JNJ · News · 20260904N

Myeloma Competition Pressure

JOHNSON & JOHNSON · 2026-09-04 · Importance 26 · Surprise 24

AbbVie reported positive Phase 3 results for etentamig, a dual-acting multiple myeloma drug, extending progression-free survival versus standard treatments. The therapy showed lower rates of serious immune responses, which could support broader use in community oncology settings and increase competitive pressure in a market where Johnson & Johnson’s bispecific antibodies currently compete with products from Pfizer and Regeneron. Bristol Myers Squibb also reported that its GPRC5D-directed CAR-T therapy arlocabtagene autoleucel met the primary endpoint and complete-response secondary endpoint in relapsed multiple myeloma, positioning it as a potential challenger to Johnson & Johnson in the post-BCMA market.

Key facts

• Johnson & Johnson has a rival bispecific antibody in multiple myeloma, referenced alongside Pfizer and Regeneron as competitors in that class. source