Pfizer keeps pushing its inflammation pipeline

The longevity of Pfizer’s Covid-related revenues was the hottest topic at the group’s earnings yesterday, but pipeline progress elsewhere is equally important, and several updates in the inflammation and immunology space caught the eye. This is a big area for Pfizer, with etrasimod, recently acquired from Arena, star of the show. Failure overnight with a rival S1P agent from Connect adds weight to Pfizer’s claim of having a best-in-class agent; a pivotal trial in atopic dermatitis will start later this year, it was announced yesterday. The Jak3/Tec inhibitor ritlecitinib is also primed for further phase 3 studies, while executives described data on the group's TL1A MAb as “very strong”, particularly in a biomarker-selected group. Data due on that asset later this year are keenly awaited, particularly for those with similar assets such as Prometheus, whose stock jumped 11% yesterday on those comments. Less encouraging was Pfizer’s discontinuation of its Irak-4 inhibitor in a rare skin condition, a move that knocked shares in a small rival. With a couple more assets added to Pfizer’s inflammation and immunology pipeline, and several others being advanced, progress here will be closely watched – and this space remains likely to see further dealmaking.

Pfizer's inflammation and immunology pipeline: progress and setbacks 
Project  Mechanism Settings
>Etrasimod (from Arena) S1P inhibitor  Ph3: ulcerative colitis, atopic dermatitis to start Q4; ph2b: Crohn's disease; ph2: eosinophilic esophagitis, alopecia areata.
Ritlecitinib (PF-06651600) Jak3/Tec Inhibitor Ph3: alopecia areata; ph2: ulcerative colitis, Crohn's disease, vitiligo
PF-06650833 Irak4 inhibitor  Ph2: hidradenitis suppurativa abandoned; project continues only in an RA combination trial
PF-06480605 TL1A MAb Ph2: ulcerative colitis 
PF-06823859 IFNB1 antagonist  Ph2: dermatomyositis 
PF-07038124 Topical PDE4 inhibitor  Ph2: atopic dermatitis and psoriasis
>RIST4721 (option from Aristea) CXCR2 antagonist Ph2: palmoplantar pustulosis
Dekavil (from Philogen) F8 MAb-IL-10 fusion product  Ph2: rheumatoid arthritis
>PF-06835375 Anti-CXCR5 Ph2: immune thrombocytopenic purpura; ph1: lupus
PF-07054894 CCR6 Antagonist Ph1: inflammatory bowel disease (trial in healthy volunteers)
PF-07242813 CD1a inhibitor Ph1: atopic dermatitis
PF-07295324* plus
Topical Soft Jak Inhibitors Ph1: atopic dermatitis (trial in healthy volunteers)
>Advanced to next phase; *new to pipeline. Source: company communication. 

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