Jaks finally crack atopic dermatitis

It took a while, but the FDA has approved two Jak inhibitors, Pfizer’s Cibinqo and Abbvie’s Rinvoq, in atopic dermatitis. Given the toxicity concerns linked with this class, it is not surprising that Jaks are only recommended for patients who have failed on or cannot take other drugs. But, in a bonus for the developers, the FDA has waved through multiple doses of both products, scotching fears that only low doses would get the nod. The next question is whether the drugs can live up to their sales expectations. At the JP Morgan conference last week Abbvie forecast Rinvoq revenues of over $7.5bn across all indications in 2025, a downgrade from its previous prediction of over $8bn. That group has much more riding on its Jak than Pfizer, which recently dialled down its commitment to the class and focused its entire JP Morgan presentation on mRNA. Although the latest green lights are probably the best that the companies could have hoped for under the circumstances, neither drug looks set to challenge Dupixent’s dominance in atopic dermatitis. Meanwhile, Lilly’s Olumiant, which has had its own worries with side effects, is still awaiting an FDA decision in the disease.

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