Nov. 14 at 7:55 PM
$CRVS Quick Take 🚀
Soquelitinib AD data keeps trending stronger. Cohort 3 (200 mg BID, 4 weeks) delivered EASI −64.8%, 50% EASI-75, 25% IGA 0/1, rapid itch relief by Day 8, and clean safety. Importantly, responses kept improving beyond Week 4, supporting longer dosing.
Cohort 4 (8 weeks) fully enrolled — data in January.
Angle Pharma (China) running a 12-week AD study with the same Phase 2 doses, completing early Q1, adding independent validation + reducing clinical risk ahead of Phase 2.
Phase II AD trial starts early Q1 ’26 (200 pts, incl. Dupixent/JAK failures).
Oncology: ASH oral presentation in December highlighting soquelitinib’s activity in T-cell lymphoma, reinforcing the mechanism and broader immunology potential.
⸻
Bottom Line (Catalysts 🚨)
Q4:
• ASH (Dec): T-cell lymphoma data strengthens mechanistic confidence + pipeline expansion
• Adds visibility to safety, durability, and immunologic relevance
Q1:
• Cohort 4 (8-week) AD data — January
• Angle Pharma China 12-week AD readout — early Q1
• Phase II AD trial initiation (Q1 ’26)
A stacked Q4–Q1 catalyst window with rising conviction in both the AD and T-cell lymphoma programs.
