Bristol’s Oral TYK2 Inhibitor Beats Amgen’s Otezla In Phase III
Top-Line Psoriasis Efficacy Bested Placebo; Safety Similar To Phase II
Bristol Myers Squibb released no detailed data from the first Phase III trial of deucravacitinib (BMS-986165) in psoriasis but said it achieved superiority to placebo and Otezla with safety similar to Phase II.
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The Japanese pharma company has bet big on its TYK2 inhibitor, but it must demonstrate competitive safety and efficacy if it is to challenge Bristol Myers Squibb’s first-to-market Sotyktu.
Safety and efficacy data show that as long as Takeda can execute effectively on a Phase III program for TAK-279, the company should be well positioned in the oral psoriasis market.
Amgen and Bristol defended their positions in the post-topical/pre-biologic segment of the psoriasis market during their Q4 earnings calls, now that each company has an oral drug available.