FierceBiotechCodex · 实盘不做把握 6/10
北京时间·🕒 发布 07-16 22:18:00时区推断·⟳ 抓取 10:49:29·⚡ 决策 07-17 10:51:41 +2m12s·102.3 天前
武田披露zasocitinib银屑病3期补充数据,头皮清除率约75%
zasocitinib补充3期数据显示头皮银屑病16周清除或几乎清除比例为74%-77%,优于安慰剂和Otezla,支持后续FDA申报。
📄 原文FierceBiotech↗ 原文
Takeda’s zasocitinib proves ‘top-notch’ for difficult-to-treat psoriasis in phase 3 update
Takeda has unveiled more data from its phase 3 trials of zasocitinib, demonstrating that the once-daily pill was able t…
不做 武田药品(4502.JP)
不做:本次为zasocitinib已知3期项目的二级终点补充披露,核心疗效和头对头优势此前已传播;虽支持长期30亿-60亿美元峰值销售叙事,但未获批、短期无收入增量,对武田这种大市值药企不构成足够短线重定价催化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-17 · 扩散 medium · price-in 风险 medium ↗
关键理由
- zasocitinib补充3期数据显示头皮银屑病16周清除或几乎清除比例为74%-77%,优于安慰剂和Otezla,支持后续FDA申报。
- 但武田此前已披露核心PASI 90和清皮肤数据,本次为会议上的二级终点细分数据,对超大药企短线重定价增量有限。
- 公司曾指引该药在银屑病和银屑病关节炎峰值销售30亿-60亿美元,但当前仍未获批,新增可商业化收入为零,短期只改变管线置信度。
主要风险
- 核心利好已在去年和6月头对头数据中部分体现,本次报道更像管线确认而非新商业化里程碑。
- 4502.JP近20日已上涨约9.85%,事件前后仅小幅上涨,显示市场未把该二级终点当成强新催化。
反向证据
- 做多前查反向 · 来源 supplied_news · 日期 2026-07-17 · 影响 weakens
报道正文显示核心3期数据和Sotyktu头对头优势此前已经披露,本次并非首次核心读出。
检索:Takeda zasocitinib prior phase 3 data PASI 90 Sotyktu head-to-head 原文 ↗
工具调用 · 历史记录,结果未知(1 种)
- stock_quote · 结果未知
原文全文
展开原文 · 3,479 字
Takeda has unveiled more data from its phase 3 trials of zasocitinib, demonstrating that the once-daily pill was able to clear or almost clear scalp psoriasis in 75% of patients.
The secondary endpoint findings come from a pair of late-stage studies that enrolled a combined 1,801 patients with moderate-to-severe plaque psoriasis. The Japanese pharma already disclosed last year that more than 50% of patients had a 90% improvement on the PASI scale and that about 30% of participants had clear skin.
Now, the company has used the American Academy of Dermatology Innovation Academy in New York to drill down into the TYK2 inhibitor's potential to treat high-impact and difficult-to-treat sites such as the scalp, palms, soles of the feet and nails. When it came to scalp psoriasis, 77% and 74% of patients in the two trials, respectively, saw their condition clear or almost clear at Week 16, compared with 7% and 13% of patients who received placebo, and 42% and 30% of patients on Amgen's psoriasis blockbuster Otezla.
For psoriasis of the palms and soles, this figure was nearly 70% according to Takeda, compared with 22% and 10% in the placebo groups and 44% and 43% in the Otezla cohorts in each trial.
“We ran two large pivotal studies, and got what I think was top-notch data showing that the drug works rapidly and is durable, and can lead to clear skin in a high percentage of people,” Chinwe Ukomadu, M.D., Ph.D., head of Takeda’s gastrointestinal and inflammation therapeutic area unit, told Fierce in an interview.
“Patients continue to tell us that they want convenient, rapid-acting drugs with durable response, capable of achieving clear skin,” Ukomadu said. “People who have psoriasis want the plaques gone.”
Takeda is no stranger to head-to-head comparisons. As well as testing zasocitinib against Otezla, the pharma proved its worth against Bristol Myers Squibb’s own TYK2 inhibitor, Sotyktu, in June via a separate study. Although both zasocitinib and Sotyktu act by inhibiting important cytokines involved in inflammation, the way the drugs bind to the tyrosine kinase 2 enzyme differs slightly. The mechanism of action of zasocitinib allows for 24-hour binding and inhibition of IL23 and other disease-driving immune pathways.
Takeda acquired zasocitinib from Nimbus Therapeutics for $4 billion upfront in 2022, and the Tokyo-based company has forecast peak potential revenue of $3 billion to $6 billion in psoriasis and psoriatic arthritis, reflecting a belief that the candidate is as good or better than any other oral drug that is approved or coming to market in the near future.
“The scientific hypothesis I heard when we brought the drug in is living up to its merit—we think it's a good drug scientifically,” Ukomadu told Fierce. “I am not surprised that we are translating biochemical findings of this drug into clinical findings in patients who have the disease.”
Takeda plans to submit zasocitinib for FDA approval before the end of its financial year, Ukomadu confirmed.
Takeda’s pipeline also includes drugs to treat other dermatologic diseases, such as vitiligo and hidradenitis suppurativa, as well as gastrointestinal diseases, including Crohn’s disease and ulcerative colitis. Meanwhile, a phase 3 study is ongoing for zasocitinib in psoriatic arthritis.
“We really feel confident that zasocitinib does have the potential to be a once daily, rapid, durable drug that patients can take that has the potential to lead to clear skin,” he added.
The secondary endpoint findings come from a pair of late-stage studies that enrolled a combined 1,801 patients with moderate-to-severe plaque psoriasis. The Japanese pharma already disclosed last year that more than 50% of patients had a 90% improvement on the PASI scale and that about 30% of participants had clear skin.
Now, the company has used the American Academy of Dermatology Innovation Academy in New York to drill down into the TYK2 inhibitor's potential to treat high-impact and difficult-to-treat sites such as the scalp, palms, soles of the feet and nails. When it came to scalp psoriasis, 77% and 74% of patients in the two trials, respectively, saw their condition clear or almost clear at Week 16, compared with 7% and 13% of patients who received placebo, and 42% and 30% of patients on Amgen's psoriasis blockbuster Otezla.
For psoriasis of the palms and soles, this figure was nearly 70% according to Takeda, compared with 22% and 10% in the placebo groups and 44% and 43% in the Otezla cohorts in each trial.
“We ran two large pivotal studies, and got what I think was top-notch data showing that the drug works rapidly and is durable, and can lead to clear skin in a high percentage of people,” Chinwe Ukomadu, M.D., Ph.D., head of Takeda’s gastrointestinal and inflammation therapeutic area unit, told Fierce in an interview.
“Patients continue to tell us that they want convenient, rapid-acting drugs with durable response, capable of achieving clear skin,” Ukomadu said. “People who have psoriasis want the plaques gone.”
Takeda is no stranger to head-to-head comparisons. As well as testing zasocitinib against Otezla, the pharma proved its worth against Bristol Myers Squibb’s own TYK2 inhibitor, Sotyktu, in June via a separate study. Although both zasocitinib and Sotyktu act by inhibiting important cytokines involved in inflammation, the way the drugs bind to the tyrosine kinase 2 enzyme differs slightly. The mechanism of action of zasocitinib allows for 24-hour binding and inhibition of IL23 and other disease-driving immune pathways.
Takeda acquired zasocitinib from Nimbus Therapeutics for $4 billion upfront in 2022, and the Tokyo-based company has forecast peak potential revenue of $3 billion to $6 billion in psoriasis and psoriatic arthritis, reflecting a belief that the candidate is as good or better than any other oral drug that is approved or coming to market in the near future.
“The scientific hypothesis I heard when we brought the drug in is living up to its merit—we think it's a good drug scientifically,” Ukomadu told Fierce. “I am not surprised that we are translating biochemical findings of this drug into clinical findings in patients who have the disease.”
Takeda plans to submit zasocitinib for FDA approval before the end of its financial year, Ukomadu confirmed.
Takeda’s pipeline also includes drugs to treat other dermatologic diseases, such as vitiligo and hidradenitis suppurativa, as well as gastrointestinal diseases, including Crohn’s disease and ulcerative colitis. Meanwhile, a phase 3 study is ongoing for zasocitinib in psoriatic arthritis.
“We really feel confident that zasocitinib does have the potential to be a once daily, rapid, durable drug that patients can take that has the potential to lead to clear skin,” he added.
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