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Takeda's Takeout Of Nimbus And The 3 Amigos In The TYK2 Market - A Story With A Happy Ending?


  • Takeda announced this week it's spending $4bn up front on Nimbus Lakshmi and its TYK2 inhibitor NDI-034858.
  • BMY's Sotyktu - another TYK2 inhibitor - was recently approved in psoriasis with a best-in-class efficacy profile and no safety warnings.
  • A third TYK2i - Ventyx Biosciences VX958 - is not yet in Phase 2 studies although its management believes it has the best in class potential.
  • BMY expects to get close to $4bn per annum sales with Sotyktu - if Takeda's candidate is approved, then the Japanese Pharma may have got itself a bargain.
  • All three companies can be satisfied with their assets at this stage - Ventyx carries the highest risk-reward for investors, while the big pharmas may be adding a valuable long-term revenue stream that reinforces recent share price gains.
  • We're currently running a sale at my private investing ideas service, Haggerston BioHealth, where members get access to portfolios, market alerts, real-time chat, and more. Learn More »

Lee Van Cleef

Hulton Archive

Investment Overview - BMY, Ventyx, And Now Takeda - The Market For TYK2 Inhibitors Just Got Even Hotter

At the end of September this year I wrote a post for Seeking Alpha titled "Bristol Myers Squibb's Sotyktu Approval Sends Ventyx Stock

If you like what you have just read and want to receive at least 4 exclusive stock tips every week focused on Pharma, Biotech and Healthcare, then join me at my marketplace channel, Haggerston BioHealth. Invest alongside the model portfolio or simply access the investment bank-grade financial models and research. I hope to see you there.

This article was written by

Edmund Ingham profile picture

Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston BioHealth.

The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in VTYX over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (1)

Exit16 profile picture
Don't forget Galapagos' GLPG3667: https://www.glpg.com/pipeline
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