Johnson & Johnson

Bio-pharma advances in endocrinology, dermatology, cardiovascular, oncology, rare diseases, pulmonology, gastroenterology, and neurology highlight promising therapies like Eli Lilly’s orforglipron, Amgen’s MariTide, Novo Nordisk’s oral semaglutide, Johnson & Johnson’s JNJ-2113, Sanofi’s amlitelimab, Ionis’s olezarsen, BridgeBio’s acoramidis, NewAmsterdam Pharma’s obicetrapib, Jazz Pharmaceuticals’ zanidatamab, Syndax’s revumenib, Merus’ zenocutuzumab, Johnson & Johnson’s nipocalimab, Novo Nordisk’s Mim8, Solid Biosciences’ SGT-003, Merck’s sotatercept, Johnson & Johnson’s Tremfya, and Crossject’s Zepizure, with analyses including clinical data, revenue forecasts, and expected launch dates.

Johnson & Johnson's cancer drug sales, led by Darzalex, exceed expectations. Bayer seeks EMA approval for elinzanetant, a menopause relief drug. FDA approves CMR Surgical's Versius System for gall bladder removal, highlighting advancements in minimally invasive surgeries.

Johnson & Johnson announces positive Phase 2/3 Vibrance-MG study results for nipocalimab in anti-AChR positive adolescents (12-17) with generalized myasthenia gravis, showing sustained disease control over 24 weeks with significant IgG reduction and improvement in MG-ADL and QMG scores.

Johnson & Johnson's Carvykti and Tremfya sales grew in Q3, while Stelara faces biosimilar competition in 2025. J&J raised its sales guidance, with Tremfya seen as a potential successor to Stelara. Carvykti expanded its FDA approval and increased manufacturing capacity.

Perceiv AI appoints Simona Skerjanec, a brain health expert with extensive drug development experience, to its Board of Directors to accelerate precision medicine innovation. Skerjanec, formerly at Roche, led successful commercial launches, including Ocrevus® for MS. She joins Richard Stark and co-founders Dr. Christian Dansereau and Dr. César Laurent, enhancing Perceiv AI's expertise in AI, neuroscience, and precision medicine.

Nipocalimab shows sustained disease control in adolescents with generalized myasthenia gravis (gMG) in Phase 2/3 study, achieving significant IgG reduction and improvement in MG-ADL and QMG scores.

J&J reported stronger-than-expected Q3 earnings, driven by cancer medicine Darzalex sales. The company lowered its full-year guidance due to a medical device acquisition and faces biosimilar competition for Stelara. J&J made progress in talc litigation, with 83% of claimants accepting its $8 billion settlement offer. The company cut its 2024 earnings guidance to $9.88-$9.98 a share, attributing it to the V-Wave deal.

Eli Lilly's Omvoh (mirikizumab) showed superior histological results in Phase III VIVID-1 trial for Crohn’s disease compared to Johnson & Johnson’s Stelara. Omvoh, approved for ulcerative colitis, faces competition from Humira and Stelara. Lilly filed for Omvoh approval in Crohn’s disease globally.

Johnson & Johnson reported weak Q3 earnings but higher sales, trimming fiscal 2024 earnings view to $9.88-$9.98 per share (previously $9.97-$10.07) and lifting sales forecast to $88.4-$88.8 billion (previously $88.0-$88.4 billion). The company cited improved performance and the acquisition of V-Wave for the outlook revisions.

Eli Lilly's Omvoh showed better histologic response vs. J&J's Stelara in Crohn's disease patients after 52 weeks, with safety consistent with known profile. Lilly aims to expand Omvoh's label and therapeutic potential in inflammatory bowel diseases, potentially challenging Stelara's market dominance.