Pfiz­er takes aim at a flag­ship fran­chise at Sanofi and Re­gen­eron — and scores a few di­rect hits

Count Pfiz­er in as a top play­er in the block­buster game of JAK1 in­hibitors.

Over the week­end the phar­ma gi­ant post­ed some stel­lar Phase III ef­fi­ca­cy da­ta for their heavy­weight con­tender abroc­i­tinib in atopic der­mati­tis (eczema) that lines up ahead of a boom­ing Dupix­ent (dupilum­ab), a block­buster in the port­fo­lios of Re­gen­eron and Sanofi. And they put some re­al dis­tance ahead of Eli Lil­ly’s trail­ing Olu­mi­ant, which made a de­layed ini­tial ar­rival on the mar­ket for rheuma­toid arthri­tis af­ter the FDA hob­bled it with some ad­di­tion­al hur­dles on safe­ty con­cerns.

JADE-MONO-1 scores well for Pfiz­er, tee­ing up what will be an in­tense­ly fol­lowed break­down of the JADE MONO-2 da­ta, which the phar­ma gi­ant re­cent­ly top-lined as “sim­i­lar” to the first Phase III when test­ed against a place­bo — a con­trol group that has been eas­i­ly out­classed by all the drugs in this mar­ket niche.

As of now, Pfiz­er looks to be equipped to run in­to the re­view stage — ad­van­taged by a break­through ther­a­py des­ig­na­tion that is in­tend­ed to speed up the reg­u­la­to­ry process.

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