A biotech hedge fund-backed startup, North Immunology, is being formed to develop a longer-acting antibody treatment for atopic dermatitis, led by Mohit Gupta of Adar1 Capital in collaboration with Dan Schneeberger.
Sanofi is abandoning plans to seek approval for amlitelimab for atopic dermatitis after phase 3 results and safety data failed to show a meaningful improvement over current therapies; the decision follows leadership changes and a strategic review of the pipeline, though the company says no 2026 guidance will be changed and other indications remain under study.
Talawar Therapeutics and JATT II Acquisition Corp. announced a definitive business combination to form a Nasdaq-listed Talawar Therapeutics, backed by about $285 million in cash at closing (a $60 million trust plus a $225 million PIPE) to advance TALA-125, a novel anti-IL-13 x anti-IL-18 bispecific for atopic dermatitis, into a Phase 2b proof-of-concept by late 2028 with a 1Q 2027 clinic entry and 4Q 2027 interim Phase 1 data; the company is also pursuing discovery programs TALA-307 and TALA-711. Closing is expected in the second half of 2026, subject to approvals and typical closing conditions.
Johnson & Johnson has discontinued its mid-stage trial of the experimental eczema drug JNJ-5939 after it failed to meet efficacy goals, but remains committed to developing other treatments for atopic dermatitis.
Johnson & Johnson announced that their Phase 2b DUPLEX-AD study for JNJ-5939 in treating moderate to severe atopic dermatitis was terminated early after not meeting efficacy criteria, though the drug was well tolerated. The company remains committed to developing new treatments for the high-need condition.
Sanofi's anti-OX40L antibody, amlitelimab, has successfully met the primary endpoint in a Phase IIb trial for atopic dermatitis, showing up to a 61.5% improvement in eczema severity. The detailed data from the trial has paved the way for a Phase III study in the first half of next year, strengthening Sanofi's immunology portfolio. Amlitelimab was acquired by Sanofi through its acquisition of Kymab in 2021.