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.
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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.
Shares in the Spanish dermatology specialist have slipped as the majority shareholder sold a 6.3% stake. However, sales of its psoriasis and acne drugs, plus some promising late-stage assets, suggest Almirall is in rude health.
CEO Peter Guenter’s focus on first- and best-in-class looks like the right strategy as Spanish pharma builds critical mass in dermatology.