Tezspire Shows Promise in Eosinophilic Esophagitis Trial, Could Unlock Blockbuster Opportunity

AstraZeneca and Amgen's Tezspire has met its main goals in a late-stage trial for eosinophilic esophagitis, a condition that affects over 470,000 people in the US.

The companies announced on Thursday that their drug, which is already approved for severe asthma and chronic rhinosinusitis, showed statistically significant and clinically meaningful improvements across all main and secondary study goals at 24 weeks and sustained over the course of a year.

Tezspire is a monoclonal antibody that blocks the activity of the protein TSLP, which is implicated in certain inflammatory conditions. The drug has already generated more than $1 billion in sales for both companies last year, with AstraZeneca reporting $390 million in the second quarter alone.

An expanded approval in eosinophilic esophagitis could drive sales even higher, according to analysts. Tezspire would compete directly against Sanofi and Regeneron's Dupixent, an anti-inflammatory medicine approved for several conditions.