Innovative Medicine (pharmaceutical segment)
Growing 6.8% operationally in Q2 2026, with STELARA erosion of about 760 basis points.
The numbers
What it is
The larger of J&J's two segments and its main profit engine. It covers oncology, immunology, neuroscience and cardiovascular medicines. Growth comes from DARZALEX, CARVYKTI, TECVAYLI, RYBREVANT/LAZCLUZE, TREMFYA, SPRAVATO and CAPLYTA, partly offset by STELARA, REMICADE, IMBRUVICA and ZYTIGA.
Why it matters to the stock. About 64% of fiscal 2025 sales. Patent expiries and biosimilars decide whether J&J can keep reaching its 2026 sales target.
News
FDA adds structural joint damage data to TREMFYA psoriatic arthritis label
The FDA approved a supplemental BLA that adds evidence to TREMFYA (guselkumab) for slowing structural joint damage in adults with active psoriatic arthritis.
FDA grants Priority Review to IMAAVY for warm autoimmune hemolytic anemia, shortening review to about six months
The FDA granted Priority Review to J&J's supplemental BLA for IMAAVY (nipocalimab-aahu) in warm autoimmune hemolytic anemia.
FDA approves STELARA for pediatric Crohn's disease from age two
The FDA approved STELARA (ustekinumab) for moderately to severely active Crohn's disease in patients aged two years and older, on April 15, 2026.
J&J Q1 2026 sales rise 9.9% to $24.1 billion and 2026 sales guidance is raised to $100.3-101.3 billion
Johnson & Johnson reported first-quarter 2026 sales of $24.1 billion, up 9.9% reported and 6.4% operationally, with adjusted EPS of $2.70 against $2.77 a year earlier.
J&J files for FDA approval of IMAAVY in warm autoimmune hemolytic anemia based on Phase 2/3 ENERGY study
Johnson & Johnson submitted a supplemental Biologics License Application to the FDA for IMAAVY (nipocalimab-aahu) in warm autoimmune hemolytic anemia.
J&J closes 2025 with $24.6 billion fourth quarter and guides 2026 sales to $100.0-101.0 billion
Johnson & Johnson reported fourth-quarter 2025 sales of $24.6 billion, up 9.1% reported and 7.1% operationally, with adjusted EPS of $2.46.
J&J signs voluntary U.S. government deal: tariff exemption, TrumpRx access and $55 billion investment pledge
Johnson & Johnson reached a voluntary agreement with the Trump administration that exempts its pharmaceutical products from U.S.