Clinical Data ConcernsThe initiation of the Phase 2 study for tibulizumab in hidradenitis suppurativa raises questions due to past lackluster clinical data and no clear dose-dependent response.
Combination Therapy SkepticismSkepticism exists regarding the advantage of combining an IL-17A-only inhibitor with a BAFF inhibitor in the treatment of HS, particularly given the competition from more effective dual IL-17A/F inhibitors.
Competitive Market ChallengesThe market for HS treatment is increasingly competitive, with dual IL-17A/F inhibitors showing impressive efficacy and setting a high benchmark that could overshadow older treatments like tibulizumab.