Apogee positions its 3- and 6-month dosing as a driver of superior adherence and better long-term outcomes, not just a lifestyle perk. The CEO draws a parallel to the psoriasis market, where less frequent dosing transformed the therapeutic landscape by encouraging more patients to start and stay on therapy.
Apogee addresses the known side effect of conjunctivitis by positioning it as an expected and easily manageable issue for the IL-13 drug class. The CEO emphasizes that physicians are familiar with it, discontinuation rates are low (<1%), and their drug may even cause shorter-duration cases, neutralizing a potential safety concern for clinicians.
Despite Dupixent's dominance, Apogee's CEO claims the atopic dermatitis market has so much unmet need that new drugs with even limited differentiation are achieving blockbuster status. This suggests the market is expanding to accommodate new entrants, rather than being a zero-sum game of stealing market share.
Contrary to the common trend of diminishing efficacy in larger trials, Apogee's CEO highlights a historical pattern in atopic dermatitis where drug performance often improves from Phase 2 to Phase 3. This is attributed to larger study sizes reducing statistical noise and allowing for more refined site and patient selection.
