Merck's Antibody Shines Bright in HS Trial, Puts Pressure on Humira and Bimzelx

Merck's investigational anti-TL1A antibody, tulisokibart, has shown impressive results in treating hidradenitis suppurativa (HS) with a Phase 2b trial. The study involved 149 patients who were randomly assigned to high, medium, and low doses of the experimental drug or placebo.

The trial's primary endpoint was met when 72% of patients taking the high dose saw their skin abscesses and inflammatory nodules reduced by at least 50%. This represents a 37% advantage over placebo. The medium dose also showed significant results, with 64% of patients meeting the bar.

Analysts from Guggenheim Partners described the data as 'compelling and favorable' compared to other commercial- and clinical-stage assets in the crowded HS landscape. They noted that tulisokibart could be 'highly competitive with leaders like Humira and Bimzelx'. The analysts also pointed out that tulisokibart's longer dosing interval of once every four weeks offers an advantage over competitors.

Merck acquired tulisokibart as part of its $10.8 billion purchase of Prometheus Biosciences in April 2023. Tulisokibart is being tested for various immune-driven conditions, including ulcerative colitis and rheumatoid arthritis.