CLAIM #34001 · Johnson & Johnson (JNJ) · 2025Q1 earnings call · Apr 15, 2025 · due Dec 31, 2025
“Remicade and Symphony distribution rights in Europe were returned in Q4. This positively impacted results in the quarter and is anticipated to continue for the remainder of the year.”
Jessica Moore · VP Investor Relations
In context
“echValley and Talvei growth was 15% and 50.2% respectively, reflecting strong launches in the relapsed refractory setting. Patient demand remains strong despite continued adoption of longer dosing intervals. Erlida continued to deliver strong growth of 14.6% despite the impact of Part D redesign, primarily driven by share gains and market growth. Ribrovant plus LastClues continued its strong launch trajectory with sales of $141 million, growth over 100%. Within immunology, Tremfya delivered growth of 20.1% despite the impact of Part D redesign, driven by share gains and market growth across all indications, including our newly launched indication in ulcerative colitis. STELARA declined 32.3%, driven by the impact of biosimilar competition and Part D redesign. Jessica Moore: As a reminder, Remicade and Symphony distribution rights in Europe were returned in Q4. This positively impacted results in the quarter and is anticipated to continue for the remainder of the year. Remicade sales also include a one-time patient mix benefit in the U.S. In neuroscience, growth of 42.9% was driven by increased physician and patient demand. Finally, other assets that were impacted by Part D redesign include Invego long-acting injectables, which declined 13.5%, pulmonary hypertension, which declined 1.2%, and was partially offset by market growth and share gains, and Xarelto, which increased by 33% and also included a one-time patient mix benefit. I'll now turn your attention to MedTech. Worldwide sales of $8 billion increased 4.1% with growth of 5.1% in the U.S. and 3% outside of the U.S. Acquisitions and divestitures had a net positive impact of 280 basis points on worldwide growth, 420 basis points in the U.S., and 120 basis points outside of the U.S. Underlying MedTe”
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SEC filings for JNJ ↗ · Claim quote is verbatim from the 2025Q1 earnings call.