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Dermira Takes Roche's Lebrikizumab With Best-In-Class Ambitions

Executive Summary

Dermira will focus on developing the IL-13 inhibitor in atopic dermatitis, where it sees an opportunity for potential dosing and efficacy benefits. Roche had focused on respiratory disease, with mixed results.

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Lilly’s Paying $1.1bn For Itch Advantage With Dermira’s Lebrikizumab

Making a large acquisition heading into the JP Morgan Healthcare Conference for the second consecutive year, Lilly is buying Dermira and its Phase III atopic dermatitis drug lebrikizumab, setting up a competition with Sanofi’s Dupixent.

Dermira’s Lebrikizumab Data Set Up Atopic Dermatitis Showdown With Dupixent

Dermira hopes to move into Phase III quickly with IL-13 inhibitor lebrikizumab, looking at monthly dosing in the maintenance setting. Efficacy in Phase IIb appears similar to Sanofi/Regeneron’s Dupixent.

Dermira Ends Acne Program After Phase III Failure, Tries To Keep Focus On Hyperhidrosis Drug

FDA approval for DRM04 in hyperhidrosis is expected at the end of June, but Phase III data for DRM01 in acne was the main event for investors. CEO Tom Wiggans said Dermira will try to understand what went wrong, while staying focused on DRM04 commercialization and lebrikizumab in Phase IIb.

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