Lilly's Latest Olumiant Data Raise Question Of JAK Inhibitor Role In Atopic Dermatitis
While the BREEZE-AD7 data show that baricitinib may effectively treat AD in combination with topical corticosteroids, a patient treated with the drug in the ex-US study had a pulmonary embolism.
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Top-line Phase III results from Incyte’s TruE-AD2 study of ruxolitinib cream and Eli Lilly’s BREEZE-AD4 and BREEZE-AD5 studies of oral baricitinib show that the compounds achieved primary endpoints in atopic dermatitis, and they may eventually challenge Sanofi’s Dupixent’s growth in the sector.
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.
Incyte's hopes of reducing its reliance on Jakafi have suffered a blow after a Phase III trial of itacitinib failed. The stock has slumped and analysts are raising concerns about the company's ability to generate value from its hefty R&D investments.