Biotech Values

[biomaven0]

>>Jakafi isn’t destined to be a mega-blockbuster based on treating baldness. Still, INCY is up 1.5% today.

The key here is whether a topical version works - the FDA and doctors (but perhaps not patients) are going to be uncomfortable with the side effect profile of Jakafi.

However the Pfizer RA drug (Xeljanz) worked a bit better than Jakafi in the animal models, and likely both are going to work as topical treatments too:

Next, to test a more clinically relevant route of delivery, we asked whether topical administration of protein tyrosine kinase inhibitors could reverse established AA in mice with kinetics similar to those of systemic delivery. In established disease, we found that topical ruxolitinib and topical tofacitinib were both highly effective in reversing disease in treated lesions (applied to back skin). A full coat of hair emerged in the ruxolitinib- or tofacitinib-treated mice by 7 weeks of treatment (data not shown), and we observed complete hair regrowth within 12 weeks following topical therapy