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2025 01 31 P10 Client Intelligence Email Report

2025-01-31 - P10 Client Intelligence Email Report

Oct 04, 20256 min read

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January 31, 2025

Hello team, Please find our social listening snapshot below for 1/18/25 to 1/31/25 along with a dashboard snapshot PDF attached.

LEO Pharma

Top LEO Pharma Company & Drug Discussions

  • Company Mentions:
    • Shanghai Junshi Biosciences and LEO Pharma have partnered to distribute and market toripalimab in Europe, expanding access to the cancer treatment across 32 countries, with LEO managing sales and Junshi overseeing development and manufacturing. (Pharmaceutical Technology)
  • tralokinumab (ADBRY):
    • A post-hoc analysis suggests that switching to a 4-week dosing regimen of tralokinumab for atopic dermatitis may be a cost-effective and viable option for patients with stable skin control, offering potential benefits like fewer clinic visits and lower healthcare costs. (Live Feeds, Archyynewsy, Patient Care)

Other top Atopic Dermatitis (AD) & Chronic Hand Eczema (CHE) Discussions

  • Despite inadequate short-term response, long-term treatment with lebrikizumab for moderate to severe atopic dermatitis demonstrates significant improvement in symptoms and quality of life by week 52, suggesting it may be beneficial to continue treatment beyond the initial 16-week period. (Dermatology Advisor)
  • Tapinarof 1% cream significantly improves atopic dermatitis symptoms, quality of life, and sleep in patients aged 2 and older, with benefits seen as early as week 1. (Patient Care, Dermatology Advisor, X)
  • Interleukin inhibitors, particularly in atopic dermatitis and psoriasis, are driving significant growth in dermatology, with key players like Dupixent, Skyrizi, and Bimzelx leading the way, and promising pipeline developments and combination therapies offering potential for further market expansion. (Pharmaceutical Technology)

Dr. Reddy’s Laboratories

  • denosumab:
    • Amgen and Celltrion settled their BPCIA litigation over Celltrion’s denosumab biosimilar CT-P41, with Celltrion agreeing not to market the product in the U.S. until June 1, 2025, while continuing to market it in Korea starting in 2025. (X, JDSupra, Big Molecule Watch)
    • GlycoNex faces significant challenges in developing its denosumab biosimilar SPD8, including structural complexity, patent issues, and the need to lower manufacturing costs, while ensuring product similarity through rigorous analytical methods, process development, and scalable cell line selection. (Bioprocess Online)
    • Celltrion plans to launch a low-cost biosimilar of Prolia for osteoporosis prevention, prompting Amgen to emphasize its strategy of continuing leadership in bone health through its therapies, including Evenity and Prolia, while preparing for biosimilar competition. (Korea Biomedical Review)
  • COYA 302:
    • In an interview with CEO Arun Swaminathan, Coya Therapeutics is advancing its ALS treatment, Coya-302, into a Phase 2b trial in 2025, leveraging its focus on regulatory T cells to combat neuroinflammation while ensuring financial stability and strategic partnerships for long-term success. (Pharma Voice)

Paratek Pharmaceuticals

  • Company Mentions:
    • Paratek CEO Dr. Evan Loh discusses the company’s partnership with BARDA to onshore NUZYRA (omadacycline) manufacturing, its designation as an essential medicine by the FDA, and the role of public-private collaborations in combating antimicrobial resistance and biological threats. (X) 
  • omadacycline (NUZYRA):
    • Omadacycline shows promise as an effective treatment for macrolide-resistant Mycoplasma pneumoniae in children, demonstrating potent antibacterial activity and a favorable safety profile, though further studies are needed to confirm its clinical efficacy and long-term impact. (News Directory 3)

Argenx

Top Argenx Discussions

Myasthenia Gravis (MG)

  • VYVGART:
    • The National Institute for Health and Care Excellence (NICE) has decided not to recommend efgartigimod for NHS use in England to treat gMG due to concerns over its cost-effectiveness despite acknowledging its clinical benefits. (LinkedIn, Muscular Dystrophy US) 
    • A patient with MG shares their VYVGART treatment. (TikTok)
  • VVYGART Hytrulo:
    • China’s National Medical Products Administration (NMPA) has approved efgartigimod alfa subcutaneous injection for gMG, offering a flexible treatment option with demonstrated clinical benefits and safety. (Zai Lab)
    • A patient with MG shares her experience with VYVGART Hytrulo, noting that her first infusion was painful and itchy, but she had no side effects during the next one, and remains hopeful that it will improve her condition. (TikTok) 

Chronic Inflammatory Demyelinating Polyneuropathy (CIDP)

  • VVYGART Hytrulo:
    • China’s National Medical Products Administration (NMPA) has approved VYVGART Hytrulo as the first and only treatment for CIDP in China, based on positive ADHERE trial results, marking a major milestone for patients and expanding Zai Lab and argenx’s immunology portfolio. (Zai Lab)
  • Other:
    • Japan’s Ministry of Health, Labour and Welfare has approved VYVDURA for treating CIDP, based on positive ADHERE trial results demonstrating reduced relapse risk and a favorable safety profile. (Neurology Live, Facebook, X)

Top Competitive Discussions

Myasthenia Gravis (MG)

  • Alexion:
    • Teva and Samsung Bioepis have partnered to commercialize EPYSQLI (eculizumab-aagh), a biosimilar to Soliris, to treat gMG in adult patients who are anti-acetylcholine receptor (AchR) antibody positive. (LinkedIn)
    • MoreThanMG offers a free copy of Klara’s Talent, a children’s book about gMG. (Instagram, Facebook)
  • J&J Innovative Medicine:
    • The Phase 3 Vivacity-MG3 trial demonstrated that nipocalimab significantly improved MG-ADL scores, reduced IgG antibody levels, and provided sustained disease control over six months in antibody-positive gMG patients, outperforming placebo with a favorable safety profile, leading to its FDA Priority Review for potential approval. (J&J, MSN, X, My ChesCo, Myasthenia Gravis News)
  • UCB:
    • Myasthenia Gravis Association (MGA) promotes their event in February, to learn more about RYSTIGGO and ZILBRYSQ for MG. (Facebook, X)
    • Myasthenia Gravis Association of the Heartland hosted a Kansas City Support group to educate attendees on RYSTIGGO and ZILBRYSQ for MG. (Instagram)
  • Other Companies and Notable Mentions:
    • Cartesian Therapeutics has received FDA agreement on the design of its Phase 3 AURORA trial, set to test the investigational cell therapy Descartes-08 in MG patients, with the trial aiming to evaluate its efficacy in reducing disease severity relative to a placebo. (Myasthenia Gravis News, X, Pharma Times)
    • A study found that patients with very late-onset MG show significant clinical improvement within two years, with early treatment and appropriate medication—particularly steroids and immunosuppressants—being crucial for better outcomes. (Myasthenia Gravis News)

Chronic Inflammatory Demyelinating Polyneuropathy (CIDP)

  • No CIDP conversations about primary competitors this week.
  • Other Companies and Notable Mentions:
    • A retrospective cohort study in China found that a combined low-dose rituximab regimen demonstrated superior efficacy, faster improvements, reduced corticosteroid use, and a favorable safety profile compared to conventional therapy for CIDP, supporting the need for larger prospective studies. (Neurology Live)
    • A study found that the Overall Neuropathy Limitation Scale (ONLS) and Ultrasound Pattern Sum Score (UPSS) are highly accurate tools for distinguishing CIDP from diabetic polyneuropathy (DPN), aiding in differential diagnosis and promoting timely neurological referrals. (Neurology Live)

Graph View

  • January 31, 2025
  • LEO Pharma
  • Top LEO Pharma Company & Drug Discussions
  • Other top Atopic Dermatitis (AD) & Chronic Hand Eczema (CHE) Discussions
  • Dr. Reddy’s Laboratories
  • Paratek Pharmaceuticals
  • Argenx
  • Top Argenx Discussions
  • Top Competitive Discussions

Created with Quartz v4.5.2 © 2025

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