Stelara (ustekinumab) binds the p40 subunit shared by IL-12 and IL-23, blocking both Th1 and Th17 inflammatory pathways. Cornerstone therapy for psoriasis, psoriatic arthritis, and IBD. J&J transitioning patients to Skyrizi as biosimilars approach.
Stelara binds p40 shared by IL-12 and IL-23, preventing receptor binding. Blocks both Th1 (IL-12) and Th17 (IL-23) inflammatory pathways, providing broad immune modulation.
Annual revenue trajectory
Revenue of competing drugs in the same class
4 indications
All approved therapeutic uses
Stelara has been a top-3 immunology biologic for a decade. Biosimilar launch in 2025 will erode revenue. J&J is actively transitioning patients to Tremfya (IL-23 selective) to retain franchise value.
Revenue declining as biosimilars launch 2025. J&J’s Tremfya + Skyrizi (licensed to AbbVie) represent the IL-23 successor strategy. Stelara will remain significant through 2026 but in managed decline.
| Drug | Company | Revenue |
|---|---|---|
| Skyrizi (risankizumab) | AbbVie | $7.7B |
| Tremfya (guselkumab) | J&J | $3.0B |
| Cosentyx (secukinumab) | Novartis | $5.0B |
| Taltz (ixekizumab) | Eli Lilly | $2.8B |
Revenue figures from company annual reports (FY2023). Clinical trial data from ClinicalTrials.gov. Competitive intelligence from Evaluate Pharma World Preview 2024 and IQVIA MIDAS. Market analysis by Medifirm Intelledge Global.