This report analyzes IQVIA BrandImpact data to identify prescribing trends in immunology, highlighting the dominance of IL-23 therapies in psoriasis and IBD, and Dupixent's lead in atopic dermatitis.
Key Takeaways
- 1.The immunology market is shifting towards IL-23 therapies (Skyrizi, Tremfya) which are gaining significant share in Psoriasis, IBD, and Psoriatic Arthritis at the expense of legacy TNF-alpha and IL-17 treatments.
- 2.Sanofi/Regeneron's Dupixent remains the entrenched market leader in Atopic Dermatitis (AD), maintaining a dominant position despite new competitive entries from Lilly (Ebglyss) and Galderma (Nemluvio).
- 3.The Chronic Spontaneous Urticaria (CSU) market is transitioning from antihistamines to systemic agents, with Novartis's Rhapsido emerging as a rapid early leader following its 2025 approval.
Table of Contents
- Dermatology
- Psoriasis
- Atopic Dermatitis
- Hidradenitis Suppurativa
- Chronic spontaneous urticaria (CSU)
- Inflammatory Bowel Disease
- Ulcerative Colitis (UC)
- Crohn's Disease
- Rheumatology
- Psoriatic Arthritis (PsA)
- Valuation and risks
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Authors
James QuigleyKaaviya GanesanAsad Haider, CFA
Securities
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Themes
IL-23 Mechanistic DominanceBiosimilar Erosion of Legacy Anti-TNFsOral vs Biologic Competitive Dynamics
Regions
North AmericaGlobalUnited States