Takeda shares came under valuation scrutiny after recent gains and mixed pipeline news, including a DNL593 collaboration exit and positive Phase 3 data for zasocitinib. The analyses said the stock was trading close to or above widely followed fair value estimates, while DCF assumptions pointed to much higher implied value.
Eli Lilly reported positive phase 3b Together-PsO results for Taltz plus Zepbound in adults with plaque psoriasis and obesity or overweight. Separate meeting updates highlighted new oral plaque psoriasis therapies with biologic-like efficacy.
Takeda announced positive Phase 3 results for zasocitinib in adults with moderate-to-severe plaque psoriasis, meeting all 44 endpoints. The company is also conducting a Phase 3 trial in pediatric patients.
| NCT ID | Title | Status | Phase |
|---|---|---|---|
| NCT07752108 |
A Study of Zasocitinib in Adults With Non-pustular Palmoplantar Psoriasis |
NOT_YET_RECRUITING | PHASE3 |
| NCT07403968 |
A Study of Zasocitinib (TAK-279) in Adults With Active Crohn's Disease |
NOT_YET_RECRUITING | PHASE2 |
| NCT07286058 |
Continuation Study of Zasocitinib in Adults With Psoriatic Arthritis |
RECRUITING | PHASE3 |
| NCT07250802 |
A Long-Term Study of Zasocitinib in Children and Teenagers With Plaque Psoriasis |
RECRUITING | PHASE3 |
| NCT07108283 |
A Study of Zasocitinib in Adults With Nonsegmental Vitiligo |
RECRUITING | PHASE2 |
| NCT06671496 |
A Study of Zasocitinib in Adults With Psoriatic Arthritis Who Have or Have Not Been Treated With Biologic Medicines |
RECRUITING | PHASE3 |
| NCT06671483 |
A Study of Zasocitinib in Adults With Psoriatic Arthritis Who Have Not Taken Biologic Medicines |
RECRUITING | PHASE3 |
