The atopic dermatitis (AD) treatment landscape is on the cusp of significant change with the anticipated FDA approvals of Galderma's nemolizumab and Eli Lilly's lebrikizumab. These emerging therapies are expected to challenge the dominance of Sanofi/Regeneron’s Dupixent, which has led the market since 2017.
Evolving Treatment Landscape
While Dupixent maintains the largest market share, the introduction of LEO Pharma’s Adbry, Pfizer’s Cibinqo, and AbbVie’s Rinvoq has already begun to disrupt the AD treatment paradigm. According to Spherix Global Insights, Adbry has demonstrated notable growth and is now a close competitor to Rinvoq, whose usage has plateaued since 2022. This shift indicates a diversification in treatment approaches and increasing options for patients.
Growing Demand for Advanced Systemic Treatments
Spherix Global Insights' recent study, which included 105 dermatologists, indicates that advanced systemic treatments are now used in approximately two-fifths of adult AD patients. This increase underscores the rising demand for effective AD therapies and highlights the necessity for novel treatment options to address unmet needs.
Key Differentiators in a Competitive Market
As the AD pipeline expands and competition intensifies, manufacturers are focusing on differentiating their products. Spherix’s quarterly report identifies itch reduction and mechanism of action as critical differentiators. Galderma’s nemolizumab, which targets the IL-31 pathway, is particularly well-positioned in this regard, as it directly addresses severe itch, a major concern for many patients.
Shifting Physician Preferences
Physician preferences are also evolving, with a growing interest in the IL-31 mechanism targeted by nemolizumab. Dermatologists are showing a greater inclination towards nemolizumab compared to lebrikizumab, which targets IL-13. This preference is partly due to the recent approval of nemolizumab for prurigo nodularis, a condition characterized by chronic itch, giving physicians prior experience with the drug. Dermatologists anticipate adopting both therapies at the expense of Dupixent.
Spherix Global Insights' Perspective
Spherix Global Insights continues to monitor the atopic dermatitis market, providing insights into the evolving treatment landscape. Their RealTime Dynamix™ service offers quarterly and semi-annual reports that deliver strategic guidance, market trends, and unbiased views of the competitive environment. These reports are fueled by primary research and analysis from a team of in-house experts.
