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JNJ or PFE: Comparing Fastest Growing Immunology Drugs

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Immunology revenue performance

In the first quarter, Johnson & Johnson (JNJ) reported immunology sales of $3.25 billion, a YoY (year-over-year) rise of 6.9% on a reported basis and 9.6% on an operational basis. The company reported immunology sales worth $2.16 billion in the U.S. market, a YoY rise of 8.1% on a reported and operational basis. The company reported immunology sales of $1.09 billion from international markets, a YoY rise of 4.5% on a reported basis and 12.6% on an operational basis.

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In fiscal 2018. Johnson & Johnson reported immunology sales of $13.12 billion, a YoY rise of 7.2% on a reported basis and 6.9% on an operational basis. Of these total sales, $9.07 billion were from the U.S. market, a YoY rise of 2.3% on reported and operational basis. The company reported immunology sales of $4.05 billion from international markets, a YoY rise of 20.0% on a reported basis and 18.9% on an operational basis.

In fiscal 2018, Pfizer (PFE) reported inflammation & immunology franchise sales of $4.08 billion, a YoY rise of 2.82%.

Johnson & Johnson has reported higher YoY immunology sales growth rate as compared to Pfizer in fiscal 2018.

Fastest growing immunology drugs

According to Johnson & Johnson’s first quarter earnings conference call, Stelara is currently the highest revenue earning and fastest growing immunology drug in JNJ’s immunology portfolio. Driven by eight points YoY increase in U.S. market share in Crohn’s disease indication, the drug reported sales of $1.41 billion in the first quarter, a YoY rise of 32.4% on a reported basis and 36.0% on an operational basis. The drug also benefitted by 500 basis points due to prior period adjustment in pricing. In fiscal 2018, Stelara had reported sales of $5.16 billion, a YoY rise of 28.5% on a reported basis and 27.6% on an operational basis.

According to Pfizer’s fourth-quarter earnings conference call, Xeljanz is the fastest growing immunology drug in PFE’s portfolio. The drug reported sales of $1.77 billion in fiscal 2018, a YoY rise of 33% on an operational basis. The total prescriptions for Xeljanz in fiscal 2018 rose YoY by 35%, driven by increased uptake in rheumatoid arthritis indication and label expansion in ulcerative colitis and psoriatic arthritis indications. The company expects ulcerative colitis indication to prove to be a major growth driver for Xeljanz in fiscal 2019.

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