Giovanni Caforio, Bristol Myers Squibb CEO (Christopher Goodney/Bloomberg via Getty Images)

Bris­tol My­er­s' next-gen im­munol­o­gy med busts Am­gen's Ote­zla in head-to-head study. Is a show­down com­ing?

In an im­munol­o­gy mar­ket packed with block­buster bi­o­log­ics, Bris­tol My­ers Squibb hopes that its oral drug for milder cas­es could carve out a lu­cra­tive foothold. Now, with its eyes set on bust­ing Am­gen’s Ote­zla, the drug­mak­er is rolling out full da­ta from a pair of late-stage stud­ies that bode well for its can­di­date.

Bris­tol My­ers’ TYK2 in­hibitor deu­cravac­i­tinib sig­nif­i­cant­ly cut pso­ri­a­sis pa­tients’ dis­ease ac­tiv­i­ty and spurred clear­er skin at four months than pa­tients dosed with Am­gen’s Ote­zla or place­bo, ac­cord­ing to da­ta from two Phase III stud­ies pre­sent­ed Fri­day at the vir­tu­al Amer­i­can Acad­e­my of Der­ma­tol­ogy meet­ing.

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