Tremfya Hits $5B with 41% Growth as Neuroscience Sales Climb 10%
J&J’s Immunology segment saw a 12% sales decline in 2025 after Stelara’s LOE, but Tremfya surged 41% to over $5 billion and Simponi sales rose 22% to $2.7 billion. Neuroscience revenue grew 10% with $1.7 billion from Spravato and $700 million from Caplyta, while late-stage candidates like Icotyde and Imaavy target $5 billion sales.
1. Segment Performance Overview
Johnson & Johnson’s Oncology division accounts for roughly 27% of total revenues and 42% of Innovative Medicines sales, while Immunology and Neuroscience represented about 26% and 13% of that segment in 2025, respectively, highlighting a strategic shift toward these higher-growth areas.
2. Immunology Dynamics
Stelara’s loss of exclusivity drove a 12% immunology sales decline in 2025 after a 42% drop, but Tremfya's sales jumped 41% to over $5 billion and Simponi reached $2.7 billion. Recent approval of Imaavy, regulatory filings for Icotyde and the mid-stage JNJ-4804 candidate support long-term growth.
3. Neuroscience Momentum
Neuroscience sales rose 10% in 2025, with Spravato posting $1.7 billion (up 57%) and Caplyta generating $700 million after its MDD approval. J&J projects Caplyta and other mid-stage neuroscience candidates could each reach $5 billion in peak sales.
4. Growth Outlook
While oncology still drives a large share of revenues, the expansion of the immunology and neuroscience pipelines—from Tremfya’s momentum to Spravato and Caplyta’s rapid growth—rebalance J&J’s revenue mix and position these segments as critical long-term growth drivers.