Tyk2/JAK1 - Lupus

Question 1

Competitor advantages / Disadvantages

Answer 1

no competitors for TYK2 or TYK2/JAK1 inhibitors for any indication in development, but many ph2 and ph3 lupus compounds in development

Question 2

Pfizer Asset advantages / disadvantages

Answer 2

advantage: First in class, unique target in lupus disadvantage: >24 months behind large number of compounds in ph3 and ph2 for lupus, very low in competitive timing in landscape

Question 3

Competitors (All MOA)

Answer 3

In-class: NONE

In-landscape:

Ph3:

1. Blisibimod of Anthera/Amge (anti-BLys)
2. Anifrolumab of AZN/BMS (anti-IFN receptor)
3. Lupuzor of Immupharma/Symbio (CD4 T-cell modulator)

Ph2:

1. Atacicept of Merck Serono/BMS (anti-BLys/APRIL)
2. Veltuzumab of Immunomedics (CD20)
3. CC220 of Celgene (thalidomide-class angiogenesis inhibitor/immune modulator)
4. Edratide of XTL/Yeda (FasL)
5. ALX0061 of AbbBie/Ablynx (anti-IL6)
6. Adcetrix of Seattle Genetics (CD30)
7. Stelara of J&J (anti-IL12/IL-23)
8. IFN kinoid of Neovas/Tribute (INFa vaccine)

Ph 1/2 and 1: 14 competitors in Ph1/2 and Ph1

Question 4

What phase of development is Pfizer Asset?

Answer 4

ESOE Achieved, Ph1

Question 5

When/what is next milestone for Pfizer Asset?

Answer 5

PSS, Dec2016

Question 6

Indication Standard of Care

Answer 6

The mAb belimumab (Benlysta), a B-lymphocyte stimulator–specific inhibitor, has been found to reduce disease activity and possibly decrease the number of severe flares and steroid use in patients with SLE when used in combination with standard therapy.

Question 7

Indication Prevalence

Answer 7

Older national prevalence estimates vary widely, and range as high as 1,500,000.
Another study estimated a prevalence of 161,000 with definite SLE and 322,000 with definite or probable SLE

Question 8

peak projected sales

Answer 8

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