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History Repeats: Will US Stelara Settlements Follow Humira’s Lead?

Adalimumab Example Could Provide A Playbook For Settlements Over Ustekinumab Biosimilars

 
• By Dave Wallace

Hopes are rising that Johnson & Johnson will be able to emulate AbbVie’s success in delaying US biosimilar competition to its top-selling Humira by using a similar settlement strategy with its anti-IL12/IL23 blockbuster Stelara.

Typewriter with typed lines "History Repeats Itself..."
WILL STELARA SETTLEMENTS OFFER A RERUN OF THE HUMIRA DEALS? • Source: Shutterstock

Johnson & Johnson has a host of biosimilar rivals on the horizon each wanting a slice of its $9.7bn Stelara (ustekinumab) sales pie and until recently, biosimilars industry analysts had predicted that the immunology blockbuster could face US competition before the end of 2023, following the September expiry of a key patent protecting the top-selling brand.

However, recent developments have upset those expectations. A pair of separate settlements over ustekinumab biosimilars suggest that the industry could be in for a rerun of the Humira (adalimumab) saga that saw multiple competitors individually all settle with originator AbbVie Inc

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