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Why J&J thinks its new psoriasis pill could be one of its biggest drugs ever

Cnbc · · 1255 words · By Natasha Abellard
Stock Investment Analysis Pharmaceutical Market Competition Drug Efficacy and Patient Access
open_in_new Read the original article: https://www.cnbc.com/2026/05/16/why-jj-thinks-its-new-psoriasis-pill-could-be-on…

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
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Glittering Generalities 70% confidence
Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.

fact_checkFact-Check Results

20 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 10
check_circle Corroborated 5
info Single Source 2
help Insufficient Evidence 2
verified Verified By Reference 1
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“Icotyde went to market after the Food and Drug Administration approved it in mid-March for moderate to severe plaque psoriasis.”
CORROBORATED
Multiple independent web search results confirm the FDA approval of Icotyde (icotrokinra) for moderate-to-severe plaque psoriasis.
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web search NEUTRAL — Major News in Immunology: The FDA has approved Icotyde (icotrokinra) from Johnson & Johnson and Protagonist Therapeutics as the first oral IL-23 inhibitor for adolescents and adults with moderate-to-s…
https://www.linkedin.com/posts/spencer-knight_immunology-bio…
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web search NEUTRAL — Key Points. FDA approval of ICOTYDE was granted for moderate-to-severe plaque psoriasis in adults and adolescents (12+ years, ≥40 kg), with Johnson & Johnson handling commercialization.
https://finance.yahoo.com/sectors/healthcare/articles/protag…
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web search NEUTRAL — "With the FDA approval of ICOTYDE, Johnson & Johnson is setting a new standard for the treatment of moderate-to-severe plaque psoriasis," said Jennifer Taubert, Executive Vice President, Worldwide Cha…
https://www.investor.jnj.com/investor-news/news-details/2026…
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“The once-a-day drug is the first and only oral treatment targeting the same IL-23 receptor as popular injectables, including J & J's Tremfya”
CORROBORATED
Multiple sources identify Icotyde as the first oral IL-23 inhibitor/pill for moderate to severe plaque psoriasis.
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web search NEUTRAL — Learn about ICOTYDE™, the first of its kind pill for teens and adults with moderate to severe plaque psoriasis. See results and safety profile. Review Important Safety Information.
https://www.icotyde.com/
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web search NEUTRAL — Mar 18, 2026 · ICOTYDE offers an innovative new option for patients with moderate-to-severe plaque psoriasis to address patients cycling on topical therapies in need of systemic treatment
https://www.jnj.com/media-center/press-releases/fda-approval…
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web search NEUTRAL — May 8, 2026 · Icotyde (icotrokinra) is a once-daily pill for moderate-to-severe plaque psoriasis in adults and children 12+. Learn about uses, dosage, side effects, and approval details.
https://www.drugs.com/icotyde.html
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“Tremfya... is also indicated for psoriatic arthritis, ulcerative colitis, and Crohn's Disease.”
VERIFIED BY REFERENCE
Wikipedia and Drugs.com explicitly list Tremfya's indications as plaque psoriasis, psoriatic arthritis, ulcerative colitis, and Crohn's disease.
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web search NEUTRAL — Guselkumab, sold under the brand name Tremfya, is a human monoclonal antibody against interleukin-23 used for the treatment of plaque psoriasis, psoriatic arthritis, ulcerative colitis, and Crohn's di…
https://en.wikipedia.org/wiki/Guselkumab
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web search NEUTRAL — Tremfya (guselkumab) is a prescription medicine for plaque psoriasis, psoriatic arthritis, ulcerative colitis, and Crohn's disease in certain patients. Includes side effects, dose, uses, directions, a…
https://www.drugs.com/tremfya.html
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web search NEUTRAL — Crohn Disease. Colitis, Ulcerative. Anatomical therapeutic chemical (ATC) code.Paediatric plaque psoriasis Tremfya is indicated for the treatment of moderate to severe plaque psoriasis in children and…
https://www.ema.europa.eu/en/medicines/human/EPAR/tremfya
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“IL-23 inhibitors, which include AbbVie's Skyrizi, are biologic medications used to treat chronic inflammatory diseases.”
CORROBORATED
Multiple sources confirm Skyrizi is a biologic IL-23 inhibitor used for chronic inflammatory diseases like Crohn's and severe skin inflammation.
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web search NEUTRAL — SKYRIZI Is a Biologic Proven to Help Deliver Results in Crohn’s Disease. SKYRIZI is a type of biologic called an interleukin-23 inhibitor (IL-23i).Yes, SKYRIZI can help reduce chronic inflammation in …
https://www.skyrizi.com/crohns/about-skyrizi/what-is-skyrizi
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web search NEUTRAL — By blocking the effects of IL-23, Skyrizi helps control the release of IL-17 and TNF-α, which reduces inflammation. It also decreases how many inflammatory cells are present within psoriatic lesions, …
https://www.drugs.com/tips/skyrizi-patient-tips
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web search NEUTRAL — Drug Overview. Skyrizi is a highly advanced prescription medication widely utilized within the field of Dermatology to treat chronic, severe skin inflammation. It belongs to a specialized class of med…
https://int.livhospital.com/drugs/skyrizi/
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“Stelara, which topped out in 2023 at nearly $11 billion in annual revenue.”
CORROBORATED
BioSpace reports that in 2023, Stelara sales were nearly $10.9 billion, which aligns with the claim of 'nearly $11 billion'.
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web search NEUTRAL — In 2023, Stelara sales jumped 11.7% to nearly $10.9 billion. Aside from the potential threat of Omvoh, Stelara is currently contending with mounting biosimilar competition due to the expiration of its…
https://www.biospace.com/drug-development/lillys-omvoh-beats…
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web search NEUTRAL — Stelara went on the ascent last year, with sales climbing nearly 20% to $7.94 billion. Toward the end of 2019, the drug widened its GI foothold with a green light in ulcerative colitis.
https://www.fiercepharma.com/pharma/j-j-s-janssen-accentuate…
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web search NEUTRAL — Stelara biosimilars are expected to launch elsewhere later this year. J&J reached an agreement with Alvotech in February to launch its version in Japan, Canada and Europe this year.
https://theedgemalaysia.com/node/708165
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“Stelara lost exclusivity last year”
CORROBORATED
Multiple sources confirm that Stelara lost U.S. patent exclusivity in 2025.
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web search NEUTRAL — Stelara was a key top-line driver for J&J, accounting for around 18% of J&J’s Innovative Medicine unit’s sales in 2024, before it lost patent exclusivity in 2025. Several biosimilar versions of Stelar…
https://www.tradingview.com/news/zacks:76fb9282e094b:0-j-j-e…
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web search NEUTRAL — In summary, Stelara’s loss of exclusivity in 2025 marks a major shift in the U.S. immunology market, with multiple biosimilars entering the field and J&J executing a strategic transition to maintain i…
https://www.onedayadvisor.com/2025/06/top-10-drugs-losing-US…
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web search NEUTRAL — J&J lost U.S. patent exclusivity for Stelara in 2025. It was a key top-line driver for J&J, accounting for around 18% of J&J’s Innovative Medicine unit’s sales in 2024. Several biosimilar versions of …
https://qz.com/tremfya-icotyde-lead-j-j-s-post-stelara-immun…
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“It is estimated to pull in just $2.36 billion this year”
SINGLE SOURCE
The web search results provided for this claim are completely irrelevant (discussing messaging apps and YouTube analytics) and do not mention Stelara's revenue for 2026.
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web search NEUTRAL — WhatsApp is estimated to generate $3 billion in revenue in 2026. Snapchat generates more than double the next-biggest app when it comes to in-app purchases, bringing in $50.83 million per month.
https://explodingtopics.com/blog/messaging-apps-stats
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web search NEUTRAL — Хорошее качество видео без регистрации в бесплатном видеокаталоге ВКонтакте. Опубликовано 12 апреля 2026.
https://vk.com/video-220018529_456248423
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web search NEUTRAL — Use our free YouTube earnings calculator to estimate revenue based on CPM, RPM, country, and niche – for both Shorts and long videos. Optimize Your Video SEO.
https://www.ytface.com/
info
“Tremfya sales have steadily climbed... from $3.15 billion in 2023 to an estimated $7.13 billion for 2026.”
SINGLE SOURCE
The provided evidence does not contain the specific figures ($3.15 billion in 2023 or $7.13 billion in 2026) for Tremfya sales.
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web search NEUTRAL — Tremfya had another very strong first quarter with sales up 64% to $1.6 billion. J&J says that Tremfya is the fastest-growing IL-23 therapy in the United States and is now the share leader for new pat…
https://finance.yahoo.com/sectors/healthcare/articles/tremfy…
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web search NEUTRAL — In the first half of 2019, Tremfya sales jumped 128% to $452 million. Immunology isn't the only pharmaceutical area with drug launches exceeding expectations several years after their initial launches…
https://www.fool.com/investing/2019/07/29/3-healthcare-stock…
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web search NEUTRAL — Victoria Nuland gives a speech at the National Press Club, Washington DC confirming that the USA had spent $5 billion promoting 'democracy' in the Ukraine.
https://www.youtube.com/watch?v=rPVs5VuI8XI
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“J & J said last month when it reported first-quarter earnings that roughly 1,500 prescriptions have been written in less than 30 days.”
INSUFFICIENT EVIDENCE
No evidence was provided or found regarding the number of prescriptions written for Icotyde in the first 30 days.
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“J & J... is also studying Icotyde for Crohn's disease and ulcerative colitis”
INSUFFICIENT EVIDENCE
No evidence was provided or found regarding J&J studying Icotyde for Crohn's disease and ulcerative colitis.
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“J & J estimates about 8 million people in the U.S. have plaque psoriasis.”
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“Sotyktu... was Bristol Myers Squibb 's first oral TYK2 inhibitor, green-lighted by the FDA for the treatment of moderate to severe plaque psoriasis back in September 2022.”
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“Rival shots Tremfya and Skyrizi cost around $100,000 a year.”
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“IBD proved to be 75% of Stelara's sales, Duato said in January”
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“J & J's investigational Ottava robotic surgery system”
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“Robotic surgery has long been dominated by Intuitive Surgical 's da Vinci systems.”
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“Shares of J & J have gained up 9.55% year to date compared to the 8.2% advance in the S & P 500 .”
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“healthcare is the second-worst sector in the S & P 500 this year — down 6.5%. Only financials, down 6.8%, is down more.”
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“J & J generated about $94 billion in sales in 2025”
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“roughly two-thirds coming from its pharmaceutical division, known as Innovative Medicines, and the other third from its medical products segment, known as MedTech.”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.