Two mid‑stage studies reported clinically meaningful, durable efficacy signals in atopic dermatitis, triggering sizable share gains. Evommune’s EVO‑301 showed statistically significant EASI improvement in a Phase 2a study, while Nektar’s rezpegaldesleukin maintained high rates of skin‑clearance responses through a 36‑week follow‑up. Evommune’s data suggest a distinct mechanism that could differentiate from existing IL‑4/IL‑13 blockers; Nektar’s IL‑2–targeting approach demonstrated sustained remissions on less‑frequent maintenance dosing. Both companies described plans for larger pivotal studies to confirm durability and safety profiles. The readouts add momentum to an active atopic dermatitis landscape where new entrants are testing varied immune targets; next steps will focus on Phase 3 design, responder durability, and positioning against entrenched incumbents like Dupixent.