Clinical TrialsPositive data from the two Ph3 ICONIC ADVANCE 1&2 studies showed icotrokinra (JNJ-2113) was statistically superior to Sotyktu at key secondary endpoints.
Efficacy And SafetyEncouraging results from a presentation showed complete skin clearance from JNJ-2113 treatment with a good safety profile, supporting potential adoption upon approval.
Financial PerformanceThe $25M milestone payment on this positive data will further strengthen the balance sheet to support a runway through at least YE28 based on management's guidance.
Therapy PreferenceOnce-daily oral therapy is highly preferred by patients, and icotrokinra is anticipated to become a first-line therapy option without a black box warning.