Takeda reported a top-line Phase III win for oral TYK2 inhibitor zasocitinib (TAK-279) in moderate-to-severe plaque psoriasis, beating Bristol Myers Squibb’s Sotyktu (deucravacitinib) in the head-to-head Latitude Atlas readout. The update supports Takeda’s plan to challenge the growing oral psoriasis market with a direct comparator advantage. Takeda acquired zasocitinib in a 2022 deal tied to Nimbus Therapeutics’ subsidiary, and the Phase III readout adds urgency for clinicians and payers deciding between oral TYK2 mechanisms as late entrants position for launch sequencing. BMS’s Sotyktu remains FDA-approved for psoriasis, and the new data set the stage for competitive positioning in major label discussions.
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