Johnson & Johnson · NYSE:JNJ
Johnson & Johnson — Investor Day (December 2023)
88 slides from Johnson & Johnson's investor day presentation, Dec 5, 2023
Slide 1: Cautionary Note on Forward-Looking Statements
Cautionary Note on Forward-Looking Statements This presentation contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things: future operating and financial performance, product development, and market position and business st
Slide 2: Strategic Partnerships, Collaborations & Licensing Arrangements
Strategic Partnerships, Collaborations & Licensing Arrangements During the course of this presentation, we will discuss a number of products and compounds developed in collaboration with strategic partners or licensed from other companies. The following is an acknowledgement of those relationships:
Slide 3: Strategic Partnerships, Collaborations & Licensing Arrangements
Strategic Partnerships, Collaborations & Licensing Arrangements During the course of this presentation, we will discuss a number of products and compounds developed in collaboration with strategic partners or licensed from other companies. The following is an acknowledgement of those relationships:
Slide 4: J&J Innovative Medicine Business Overview
J&J Innovative Medicine Business Overview Jennifer Taubert Executive Vice President, Worldwide Chairman, Innovative Medicine 4
Slide 5: At Johnson & Johnson, we are leading where medicine is going
At Johnson & Johnson, we are leading where medicine is going Our mission is to transform the lives of millions by delivering breakthrough innovation to prevent, treat and cure some of the world’s most devastating diseases Slide footer if required
Slide 6: We will continue to lead the industry and win with breakthrough innovation
We will continue to lead the industry and win with breakthrough innovation and flawless execution In-market portfolio will deliver our $57B1 target in 2025 Through 2030, we expect to deliver: CAGR2 of 5–7% A leading portfolio and pipeline, including 10+ assets with $5B+ PYS3 potential 70+ novel ther
Slide 7: We're focused in areas where patient need is high
We’re focused in areas where patient need is high, market opportunity is significant, and our expertise is deep Oncology Immunology Neuroscience Select disease areas • Multiple Myeloma • Crohn’s Disease • Schizophrenia • Thrombosis • Lung Cancer • Ulcerative Colitis • Depression • Retinal Disease •
Slide 8: We have a consistent track record of delivering
We have a consistent track record of delivering for patients and our business… Sales CAGR (2017–2022) #2 pharmaceutical company worldwide2 ~8% ~6% 14 brands with $1B+ in sales3, including 2 exceeding $5B Consistently outperform on operating margins, free cash flow4 and return on Competitor Composite
Slide 9: And our differentiated strategy positions us to win
And our differentiated Drive Our marketed portfolio through strategy market share gains and by expanding into new patient populations positions us to win Deliver An accelerated pipeline of transformational, first-in-class and best-in-class medicines Develop Our next wave of innovation, collaborating
Slide 10: We are making bold investments in key capabilities
We are making bold investments in key capabilities to advance our leadership Supply chain Data science Value and access Our people Expand capacity and and digital health Shape policy that Invest in our skilled support our pipeline Advance end-to-end recognizes the value and diverse talent of complex
Slide 11: The path to achieving $57B in 2025 is clear
The path to achieving $57B1 in 2025 is clear, driven by our industry-leading portfolio Share gains across key products will fuel near-term growth 2022 2022 Patent/ KeyKey Stelara Brands Recent New Novel NME 2025 2025 expiries LOEs 2 brands / Other launches Launches therapies 1. Operational sales; 2.
Slide 12: The power of our portfolio and pipeline will enable robust growth
The power of our portfolio and pipeline will enable robust growth in the back half of the decade… 5–7% ~70% CAGR1 of 2030 pipeline sales driven by current phase 3 programs 70+ filings and launches expected through 20302 2025 2026 2027 2028 2029 2030 1. Based on risk-adjusted operational sales projec
Slide 13: Growth expected to outpace the market and potential LOE impact
And growth is expected to outpace the market and potential LOE impact 5–7% CAGR1 Patent 2 2025 2025 Stelaraexpiries / LOEs Key brands Key Brands Recent Launches Recent launches NovelTherapies Novel therapies 2030 2030 1. Based on risk-adjusted operational sales projections; 2. Includes STELARA biosi
Slide 14: Future growth fueled by 20+ novel therapies and 50+ product expansions
Our future growth will be fueled by 20+ novel therapies and 50+ product expansions* Select marketed brands Select anticipated novel therapy approvals & filings through 2030 Assets JNJ-2113 Targeted with RYBREVANT / lazertinib Lung Cancer oral peptide nipocalimab Autoantibody Diseases $5B+ Autoimmune
Slide 15: We will continue to lead the industry and win with breakthrough innovation
We will continue to lead the industry and win with breakthrough innovation and flawless execution In-market portfolio will deliver our $57B1 target in 2025 Through 2030, we expect to deliver: CAGR2 of 5–7% A leading portfolio and pipeline, including 10+ assets with $5B+ PYS3 potential 70+ novel ther
Slide 16: At Johnson & Johnson, we are leading where medicine is going
At Johnson & Johnson, we are leading where medicine is going
Slide 17: J&J Innovative Medicine R&D Overview
J&J Innovative Medicine R&D Overview John Reed, M.D., Ph.D. Executive Vice President, Innovative Medicine R&D
Slide 18: We are building on strong momentum to deliver for patients
We are building on strong momentum to deliver for patients Since 2021 Pharmaceutical Looking forward through 2030 Business Review 11 approvals 20+ novel therapies1 50+ product expansions1 ~2/3 first-in-class2 pipeline programs 6 new breakthrough / fast track designations 10+ assets with $5B+ PYS pot
Slide 19: We are well-positioned to deliver
We are well-positioned Building on our strong LEAD in the areas Courage to pursue to deliver foundation to deliver where we focus, with new frontiers of innovation first-in-class and durable commitment innovation that address differentiated to chosen Disease urgent patient needs that will outpace be
Slide 20: Our industry-leading portfolio and pipeline
Our industry-leading portfolio and pipeline Select marketed brands Select anticipated novel therapy approvals & filings through 2030 Assets RYBREVANT/lazertinib JNJ-2113 Targeted with Lung Cancer Oral Peptide nipocalimab Autoantibody Diseases $5B+ Autoimmune Diseases Potential1,3 CD20-based CAR-T2 m
Slide 21: As a preferred partner, we integrate external innovation
As a preferred partner, we seamlessly integrate external innovation with internal capabilities to deliver transformative outcomes External innovation Our differentiated strategy • Focused on transformational science to elevate patient SOC and establish 80+ new paradigms as the partner of choice • Pa
Slide 22: Building on deep disease expertise and durable commitment
We are building on deep disease expertise and durable commitment Our unique end-to-end disease area stronghold (DAS) concept and deep content expertise enables consistent delivery Multiple myeloma Inflammatory bowel disease Depression (Hematologic Malignancy DAS) (Gastrointestinal DAS) (Neuropsychia
Slide 23: Courage to pursue new frontiers of innovation
Courage to pursue new frontiers of innovation that tackle urgent unmet need in areas adjacent to our DAS’s Bladder cancer Lung cancer Auto-antibody diseases (Bladder cancer DAS) (Solid tumor target therapies DAS) (Auto-antibody DAS) people living with 570K cases per year1 2.2M WW incidence2 240M AAb
Slide 24: We invent therapeutics across diverse modalities
We invent therapeutics across diverse modalities to conquer complex biology Leverage deep expertise to build end-to-end efficiency including best process at launch Develop and expand platform applications Explore fit-for-purpose applications Small molecules Protein therapeutics1 Cell therapies Gene/
Slide 25: Data science & digital health is a key differentiator
Data science & digital health is a key differentiator and driver to realize our ambitions of delivering better innovative medicines faster End-to-end portfolio-focused to increase R&D probability of success and productivity ML-assisted GenAI/ML-based AI/ML to optimize ML-assisted Holistic evidence M
Slide 26: The future is strong with our high-impact pipeline
The future is strong with our high-impact pipeline Through 2030 Building on our strong LEAD in the areas Courage to pursue foundation to deliver where we focus, with new frontiers of 20+ 50+ ~2/3 first-in-class and durable commitment innovation that address differentiated to chosen Disease urgent pa
Slide 27: Oncology
Oncology Biljana Naumovic Peter Lebowitz, M.D., Ph.D. Worldwide Vice President, Oncology Global Therapeutic Area Head, Oncology
Slide 28: Johnson & Johnson: an Oncology powerhouse delivering for patients
Johnson & Johnson: an Oncology powerhouse delivering for patients Our inspiration and motivation: patients and their families Our mission The elimination of cancer Our ambition Deliver curative, synergistic treatment regimens to patients Our progress >1.7M patients treated with a J&J Oncology medici
Slide 29: Leading with a mission to deliver cures
Leading with a mission to deliver cures Advancing a strategy to deliver a deep, diverse portfolio 14 new medicines approved since 2011 Sustained strong revenue growth; potential Sourcing innovation globally and a strong legacy in delivering firsts to triple sales by 2030 (>$50B)1 as a partner of cho
Slide 30: Cancer is a global health crisis that demands a greater response
Cancer is a global health crisis that The global rate of new cancer diagnoses is expected to rise by 69% by 2030; deaths from demands a greater response cancer are expected to rise by 72% by 20301 Driving innovation and industry leadership in disease areas of focus Hematologic Prostate Lung Bladder
Slide 31: Market growth reflects massive unmet need and opportunity
Market growth reflects massive unmet Potential future growth drivers need and opportunity in our disease areas of focus $198.4B Multiple myeloma Building regimens, combinations, sequencing CAGR 2022–2030 Net new growth Lung cancer (NSCLC) ~8.0% ~$90B Delivering first-line, chemo-free regimens $109.4
Slide 32: Driving Oncology leadership and growth today
2021: Deliver 6 innovative therapies by 2023 Driving Oncology leadership and growth today with a focus on delivering future innovations Maximizing growth through expansion From a position of strength Delivering the future of oncology science Multiple Heme myeloma striving towards multiple myeloma an
Slide 33: Driving Oncology leadership
Driving Oncology leadership ~2 novel therapies per year continuing the innovation trajectory; 35+ planned approvals/filings through 2030 Approved products Achieved/Planned in 2023 Early-stage focus areas and platforms 3 5 Directed T-cell therapies approvals filings • CD3 (T-cell) redirection TECVAYL
Slide 34: Our mission: change the treatment paradigm from treat to cure
Multiple myeloma Our mission: change the treatment paradigm from treat to cure
Slide 35: Transformative regimens have extended survival in multiple myeloma
Transformative regimens have extended survival of patients with multiple myeloma but there is still much to be done 2004-2023 By 2030 Remarkable progress Redefining possibilities 11 >10 40% +$20B DARZALEX: backbone of front line and across the treatment continuum therapies1 regimens 1 increase in mu
Slide 36: J&J: a leader in multiple myeloma
J&J: a leader in multiple myeloma Pushing forward to eliminate multiple myeloma Attacking multiple myeloma cells in orthogonal ways Activated T-cell Cure GPRC5D x CD3 GPRC5D Bispecific antibody CD38 Long term receptor Anti-CD38 mAb remission Myeloma Activated Survival cell T-cell Short life expectan
Slide 37: Multiple myeloma: first-in-class and potential best-in-class therapeutics
Multiple myeloma: advancing first-in-class and potential best-in-class therapeutics CARVYKTI TECVAYLI and TALVEY Exceptional efficacy for BCMA-directed CAR-T in Two first-in-class CD3 bispecifics with impressive efficacy heavily pretreated patients with R/R MM (CARTITUDE-1)1; in triple class refract
Slide 38: Multiple myeloma: advancing novel combinations with synergistic effects
Multiple myeloma: advancing novel combinations with synergistic effects DARZALEX + CD3 redirectors are a robust Combination improved responses in challenging immunotherapy combination EMD subpopulation 3 ORR 71.4% (20/28) 80% 3.6% 70% TRIMM-2 arms Total patients ORR ≥VGPR 60% ~35% 17.9% 50% Patients
Slide 39: Leveraging our portfolio to build best-in-class regimens
Leveraging the strength of our portfolio to build best-in-class regimens1 Transplant ineligible Transplant eligible 1L & & & ~62k pts2 CEPHEUS CARTITUDE-5 MajesTEC-7 PERSEUS MajesTEC-4 CARTITUDE-6 Fully Enrolled Recruiting 2024 Start ASH Late Breaker 2024 Start Recruiting Anti-CD38 refractory Anti-C
Slide 40: Unleashing the power of J&J
Unleashing the power of J&J With a portfolio delivering sales of $25B+ by 20301, we are changing the way multiple myeloma outcomes are defined J&J: a multiple myeloma powerhouse $25B+ multiple myeloma portfolio by 20301 50%+ patient share in the decade Our mission: Our goals: CURE A J&J regimen A J&
Slide 41: Build the future with novel multi-targeted therapy regimens
Lung cancer Build the future with novel multi-targeted therapy regimens
Slide 42: Lung cancer is the biggest killer
Lung cancer is the biggest killer – we need to reset expectations $30B $60B WW market in 20211 WW market projection 20301 72% not alive in 5 years2 Tumor type Incidence Death NSCLC3 2.2M 1.8M Breast3 2.3M 685K CRC3 1.9M 935K 25% don’t make it to 2nd line3 1. Evaluate Pharma accessed September 2023;
Slide 43: RYBREVANT: setting a new standard of care in EGFR NSCLC
RYBREVANT: setting a new standard of care in EGFR NSCLC Unprecedented outcomes across three Phase 3 studies RYBREVANT/lazertinib: 1L EGFRm • Achieved primary endpoint • Head-to-head study vs. osimertinib • First-ever, fully human bispecific antibody • Planned submission 4Q 23 • Unique MOA targeting
Slide 44: RYBREVANT: setting a new standard of care in EGFR NSCLC
RYBREVANT: setting a new standard of care in EGFR NSCLC Unprecedented outcomes across three Phase 3 studies MARIPOSA: Kaplan-Meier Plot of PFS for Amivantamab + Statistically significant and clinically meaningful Lazertinib vs. Osimertinib – BICR Full Analysis Set improvement in PFS with strong OS t
Slide 45: Building a best-in-class EGFR portfolio across all lines of therapy
Building a best-in-class EGFR portfolio across all lines of therapy Exploring additional opportunities Novel combinations Lung and beyond Subcutaneous formulation 2L Optimize dosing regimen EGFR common mutations (in combo with lazertinib and chemo) 1L EGFR common mutations Adjuvant/Early EGFR Lung i
Slide 46: Accelerating a transformative lung cancer portfolio
Accelerating a transformative lung cancer portfolio with an expectation to become SoC Our evidence1 Our execution Our ambition Significantly extends PFS • 30% reduction in risk of 26-month avg time to peak share for 1L therapies2 ~50% 1L pts on RYBREVANT progression or death & lazertinib compared wi
Slide 47: Eliminating disease through novel targeted releasing system
Bladder cancer Eliminating disease through novel targeted releasing system for localized bladder cancer
Slide 48: Conventional bladder cancer treatments offer marginal to no benefit
Conventional bladder cancer treatments offer marginal to no benefit for patients For too long, there has been limited therapeutic intervention for organ-targeted therapies Unmet need Key takeaway Despite HCP reliance on BCG for decades only ~550K High patient burden2-6 • Insufficient efficacy Highes
Slide 49: TARIS is a novel targeted releasing system
TARIS is a novel targeted releasing system for sustained local release of payloads in the bladder1-3 Conceptual design Bladder Payload Targeted releasing system NMIBC tumor Semi-permeable Orifice polymer (silicone) tube Solid drug core 1. Grimberg DC, et al. Eur Urol Focus. 2020;6:620-622; 2. Danesh
Slide 50: Advancing toward first- and best-in-class therapeutics
Advancing toward first- and best-in-class therapeutics TAR-2001 and TAR-2102: compelling early efficacy in non-muscle-invasive bladder cancer TAR-200 TAR-210 gemcitabine targeted erdafitinib targeted releasing system releasing system BCG-UR HR NMIBC, CIS Ongoing/planned Ph 2 and BCG-exposed/UR HR NM
Slide 51: Redefining care
Redefining care Revolutionize standard of care for ~390,000 patients with localized disease per year replacing BCG & CRT with TARIS Targeted Releasing System Non-muscle invasive Muscle invasive Our aspirations >250K patients1^ addressed through trial >140K patients1^ addressed through trial $5B+ TAR
Slide 52: Delivering the future of Oncology science
Delivering the future of Oncology science
Slide 53: Delivering the future of Oncology science
Delivering the future of Oncology science Continuing a decade-long legacy of delivering new drugs, we are advancing an early pipeline* with transformational potential Hematologic malignancies Solid tumors Phase Phase Pre-Clinical Pre-Clinical 1 1 Multi-specific Abs / T-cell redirect ADC / Radio conj
Slide 54: J&J in Oncology – leadership, innovation, growth
J&J in Oncology – leadership, innovation, growth Portfolio strength Pipeline innovation Driving strategic growth Robust portfolio Pipeline poised to Striving toward the continues to expand deliver through 2030 elimination of disease 14 7 assets with ~2 new medicines novel therapies per approved sinc
Slide 55: Immunology
Immunology Candice Long David Lee, M.D., Ph.D. Worldwide Vice President, Immunology Global Therapeutic Area Head, Immunology
Slide 56: Redefining the treatment of immune-mediated disease
At Johnson & Johnson, we are redefining the treatment of immune-mediated disease with transformational therapies Slide footer if required
Slide 57: Immunology: redefining treatment, redefining expectations
Immunology: redefining treatment, redefining expectations Our vision Restore health for all patients Our mission Driven by a relentless dissatisfaction with the status quo, with immune diseases we will redefine treatments for immune diseases by delivering transformational and accessible therapies an
Slide 58: Charting the path to continued global leadership in Immunology
Charting the path to continued global leadership in Immunology Advancing our legacy of defining and Consistent strong revenue growth, Sourcing the best available redefining the standard of care1 with sales growing 2.5x since 2011 innovation agnostic of origin IL-23i for PsO, PsA and 2 additional IMM
Slide 59: Growth driven by addressing significant patient need
Growth driven by addressing significant patient need in our focused disease areas Only ~10%1 of the 30+ million patients with immune-mediated diseases are in remission Gastrointestinal Immunodermatology Rheumatology Autoantibody and DAS DAS DAS Maternal Fetal DAS 2M1 $32B2 21M1 $56B2 10M1 $39B2 ~1M1
Slide 60: We target innovation for the >90% where need remains
We target innovation for the >90% where need remains Vast unmet medical need Robust growth <10% of patients with moderate-severe disease are in remission Strong growth forecasts across specialties, especially in orals 33M $50B 1 diagnosed moderate-severe IMM2 patients 4 Immunology market value in US
Slide 61: Driving Immunology leadership
Driving Immunology leadership Early-stage investigational Approved products Late-stage focus areas and pathways focus areas and pathways Nipocalimab IL-23 and autoantibody pathway leadership • Sjӧgren’s syndrome • Rheumatoid arthritis TREMFYA Nipocalimab (combination therapy) • Systemic lupus • Croh
Slide 62: Building IL-23 insights to lead in new modalities
Pathway strategy in action Building IL-23 insights to lead in Other oral targets in IL-23 pathway new modalities Oral anti-IL-17 Oral anti-IL-23 assets Anti-IL-23 + anti- TNF combination anti-IL-23 anti-IL-12/IL-23
Slide 63: TREMFYA is leading in psoriatic disease
TREMFYA is leading in psoriatic disease ~4M moderate-to-severe patients eligible for TREMFYA & the IL-23 class is driving growth but not receiving advanced therapy across psoriatic disease G8 2022 moderate-to-severe PsO & PsA patients (millions)1 43% IL-23 is largest class in PsO at 43% WW and conti
Slide 64: TREMFYA: potential for Crohn's disease and ulcerative colitis
TREMFYA: potential for Crohn’s disease and ulcerative colitis TREMFYA is uniquely TREMFYA is the ONLY therapy to demonstrate TREMFYA has potential to be the only 65% CLINICAL REMISSION at 1 year in a Crohn’s positioned to become dual-acting IL-23i in IBD, able to potently disease registrational prog
Slide 65: Significant growth in orals market
Significant growth in orals market The intersection of patient unmet need and projected growth in the psoriatic & inflammatory bowel disease markets points to a substantial opportunity for targeted oral treatments Reasons eligible patients avoid Market growth expected to be driven by orals3 WW Marke
Slide 66: Oral therapies market growth driven by our targeted oral treatments
Oral therapies market growth will be driven by our portfolio of investigational targeted oral treatments JNJ-2113 first-in-class Targeted Oral Peptide (IL-23Ri) designed to selectively block the IL-23 receptor & JNJ-1459 Oral Small Molecule IL-17 inhibitor (IL-17i) IL-23 and IL-17 inhibitor classes
Slide 67: JNJ-2113 & JNJ-1459 targeted oral treatments
Unprecedented potential from our investigational targeted oral treatments – JNJ-2113 & JNJ-1459 JNJ-1459 Ph12 – PK/PD profile Potential peak JNJ-2113 Ph2b – Complete skin clearance results1 year sales3 for supports Ph2 advancement 80% JNJ-2113 Promising PASI 100 Drug concentration over time across i
Slide 68: Targeted combination therapies: unlocking refractory disease
Targeted combination therapies: unlocking refractory disease Ongoing Ph2 trials of combination targeting TNF and IL-23 in UC, CD, and PsA JNJ-4804 VEGA Ph2a Ulcerative Colitis – Treatment effects at Wk12 Combination approach may Peak year sales1 for Tissue molecular data showed combination be necess
Slide 69: Nipocalimab: potential to define the standard of care in autoantibody diseases
Nipocalimab: potential to define the standard of care across autoantibody-driven diseases Broad unmet need in Opportunity: the only Current focus autoantibody diseases anti-FcRn2 being developed for nipocalimab Peak year sales4 for across three segments of nipocalimab 2.1M autoantibody diseases 3 ac
Slide 70: Best-in-class potential
Best-in-class potential Unique molecular structure driving differentiation along multiple dimensions Nipocalimab is a fully human, Unique attributes driving efficacy, safety, posology, and device differentiation aglycosylated, effectorless IgG1 monoclonal antibody High binding affinity: Best-in-clas
Slide 71: Proof of Concept in Rare Autoantibody segment in gMG
Proof of Concept delivered in the Rare Autoantibody segment with Phase 2 results in gMG Rare Autoantibody: Generalized Myasthenia Gravis (gMG) Diseases directly mediated Phase 2 by autoantibodies 80 Reduction in MG-ADL of >2 points1 gMG wAIHA IIM 70 64.3 60 53.9 CIDP BP 50 46.2 42.9 % Patients 40 77
Slide 72: Proof of Concept in Maternal Fetal segment in HDFN
Proof of Concept delivered in Maternal Fetal segment with Phase 2 results in HDFN Maternal-Fetal: Hemolytic Disease of the Fetus and Newborn (HDFN) Alloantibody diseases of pregnancy Phase 2 open label 80% Live birth at gestational age >32wks with no intrauterine transfusion1 % of Participants Meeti
Slide 73: Proof of Mechanism in Prevalent Rheumatology in RA
Proof of Mechanism delivered in Prevalent Rheumatology segment with Phase 2 data in RA Prevalent Rheumatology: Rheumatoid Arthritis (RA) Complex autoantibody-mediated Phase 2 Rheumatic diseases 80 ACR50 at week 122 SjD SLE RA Δ=26.7% Δ=10.2% Proportion of Responders at W12 (%) 60 40 76% maximum IgG
Slide 74: Key takeaways: Immunology
Key takeaways: Immunology Redefining treatment, pioneering pathway science; poised for continued innovation and growth leadership Unmatched track record of Current portfolio and pipeline of Clinical-stage pipeline translating science to impact “firsts” drives continued momentum drives future growth
Slide 75: Neuroscience
Neuroscience Peter Fang Bill Martin, Ph.D. Worldwide Vice President, Neuroscience Global Therapeutic Area Head, Neuroscience
Slide 76: Leading the precision neuroscience revolution
Johnson & Johnson: leading the precision neuroscience revolution Our vision Lead the precision neuroscience revolution to reduce the burden and disability caused by serious nervous system disorders Areas of focus Neuropsychiatric, neurodegenerative, neurological-autoantibody Harnessing scientific ad
Slide 77: Defining and refining care for nearly seven decades
Defining and refining care for nearly seven decades 65-year 20+ 4 $6.8B+ #1 legacy industry-leading medications on sales in 20221 psychiatry company2 innovations WHO Essential Medicines List 1959 1992 2000 2001 2002 2007 2011 2015 2019 2021 1. Reported sales; 2. Source: Evaluate Pharma WW Sales by P
Slide 78: Growing and significant needs in treating diseases affecting the brain
Despite innovation, there are growing and significant needs in treating diseases affecting the brain Over 1 billion people worldwide suffer from central nervous system diseases1 Schizophrenia Depression Alzheimer’s Disease >24M >280M >55M people worldwide are living of adults globally are people hav
Slide 79: Neuroscience market anticipated to double by 2030
Neuroscience market anticipated to double by 2030 Market size/growth time period 2022–2030: #1 2022 WW market sales CAGR 2022–2030 Net new growth 11.7% +$32B 2030 WW market sales J&J aims to be the $14.1B #1 neuroscience $11.9B $11.0B $10.2B company by 2030 $9.4B $9.0B $4.8B $4.3B $1.8B $0.7B Schizo
Slide 80: Precision Neuroscience: a revolutionary approach
Precision Neuroscience: a revolutionary approach Conventional approach Precision approach Some patients benefit, some see no benefit and others Treatment is individualized to take account of experience adverse effects with current treatment options the features of the patient and their disease Patie
Slide 81: Advancing a precision Neuroscience pipeline
Advancing a precision Neuroscience pipeline 6 planned approvals/filings through 2030 Approved products Potential planned filings through 2030 Early-stage focus areas and platforms Nipocalimab (anti-FcRn) Seltorexant (selective Targeted therapies for • Generalized myasthenia orexin-2 antagonist) neur
Slide 82: Schizophrenia: continuing our legacy
Schizophrenia: continuing our legacy Leading long-acting injectables ~6M life years treated WW1 ~$4.1B sales WW2 portfolio for schizophrenia 2-year Real-world, open-label extension safety and tolerability study3† 96.1% of patients who entered the study were relapse-free on INVEGA HAFYERA®3 • 7 out o
Slide 83: SPRAVATO: transformational innovation for challenging-to-treat depression
SPRAVATO: transformational innovation for patients living with challenging-to-treat depression ESCAPE-TRD data supports access and differentiation in key markets First mechanism-of- p=0.003 action in decades for treatment resistant 27.1% p=0.008 depression and 17.6% sgACC depressive symptoms vmPFC H
Slide 84: J&J is pursuing the causes of depression
Depression: J&J is pursuing the causes of depression targeting the underlying biology of the disease Current Future Drug choice based on clinical presentation-experience Drug choice based on brain circuitry & biology 1st Line • Age • SSRI Switch • Severity SNRI • Anhedonia • Kappa 2nd line • Side ef
Slide 85: Aticaprant: targeting MDD in patients with anhedonia
Aticaprant (selective kappa receptor antagonist): targeting major depressive disorder in patients with anhedonia ~60% Aticaprant had a greater treatment effect in participants with higher baseline anhedonia levels2 of depressed patients suffer from anhedonia, which is the third most common NAc resid
Slide 86: Seltorexant: targeting MDD in patients with insomnia
Seltorexant (selective orexin-2 antagonist): targeting major depressive disorder in patients with insomnia ~60% Clinically meaningful reduction of depression in Wakefulness subpopulation of patients with sleep disturbance in Phase 2 study of depressed patients Mean change in MADRS at Day 42 by basel
Slide 87: Alzheimer's disease: studying potential first-in-class therapeutics
Alzheimer’s disease: studying potential first-in-class therapeutics to treat different stages of the disease No pathology Preclinical Prodromal Dementia Pathological changes begin; no symptoms Memory symptoms present Diagnosis Peak sales1 $5B+ Tau active immunotherapy Targeting p396/p404 Posdinemab
Slide 88: Our path to #1 neuroscience company by 2030
Our path to #1 neuroscience company by 2030 We are at a pivotal moment in neuroscience Six major assets will drive our growth 20+ industry-leading innovations across portfolio $1-5B peak year sales potential1 2X SPRAVATO Ph3 Seltorexant neuroscience market to double treatment-resistant Adjunctive tr