Replies to post #240599 on Biotech Values

[ciotera]

RE: BMY’s TYK2 inhibitor, Deucravacitinib is not affected

Also, because it doesn't yet have a label. Kind of early to speculate whether it'll be impacted or not. What is puzzling to me is that this class effect from Xeljanz has impacted the label of topical ruxolitinib but not of oral ruxolitinib (which is also a JAK).

[DewDiligence]

FDA approves Xeljanz for second-line ankylosing spondylitis:

https://finance.yahoo.com/news/u-fda-approves-pfizer-xeljanz-210800921.html

The second-line restriction (following TNF-a treatment in the first line) is a consequence of the label changes for JAK inhibitors generally in inflammatory diseases (#msg-167001417).

Xeljanz now has FDA approved indications in second-line: RA; PsA; AS (above); and UC.