J&J's Immunology and Neuroscience Segments Emerge as Key Growth Drivers

Earnings
โดย Zacks Investment Research·US·Read original
Summary · why it matters

Johnson & Johnson's immunology and neuroscience franchises are becoming meaningful growth engines as the company diversifies beyond oncology. In the first half of 2026, immunology contributed around 23% of Innovative Medicine sales with $7.22 billion in revenue, down 8.1% year over year due to Stelara's loss of exclusivity, while neuroscience accounted for approximately 14% with $4.5 billion in sales, up 20.5%. Tremfya sales surged 67.8% to $3.65 billion, and J&J expects it to exceed $10 billion in peak-year sales, while new launches Icotyde and Imaavy are seeing strong starts. Spravato sales rose 42% to $1.05 billion, and Caplyta generated $631 million following its November 2025 FDA approval for adjunctive major depressive disorder. J&J shares have risen 26.8% year to date, and the Zacks Consensus Estimate for 2026 earnings has edged up to $11.59 per share.

Impact on stocks 4

Biotech & Genomic Medicine · 4 stocks
Johnson & Johnson
JNJ
▲ PositiveDemandrelevance

Immunology and neuroscience segments show strong growth, with Tremfya and Spravato surging, driving overall performance.

Theme Impact 2

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