ABBVIE

I-DXd (ifinatamab deruxtecan) showed clinically meaningful responses in pretreated extensive-stage SCLC patients, with a confirmed response rate of 26.1% at 8 mg/kg and 54.8% at 12 mg/kg. The 12 mg/kg dose was selected as optimal for further study.

2024 sees ongoing FTC scrutiny of life sciences transactions, including Novo's $16.5B Catalent acquisition and AbbVie's $8.7B Cerevel deal. The FTC challenges 'junk' patents in the FDA's Orange Book and releases an interim report on PBMs. The EU Commission opens its first abuse-of-dominance probe related to Zoetis shelving a veterinary therapy. Despite regulatory focus, deals in radiopharmaceuticals and metabolic diseases proceed without notable investigations.

Dupixent's dominance in the atopic dermatitis market is waning due to new treatments like Adbry, Cibinqo, and Rinvoq. Dermatologists estimate advanced systemic treatments now serve two-fifths of adult AD patients, highlighting the need for new options. Efficacy attributes like itch reduction and mechanism of action are key differentiators, with nemolizumab and lebrikizumab expected to further shift preferences away from Dupixent.

Dupixent's dominance in atopic dermatitis treatment is diminishing with the rise of competitors like Adbry, Cibinqo, and Rinvoq. Dermatologists anticipate adopting nemolizumab and lebrikizumab, further challenging Dupixent's market share.

AbbVie presents new data on its ADC platform at ESMO 2024, including results from the PICCOLO trial on mirvetuximab soravtansine for platinum-sensitive ovarian cancer, PROs from the LUMINOSITY trial on telisotuzumab vedotin in advanced NSCLC, and safety/efficacy data from a Phase 1 study of ABBV-400 in pre-treated NSCLC and GEA patients.

Aldeyra Therapeutics focuses on RASP inhibition for immune-mediated diseases, with reproxalap as a lead product for dry eye disease. Despite FDA setbacks, a new Phase 3 trial and a partnership with AbbVie offer hope. Aldeyra's pipeline includes treatments for psoriasis and asthma, presenting a biotech investment opportunity.

Pivekimab sunirine's US revenue forecasted at $21 mn by 2038, with a risk-adjusted NPV model (rNPV) considering phase transition success rates and likelihood of approval. IMGN-632, under development for CD123-positive hematologic malignancies, is administered intravenously. AbbVie, a biopharmaceutical company, reported FY2023 revenues of $54,318 mn, with a net margin of 9%.

NImmune Biopharma collaborates with BioTherapeutics to develop precision medicines for inflammation and immunology, leveraging BioTherapeutics' computational modeling and preclinical services.