Psoriasis – Landscape & Forecast – Disease Landscape & Forecast (G7)

The psoriasis therapy market has become increasingly lucrative owing to the growing use of targeted agents. The dominance of TNF-alpha inhibitors and the IL-12/23 inhibitor ustekinumab (Johnson & Johnson Innovative Medicine’s Stelara) is being challenged by highly effective IL-17 and IL-23 inhibitors. In particular, the uptake of risankizumab (AbbVie’s Skyrizi)—the latest IL-23 inhibitor to be approved for psoriasis—has been strong, raising an alarm for other approved biologics. The recent availability of BMS’s oral TYK2 inhibitor Sotyktu and UCB’s IL-17 A/F dual inhibitor Bimzelx has expanded physicians’ treatment armamentarium and increased market competition among targeted therapies. The continued launch of biosimilars will only intensify the competition to gain and maintain market share. Moreover, several oral—and thus more-convenient—agents for psoriasis are expected to launch, further fueling the competition in this space.

• How do interviewed KOLs view the efficacy and safety of the IL-17 inhibitors (Cosentyx, Taltz, Siliq / Lumicef, Bimzelx) and the IL-23 inhibitors (Tremfya, Ilumya, Skyrizi), and where are / will these agents be positioned in the psoriasis treatment algorithm?
• How is the oral TYK2 inhibitor Sotyktu affecting apremilast’s (Amgen’s Otezla) patient share, and how do the two agents compare on efficacy and safety attributes?
• How does the availability of adalimumab biosimilars in the United States impact the psoriasis market?
• What unmet needs remain in the treatment of psoriasis? Will emerging therapies fulfill these needs, and will they be competitive with biosimilars and entrenched branded therapies?