CLAIM #33722 · Johnson & Johnson (JNJ) · 2023Q2 earnings call · Jul 20, 2023 · due Jan 1, 2025
“And our current assumption based on some of the agreements you read about similar to what we've said previously is that we wouldn't expect anything before January 1, 2025.”
Joseph Wolk · CFO
In context
“ar. We obviously heard about the interim on your last earnings call. But then in the last few weeks, it sounds like there's a chance we'll get the data sooner this year than you may be able to present it. So kind of what's changed from April to now to give you a sense that the data may come a little bit earlier and give you a chance to present it this year? Thank you. Joe Wolk: Thanks for the questions, Vamil. I'll start with STELARA and then see if Erik can add anything from a legal perspective, and then we'll hand it over to Joaquin for your question on the MARIPOSA study. With respect to STELARA this year, there won't be a significant impact. As you can imagine, most of that business was contracted for the full-year about this time last year. So there really wasn't any material impact. And our current assumption based on some of the agreements you read about similar to what we've said previously is that we wouldn't expect anything before January 1, 2025. I don't know, Erik, from a legal perspective, anything to add? Erik Haas: Yes. Thanks, Joe. From a litigation perspective, I could say that no other biosimilar is better positioned in our view than Amgen or Alvotech would be. So we would not anticipate any other biosimilar having the opportunity or ability to enter the market before those two. Joaquin Duato: Thank you. And with respect to MARIPOSA, nothing has changed. We -- this is an event-driven study with a final analysis expected as we said by the end of 2023 with a potential to be presented at a major medical meeting in 2023. We remain excited about the potential of RYBREVANT in combination with lazertinib to become a new standard-of-care in first-line non-small cell lung cancer with EGFR mutations. And we are looking forward to be”
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SEC filings for JNJ ↗ · Claim quote is verbatim from the 2023Q2 earnings call.