ABOUT DATAMONITOR HEALTHCARE 2
About the PharmaVitae team 2
Chapter 1 About this profile 3
PharmaVitae Explorer database 3
Chapter structure 3
Executive summary 3
Quarterly update 3
Company introduction 3
Company sales 4
Company financials 4
Key products 4
Data sourcing 4
Sales data 4
Analyst consensus 4
Chapter 2 Executive summary 5
Key findings 5
Prescription pharmaceutical sales and growth rate performance, 2003-15 6
Financial performance, 2003-15 7
Johnson & Johnson: PharmaVitae forecasts at a glance 8
Strategic insight 9
Managing the boom & bust of 'blockbuster' drugs 9
US small molecule drug sales increase generic exposure 9
Lifecycle management will minimize loss from key products 9
Pipelines in a product-critical for growth of a company on J&J's scale 11
Despite challenges, J&J's outlook appears robust 12
Performance to 2015 will be clear by 2012 12
Diversified business balances risk 14
Wide range of strategic options to seek growth 15
SWOT analysis 18
Strengths 18
Weaknesses 19
Opportunities 20
Threats 21
Table of Contents 22
Table of figures 24
Chapter 3 Quarterly news update 25
Key findings 25
Latest quarterly sales 26
Latest comment 27
Q1 2010 27
Hope for an Alzheimer's breakthrough remains despite Dimebon's failure 27
MRSA drug receives European setback, J&J returns rights 28
Latest prescription pharma product news 30
Q2 2010 30
Q1 2010 30
Q4 2009 30
Q3 2009 31
Q2 2009 33
Q1 2009 34
Latest corporate news 36
Q1 2010 36
Q1 2010 36
Q4 2009 37
Q3 2009 37
Q2 2009 37
Q1 2009 38
Future product milestones 39
Chapter 4 Company introduction 40
Key findings 40
Background 41
Key corporate developments 41
M&A history 42
M&A strategy 44
Current corporate structure 45
Chapter 5 Company sales 46
Key findings 46
Prescription pharmaceutical sales and growth rate analysis, 2003-15 47
Product analysis 49
Product analysis, 2003-09 50
Product analysis, 2009-15 54
Therapy area analysis 59
Geographic analysis 63
Launch/core/expiry analysis 65
Explanation of launch/core/expiry analysis 65
Launch analysis, 2009-15 66
Core analysis, 2009-15 68
Expiry analysis, 2009-15 69
Generics analysis, 2009-15 71
Launch/core/expiry configuration, 2009-15 72
Molecule type analysis 73
Externalization analysis 76
Chapter 6 Company financials 79
Key findings 79
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2003-09 80
Operating costs and profit analysis 81
Operating costs and profit analysis, 2003-09 82
Operating cost ratio and profit margin analysis, 2003-09 83
Operating cost ratio and profit margin analysis, 2009-15 84
Operating costs and profit analysis, 2009-15 85
Chapter 7 Key products 87
Key findings 87
Overview 88
Xarelto 89
Summary 89
Sales forecast 90
US launch forecast at the end of 2010 90
Set to revolutionize anticoagulant management 90
Attractive product profile will aid market success 91
Regulatory hurdles remain 91
Invega franchise 93
Summary 93
Sales forecast 94
Limited switching from Risperdal 94
Invega Sustenna will build upon Risperdal Consta's success 95
Generic Invega assumed from 2012 95
Simponi 96
Summary 96
Sales forecast 97
Velcade 98
Summary 98
Sales forecast 99
Growth driven by label expansion 99
Takeda prevented J&J from acquiring Millennium 100
Remicade 101
Summary 101
Sales forecast 102
J&J markets Remicade in the US only 102
Humira has slowed growth of Remicade sales 102
New launches will maintain the growth of J&J's I&I franchise 103
Procrit 104
Summary 104
Sales forecast 105
Decline as market share lost to Aranesp from 2002 105
Safety concerns have hit the wider ESA market 105
Further competition limited to ex-US markets for now 106
Risperdal franchise 107
Summary 107
Sales forecast 108
Success driven by first to market and favorable side effect profile 108
US generics hit Risperdal sales from June 2008 109
Additional products aimed at retaining patients within JNJ's portfolio 109
Prezista 111
Summary 111
Sales forecast 112
Growth strengthened by earlier use 112
Close fit with additional HIV products 112
Chapter 8 Appendix 114
R&D pipeline 114
Remicade sales reconciliation 116
References 116
Abbreviations 117
Exchange rates 118
About Datamonitor 119
About Datamonitor Healthcare 119
Datamonitor consulting 119
Disclaimer 121
List of Tables
Table 1: Johnson & Johnson - PharmaVitae forecasts at a glance 8
Table 2: Johnson & Johnson quarterly sales ($m), Q408-Q409 26
Table 3: Johnson & Johnson future product milestones, 2010-12 39
Table 4: Johnson & Johnson product portfolio overview ($m), 2003-09 50
Table 5: Johnson & Johnson product portfolio overview ($m), 2009-15 54
Table 6: Johnson & Johnson prescription pharmaceutical sales by therapy area ($m), 2009-15 62
Table 7: Johnson & Johnson prescription pharmaceutical sales by geographic region ($m), 2009-15 64
Table 8: Johnson & Johnson launch portfolio overview ($m), 2009-15 66
Table 9: Johnson & Johnson core portfolio overview ($m), 2009-15 68
Table 10: Johnson & Johnson expiry portfolio overview ($m), 2009-15 69
Table 11: Johnson & Johnson expiry portfolio overview ($m), 2009-15 71
Table 12: Johnson & Johnson prescription pharmaceutical sales by molecule type ($m), 2009-15 75
Table 13: Johnson & Johnson prescription pharmaceutical sales by source ($m), 2009-15 78
Table 14: Total Johnson & Johnson sales by business unit ($m), 2003-09 80
Table 15: Johnson & Johnson operating revenue/cost analysis ($m), 2003-09 82
Table 16: Johnson & Johnson operating cost ratio analysis (% of total revenues), 2003-09 83
Table 17: Johnson & Johnson operating cost ratio analysis (% of total revenues), 2009-15 84
Table 18: Johnson & Johnson operating revenue/cost analysis ($m), 2009-15 85
Table 19: Johnson & Johnson Key products overview 88
Table 20: Xarelto: overview 89
Table 21: Xarelto]: sales forecast ($m), 2009-15 90
Table 22: Invega: overview 93
Table 23: Invega franchise: sales forecast ($m), 2009-15 94
Table 24: Simponi: overview 96
Table 25: Simponi: sales forecast ($m), 2009-15 97
Table 26: Velcade: overview 98
Table 27: Velcade: sales forecast ($m), 2009-15 99
Table 28: Remicade: overview 101
Table 29: Remicade: sales forecast ($m), 2009-15 102
Table 30: Procrit: overview 104
Table 31: Procrit: sales forecast ($m), 2009-15 105
Table 32: Risperdal: overview 107
Table 33: Risperdal: sales forecast ($m), 2009-15 108
Table 34: Prezista: overview 111
Table 35: Prezista: sales forecast ($m), 2009-15 112
Table 36: Johnson & Johnson's R&D pipeline (Phase I-registration) 114
Table 37: Total Remicade sales forecast ($m), 2009-15 116
Table 38: Exchange rates, 2010 118
List of Figures
Figure 1: The PharmaVitae Explorer 3
Figure 2: Johnson & Johnson prescription pharmaceutical performance, sales ($m) and growth rate (%), 2003-15 6
Figure 3: Johnson & Johnson's financial performance ($m), 2003-15 7
Figure 4: Lifecycle management strategies boost key J&J franchises, 2003-15 ($m) 10
Figure 5: Johnson & Johnson prescription pharmaceutical sales by stage, 2003-15 ($m) 13
Figure 6: J&J's strategic options for growth 15
Figure 7: Johnson & Johnson SWOT analysis 18
Figure 8: Current corporate structure 42
Figure 9: Current corporate structure 45
Figure 10: Johnson & Johnson prescription pharmaceutical performance, sales ($m) and growth rate (%), 2003-15 47
Figure 11: Johnson & Johnson Key product sales ($m), 2003-15 49
Figure 12: Johnson & Johnson key sales growth drivers and resistors ($m), 2003-09 52
Figure 13: Johnson & Johnson key sales growth drivers and resistors ($m), 2009-15 56
Figure 14: Johnson & Johnson prescription pharmaceutical sales by therapy area ($m), 2003-15 59
Figure 15: Johnson & Johnson prescription pharmaceutical sales by geographic region ($m), 2003-15 63
Figure 16: Johnson & Johnson launch/core/expiry configuration ($m), 2009-15 72
Figure 17: Johnson & Johnson prescription pharmaceutical sales by molecule type ($m), 2003-15 73
Figure 18: Johnson & Johnson prescription pharmaceutical sales by source ($m), 2003-15 76
Figure 19: Johnson & Johnson operating revenue/cost analysis ($m), 2002-14 81
[Inhaltsverzeichnis ausblenden]
