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Invite: Expert Access in IBD – ROP & SAN TL1As and competitive dynamics

发布日期: 2026-05-26研究机构: Barclays报告页数: 6原文语言: 英语证据页码: 2

研报英文原文证据摘录

Invite: Expert Access in IBD – ROP & SAN TL1As and competitive dynamics

We are hosting a KOL call with Dr. Jordan Axelrad, M.D., MPH, Co-Director of the

Inflammatory Bowel Disease (IBD) Center at NYU Langone Health. The focus of our IBD

discussion will be on how to think about the current and evolving treatment paradigm.

Specifically, we expect to discuss how established biologics and small molecules are

currently positioned across ulcerative colitis (UC) and Crohn’s disease (CD), and how

physician prescribing patterns may evolve with the introduction of next-generation

therapies. We will also explore how potential oral options and differentiated mechanisms

of action could drive changes in treatment sequencing, biologic utilization, and overall

market dynamics.

Key topics of discussion will include the following:

•• Benchmarks: Physician's expectations on key efficacy and / or safety bars in UC

•• TL1A data to date in ulcerative colitis/Crohn's disease: Physician perspective on

efficacy, durability, and differentiation versus existing biologics, relevant for Roche and

Sanofi’s Phase 3 programs

•• View on TL1a adoption across UC and CD: How physicians may incorporate TL1a

therapies into treatment algorithms and sequencing

•• Competitive dynamics: How TL1A agents may compete with IL-23s, JAK inhibitors, and

emerging oral therapies across indications

•• Oral vs injectable IL-23 agents: Physician perspective on efficacy trade-offs, patient

preference, and potential impact on biologic utilization and treatment sequencing

•• ABVX's obefazimod data to date in ulcerative colitis: Physician view on obefazimod

Ph2b maintenance and Ph3 induction data ahead of maintenance data

•• View on obefazimod adoption and UC competition: How will physicians adopt

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