STAT+: Coming readout of Kymera eczema trial is a high-stakes moment in a bid to rival Dupixent — SkimNews
Get the Health newsletter
Daily health & science — research, biotech, public health, the studies worth knowing. Free.
- Kymera Therapeutics plans to announce data from a mid-stage clinical trial of KT-621 in eczema before the end of the year, with success or failure carrying major consequences for the biotech, its growing list of competitors, and the millions of people living with eczema in the U.S.
- Jefferies analysts called the upcoming KT-621 results "one of the most impactful I&I readouts this year," using immunology and inflammatory disorders as the shorthand category.
- Dupixent has become the top-selling drug in immunology over the past decade, bringing in tens of billions in revenue and transforming outcomes for the 1.4 million patients currently on therapy for eczema, asthma, and chronic obstructive pulmonary disease.
- Visible Alpha analysts forecast KT-621 sales of nearly $4 billion by 2035, including more than $3 billion in eczema revenue.
- KT-621 is aimed beyond eczema at chronic spontaneous urticaria and asthma, and the eczema results could bolster or dampen Kymera's aspirations to treat a broader class of immunological diseases.
Why it matters: For Kymera, the stakes run through Visible Alpha's forecast of nearly $4 billion in KT-621 sales by 2035, including more than $3 billion in eczema revenue. A failure would also weigh on the company's ambitions in chronic spontaneous urticaria and asthma, where its list of competitors is growing; Dupixent's 1.4 million patients frame both the opportunity and the bar.
Ask SkimNews
