Johnson & Johnson’s Tremfya: A Potential Blockbuster Drug

  • The FDA approved Johnson & Johnson’s Tremfya in plaque psoriasis.
  • The drug has the potential to achieve blockbuster status even based on conservative assumptions.
  • Success in a trial comparing Tremfya to Cosentyx could further boost sales.

By S. Mitra, MBA (ISB)

Last week, Johnson & Johnson (JNJ) got an approval for its interleukin (IL)-23 inhibitor Tremfya for the treatment of adult patients suffering from moderate to severe plaque psoriasis. Although Tremfya enters a crowded market, it still has the potential to achieve blockbuster status, especially if it succeeds in a head-to-head trial against Novartis' (NVS) IL-17 inhibitor Cosentyx.

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