AbbVie's Rinvoq Challenges Dupixent

AbbVie has invested heavily in Rinvoq and in studies to compare it to Dupixent. In LEVEL UP (Phase 3b/4), Rinvoq achieved near-complete skin clearance (EASI90) and significant itch reduction by Week 16. Rinvoq also maintained a consistent safety profile.

For context, in Dupixent’s Phase III SOLO 1 and 2 trials for atopic dermatitis, a significant number of patients showed at least a 75% improvement (EASI-75) by week 16 compared to those on placebo.

Sanofi's Amlitelimab as a Potential Blockbuster

In terms of clinical stage assets, Sanofi's amlitelimab is a potential blockbuster Phase 3 candidate for atopic dermatitis. It showed sustained symptom improvements and good tolerability in the Phase 2b STREAM-AD trial, according to data presented at the American Academy of Dermatology. At up to 28 weeks, 69% of patients continuing with amlitelimab experienced ongoing improvements in atopic dermatitis signs/symptoms on the EASI-75 scale, versus 62% who stopped the treatment.

STREAM-AD paved the way for amlitelimab’s examination in a larger clinical program OCEANA, which includes several Phase 2 and 3 clinical trials assessing the efficacy and safety of amlitelimab, including Phase 3 COAST trial results anticipated in late 2025.

Benvitimod: Expanding Treatment Horizons

Another notable mention is Benvitimod by Dermavant Sciences. Already approved for plaque psoriasis, it also shows potential for treating atopic dermatitis across diverse racial groups and skin types. In pivotal Phase 3 trials ADORING 1 and 2, ~57% of patients with Fitzpatrick skin types IV, V, and VI achieved an EASI75 response at Week 8 compared to baseline.

AOBiome Therapeutics' B244: A Novel Topical Approach

AOBiome Therapeutics' B244 presents an interesting topical formulation of ammonia oxidizing bacteria to combat atopic dermatitis. It was well-tolerated and performed better than the placebo across all trial endpoints.

These promising Phase 2b results position B244 as a potential game-changer first-line therapy before patients resort to more costly or invasive treatments. Phase 3 trials are set to begin in 2025, with readouts anticipated in 2027.

The Future of Atopic Dermatitis Treatment

Given the rising prevalence of atopic dermatitis associated with more urbanized, polluted environments, this will remain an area of important unmet need and a promising market for innovative treatments.