Ann: Investor Presentation - Updated, page-12

Thought this was interesting. The major player in myelofibrosis Incyte, with their selective JAK1/JAK2 inhibitor ruxolitinib, are also using it in the skin game.

Opzelura (ruxolitinib) recently approved in Canada and looks like it's gaining strong momentum. Net product revenues of $122 million in Q2'24 (+52% Y/Y); continued uptake in atopic dermatitis (AD) and vitiligo in the U.S.; launch momentum and reimbursement expansion in vitiligo in Europe


https://www.fiercepharma.com/marketing/incyte-picks-dr-pimple-popper-expand-opzelura-atopic-dermatitis-campaign
https://www.businesswire.com/news/home/20240730670721/en/Incyte-Reports-2024-Second-Quarter-Financial-Results-and-Provides-Updates-on-Key-Clinical-Programs

On another note. Incyte's licensing partner for ruxolitnib outside the US Novartis has had a tough week. The FDA recently approved a generic drug of Novartis top-selling drug Entresto. The saga has been playing out in court and so far Novartis have been unsuccessful.

https://www.fiercepharma.com/pharma/judge-upholds-msns-generic-entresto-approval-novartis-continues-attempts-defend-heart

Patents for ruxolitnib are up in 2028.

https://www.fiercepharma.com/pharma/competitor-rollouts-and-patent-cliff-incyte-banks-jakafi-resilience-new-disease-and

Man oh man is it going to be interesting to see what SNT-5505 can do on top of the JAK Inhibitor.