With Bris­tol My­ers in its sights, Pfiz­er de­clares it­self the win­ner in the S1P drug race to come — but you’ll have to wait for proof

From the mo­ment Pfiz­er plunked down close to $7 bil­lion to buy Are­na and jump in­to one of the hottest games in the in­dus­try, the phar­ma gi­ant made lit­tle se­cret of its plan to leapfrog Bris­tol My­ers Squibb’s ri­val S1P drug Zeposia (ozan­i­mod) and claim best-in-class sta­tus from the first-in-class leader.

To­day, in a swift fol­low to its first pos­i­tive cut of the 12-week da­ta, Pfiz­er sci­en­tists are de­clar­ing a clean sweep of the late-stage board with proof of dura­bil­i­ty at 52 weeks for etrasi­mod. But any­one wait­ing to line up the clin­i­cal re­mis­sion rate against Zeposia is go­ing to have to sit it out a while longer.

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