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Alvotech (ALVO) Presents at Bank of America Global Healthcare Conference 2026 Transcript
Seeking Alpha· 2026-05-14 09:00
Sure. Thank you. So it's almost around 2 years since we started being commercial in the U.S. market with the launch of biosimilar Humira in 2024. And since then, we have had a bit of a ride globally in the U.S. alone. So we launched biosimilar Humira in 2024. And in Feb 2025, we launched biosimilar Stelara. And just soon after we filed for a couple of biosimilars, including Simponi, Simponi Eylea, Prolia, Xgeva and Eylea. And so we have come through this path where now last year, we delivered around $600 mi ...
Tremfya, Icotyde Lead J&J's Post-Stelara Immunology Strategy
ZACKS· 2026-05-13 00:56
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 ...