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Every morning
Weekly
Tuesday recap
Atopic dermatitis landscape from Wedbush. Looks like there are two parallel vectors: lower injection frequency ( $APGE ) and combining new mechanisms with IL13/IL4R. So far $JNJ's IL13+IL31 failed (the only one to be directly compared to dupi) while $PFE's IL13+TSLP and $UCB's IL13+IL17A/F demonstrated a 50% pbo-adjusted EASI75 but without a dupi comparator arm (historical EASI75 of ~35%). IL13+OX40 will be an interesting one but class has a safety overhang.
Late line CRC therapies in development following $CTMX's data this week (from Guggenheim). A lot is riding on $CTMX's 10 mg/kg cohort which had just 19 evaluable patients (3 patients were excluded so ITT response rate is lower) so this needs...
