Roche Could Emerge as Winner in New Class of Autoimmune Drugs -- Market Talk

Dow Jones06-16

1435 GMT - Several drugmakers are working on a new class of drugs to treat many debilitating autoimmune diseases, and Switzerland's Roche could emerge as the leader, Bernstein analysts say in a research note. The so-called anti-TL1A drug class seems underappreciated by investors, but the market for these medicines could be valued at $66 billion in 2040, according to Bernstein. U.S. drugmaker Merck is likely to be the first, with late-stage data on its tulisokibart drug candidate for irritable bowel disease due next year, the analysts say. Nevertheless, Roche is expected to become the market leader thanks to afimkibart, they add. Duvakitug--which is being developed by France's Sanofi and Israel's Teva--might have a convenience advantage, but is forecast to take the No. 3 spot, Bernstein says. The Stoxx Europe 600 Health Care index falls 0.45%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

U.S. drugmaker Merck is due to release late-stage data on its tulisokibart drug candidate for inflammatory bowel disease next year. "Roche Could Emerge as Winner in New Class of Autoimmune Drugs -- Market Talk," at 1435 GMT, incorrectly said tulisokibart is a drug candidate for irritable bowel disease.

(END) Dow Jones Newswires

June 17, 2026 06:30 ET (10:30 GMT)

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U.S. drugmaker Merck is likely to be the first, with late-stage data on its tulisokibart drug candidate for irritable bowel disease due next year, the analysts say. Nevertheless, Roche is expected to become the market leader thanks to afimkibart, they add. Duvakitug--which is being developed by France's <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> and Israel's <a href=\"https://laohu8.com/S/TEVA\">Teva</a>--might have a convenience advantage, but is forecast to take the No. 3 spot, Bernstein says. The Stoxx Europe 600 Health Care index falls 0.45%. 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The so-called anti-TL1A drug class seems underappreciated by investors, but the market for these medicines could be valued at $66 billion in 2040, according to Bernstein. U.S. drugmaker Merck is likely to be the first, with late-stage data on its tulisokibart drug candidate for irritable bowel disease due next year, the analysts say. Nevertheless, Roche is expected to become the market leader thanks to afimkibart, they add. Duvakitug--which is being developed by France's <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> and Israel's <a href=\"https://laohu8.com/S/TEVA\">Teva</a>--might have a convenience advantage, but is forecast to take the No. 3 spot, Bernstein says. The Stoxx Europe 600 Health Care index falls 0.45%. 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Duvakitug--which is being developed by France's Sanofi and Israel's Teva--might have a convenience advantage, but is forecast to take the No. 3 spot, Bernstein says. The Stoxx Europe 600 Health Care index falls 0.45%. (adria.calatayud@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n\n \n\n\n  U.S. drugmaker Merck is due to release late-stage data on its tulisokibart drug candidate for inflammatory bowel disease next year. \"Roche Could Emerge as Winner in New Class of Autoimmune Drugs -- Market Talk,\" at 1435 GMT, incorrectly said tulisokibart is a drug candidate for irritable bowel disease. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 17, 2026 06:30 ET (10:30 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"merge","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.45.0","shortVersion":"4.45.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2643676329","isCrawlerRequest":true}