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Patient-focused advantage demonstrated by Roivant's therapy in conjunction with Pfizer, in the treatment of a rarely occurring inflammatory condition

Dermatomyositis market analysts at Leerink forecast Brepocitinib to outpace competitors, projecting potential sales of $2 billion by 2032.

Roivant's therapy in conjunction with Pfizer demonstrates notable advantages for patients suffering...
Roivant's therapy in conjunction with Pfizer demonstrates notable advantages for patients suffering from a rare inflammatory condition.

Patient-focused advantage demonstrated by Roivant's therapy in conjunction with Pfizer, in the treatment of a rarely occurring inflammatory condition

In a significant development for the pharmaceutical industry, Incyte's blockbuster drug candidate, brepocitinib, has demonstrated compelling efficacy in treating dermatomyositis, a rare but debilitating autoimmune disease. The results of the Phase III VALOR trial, announced on Wednesday, showed that brepocitinib elicited a significantly stronger clinical response than placebo, as measured by the Total Improvement Score (TIS). This effect was statistically significant, with 'nearly twice as many patients' on brepocitinib able to discontinue background steroid treatment. Brepocitinib, an oral drug designed to target the TYK2 and JAK1 pathways, hit its primary and all nine key secondary endpoints in the trial. The therapeutic benefits of brepocitinib were evident in various aspects, including skin, motor strength, and functional performance. Leerink Partners, a leading healthcare investment bank, raised their 2032 sales projection for brepocitinib from $1.4 billion to $2 billion, indicating a positive outlook for the drug's commercial success. The analysts acknowledged that brepocitinib's outcomes were slightly below their initial hope, but still considered the overall profile of the drug to be good. The overall safety profile of brepocitinib was favorable, with balanced side effects of interest between the drug and placebo arms. A high rate of steroid discontinuation was observed in the brepocitinib group, suggesting the drug's potential to significantly improve patients' quality of life. Roivant and Pfizer formed a subsidiary, Priovant Therapeutics, in June 2022, for the clinical development of brepocitinib. The company is planning to file brepocitinib with the FDA in the front half of 2026. Brepocitinib is projected to be ahead of competition in the dermatomyositis space, including Argenx's subcutaneous efgartigimod, AstraZeneca's anifrolumab, and Pfizer's own dazukibart. These competitors have late-stage readouts planned for the second half of 2026 or later. The impact of these findings could be substantial, as dermatomyositis affects approximately 13 people out of every 100,000. Shares of Roivant were up 7.76% at close of trading on Wednesday, reflecting the market's optimism about brepocitinib's potential. Leerink Partners predict that Roivant is 'on track to be launching a blockbuster drug' in the first quarter of 2027. With these promising results, the future of brepocitinib as a groundbreaking treatment for dermatomyositis looks increasingly promising.

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