Exert from Eddison Quick View published on 25/1/2128 Jan 2021 11:39
Autoimmune contender
Sareum’s novel dual tyrosine kinase 2 (TYK2) and Janus kinase 1 (JAK1) inhibitor (SDC-1801) is a potential autoimmune therapy. TYK2 and JAK (1, 2 and 3) control cell responses to various potent messenger proteins such as interleukins. The dual kinase approach may give SDC-1801 a broad range of potential indications. The leading direct competitor is a highly specific TYK2 inhibitor, deucravacitinib, from BMS. In Q420 this met its primary endpoints in a Phase III. A second Phase III reports in Q121 and may be marketed from 2022. Pfizer has both TYK2 and TYK2/JAK1 inhibitors in Phase II but is focused on a Phase III JAK3 inhibitor for alopecia. The psoriasis market is large, as shown by Otezla (Amgen), a phosphodiesterase 4 inhibitor that gained 9M20 sales of $1.6bn after being acquired in late 2019 for $13.4bn. There are already three other JAK inhibitors approved for rheumatoid arthritis, baricitinib, tofacitinib and upadacitinib.