50.1
%
-
929
589
57.8
%
57.8
%
-
28
26
7.1
%
12.5
%
-5.4
%
148
100
48.2
%
51.2
%
-3.0
%
297
206
44.6
%
45.3
%
-0.7
%
1,077
689
56.4
%
56.8
%
-0.4
%
49
71
-31.0
%
-31.0
%
-
210
349
-39.8
%
-39.8
%
-
206
334
-38.1
%
-35.4
%
-2.7
%
965
1,204
-19.8
%
-15.1
%
-4.7
%
255
404
-36.9
%
-34.6
%
-2.3
%
1,175
1,553
-24.3
%
-20.7
%
-3.6
%
3,019
2,285
32.2
%
32.2
%
-
10,854
8,462
28.3
%
28.3
%
-
2,476
2,334
6.1
%
10.6
%
-4.5
%
9,926
9,199
7.9
%
12.1
%
-4.2
%
5,497
4,618
19.0
%
21.3
%
-2.3
%
20,781
17,661
17.7
%
19.8
%
-2.1
%
304
145
-
869
469
85.2
%
85.2
%
-
31
13
94
30
334
159
963
500
92.7
%
92.7
%
0.0
%
1,799
1,395
28.9
%
28.9
%
-
6,588
5,277
24.8
%
24.8
%
-
1,285
1,155
11.3
%
17.0
%
-5.7
%
5,082
4,467
13.8
%
19.1
%
-5.3
%
3,084
2,550
20.9
%
23.5
%
-2.6
%
11,670
9,744
19.8
%
22.2
%
-2.4
%
342
287
19.0
%
19.0
%
-
1,282
1,065
20.3
%
20.3
%
-
442
361
22.4
%
25.7
%
-3.3
%
1,717
1,322
29.8
%
32.9
%
-3.1
%
784
647
20.9
%
22.7
%
-1.8
%
2,999
2,387
25.6
%
27.3
%
-1.7
%
250
255
-2.0
%
-2.0
%
-
1,020
1,051
-3.0
%
-3.0
%
-
481
533
-9.6
%
-6.8
%
-2.8
%
2,018
2,214
-8.8
%
-6.3
%
-2.5
%
731
788
-7.2
%
-5.2
%
-2.0
%
3,038
3,264
-6.9
%
-5.2
%
-1.7
%
108
102
5.6
%
5.6
%
-
418
334
25.3
%
25.3
%
-
38
24
59.9
%
71.6
%
-11.7
%
131
61
146
126
15.8
%
18.0
%
-2.2
%
549
395
38.8
%
39.8
%
-1.0
%
9
9
-7.3
%
-7.3
%
-
34
50
-32.2
%
-32.2
%
-
127
191
-33.6
%
-30.7
%
-2.9
%
597
837
-28.6
%
-24.6
%
-4.0
%
135
201
-32.4
%
-29.6
%
-2.8
%
631
887
-28.8
%
-25.0
%
-3.8
%
208
90
-
643
215
-
74
58
25.5
%
30.6
%
-5.1
%
288
269
7.1
%
10.4
%
-3.3
%
282
148
90.4
%
92.4
%
-2.0
%
931
484
92.5
%
94.3
%
-1.8
%
REPORTED SALES vs. PRIOR PERIOD ($MM)
REPORTED SALES vs. PRIOR PERIOD ($MM)
FOURTH QUARTER
TWELVE MONTHS
% Change
% Change
2024
2023
Reported
Operational (1)
Currency
2024
2023
Reported
Operational (1)
Currency
819
733
11.6
%
11.6
%
-
3,143
2,697
16.5
%
16.5
%
-
274
282
-3.2
%
1.2
%
-4.4
%
1,140
1,117
2.0
%
8.2
%
-6.2
%
1,092
1,017
7.4
%
8.7
%
-1.3
%
4,282
3,815
12.3
%
14.1
%
-1.8
%
385
368
4.8
%
4.8
%
-
1,520
1,292
17.7
%
17.7
%
-
160
169
-5.2
%
-2.5
%
-2.7
%
664
681
-2.4
%
1.1
%
-3.5
%
545
536
1.7
%
2.5
%
-0.8
%
2,184
1,973
10.7
%
11.9
%
-1.2
%
391
348
12.3
%
12.3
%
-
1,511
1,326
13.9
%
13.9
%
-
75
70
5.7
%
11.2
%
-5.5
%
307
255
20.1
%
27.3
%
-7.2
%
465
419
11.2
%
12.1
%
-0.9
%
1,817
1,582
14.9
%
16.1
%
-1.2
%
42
18
-
112
79
41.8
%
41.8
%
-
40
45
-10.0
%
-0.4
%
-9.6
%
169
182
-6.9
%
8.2
%
-15.1
%
82
61
32.3
%
39.3
%
-7.0
%
281
260
7.9
%
18.3
%
-10.4
%
805
652
23.3
%
23.3
%
-
2,866
2,906
-1.4
%
-1.4
%
-
153
185
-17.6
%
-15.1
%
-2.5
%
696
765
-9.1
%
-7.1
%
-2.0
%
957
837
14.3
%
14.8
%
-0.5
%
3,562
3,671
-3.0
%
-2.6
%
-0.4
%
676
525
28.5
%
28.5
%
-
2,373
2,365
0.3
%
0.3
%
-
-
-
-
-
-
-
-
-
-
-
676
525
28.5
%
28.5
%
-
2,373
2,365
0.3
%
0.3
%
-
130
127
1.5
%
1.5
%
-
494
541
-8.8
%
-8.8
%
-
153
185
-17.6
%
-15.1
%
-2.5
%
696
765
-9.1
%
-7.1
%
-2.0
%
281
312
-9.8
%
-8.3
%
-1.5
%
1,189
1,306
-8.9
%
-7.8
%
-1.1
%
8,977
8,079
11.1
%
11.1
%
-
33,970
31,169
9.0
%
9.0
%
-
5,355
5,643
-5.1
%
-1.0
%
-4.1
%
22,994
23,590
-2.5
%
1.3
%
-3.8
%
$
14,332
$
13,722
4.4
%
6.1
%
-1.7
%
$
56,964
54,759
4.0
%
5.7
%
-1.7
%
REPORTED SALES vs. PRIOR PERIOD ($MM)
REPORTED SALES vs. PRIOR PERIOD ($MM)
FOURTH QUARTER
TWELVE MONTHS
% Change
% Change
2024
2023
Reported
Operational (1)
Currency
2024
2023
Reported
Operational (1)
Currency
$
1,221
971
25.8
%
25.8
%
-
$
4,513
3,633
24.2
%
24.2
%
-
841
698
20.6
%
22.0
%
-1.4
%
3,194
2,717
17.6
%
20.9
%
-3.3
%
2,062
1,669
23.6
%
24.2
%
-0.6
%
7,707
6,350
21.4
%
22.8
%
-1.4
%
681
667
2.1
%
2.1
%
-
2,738
2,458
11.4
%
11.4
%
-
640
572
11.7
%
13.3
%
-1.6
%
2,529
2,230
13.4
%
17.0
%
-3.6
%
1,321
1,239
6.6
%
7.3
%
-0.7
%
5,267
4,688
12.3
%
14.0
%
-1.7
%
308
276
11.3
%
11.3
%
-
1,213
1,066
13.7
%
13.7
%
-
77
64
19.8
%
21.1
%
-1.3
%
284
240
18.2
%
20.3
%
-2.1
%
384
340
12.9
%
13.2
%
-0.3
%
1,496
1,306
14.5
%
14.9
%
-0.4
%
202
-
-
442
-
-
56
-
-
122
-
-
258
-
-
564
-
-
31
28
11.1
%
11.1
%
-
120
109
10.7
%
10.7
%
-
68
61
12.1
%
12.3
%
-0.2
%
260
247
5.3
%
7.3
%
-2.0
%
99
89
11.8
%
12.0
%
-0.2
%
380
356
6.9
%
8.4
%
-1.5
%
1,460
1,425
2.4
%
2.4
%
-
5,689
5,525
3.0
%
3.0
%
-
856
843
1.6
%
2.5
%
-0.9
%
3,470
3,417
1.5
%
3.0
%
-1.5
%
2,315
2,268
2.1
%
2.5
%
-0.4
%
9,158
8,942
2.4
%
3.0
%
-0.6
%
272
266
2.5
%
2.5
%
-
1,057
996
6.2
%
6.2
%
-
146
132
10.6
%
11.7
%
-1.1
%
581
564
3.0
%
4.6
%
-1.6
%
418
398
5.2
%
5.6
%
-0.4
%
1,638
1,560
5.0
%
5.6
%
-0.6
%
238
242
-1.5
%
-1.5
%
-
922
896
2.9
%
2.9
%
-
160
144
10.7
%
11.3
%
-0.6
%
623
559
11.3
%
12.4
%
-1.1
%
398
387
3.1
%
3.3
%
-0.2
%
1,545
1,456
6.1
%
6.5
%
-0.4
%
514
487
5.5
%
5.5
%
-
2,013
1,949
3.3
%
3.3
%
-
250
255
-1.9
%
-0.5
%
-1.4
%
1,036
1,030
0.6
%
2.1
%
-1.5
%
764
741
3.0
%
3.5
%
-0.5
%
3,049
2,979
2.3
%
2.9
%
-0.6
%
434
430
1.1
%
1.1
%
-
1,696
1,684
0.7
%
0.7
%
-
300
311
-3.6
%
-2.9
%
-0.7
%
1,230
1,263
-2.6
%
-1.2
%
-1.4
%
735
742
-0.9
%
-0.6
%
-0.3
%
2,926
2,947
-0.7
%
-0.1
%
-0.6
%
REPORTED SALES vs. PRIOR PERIOD ($MM)
REPORTED SALES vs. PRIOR PERIOD ($MM)
FOURTH QUARTER
TWELVE MONTHS
% Change
% Change
2024
2023
Reported
Operational (1)
Currency
2024
2023
Reported
Operational (1)
Currency
1,038
1,047
-0.9
%
-0.9
%
-
4,003
4,031
-0.7
%
-0.7
%
-
1,469
1,484
-1.0
%
1.4
%
-2.4
%
5,842
6,006
-2.7
%
0.6
%
-3.3
%
2,507
2,530
-0.9
%
0.4
%
-1.3
%
9,845
10,037
-1.9
%
0.1
%
-2.0
%
478
468
2.0
%
2.0
%
-
1,838
1,833
0.2
%
0.2
%
-
673
698
-3.6
%
-1.6
%
-2.0
%
2,650
2,837
-6.6
%
-3.5
%
-3.1
%
1,151
1,167
-1.4
%
-0.1
%
-1.3
%
4,488
4,671
-3.9
%
-2.0
%
-1.9
%
560
579
-3.1
%
-3.1
%
-
2,165
2,198
-1.5
%
-1.5
%
-
795
785
1.4
%
4.0
%
-2.6
%
3,192
3,168
0.8
%
4.3
%
-3.5
%
1,357
1,364
-0.5
%
1.0
%
-1.5
%
5,358
5,366
-0.2
%
2.0
%
-2.2
%
509
487
4.5
%
4.5
%
-
2,128
2,086
2.0
%
2.0
%
-
794
721
10.2
%
12.2
%
-2.0
%
3,018
2,986
1.1
%
3.7
%
-2.6
%
1,303
1,208
7.9
%
9.1
%
-1.2
%
5,146
5,072
1.5
%
3.0
%
-1.5
%
396
374
6.0
%
6.0
%
-
1,684
1,626
3.6
%
3.6
%
-
541
508
6.4
%
8.5
%
-2.1
%
2,049
2,076
-1.3
%
1.8
%
-3.1
%
937
882
6.3
%
7.4
%
-1.1
%
3,733
3,702
0.8
%
2.6
%
-1.8
%
113
114
-0.4
%
-0.4
%
-
444
460
-3.4
%
-3.4
%
-
252
212
19.3
%
21.1
%
-1.8
%
969
910
6.5
%
8.2
%
-1.7
%
365
326
12.4
%
13.6
%
-1.2
%
1,413
1,370
3.2
%
4.3
%
-1.1
%
4,227
3,930
7.6
%
7.6
%
-
16,332
15,275
6.9
%
6.9
%
-
3,961
3,743
5.8
%
7.6
%
-1.8
%
15,525
15,125
2.6
%
5.4
%
-2.8
%
$
8,188
$
7,673
6.7
%
7.6
%
-0.9
%
$
31,857
30,400
4.8
%
6.2
%
-1.4
%
FOURTH QUARTER
TWELVE MONTHS
Percent Change
Percent Change
2024
2023
Total
Operations
Currency
2024
2023
Total
Operations
Currency
$
8,977
8,079
11.1
11.1
-
$
33,970
31,169
9.0
9.0
-
5,355
5,643
(5.1
)
(1.0
)
(4.1
)
22,994
23,590
(2.5
)
1.3
(3.8
)
14,332
13,722
4.4
6.1
(1.7
)
56,964
54,759
4.0
5.7
(1.7
)
-
-
-
-
-
-
-
-
-
-
-
44
198
1,117
(82.4
)
(82.4
)
0.0
-
44
198
1,117
(82.4
)
(82.4
)
0.0
8,977
8,079
11.1
11.1
-
33,970
31,169
9.0
9.0
-
5,355
5,599
(4.4
)
(0.3
)
(4.1
)
22,796
22,473
1.4
5.5
(4.1
)
14,332
13,678
4.8
6.5
(1.7
)
56,766
53,642
5.8
7.5
(1.7
)
13,204
12,009
10.0
10.0
-
50,302
46,444
8.3
8.3
-
9,316
9,386
(0.7
)
2.5
(3.2
)
38,519
38,715
(0.5
)
2.9
(3.4
)
22,520
21,395
5.3
6.7
(1.4
)
88,821
85,159
4.3
5.9
(1.6
)
-
-
-
-
-
-
-
-
-
-
-
44
*
*
*
198
1,117
(82.4
)
(82.4
)
0.0
-
44
*
*
*
198
1,117
(82.4
)
(82.4
)
0.0
13,204
12,009
10.0
10.0
-
50,302
46,444
8.3
8.3
-
9,316
9,342
(0.3
)
2.9
(3.2
)
38,321
37,598
1.9
5.5
(3.6
)
$
22,520
21,351
5.5
6.9
(1.4
)
$
88,623
84,042
5.5
7.0
(1.5
)
$
4,921
4,962
(0.8
)
(0.2
)
(0.6
)
$
20,212
20,410
(1.0
)
(0.6
)
(0.4
)
-
44
*
*
*
198
1,117
(82.4
)
(82.4
)
0.0
$
4,921
4,918
0.1
0.7
(0.6
)
$
20,014
19,293
3.7
4.1
(0.4
)
Innovative Medicine
MedTech
Unallocated
Worldwide Total
2024
2023
2024
2023
2024
2023
2024
2023
4,009
4,238
72
404
(194
)
184
3,887
4,826
28.0
%
30.9
%
0.9
%
5.3
%
-0.9
%
0.9
%
17.3
%
22.6
%
685
747
486
401
-
-
1,171
1,148
17
-
-
58
-
-
17
58
(41
)
17
(29
)
149
54
-
(16
)
166
(50
)
(112
)
(18
)
(59
)
-
(264
)
(68
)
(435
)
2
55
60
84
-
-
62
139
12
175
268
62
18
-
298
237
-
-
47
88
-
-
47
88
23
10
-
-
-
-
23
10
4,657
5,130
886
1,187
(122
)
(80
)
5,421
6,237
32.5
%
37.4
%
10.8
%
15.5
%
-0.5
%
-0.4
%
24.1
%
29.2
%
3,698
3,357
1,600
1,123
5,298
4,480
25.8
%
24.5
%
19.5
%
14.6
%
23.5
%
20.9
%
390
390
540
540
540
390
540
390
Innovative Medicine
MedTech
Unallocated
Worldwide Total
2024
2023
2024
2023
2024
2023
2024
2023
18,919
18,246
3,740
4,669
(5,972
)
(7,853
)
16,687
15,062
33.2
%
33.3
%
11.7
%
15.4
%
-6.7
%
-9.2
%
18.8
%
17.7
%
2,772
2,983
1,754
1,549
-
-
4,526
4,532
211
206
-
107
-
-
211
313
358
(108
)
(14
)
190
5,106
7,070
5,450
7,152
(76
)
362
30
(102
)
352
381
306
641
102
479
167
319
-
-
269
798
66
175
1,015
164
145
-
1,226
339
-
-
204
311
-
-
204
311
100
663
-
-
-
-
100
663
22,452
23,006
6,896
7,207
(369
)
(402
)
28,979
29,811
39.4
%
42.0
%
21.6
%
23.7
%
-0.4
%
-0.5
%
32.6
%
35.0
%
13,529
11,963
3,703
3,122
17,232
15,085
23.8
%
21.8
%
11.6
%
10.3
%
19.4
%
17.7
%
390
390
1,250
1,250
540
540
1,250
540
390
1,790
390
$
7,128
(1,162
)
(20
)
(153
)
(18
)
-
-
5,775
6,453
(4
)
6,449
5,298
-
(25
)
(6
)
5,267
(161
)
(9
)
16
-
(145
)
68
(17
)
(248
)
17
(17
)
-
-
42
(42
)
-
456
171
(158
)
4
3
80
(34
)
9
5
(61
)
475
3,431
1,000
142
13
59
218
(34
)
38
18
61
4,946
$
6,798
(1,131
)
(83
)
(42
)
(12
)
-
5,530
5,810
(8
)
5,802
4,480
(16
)
(38
)
(1
)
4,425
(421
)
(17
)
(166
)
-
(221
)
435
3
(387
)
58
(58
)
-
56
(56
)
-
694
175
(134
)
13
16
30
(191
)
16
-
56
675
4,132
973
300
45
123
207
(244
)
72
10
(56
)
5,562
$
27,471
(4,517
)
(35
)
(359
)
(84
)
(8
)
22,468
22,869
(16
)
-
22,853
17,232
(69
)
(104
)
(25
)
17,034
4,694
(9
)
(5,450
)
-
(798
)
(306
)
(67
)
(1,936
)
211
(211
)
-
-
-
-
-
234
(234
)
-
2,621
644
1,066
47
45
302
(29
)
38
22
(19
)
4,737
14,066
3,882
4,384
164
224
924
335
166
78
19
24,242
$
26,553
(4,511
)
(309
)
(133
)
(189
)
21,411
21,512
(29
)
21,483
15,085
(32
)
(149
)
(99
)
14,805
6,634
(21
)
(7,152
)
-
(307
)
(641
)
(375
)
(1,862
)
313
(313
)
-
-
489
(489
)
-
1,736
707
1,505
70
157
52
(9
)
57
155
(28
)
4,402
13,326
3,825
5,647
243
641
287
650
254
508
28
25,409
Media contact: media-relations@its.jnj.com
Investor contact: investor-relations@its.jnj.com
上市批准临床结果疫苗免疫疗法财报
2025-01-14
·氨基观察
氨基观察-创新药组原创出品
作者 | 武月
JPM会议第一天，强生抢了聚光灯。
强生宣布以146亿美元收购专注CNS领域的Intra-Cellular，以获得其重磅抗精神病药物Caplyta。
一旦成行，这将超越Karuna、Cerevel，成为2023以来，CNS领域最重磅的一笔并购交易，也能够为历经挫折的CNS领域，重新添上一把火。
对于强生来说，拿下一款峰值50亿美元的重磅炸弹，既能补强CNS布局，更能在应对即将到来的专利悬崖面前，多几分从容。对于Intra-Cellular来说，也将彻底上岸。
2024年至今，整个行业仅一笔超过百亿美元的并购，来自诺和诺德收购CDMO企业Catalent，若聚焦到生物制药领域，强生收购Intra-Cellular则是唯一一起超百亿美元的收购案。
当然，强生CEO Joaquin Duato表示：“大额交易更像是例外，我们创造的大部分价值来自于小型交易和合作，在这些交易中我们可以利用自身规模的优势。”
无论JPM大会期间是否还会有其他重磅并购交易浮出水面，2025年才刚刚开始，手握重金的大药企，不会也不能放过寻求增长的机会。
这也将酝酿新的一轮洗牌。
/ 01 /
50亿美金重磅炸弹
让强生斥资146亿美元收购的Intra-Cellular，到底什么来头？
作为一家专注CNS药物研发的创新药企，Intra-Cellular目前的核心资产是一款每日1次口服抗精神病药物Caplyta。
这是一款5-羟色胺2A（5-HT2A）受体拮抗剂和多巴胺受体D2调节剂，最早由百时美施贵宝研发，2015年Intra-Cellular获得许可，进行全球开发。
从机制上看，lumateperone可部分激动多巴胺D1和D2受体，拮抗5-HT2A受体，抑制DA和5-HT转运体，以及促进NMDA受体的NR2B亚基活化，因此Caplyta在多种CNS疾病中展现出了治疗潜力。
2019年12月，Caplyta被FDA批准用于治疗精神分裂症成人患者，2021年12月又获批用于辅助治疗与I型或Ⅱ型双相情感障碍（双相抑郁症）相关的抑郁发作。
在这两大适应症的支撑下，Caplyta已经展现出了不菲的商业化潜力。2023年，其销售额已经达到4.62亿美元，同比增长86%；2024年继续增长，前三季度销售额达到4.82亿美元，预计全年最高可达6.85亿美元。
不出意外，Caplyta还将继续快速增长。就在去年底，Intra-Cellular向FDA提交了Caplyta的第3项新适应症上市申请，用于重度抑郁症（MDD）的辅助治疗。
在两项全球范围内开展的双盲、安慰剂对照的3期研究中，Caplyta作为抗抑郁药的辅助治疗，在减轻抑郁症状方面显示出统计学显著和具有临床意义的改善。除此之外，Intra-Cellular还在探索其儿童适应症和长效方案。
要知道，MDD的潜在患者人数要远多于精分和双相。根据强生披露的数据，全球超过10亿人——即每8人中就有1人患有神经精神或神经退行性疾病。而在美国，大约240万成年人患有精神分裂症，610万成年人患有双相情感障碍，2100万成年人患有MDD。
按照强生的说法，如果获批，Caplyta有望成为过去15年中首个获批治疗MDD及双相I型和II型抑郁症状的药物。
正因此，在强生眼中，Caplyta的销售峰值将达到50亿美元。
/ 02 /
一场双赢
自2019年Caplyta获批以来，Intra-Cellular股价不断上涨，近一年涨幅超30%，市值已经接近百亿美元。
强生溢价收购消息传出后，其股价大涨34%，市值来到134亿美元。
在部分市场人士眼中，Caplyta不断进击，还有其他在研管线正在加速推进，Intra-Cellular没必要卖身。
现实是，根据氨基君此前对海外顶级biotech的复盘，起码要5年、10亿美元才能迈过营收平衡点。如何在保持研发竞争实力的同时，提高销售额、摊薄费用率，始终拷问着所有步入商业化阶段的biotech。
对于Intra-Cellular来说，Caplyta已经上市5年，销售额也超过5亿美元，但仍处于爬坡阶段。销售费用居高不下，研发投入也不能停，同时还有仿制药虎视眈眈。Caplyta的新化学实体独占权于去年12月到期，尽管根据橙皮书列出的专利可以将其针对仿制药的保护延长至2040年，但目前已经有多家仿制药企提交了简化新药申请。
就在上周，Intra-Cellular刚刚解决了与山德士的专利纠纷，后者同意在2040年之前不会推出Caplyta的仿制药版本。这一消息公布后，其股价上涨超14%。
而根据外媒报道，Intra-Cellular此前共起诉了7家仿制药申请者，山德士之外，还有多起诉讼正在等待着判决。
这种情况下，投入强生怀抱也是一个不错的选择。
正如Intra-Cellular CEO在内部信中所说，这是一个难得的机会，公司也将达到另一个里程碑。在他眼中，强生将提高Caplyta的销售预期。支持公司寻求MDD获批，扩大销售团队；同时，借助强生在神经科学领域全球推出疗法的经验，会加速Caplyta放量，以及推进其他管线的研发。
对于强生来说，重金收购Intra-Cellular，最直接的好处就是囊括一款50亿美元的重磅炸弹。
除了这款药，强生还将获得ITI-1284、lenrispodun、ITI-1020、ITI-333、ITI-1549等多个在研管线，这会进一步加强其神经领域的管线布局。
目前，强生的神经科学业务的支柱是抗精神病药物Invega和抗抑郁鼻腔喷雾剂Spravato。2024年5月，强生表示其在研的MDD新药seltorexant在III期MDD3001研究成功，患者抑郁症状和睡眠有了显著和有意义的改善。
强生的神经科学业务也并非一切都好。10月份，强生终止了3个神经科学领域的临床研究项目：seltorexant治疗阿尔兹海默病的II期临床研究、JNJ-0376治疗帕金森病的I期临床研究以及P2X7拮抗剂治疗双相障碍的II期临床研究。
显然，尽管强生已经在该领域布局多年，但依然无法改变CNS的研发困境。
而随着几款重磅炸弹的专利即将到期，STELARA（2023年专利到期）、SIMPONI（2024年专利到期）以及DARZALEX（2029年专利到期），都是强生单品销售额前十的药物，其不得不加速战略调整。
过去一年，彻底剥离消费者业务后，强生进行了一系列动作，包括集团品牌焕新、重大收购等，一个“新的强生”开始完全专注于创新制药和医疗科技两大领域。
具体到创新药领域，强生全面聚焦肿瘤、免疫、神经三大领域。此前，其向外披露了新的五年计划，预计到2030年推出20多种新药和50多种产品。
其中，10种或更多药物的峰值销售潜力至少为50亿美元，包括特立妥单抗注射液和JNJ-2113；15种销售潜力为10亿-50亿美元的产品，包括Spravato、seltorexant、aticaprant和 JNJ-4804等。
而随着收购Intra-Cellular，强生也将再度收获一款50亿美元大单品，为其应对专利悬崖危机，增添新的助力。
/ 03 /
并购与洗牌
CNS市场规模巨大，吸引着越来越多大药企加码。强生之前，渤健选择抄底CNS开拓者Sage。
由于临床试验接连失败，2024年Sage股价暴跌近75%。截至2024年1月10日收盘，Sage股价报5.5美元/股，市值只有3.4亿美元。
渤健则以7.22美元的非约束性报价，收购Sage，总估值为4.42亿美元。此前双方就达成合作，共同开发和商业化两款CNS产品：用于治疗PPD/MDD的Zurzuvae，以及治疗原发性震颤的SAGE-324。
根据协议，渤健需要支付首付款8.75亿美元，后续最高16亿美元的里程碑付款，以及溢价40%（104.14美元/股）的股权投资。可以说，仅上述这笔交易的首付款就是此次收购的两倍。
去年10月，灵北制药以26亿美元的价格，收购Longboard Pharmaceuticals，获得一款高选择性的5-HT2C超级激动剂，用于治疗难治性癫痫DEE。
艾伯维则再次押注阿尔兹海默症，以14亿美元收购Aliada，后者的核心资产是ALIA-1758，目前处于临床I期试验开发阶段的抗淀粉样蛋白抗体。
当然，不只是CNS领域，整个生物制药领域的并购，都将升温。
尽管2024年大型交易数量大幅减少，并购金额相较2023年有所下滑，但是，从大药企在这次JPM大会就能看出，大药企依旧对小型并购有着极高的兴趣，也十分渴望那些专注于早期或中期资产。
抄底Sage后，渤健明确表示将在2025年继续通过并购方式扩充自身实力。
罗氏则在大会上展示了其强大的“并购火力”，每年可以调动约100亿美元的资金。同时，其CEO强调，公司并不打算盲目花钱，而是更青睐那些能与现有产品组合形成良好互补，或能在关键疾病领域带来颠覆性突破的目标资产。
吉利德CEO表示，现有产品能够每年稳定产生数十亿美元的收入，因而可以进行“适当的并购及构建合作伙伴关系”来补充管线。在JPM2025大会开展期间，吉利德也达成了一笔交易，以17亿美元的总交易额引进Leo Pharma的STAT6抑制剂。
礼来则在大会首日，宣布以10亿美元预付款“抢下”Scorpion Therapeutics的PI3Kα抑制剂项目，并承诺在后续的监管与销售里程碑达成后追加15亿美元；GSK则宣布以11.5亿美元收购IDRx，囊获一款罕见病药物。
JPM大会期间的这些交易，为2025年生物医药并购带来了更多希望。
事实上，无论是高盛还是美国医药VC机构Atlas，均认为并购市场未来值得期待，因为这些大药企弹药充足。
根据高盛测算，在债务杠杆为2.5倍EBITDA的情况下，这些公司潜在的融资能力约为5000亿美元。若杠杆水平提升至4倍EBITDA，其融资空间更可接近9000亿美元。而目前，XBI的总市值约4000亿美元。
也就是说，即使不加大杠杆，大药企也有实力买下所有的biotech。
在专利悬崖与新技术兴起的双重压力下，通过收购企业或引进资产，早已成为巨头们保持长期增长与竞争力的主要路径。
从JPM大会首日传递的信息来看，生物医药领域出现更多超10亿美元甚至更大规模的并购交易，也许只是时间问题。
而这，也将引领新一轮行业洗牌。
PS：欢迎扫描下方二维码，添加氨基君微信号交流。
并购临床3期
100 项与 Icotrokinra 相关的药物交易
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研发状态
10 条进展最快的记录, 后查看更多信息
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| 适应症 | 最高研发状态 | 国家/地区 | 公司 | 日期 |
|---|---|---|---|---|
| 银屑病关节炎 | 临床3期 | 美国 | 2024-12-31 | |
| 银屑病关节炎 | 临床3期 | 中国 | 2024-12-31 | |
| 银屑病关节炎 | 临床3期 | 日本 | 2024-12-31 | |
| 银屑病关节炎 | 临床3期 | 阿根廷 | 2024-12-31 | |
| 银屑病关节炎 | 临床3期 | 澳大利亚 | 2024-12-31 | |
| 银屑病关节炎 | 临床3期 | 巴西 | 2024-12-31 | |
| 银屑病关节炎 | 临床3期 | 保加利亚 | 2024-12-31 | |
| 银屑病关节炎 | 临床3期 | 加拿大 | 2024-12-31 | |
| 银屑病关节炎 | 临床3期 | 捷克 | 2024-12-31 | |
| 银屑病关节炎 | 临床3期 | 丹麦 | 2024-12-31 |
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临床结果
临床结果
适应症
分期
评价
查看全部结果
| 研究 | 分期 | 人群特征 | 评价人数 | 分组 | 结果 | 评价 | 发布日期 |
|---|
临床3期 | - | 夢構繭醖淵遞淵蓋壓繭(遞鏇淵糧鑰構獵糧齋繭) = positive topline results from the Phase 3 ICONIC-TOTAL study showed once-daily icotrokinra met the primary endpoint of IGA of 0/1 at week 16 compared to placebo. 鏇製壓簾構廠鑰蓋繭獵 (選願壓觸範獵觸鑰膚鏇 ) 达到 | 积极 | 2024-11-18 | |||
Placebo | |||||||
临床3期 | - | 獵壓襯遞襯鹽構鏇鹹壓(獵廠鬱鬱觸齋襯獵壓選) = 鹽遞鏇廠醖衊網製選鹽 簾築艱餘糧夢襯窪衊壓 (夢觸願鏇網鑰齋艱積築 ) 达到 更多 | 积极 | 2024-11-18 | |||
Placebo | 獵壓襯遞襯鹽構鏇鹹壓(獵廠鬱鬱觸齋襯獵壓選) = 襯鹽範遞繭淵網鑰鹹醖 簾築艱餘糧夢襯窪衊壓 (夢觸願鏇網鑰齋艱積築 ) 达到 更多 | ||||||
临床2期 | 227 | 鏇繭壓衊觸構艱鹽顧齋(鏇鬱顧範鏇夢製選願鑰) = 醖鏇構醖製鏇衊鹹鏇築 製齋餘壓齋餘蓋膚選艱 (鹹製遞選網窪遞觸淵鏇 ) 更多 | 积极 | 2024-03-09 | |||
临床2期 | 255 | JNJ-77242113 25 mg once daily | 鏇醖膚積蓋願獵窪選艱(壓壓鏇顧範鹹窪願簾廠) = 壓衊範膚襯繭鏇願鏇艱 蓋窪鏇網願築憲願鏇構 (窪簾積鹹範網齋網獵鏇 ) 达到 | 积极 | 2024-02-08 | ||
JNJ-77242113 25 mg twice daily | 鏇醖膚積蓋願獵窪選艱(壓壓鏇顧範鹹窪願簾廠) = 淵襯壓積鏇遞獵鑰餘夢 蓋窪鏇網願築憲願鏇構 (窪簾積鹹範網齋網獵鏇 ) 达到 | ||||||
临床2期 | 255 | 鑰簾窪蓋鏇鹹遞憲獵衊(積顧醖憲範觸衊構壓糧) = 鹹鬱壓艱網鏇製築鹽壓 窪願窪膚築積廠獵簾艱 (淵衊獵窪糧鑰構膚窪衊 ) 达到 更多 | 积极 | 2023-07-04 | |||
鑰簾窪蓋鏇鹹遞憲獵衊(積顧醖憲範觸衊構壓糧) = 夢製選範蓋夢鑰醖築衊 窪願窪膚築積廠獵簾艱 (淵衊獵窪糧鑰構膚窪衊 ) 达到 更多 | |||||||
临床2期 | 48 | Placebo (Placebo) | 築憲憲簾蓋膚齋鏇鬱衊(構憲窪鬱憲壓憲築襯網) = 遞鏇選窪廠鹽鬱網願夢 餘憲製窪壓遞壓構餘鬱 (憲憲觸製獵願糧憲壓構, 醖憲夢願餘襯衊顧憲壓 ~ 選窪範顧糧壓網壓鑰艱) 更多 | - | 2022-12-09 | ||
(JNJ-67864238) | 築憲憲簾蓋膚齋鏇鬱衊(構憲窪鬱憲壓憲築襯網) = 窪鹽鏇廠鏇壓齋顧簾構 餘憲製窪壓遞壓構餘鬱 (憲憲觸製獵願糧憲壓構, 糧膚膚鑰鹽積顧窪選壓 ~ 鬱廠築觸獵構積觸繭壓) 更多 | ||||||
N/A | - | - | 顧襯觸鏇壓觸簾蓋鬱淵(鏇襯遞膚窪蓋窪鏇壓壓) = 蓋鏇艱膚鏇選範憲淵遞 糧積顧顧膚範構窪鬱餘 (製餘繭夢憲淵製簾築簾, 0.81) 更多 | - | 2019-10-01 | ||
顧襯觸鏇壓觸簾蓋鬱淵(鏇襯遞膚窪蓋窪鏇壓壓) = 淵範繭憲繭齋觸憲範膚 糧積顧顧膚範構窪鬱餘 (製餘繭夢憲淵製簾築簾, 1.23) 更多 |
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