Episode 54
Biotech Hangout
00:00
The Battle Royale of Oral Immunology Drugs
The oral immunology drugs like we've never seen before, all coming within 18 months of each other for Phase 2B data readouts and great characterization. DICE is still very much in it. They've made a case that perhaps TIC-2 inhibition will top out at around levels of cacentics,. which is good, but leaves room for improvement in theory for oral IL-23 or IL-17. And then the other thing to note is that we hyper-focus on psoriasis as though it's some kind of winner-take-all game in this very large market.
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