JNJ | Weekly | Haru Insights

Johnson & Johnson (JNJ) achieved a transformative milestone with CARVYKTI® (cilta-cel) in multiple myeloma, reporting 50% of patients remaining progression-free at five years—representing the first robust evidence of durable, treatment-free remissions and hinting at a functional cure.
The FDA approved ICOTYDE (icotrokinra), a first-in-class oral IL-23 receptor antagonist for plaque psoriasis, marking a pivotal moment in oral immunology and positioning JNJ as a direct challenger to biologic leaders like Skyrizi and Stelara.

CARVYKTI’s five-year remission data could redefine multiple myeloma treatment, unlocking a paradigm shift toward one-time curative therapy and cementing JNJ’s role as a pioneer in next-generation cell immunotherapy.
ICOTYDE’s approval marks a strategic breakthrough in oral autoimmune medicine, offering a convenient, targeted alternative to biologics and signaling JNJ’s ability to disrupt high-barrier markets with differentiated innovation.
The success of CAPLYTA in bipolar mania trials—showing rapid symptom reduction and double the response rate vs. placebo—demonstrates JNJ’s rare ability to develop a single drug with unified efficacy across both depressive and manic phases of bipolar disorder.
JNJ’s oncology and immunology pipelines are now delivering compelling clinical milestones that suggest a clean break from legacy stagnation, reviving investor confidence and repositioning the company as a growth engine in high-value therapeutic areas.
The approval of ICOTYDE underscores JNJ’s progress in precision medicine, advancing its mission to deliver targeted, oral alternatives in chronic inflammatory diseases where biologics dominate.

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