{"schema_version":"1.0","type":"article","title":"自體免疫 雙子星 拯救 嬌生","url":"https://drugnews.com.tw/articles/2026-05-12-jnj-autoimmune-twins-stelara-transition.html","markdown_url":"https://drugnews.com.tw/articles/2026-05-12-jnj-autoimmune-twins-stelara-transition.md","lang":"zh-Hant","date":"2026-05-12","publish_at":"2026-05-12T10:30:00+08:00","updated_at":"2026-05-12","category":"商業分析系列","topic":"商業分析系列","tags":["Dcard","免費文章","CAR-T","BD","J&J","Stelara","FDA","生技投資"],"summary":"【Johnson & Johnson 自免「雙子星」崛起：Stelara 退場後，Tremfya 與 Icotyde 正在重寫免疫版圖】📌 2026 年第一季，Johnson & Johnson（J&","key_points":[],"facts":[],"sections":["01｜Stelara 的時代結束了，但 Johnson & Johnson 沒有被專利懸崖拖垮","02｜Tremfya：從 Stelara 接班人，變成 IL-23 時代的壓艙石","03｜Icotyde：如果 Tremfya 是穩定接班，Icotyde 就是 Johnson & Johnson 最大想像力","04｜Tremfya + Icotyde：同一條 IL-23 路線，兩種患者入口","05｜FcRn 也是下一張牌：Imaavy 讓 Johnson & Johnson 的免疫版圖不只靠 IL-23","06｜千億美元目標，不只靠自免；腫瘤和神經科學才是真正底盤","07｜台灣 Stelara 懸崖與生物相似藥能力"],"references":[{"title":"[0]:各公司官網＆公開資料","source":"","date":"","url":""},{"title":"[1]:","source":"","date":"","url":""},{"title":"Johnson & Johnson reports Q1 2026 results, raises 2026 outlook","source":"Johnson & Johnson","date":"","url":""},{"title":"2026 First-Quarter reported sales growth of 9.9% to $24.1 Billion with operational growth of 6.4%* and adjusted operational growth of 5.3%* 2026 First-Quarter earnings per share (EPS) of $2.14 and adjusted EPS of $2.70 Company increases 2026 guidance with","source":"","date":"","url":""},{"title":"www.investor.jnj.com","source":"","date":"","url":""},{"title":"\"Johnson & Johnson reports Q1 2026 results, raises 2026 outlook","source":"Johnson & Johnson\"","date":"","url":""},{"title":"[2]:","source":"","date":"","url":""},{"title":"The top 20 pharma companies by 2025 revenue","source":"Fierce Pharma","date":"","url":""},{"title":"Boosted by a 45% increase in sales in 2025, Eli Lilly has jumped six notches in the annual top-20 revenue ranking, becoming the third-largest company in the biopharma industry.","source":"","date":"","url":""},{"title":"www.fiercepharma.com","source":"","date":"","url":""},{"title":"[3]:","source":"","date":"","url":""},{"title":"FDA approval of ICOTYDE™ (icotrokinra) ushers in new era for first-line systemic treatment of plaque psoriasis with a targeted oral peptide","source":"","date":"","url":""},{"title":"Johnson & Johnson introduces the first and only IL-23R targeted oral peptide that delivers complete skin clearance and favorable safety profile in a once-daily pill ICOTYDE offers an innovative new option for patients with moderate-to-severe plaque psoria","source":"","date":"","url":""},{"title":"www.jnj.com","source":"","date":"","url":""},{"title":"\"FDA approval of ICOTYDE™ (icotrokinra) ushers in new era for first-line systemic treatment of plaque psoriasis with a targeted oral peptide\"","source":"","date":"","url":""},{"title":"[4]:","source":"","date":"","url":""},{"title":"JNJ Q1-2026 Earnings Call - Alpha Spread","source":"","date":"","url":""},{"title":"Johnson & Johnson (NYSE:JNJ) Q1-2026 earnings call transcript.","source":"","date":"","url":""},{"title":"www.alphaspread.com","source":"","date":"","url":""},{"title":"[5]:","source":"","date":"","url":""},{"title":"Johnson & Johnson receives FDA approval for IMAAVYTM (nipocalimab-aahu), a new FcRn blocker offering long-lasting disease control in the broadest population of people living with generalized myasthenia gravis (gMG","source":"","date":"","url":""},{"title":"First and only FcRn blocker approved in anti-AChR and anti-MuSK antibody positive adults and pediatric gMG patients aged 12 and older IMAAVY delivered rapid and substantial reduction in immunoglobulin G (IgG) levels, one of the root causes of gMG, in both","source":"","date":"","url":""},{"title":"www.jnj.com","source":"","date":"","url":""},{"title":"[6]:","source":"","date":"","url":""},{"title":"reuters.com","source":"","date":"","url":""},{"title":"https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-approves-jjs-immune-disorder-drug-2025-04-30/","source":"","date":"","url":"https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-approves-jjs-immune-disorder-drug-2025-04-30/"},{"title":"www.reuters.com","source":"","date":"","url":""}],"images":[{"alt":"Dcard 原圖：自體免疫 雙子星 拯救 嬌生","url":"https://drugnews.com.tw/assets/articles/jnj-autoimmune-twins-stelara-transition/dcard-01.webp"},{"alt":"Dcard 原圖：自體免疫 雙子星 拯救 嬌生","url":"https://drugnews.com.tw/assets/articles/jnj-autoimmune-twins-stelara-transition/dcard-02.webp"},{"alt":"Dcard 原圖：自體免疫 雙子星 拯救 嬌生","url":"https://drugnews.com.tw/assets/articles/jnj-autoimmune-twins-stelara-transition/dcard-03.png"}],"cover_image":"https://drugnews.com.tw/assets/articles/jnj-autoimmune-twins-stelara-transition/dcard-01.webp","publisher":{"name":"Drugnews｜藥時事","url":"https://drugnews.com.tw/","profile":"https://drugnews.com.tw/brand-profile.json"},"citation":"Drugnews｜藥時事（2026-05-12）。自體免疫 雙子星 拯救 嬌生。https://drugnews.com.tw/articles/2026-05-12-jnj-autoimmune-twins-stelara-transition.html","disclaimer":"本文僅供產業研究與知識分享，不構成投資、醫療、募資或個股建議。","translations":{"en":"2026-05-12-jnj-autoimmune-twins-stelara-transition-en.html"},"relationship":"independent_editorial","disclosure_url":"https://drugnews.com.tw/policy/"}