other material
confidence high
sentiment positive
materiality 0.75
Nektar REZOLVE-AD maintenance data show durable EASI-75/90, vIGA-AD responses
NEKTAR THERAPEUTICS
- 71% (monthly) and 83% (quarterly) maintained EASI-75 on 24 µg/kg; 85% and 63% maintained vIGA-AD 0/1.
- EASI-100 increased 2-5 fold: from 4% to 22% (monthly) and 9% to 18% (quarterly) in re-randomized patients.
- Discontinuation rate due to AEs was 3.5%; injection site reactions mostly mild; no new safety concerns.
- FDA alignment on Phase 3 design: 24 µg/kg Q2W induction, co-primary endpoints; start Q2 2026.
- New responses at Week 52: 51% new EASI-75 (monthly) and 39% (quarterly) support prolonged therapy.