Competition6 Nov 2020 13:55
After spending a few days looking into the competition, and an exchange of words over twitter with Jeb Keiper at Nimbus, my view is that BMS and Nimbus are going to have their own little battle over pure tyk2 compounds. In-fact if I were Nimbus I would be very very worried. Their compounds are the same, same allosteric inhibition and BMS are ahead with unlimited funds. They argue that tyk2 only is better is it avoids JAK, but JAK1 plays an important role in many more diseases than tyk2 only. Thoth stated a few days ago, "allosteric inhibition, failure turned feature" and I think this is spot on. With Allosteric it is clear that they can't target JAK, good to drive away the safety concerns and they will be approved but not so good when a huge amount of disease signal via JAK1. It appears they are very much trying to turn it into a feature, the argument is flawed and Sareum research shows that tyk2+jak1 is more effective than tyk2 alone.
I really think Nimbus are flogging a dead horse now with their tyk2.
Tim has described the compounds as tyk2 with a little bit of jak1 and that appears to be the golden ticket to nearly 50 pathways for disease. Sareum have designed a compound that has the benefits an allosteric compound has for tyk2 selectivity but the availability to target JAK1 also. The differentiation allows us to play our own game with only Pfizer as a competitor, I've always thought Pfizer would take the license on our compounds and looking at their share performance since their new leader its not looking good. They are desperate to combat patent expiration and this field, now validated with BMS data, has the growth they need. I'm more confident than ever that Pfizer will be looking at us.
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