Efficacy ComparisonNKTR’s phase IIb rezpeg data in atopic dermatitis shows efficacy below what Dupixent showed at the approved dose.
Financial PerformanceThe company reported revenue of $10.5M and a net loss of $0.24 per share, which was below consensus estimates.
LawsuitThe lawsuit initiated in 2023 by NKTR against LLY makes a compelling case that LLY misrepresented REZPEG's activity in atopic dermatitis and psoriasis, while contriving ISRs as a significant tolerability issue.