Janssen mAb Product Performance Drives Growth in Company

Janssen mAb Product Performance Drives Growth in Company

In our recent report, What's Trending in Monoclonal Antibodies, Kalorama predicted myeloma the fastest growing segment in cancer mAb treatment. That's been confirmed in some part by recent earnings announcement from one of the major players, Johnson and Johnson.  J&J's pharmaceutical business and medical device segments beat expectations, but it was the pharmaceutical division that really impressed.  

J&J's pharma sales grew nearly 11% to $20.8 billion, excluding revenues from Actelion, which J&J acquired last year. On a conference call, CEO Alex Gorsky said the unit's growth reflected "strong underlying volume" increases. Stelara, Zytiga, Darzalex and Imbruvica helped fuel the sales growth.

Our own market research analysts agree that  in cancer Darzalex is the mAb to watch for new growth.  Its mutliple myeloma indication has proved successful for the company, which it continues to expand its approval listing and reach.  Darzalex recorded 70.2% growth for the 6 months of 2018 vs. 6 months of 2017; at this pace it will easly surpass $2 billion in sales for 2018.  

We did not forecast Darzalex specifically in that report, but we did place a high growth target on myeloma at 26.5% CAGR 2017-2022.  

Monoclonal antibodies (mAbs) are large protein molecules produced by white blood cells (WBCs) that seek out and destroy harmful foreign substances – are finding wide application in many areas of medicine and biologic science. These antibodies have begun to replace conventional antibodies in blood banking and are used in the identification of organisms in the bacteriology laboratory. Monoclonal antibodies have also been extensively used in radioimmunoassay to measure serum levels of various substances. They have very useful in quantitating types of WBCs and subgroups of lymphocytes. They are also used in the diagnosis of leukemia. More recently, monoclonal antibodies have been used in the treatment of malignancies. They have been used to treat transplant rejection episodes, purge bone marrow of tumor cells in bone marrow transplants, and remove mature T cells that cause GVH disease in bone marrow transplants. There are several types of monoclonal antibodies on the market and in development.

What's Trending in Monoclonal Antibodies provides analysis of the current global market, looking at the market by structure, by target, and by indication, including the following data points:

  • Monoclonal Antibody Market by Structure, 2017 and Forecast 2022 (Chimeric, Humanized, Human, Others)
  • Leading Products: Chimeric Structure mAb Market, 2017-2022
  • Leading Products: Humanized Structure mAb Market, 2017-2022
  • Leading Products: Human Structure mAb Market, 2017-2022
  • Monoclonal Antibody Market by Target, 2017 and Forecast 2022 (TNF, CD20, HER2, VEGF, EGFR, PD-1, PD-L1, TNFSF11, IL12/IL23, IL17, IL6, Others)
  • Monoclonal Antibody Market by Indication, 2017 and Forecast 2022 (Autoimmune, Oncology, Neurological, Respiratory, Cardio/Blood, Infection, Other)