KOL Insight - Derm3 US South过敏性皮炎和牛皮癣-美国,南方

Atopic Dermatitis and Psoriasis Treatment Landscape

Overview of Current Therapies

• Dupixent: FDA-approved for use in children as young as six, it is the only FDA-approved biologic for atopic dermatitis (AD) without a competitor. It is highly effective, reducing itch and achieving significant improvements in symptoms within days.
• JAK Inhibitors: Were expected to launch mid-year but faced FDA concerns due to higher MACE event rates compared to TNFs, leading to a pause in approval. Despite this, they show positive efficacy data.
• Deucravacitinib: Expected to be released by Bristol Myers, it is seen as potentially safer than JAK inhibitors. It offers once-daily dosing and shows a significant efficacy improvement over Otezla, with a 15% improvement in PASI 75 scores.

Interleukin-13 Blockers

• Tralokinumab and Lebrikizumab: These direct interleukin-13 blockers are viewed as having a similar side effect profile and effectiveness to Dupixent. They are unlikely to unseat Sanofi/Regeneron's market position.

Janssen's Skyrizi

• Skyrizi is gaining traction in the market, outperforming other products in head-to-head trials, particularly in moderate to severe cases. It offers every-three-month dosing, enhancing convenience.

Psoriasis Treatment Landscape

• Psoriasis Severity: Defined similarly to AD, with mild (3% BSA), moderate (3-6% BSA), and severe (over 6% BSA) categories.
• Comorbidities: Approximately 15-20% of psoriasis patients have comorbid psoriatic arthritis (PsA), with 30-35% of moderate to severe cases having PsA.

Pustular Psoriasis

• Patient Segmentation: Pustular psoriasis is a rare form, accounting for a small percentage of patients. However, there are ongoing pipeline developments targeting this condition.

Key Takeaways

• Dupixent remains a standout in AD, offering significant efficacy and safety.
• JAK Inhibitors face safety concerns but show promising efficacy.
• Deucravacitinib is expected to offer a safer alternative with superior efficacy compared to Otezla.
• Tralokinumab and Lebrikizumab are considered similar to Dupixent in effectiveness but may struggle to challenge current market leaders.
• Skyrizi is performing well in psoriasis, particularly in moderate to severe cases.
• Pustular Psoriasis requires specific treatment considerations, with ongoing pipeline developments.