J&J's Post-Stelara Strategy Relies on Tremfya and Icotyde

Johnson & Johnson is pivoting its immunology portfolio toward Tremfya and the newly approved Icotyde as Stelara faces biosimilar competition. The company aims to offset revenue loss from Stelara, which has been a top-selling drug, by leveraging these next-generation therapies. Tremfya, already approved for psoriasis and psoriatic arthritis, is being expanded into new indications. Icotyde, recently greenlit by regulators, targets inflammatory bowel disease. The strategy underscores J&J's efforts to maintain dominance in the immunology market amid patent expirations and rising biosimilar entrants.