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Johnson & Johnson10-K: Competitor named

J&J faces revenue loss for STELARA (6.5% of total revenue) due to biosimilar competition.

What happened

The company anticipates a significant negative impact on sales of its second-largest product, STELARA, as biosimilar versions launch globally. This creates intense pressure to offset revenue loss, optimize commercial operations, and reduce costs.

Source

SEC EDGARFeb 11, 2026

Annual report (Form 10-K)

Johnson & Johnson 10-K for FY2025

Filing excerpt

The Company expects continued launches of biosimilar versions of STELARA globally which will continue to negatively impact the Company’s sales of STELARA.

sec.gov/Archives/edgar/data/200406/000020040626000016/jnj-20251228.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Competitor named

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/28
Filed
Feb 11, 2026

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The full record

From the Signal API record

Numbers

Percent
6.5% (percentage of total fiscal 2025 revenue from STELARA)

Details

CIK
200406
Accession number
0000200406-26-000016
Timeframe
Current year
Filing year
2026
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Competitors

  • biosimilar manufacturers

Regions named

  • U.S.
  • Europe

Extraction

Confidence
High
Relevance
85%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
competitorNamed

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/0a91e65a-13d0-42fc-9ab2-9956910d586e returns this record as JSON. POST /v1/companies/enrich returns every signal for jnj.com.

{
  "signal_id": "0a91e65a-13d0-42fc-9ab2-9956910d586e",
  "signal_type": "sec-10k",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-02-17T06:28:56.417+00:00",
  "company": {
    "name": "Johnson & Johnson",
    "domain": "jnj.com"
  },
  "data": {
    "detail": "The company anticipates a significant negative impact on sales of its second-largest product, STELARA, as biosimilar versions launch globally. This creates intense pressure to offset revenue loss, optimize commercial operations, and reduce costs.",
    "metrics": {
      "pct": 0.065,
      "timeframe": "current_year",
      "pct_context": "percentage of total fiscal 2025 revenue from STELARA"
    },
    "summary": "J&J faces revenue loss for STELARA (6.5% of total revenue) due to biosimilar competition.",
    "excerpts": "The Company expects continued launches of biosimilar versions of STELARA globally which will continue to negatively impact the Company’s sales of STELARA.",
    "relevance": 0.85,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/200406/000020040626000016/jnj-20251228.htm",
    "filing_date": "2026-02-11",
    "filing_year": 2026,
    "fiscal_year_end": "12/28",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "regions_mentioned": [
      "U.S.",
      "Europe"
    ],
    "competitors_mentioned": [
      "biosimilar manufacturers"
    ]
  }
}

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