As patients with auto-immune disorders cycle through anti-TNF therapies and the failure pools increase, there is ample room for Johnson & Johnson’s (JNJ-$63.45) Simponi and Stelara to grow prescription share in their respective markets without cannibalizing sales of the healthcare conglomerate’s flagship drug Remicade (infliximab) sales. As the two drugs expand their labeling to address unmet needs in other markets, their orbits will eventually collide with each other and with Remicade.However, can Simponi (golimumab) and Stelara (ustekinumab) evolve as dominant therapies and steal share over time from Amgen’s Enbrel (etanercept) and Abbott’s Humira (adalimumab) instead? Read more > ….
Editor David J Phillips does not hold a financial interest in any stocks mentioned in this article. The 10Q Detective has a Full Disclosure Policy.
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