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benzinga Corporate Catalyst Impact 75/100 ● positive

Reported July 16: Takeda Announces New Data From Two Phase 3 Studies Of Zasocitinib In Adults With Plaque Psoriasis; Secondary Endpoint Data Indicate Consistent And High Rates Of Skin Clearance

Jul 17, 2026, 2:20 PM UTC · Primary ticker $TAK

Takeda announced new secondary endpoint data from two Phase 3 studies for its drug zasocitinib in plaque psoriasis, showing high rates of skin clearance in hard-to-treat areas. This positive data reinforces the drug's potential as a leading oral treatment and supports Takeda's upcoming New Drug Application submission.

Takeda has released new, positive secondary endpoint data from its Phase 3 studies for zasocitinib, a TYK2 inhibitor for plaque psoriasis. The data highlights the drug's effectiveness in clearing skin in difficult-to-treat areas like the scalp, nails, palms, and soles, which is a significant unmet need for many psoriasis patients. This strengthens the drug's profile ahead of Takeda's planned New Drug Application submission to the FDA and other regulatory authorities, starting this fiscal year. For Takeda, this represents a strong opportunity to capture market share in the lucrative psoriasis treatment market, potentially boosting future revenues. Competitors in the psoriasis space, such as those with existing TYK2 inhibitors or other biologics, may face increased competition in the long term, though the immediate impact is likely neutral as Takeda's drug is not yet approved.

$TAK positive Positive Phase 3 drug trial results
$AMGN neutral Competitor in psoriasis market
$JNJ neutral Competitor in psoriasis market
$LLY neutral Competitor in psoriasis market
Source: benzinga
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