Joe Wolk
ON THE RECORD · 7 verbatim quotes · every quote source-verified
“actually expanding the market”
Joe Wolk · said 2026-09-17 · reported 2026-09-17
Wolk said Icotyde is attracting patients who had not previously used systemic treatments, meaning J&J is expanding the market rather than simply taking share from injectable alternatives.
“clear line of sight”
Joe Wolk · said 2026-09-17 · reported 2026-09-17
Wolk said the company has a clear line of sight to double-digit growth over the next few years.
“I would say that's a really good take.”
Joe Wolk · said 2026-09-17 · reported 2026-09-17
When asked whether analysts may be underestimating the potential of psoriasis drug Icotyde, Wolk agreed with that assessment.
“really good about the balance of this decade.”
Joe Wolk · said 2026-09-17 · reported 2026-09-17
Wolk said J&J feels really good about the balance of this decade, referencing the company's ability to navigate patent expirations.
“We're going to do it again whenever the next big LOE [loss of exclusivity] hits,”
Joe Wolk · said 2026-09-17 · reported 2026-09-17
Wolk expressed confidence that J&J can continue growing through future patent expirations, pointing to its past ability to navigate loss of exclusivity for Remicade and Stelara.
“This is really about a next decade play,”
Joe Wolk · said 2026-09-17 · reported 2026-09-17
Wolk described Ottava, J&J's surgical robotic system, as a next decade play that is not expected to be a material revenue contributor over the next few years.
“you're going to see growth rates that are better than that,”
Joe Wolk · said 2026-09-17 · reported 2026-09-17
Wolk said Thursday that growth rates would exceed J&J's committed 5% to 7% sales growth target for 2025-2030, with a clear line of sight to double-digit growth.