Dupilumab's 70% biologic share against JAK step-edits. A two-tier US payer landscape for IL-4Ra biologics and oral JAKs.
Pegunigalsidase now challenges Fabrazyme's two-decade lead in US Fabry disease. Two IV enzyme replacement therapies meet an oral chaperone only ~35–50% of patients can take.
Five FDA-approved Gaucher type 1 therapies (three IV enzyme replacement vs two oral substrate reduction) and eliglustat's oral first-line pivot.
Two next-generation ERTs are moving to displace alglucosidase alfa in US late-onset Pompe disease. Avalglucosidase alfa and cipaglucosidase alfa plus miglustat now define the competitive set.
US atopic dermatitis epidemiology — 16.5M adults, the moderate-to-severe pool, and the atopic march that frames the biologic-eligible segment.
Two 2024 approvals moved the COPD maintenance fight past the inhaler for the first time in a decade. Ensifentrine and dupilumab split the market into an inhaler base and a biology-defined add-on tier.