Tildrakizumab

Johnson & Johnson's once-daily oral IL-23 inhibitor icotrokinra met efficacy objectives in phase 3 ICONIC-LEAD trial for moderate to severe plaque psoriasis, with 74.1% achieving clear or almost clear skin at week 24. The drug showed similar safety profiles to placebo and could offer a patient-friendly alternative to injectable biologics. J&J plans to submit data to regulators and compete with Bristol-Myers Squibb's TYK2 inhibitor Sotyktu.

HS is a chronic inflammatory disorder affecting hair follicles, characterized by painful, fluid-filled lesions. Humira was the sole FDA-approved therapy until Cosentyx's approval in Oct 2023. Off-label treatments like antibiotics precede biologics. This analysis covers HS treatment trends, Humira's integration, patient progression rates, and therapy combinations, using real-world claims data.

Indian pharma giants focus on quality over quantity, with complex product filings increasing. US generics sales show slight growth, and regulatory challenges ease. Nomura recommends Lupin for its upcoming launches and stable market shares, while noting setbacks. Sun Pharma's specialty segment growth slows, and Dr Reddy's faces market share declines. Cipla and Zydus Lifesciences show growth but face inspection and competition challenges.