JNJ · 10-Q · 2026Q2 · Full report

Immunology Competition Pressure

JOHNSON & JOHNSON · 2026-07-23 · Importance 81 · Surprise 64 · From source text

Innovative Medicine immunology sales declined 6.2% to $7.2 billion in fiscal six months 2026, including an 8.1% operational decline. STELARA sales fell 57.4% because of biosimilar competition, increasing adoption of novel classes, and unfavorable patient mix, while SIMPONI/SIMPONI ARIA and REMICADE also declined due to share loss and biosimilar competition. TREMFYA grew 70.6% on share gains across indications, significant inflammatory bowel disease launch momentum, and market growth. Biosimilars for SIMPONI entered Europe in the second quarter of 2026, with a potential U.S. entrant later in 2026, which management expects will reduce future sales.

Key facts

STELARA sales were $1,396 million for the fiscal six months ended June 28, 2026 versus $3,278 million prior year, a total decline of 57.4% and an operational decline of 58.7%. source
Biosimilars for SIMPONI entered the European market in the second quarter of 2026, with a potential U.S. entrant later in 2026. source
Immunology sales were $7,224 million for the fiscal six months ended June 28, 2026, a total decline of 6.2% and an operational decline of 8.1% versus prior year. source
The Company expects STELARA biosimilars to continue to negatively impact the Company’s sales of STELARA. source
In the fiscal six months of 2026, the negative impact of the STELARA sales decline was an approximate 8.4% worldwide, 11.1% U.S., and 4.5% international on Innovative Medicine operational sales. source
In the fiscal six months of 2026, the negative impact of the STELARA sales decline, due to biosimilar competition, on worldwide operational sales was approximately 5.0%. source
In the fiscal six months of 2026, the negative impact of the STELARA sales decline on U.S. operational sales was approximately 7.0%. source
In the fiscal six months of 2026, the negative impact of the STELARA sales decline on international operational sales was approximately 2.5%. source

Impact estimates

metric	direction	stage	expected	basis
revenue	negative	realized	-7.4%	STELARA sales were $1,396 million for the fiscal six months ended June 28, 2026 versus $3,278 million prior year, a total decline of 57.4%…
revenue	negative	probable	—	Biosimilars for SIMPONI entered the European market in the second quarter of 2026, with a potential U.S. entrant later in 2026.