Key Takeaways Johnson & Johnson's Immunology sales fell 12% in Q1 2026 after Stelara lost exclusivity.JNJ's Tremfya sales jumped 64% to $1.6B and could surpass $10B in peak-year sales.JNJ sees newly approved Icotyde as a potential $10B drug for plaque psoriasis and beyond.Johnson & Johnson's (JNJ) Immunology franchise remains one of its most important businesses, even as it undergoes a transition amid biosimilar competition targeting its multi-billion-dollar product, Stelara. J&J lost U.S. patent exclusivit ...