Competition in the TYK2 drug market is intensifying, and Pfizer will sell 2 drugs under development

Tyk2 is a non-receptor tyrosine kinase that mediates immune signals
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In recent years, it has become an important research and development direction for many pharmaceutical companies
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However, it is worth noting that at the same time, some companies have begun to opt out of competition in this market
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Recently, reports indicate that Pfizer revealed that it is considering selling TYK2 assets
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It is understood that after studying a large number of leading inhibitors of inflammatory diseases, Pfizer announced a few days ago that it is preparing to sell its investment portfolio to a new company.
The transaction will cover two phase 2 drug candidates, brepocitinib and PF-06826647
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Data show that Brepocitinib (PF-06700841) is an oral tyrosine kinase 2 (TYK2)/JAK1 inhibitor
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PF-06826647 is a TYK2 inhibitor, and its phase 2 study is to treat psoriasis and HS
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After the transaction is completed, the new company will be responsible for the future development of these two drug candidates, while Pfizer will retain the opportunity to profit from the success of the drug candidates, obtain 25% of the shares of the start-up company and retain commercial rights in certain US markets
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Analysis believes that Pfizer made this decision mainly because its brepocitinib product was unable to beat the performance of deucravacitinib, and its progress in this field was about two years behind
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It is understood that, in the field of Tyk2 drugs, BMS's Deucravacitinib is the research product of TyK2 inhibitors with relatively advanced clinical progress in the world
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Deucravacitinib is different from known JAK inhibitors.
It can selectively bind to the pseudokinase binding domain of TyK2, inhibit TyK2 kinase activity through molecular allosteric mechanism, and has weak inhibitory ability on JAK1-3, which can effectively reduce JAK kinase 1-3 Adverse events caused by inhibition
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In fact, the current TyK2 inhibitors as emerging targets have fewer pipelines, but they are all in the clinical stage, and it is expected that they will enter the commercial competition stage in the short term.

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Due to the similar indications of the products under research, follow-up products will inevitably face fierce competition from the same target products in the clinical stage
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From the current point of view, Deucravacitinib's first-mover advantage may occupy a favorable "terrain" for it
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Therefore, Pfizer's retreat can be imagined
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However, although the future will face fierce market competition
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However, many companies are still optimistic about the development of this field and are constantly making arrangements
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For example, on February 26, 2021, Nuocheng Jianhua, a Chinese new drug creation company, announced that its new tyrosine kinase 2 (Tyrosine Kinase 2, TYK2) inhibitor ICP-332 New Drug Research (IND) application was approved by the National Medical Products Administration.
(NMPA) Accepted
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According to reports, ICP-332 is a new type of oral TYK2 inhibitor and a Class 1 innovative drug with global independent intellectual property rights
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Nuocheng Jianhua stated that ICP-332 is a more efficient and selective new TYK2 inhibitor with strong inhibitory activity on TYK2
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The selectivity of ICP-332 to JAK2 is about 400 times, which can reduce the adverse reactions of anemia caused by JAK2 inhibition
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In the future, ICP-332 will be used to treat immune inflammatory diseases such as psoriasis, psoriatic arthritis, inflammatory bowel disease, lupus and atopic dermatitis
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According to incomplete statistics, including the above-mentioned products, there are 13 TyK2 inhibitor products under development worldwide
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Among them, 8 are in the clinical stage
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In the future, these drugs are expected to benefit a large number of patients
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