Amgen’s Mixed Results: A Tale of Two Readouts in Eczema and Myasthenia Gravis Trials

Dual Phase III Victories: Amgen announced successful Phase III trials for two of its investigational therapies:
rocatinlimab for atopic dermatitis (eczema) and Uplizna (inebilizumab-cdon) for generalized myasthenia gravis.

Rocatinlimab's Performance:
Rocatinlimab showed statistically significant improvement in disease severity in atopic dermatitis patients, but analysts described the data as "modest" and falling short of expectations compared to other treatments like Dupixent.

Uplizna's Success:
Uplizna demonstrated a significant reduction in flare risk in patients with generalized myasthenia gravis, with an 87% suppression of IgG4-related disease flares versus placebo at 52 weeks. This performance was described as "better than expected" and potentially "practice-changing".

Regulatory Submissions:
Amgen is moving towards regulatory submissions for Uplizna in myasthenia gravis and continues to build clinical evidence for rocatinlimab in atopic dermatitis and other inflammatory conditions.

Market Potential:
Uplizna could help Amgen access a potential $500 million to $1 billion sales opportunity in the myasthenia gravis market, thanks to its novel mechanism of action that allows patients to taper off steroids.