Earnings just released







The data sucks on cendakimab. Why would you move forward with it, idiots? Celgene deal paying off BIG TIME! The future tyk2 asset is many years away anyway, who cares? The oral PsO market will be saturated by the time that comes to market.
The cendakimab data is decent, but not dramatically better than Dupixent so there’s no way to compete. As far as the next-gen TYK2 is concerned, we’re not exactly hitting it out of the park with the first one