Last November and then again in February, Bristol Myers Squibb said its oral drug designed to treat psoriasis differently from currently approved medicines had achieved the goals of large Phase 3 clinical trials.
On Friday, the actual data from those two studies were presented publicly for the first time at the annual meeting of the American Academy of Dermatology. The Bristol drug, called deucravacitinib, proved more effective at clearing the chronic skin disease — numerically and statistically — compared to a placebo and a competing drug from Amgen.
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Adam, how is 59% PASI 75 for deucravacitinib “less effective” than 60% PASI 75 for Humira? This appears to me to be an oral non-biologic with efficacy of 1st gen biologics, at least for psoriasis. And there are very real safety issues with those anti-TNF biologics like Humira – malignancies specifically are a concern.
the overall link to JAK inhibitors in this piece feels overdone. This is not a JAK, though it’s mechanism is tangentially related.
To me, considering the multiple potential indications beyond psoriasis, 4 billion in annual sales feels conservative. This treatment will knock out Otezla and be in front of TNF inhibitors. If efficacy is sustained over time (which TNFs are notorious for failing to do), who knows what the ceiling is, as long as the safety profile holds.
No, I do not work for or with BMS, nor am I a stock holder (except maybe some percentage of BMS in a life science index fund).