Pfizer Says JAKs Have Their Place Despite Xeljanz Safety Issues
Management said it remains confident in Xeljanz and believes next-generation JAKs will be sufficiently differentiated. Pfizer's Vyndaqel and biosimilars businesses emerged as new blockbusters.
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Sanofi has received a go-ahead in India for dupilumab in atopic dermatitis with a trial waiver. An India-specific price, local real-world effectiveness and safety study and compelling data are expected to give it an edge over competition in the wings, including Pfizer’s Cibinq.
Pfizer, AbbVie and Lilly will face new safety restrictions on Xeljanz, Rinvoq and Olumiant. Indication expansion remains uncertain, while first-line use appears out of the question.
Only top-line data were released by Pfizer, and the safety of abrocitinib, like other JAK inhibitors, could remain an issue.