--- title: "JPM26: J&J leans on immunology launches to fuel annual growth" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/272436017.md" description: "Johnson & Johnson (J&J) anticipates growth in 2026 driven by immunology product launches, particularly Tremfya and Icotide. CEO Joaquin Duato highlighted Tremfya's success in irritable bowel disease and projected it could surpass Stelara with over $10bn in value. Icotide, an oral IL-23 inhibitor under FDA review, aims to provide a new option for patients. J&J's innovative medicines grew 16% in Q3 2025, and the company is optimistic about its future performance amid evolving US drug pricing policies." datetime: "2026-01-13T15:42:53.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/272436017.md) - [en](https://longbridge.com/en/news/272436017.md) - [zh-HK](https://longbridge.com/zh-HK/news/272436017.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/272436017.md) | [English](https://longbridge.com/en/news/272436017.md) # JPM26: J&J leans on immunology launches to fuel annual growth Tremfya and Icotide expected to be key growth drivers for J&J in 2026, according to the company’s CEO. Image credit: PixelBiss via Shutterstock.com. Johnson & Johnson (J&J) expects continued growth in 2026, bolstered by recent and new product launches within the immunology space, primarily Tremfya and Icotide, according to CEO Joaquin Duato speaking at the J.P. Morgan Healthcare Conference 2026. Excluding Stelara (ustekinumab), J&J Innovative Medicine grew 16% in Q3 2025, said Duato. Stelera, which peaked at around $11bn in revenue in 2023, has seen its market dominance eroded by biosimilar competition. Flexing assets that are picking up the lost revenue, performance in 2026 is expected to exceed the previous year for J&J, building “sustainable and deeper” growth via a broad portfolio that spans innovative medicine and medical technology. Duato highlighted Tremfya (guselkumab) as the company’s most important asset within immunology, having had a successful launch in irritable bowel disease (IBD). The interleukin-23 (IL-23) blocking biologic is approved in indications in plaque psoriasis, active psoriatic arthritis, ulcerative colitis, and Crohn’s disease. With access to large patient populations, Duato predicts Tremfya will be “bigger than Stelara” and worth more than $10bn. Free Sample ### Download sample pages of selected reports Explore a selection of report samples we have handpicked for you. Get a preview of the insights inside. Download your free copy today. According to consensus forecasting by GlobalData, annual global sales for Tremfya are predicted to be $9bn in 2031. GlobalData is the parent company of _Pharmaceutical Technology._ Another key growth driver in 2026 will be the launch of icotrokinra, known under the brand name Icotide, said Duato. The oral IL-23 inhibitor is currently under review by the FDA and EMA for approval in moderate to severe plaque psoriasis. J&J filled for approval in 2025 based on data from four pivotal Phase III trials, ICONIC-ADVANCE 1 and 2 (NCT06143878 and NCT06220604), ICONIC-LEAD (NCT06095115), and ICONIC-TOTAL (NCT06095102) studies. If approved, Icotide would be the first oral peptide that selectively blocks the IL-23 receptor. “It’s going to be the first oral medicine that has a profile and an action like an injectable biologic,” explained Duato. AbbVie’s Skyrizi (risankizumab) and J&J’s Tremfya are top-selling drugs in the plaque psoriasis market. There’s still space for new drugs however, with currently only 30% to 40% of the market penetrated according to Duato, providing “a lot of room” for expansion. An oral option would offer access to patients who are afraid of injectables, he added. Beyond psoriasis and psoriatic arthritis, Icotide is being investigated in moderate to severe active ulcerative colitis in the Phase III ICONIC-UC study (NCT07196748), with primary completion expected in 2028, as per ClinicalTrials.gov. There is room for both Tremfya and Icotide in the market and neither will be prioritised over the other, said Duato. Preference between an oral and injectable will be left to the physician and the patient to decide, he explained. ## Impact of wider US policy changes J&J recently secured a drug pricing deal with the US Government under the Most Favoured Nation policy, reported on 9 January 2026. Duato said that policy changes in the US are “a step in the right direction” and will have a positive impact on the industry. Agreements made will allow pharma to focus on “what we do best”, which is developing, manufacturing and commercialising medicines and medical devices, he added. Sign up here to receive daily updates _on the latest healthcare industry trends emerging from the JP Morgan Healthcare Conference 2026._ Sign up here to receive a comprehensive report _after the conference._ ### Unlock up to 35% savings on GlobalData reports Use the code at checkout in the report store - ### 20% OFF Buy 2 reports Use code: #### Bundle20 - ### 25% OFF Buy 3 reports Use code: #### Bundle25 - ### 30% OFF Buy 4 reports Use code: #### Bundle30 - ### 35% OFF Buy 5+ reports Use code: #### Bundle35 Valid on all reports priced $995 and above. Cannot be combined with other offers. #### Still deciding what will work best for your business? Ask our experts for help. Enquire before buying ### 相關股票 - [Johnson & Johnson (JNJ.US)](https://longbridge.com/zh-HK/quote/JNJ.US.md) ## 相關資訊與研究 - [Daratumumab becomes first oncology injectable approved for patient administration](https://longbridge.com/zh-HK/news/280990101.md) - [J&J’s Darzalex nets first self-administered cancer injectable approval](https://longbridge.com/zh-HK/news/280822205.md) - [J&J Says DARZALEX SC Granted EU Approval For First Self-Administered Oncology Treatment](https://longbridge.com/zh-HK/news/280792149.md) - [MAIA's Phase 2 Trial Shows Eight Lung Cancer Patients Surpassing Two Years Of Survival](https://longbridge.com/zh-HK/news/281329946.md) - [Galderma - Nemolizumab data demonstrate benefits for children moderate-to-severe atopic dermatitis](https://longbridge.com/zh-HK/news/280958963.md)