Immunology · United States · In-Market

US Plaque Psoriasis Competitive Intelligence

Six mechanisms now compete for moderate-to-severe plaque psoriasis in the US: IL-17A, dual IL-17A/F, IL-23p19, IL-12/23, TNF and oral TYK2, and the efficacy bar has moved from PASI 75 to PASI 90.

United StatesImmunology · plaque psoriasis6 mechanisms of actionEvidence current to Jul 2026
Market United States Stage
The Landscape

IL-23p19 and dual IL-17 inhibitors reset the bar to PASI 90, pushing TNF and IL-12/23 into biosimilar-defended legacy share.

The moderate-to-severe plaque psoriasis market is no longer contested on PASI 75. Bimekizumab (Bimzelx), which blocks both IL-17A and IL-17F, delivered PASI 90 in 85% of patients at week 16 in BE VIVID versus 50% for ustekinumab (PMID 33549193). IL-23p19 agents guselkumab (Tremfya, VOYAGE 1: PASI 90 73.3% vs adalimumab 49.7%, PMID 28057360) and risankizumab (Skyrizi, UltIMMa: PASI 90 75.3% vs ustekinumab 42%, PMID 30097359) pair that clearance with quarterly (q12w) maintenance dosing, which has made risankizumab the volume leader in the class.

The older mechanisms are now the defended flank. Ustekinumab (IL-12/23) and adalimumab (TNF) both face US biosimilar erosion, and the two remaining branded battlegrounds are convenience and route: deucravacitinib (Sotyktu), the first oral selective TYK2 inhibitor, cleared PASI 75 in 58.4% at week 16 versus 35.1% for apremilast and 12.7% for placebo in POETYK PSO-1 (PMID 35820547), positioning it as the oral that finally beats apremilast rather than another injectable.

85%
PASI 90 at wk16 with bimekizumab vs 50% ustekinumab, BE VIVID (PMID 33549193)
75.3%
PASI 90 at wk16 with risankizumab vs 42% ustekinumab, UltIMMa-1/2 (PMID 30097359)
58.4%
PASI 75 at wk16 with oral deucravacitinib vs 35.1% apremilast, POETYK PSO-1 (PMID 35820547)
DRUG LANDSCAPE

The US moderate-to-severe plaque psoriasis biologic and oral landscape, by mechanism and pivotal-trial clearance.

Brand (INN)Target / classCompanyUS approvalPivotal trial — key clearancePositioning
Cosentyx (secukinumab)IL-17A mAbNovartisJan 2015ERASURE: PASI 75 81.6% wk12 (300mg) vs 4.5% placebo (PMID 25007392)First-in-class IL-17A; broad label, multi-indication anchor
Taltz (ixekizumab)IL-17A mAbEli LillyMar 2016UNCOVER-1: PASI 75 89.1% wk12 (q2w) vs 3.9% placebo (PMID 27299809)High-clearance IL-17A; fast onset
Tremfya (guselkumab)IL-23p19 mAbJohnson & JohnsonJul 2017VOYAGE 1: PASI 90 73.3% wk16 vs 49.7% adalimumab (PMID 28057360)Durable IL-23, q8w maintenance; beat TNF head-to-head
Skyrizi (risankizumab)IL-23p19 mAbAbbVieApr 2019UltIMMa-1/2: PASI 90 75.3% wk16 vs 42% ustekinumab (PMID 30097359)Class volume leader; q12w dosing convenience
Bimzelx (bimekizumab)Dual IL-17A/F mAbUCBOct 2023 (BLA761151)BE VIVID: PASI 90 85% wk16 vs 50% ustekinumab (PMID 33549193)Highest measured clearance; dual IL-17 differentiation
Sotyktu (deucravacitinib)Oral selective TYK2 inhibitorBristol Myers SquibbSep 2022 (NDA214958)POETYK PSO-1: PASI 75 58.4% wk16 vs 35.1% apremilast (PMID 35820547)First oral TYK2; positioned above apremilast, pre-injectable

Sources: Efficacy verified live via PubMed: secukinumab PMID 25007392 (NEJM 2014); ixekizumab PMID 27299809 (NEJM 2016); guselkumab PMID 28057360 (JAAD 2017); risankizumab PMID 30097359 (Lancet 2018); bimekizumab PMID 33549193 (Lancet 2021); deucravacitinib PMID 35820547 (JAAD 2022). US approvals per Drugs@FDA (Bimzelx BLA761151 approved 2023-10-17; Sotyktu NDA214958). Earlier approval years per Drugs@FDA.

Commercial Questions

What this brief answers

Every section answers a named commercial question your team is asking, scoped to your asset.

01
Once PASI 90 is achievable across IL-17 and IL-23, does incremental clearance still move share — or has dosing interval become the real differentiator?

Delivers

  • A head-to-head efficacy-versus-maintenance-burden map across the six mechanisms, keyed to the pivotal-trial endpoints
02
Can an oral TYK2 inhibitor expand the biologic-eligible pool, or does it mainly displace apremilast and delay injectable initiation?

Delivers

  • Sotyktu positioning analysis against apremilast and first-line biologics, grounded in POETYK PSO-1 comparative data
03
As ustekinumab and adalimumab biosimilars land, where does branded defense hold and where does it collapse to price?

Delivers

  • A branded-versus-biosimilar exposure read by mechanism, tied to US launch timing and payer step-edit logic

Custom brief delivered in 72 hours.

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Contents

What's inside

Immunology · 24–32 pp · In-Market · Analyst report + Excel model + PowerPoint readout

1 The Six-Mechanism Market: From IL-17A to Oral TYK2 Inhibition 4 pp
  • The six competing mechanisms spanning IL-17A, dual IL-17A/F, IL-23p19, and oral TYK2 inhibition
  • Why PASI 75 is no longer the contested benchmark, having been overtaken by the PASI 90 bar
2 Drug Profiles: Cosentyx, Taltz, Tremfya, Skyrizi, Bimzelx & Sotyktu 8 pp
  • Full profiles covering approval dates, pivotal trials, and market positioning for all six branded agents
  • How each agent's mechanism, dosing interval, and trial data shape its market position
3 The PASI 90 Bar: Bimekizumab, Risankizumab and Guselkumab Head-to-Head 4 pp
  • Bimekizumab's 85% PASI 90 at week 16 (BE VIVID) versus 50% for ustekinumab
  • Risankizumab's 75.3% and guselkumab's 73.3% PASI 90 rates against their respective comparators
4 Dosing Interval as the New Battleground: q12w Convenience vs Peak Clearance 5 pp
  • How risankizumab's q12w maintenance dosing has made it the class volume leader despite bimekizumab's higher clearance rate
  • The convenience-versus-clearance trade-off shaping physician and payer preference across IL-23 and IL-17 agents
5 Sotyktu's Oral Wedge: Displacing Apremilast Ahead of Biologic Initiation 4 pp
  • Deucravacitinib's 58.4% PASI 75 at week 16 versus 35.1% for apremilast (POETYK PSO-1)
  • Why Sotyktu is positioned as the oral that beats apremilast rather than as another injectable competitor
6 Biosimilar Exposure: Where Ustekinumab and Adalimumab Defense Holds 3 pp
  • The US biosimilar erosion facing ustekinumab (IL-12/23) and adalimumab (TNF), the two oldest mechanisms in the class
  • Where deucravacitinib's oral route and convenience differentiate it from the biosimilar-exposed older brands
Appendix and source ledger included · 45-minute analyst readout included with delivery
Formats

Included with every brief

PDF
PDF Brief
US Plaque Psoriasis CI Brief — Complete Edition
25–30 page analyst brief with verified sources, exhibit tables, and analysis built for commercial, medical affairs, and market access teams.
XLS
Excel Model
Data & Exhibit Grid
Exhibit tables, comparator grid, and market statistics in editable Excel format.
PPT
PowerPoint
Executive Readout — PowerPoint
12–15 slide readout deck for commercial team presentations, formatted to AXLRx design standards.
Methodology

How AXLRx builds this brief

Prepared by MoatRx analysts.

Every AXLRx brief is built from primary regulatory sources (FDA, ClinicalTrials.gov), peer-reviewed literature, and live payer policy documentation — not secondary summaries. No secondary summaries, market research reports, or unverified estimates are used. Findings are independently verified before inclusion.

US Plaque Psoriasis Competitive Intelligence sources: FDA Drugs@FDA (approvals and labels), primary trial publications, ClinicalTrials.gov, and live payer/HTA policy documentation.

  • All six efficacy citations verified live in-run via PubMed get_article_metadata; each returned title matches the trial cited (ERASURE/FIXTURE, UNCOVER, VOYAGE 1, UltIMMa, BE VIVID, POETYK PSO-1).
  • Bimekizumab US approval date (2023-10-17, BLA761151) and Sotyktu application (NDA214958) confirmed via FDA Drugs@FDA.
  • Endpoint timepoints preserved as reported: secukinumab/ixekizumab PASI 75 at wk12; guselkumab/risankizumab/bimekizumab PASI 90 at wk16; deucravacitinib PASI 75 at wk16.
FAQ

Frequently asked questions

Deliverables
What formats are included with every brief?
Every commissioned brief includes three deliverables: a 20–30 page PDF analyst brief with verified sources and exhibit tables, an editable Excel model (drug comparison grid, payer formulary data, or patient flow model — depending on deliverable type), and a 10–15 slide PowerPoint readout deck formatted for commercial team presentations. An optional 60-minute analyst readout call is included with all deliveries.
Sources
What sources does AXLRx use, and how are findings verified?
AXLRx builds from primary sources only — regulatory databases (FDA, MHRA, SFDA), peer-reviewed journals (NEJM, Lancet, JAMA), live payer coverage policy documents, and HTA body publications (NICE, ICER, MOH). No secondary summaries or market research reports. Every factual claim is independently verified before inclusion. Source citations are provided for all key data points in the delivered brief.
Customisation
Can I tailor the brief to my specific question, geography, or comparator set?
Yes. The intake form captures your indication, target geography, key comparator drugs, and the specific commercial question you need answered. A scoping call confirms scope before research starts. Custom extensions (additional payer markets, pipeline agent profiles, or country-specific deep-dives) can be added to any standard brief. Commission via the intake form to start.
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1
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2
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3
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