Nimbus's zasocitinib beats deucravacitinib in phase 3 trial

Takeda reports 36.5% complete skin clearance with zasocitinib versus 13.9% with deucravacitinib at week 16. The contribution of AI to discovery is not separately measured.

32ⓘ

AI system

System

Schrodinger physics-based computational drug-design platform with machine learning, used by Nimbus Therapeutics to discover NDI-034858 (TAK-279, zasocitinib)

Model

Not assessed

Release

Exact release not established.

Application developer

Schrodinger (platform); Nimbus Therapeutics (compound)

Role

Not assessed

Configuration

Not assessed

Inputs and outputs

Not assessed

Autonomy

Not assessed

Workflow

Computational structure-based design and laboratory testing of a selective allosteric TYK2 inhibitor. Sponsor-led randomized clinical trials against placebo and deucravacitinib.

Human oversight

Not assessed

Relation to AI

The original developer accounts describe computational structure-based design, free-energy calculations, and virtual screening. Takeda’s Warren Winkelman calls the approach AI-assisted. Physics-based computation alone does not establish an AI contribution. The discovery paper and developer accounts do not provide a controlled estimate of AI’s contribution to clinical efficacy, discovery speed, or the acquisition price.

AI contribution

The original developer accounts describe computational structure-based design, free-energy calculations, and virtual screening. Takeda’s Warren Winkelman calls the approach AI-assisted. Physics-based computation alone does not establish an AI contribution. The discovery paper and developer accounts do not provide a controlled estimate of AI’s contribution to clinical efficacy, discovery speed, or the acquisition price.

Benefits

Outcome identifiers

Not assessed

Benefit

PASI 100 36.5% vs 13.9% for deucravacitinib at week 16

Category

Improved Physical Health

Status

Not assessed

Beneficiary groups

People. Organizations. Society.

Beneficiaries

Not assessed

Reach

Not assessed

Distribution and access

Not assessed

Duration

Not assessed

Expected?

Yes

Costs and harms

Not assessed

Measurement

Studies

Not assessed

Study design

Not assessed

Measurement

Not assessed

Setting and sample

Not assessed

Measures

PASI 100 36.5% vs 13.9% for deucravacitinib at week 16

Comparison

deucravacitinib (Sotyktu), the active comparator in the LATITUDE Atlas phase 3 trial

Results

Reference: 13.9% of those receiving deucravacitinib (n = 303). Result: 36.5% of patients (n = 301) achieving PASI 100 at week 16.

Additional value from AI

Not assessed

Limitations

Not assessed

Denominators

Not assessed

Materials for replication

Not assessed

Money

Kind of value

Approximately $4 billion upfront for acquisition of the TYK2 program subsidiary, subject to closing adjustments; a transfer rather than an estimate of AI-created value.

Amount

$4 billion

Currency and prices

USD, stated in the source. Nominal source amount; price year not separately stated.

Period and unit

Acquisition closed February 8, 2023; payment is reported in the fiscal-2023 annual securities report filed June 26, 2024. One acquisition’s upfront consideration.

Realization

Paid.

Recipients and payers

Nimbus (seller), paid by Takeda

Gross or net

Gross acquisition consideration, not drug revenue, seller profit, clinical benefit, or newly created societal wealth.

Included costs

Not assessed

Comparison

No estimate of the transaction value without AI-assisted design is supplied.

Method

Not assessed

Return and payback

Not assessed

People and places

Participants

Developer: Schrodinger (platform); Nimbus Therapeutics (compound). Operator: Takeda (clinical development, LATITUDE phase 3 program).

Jurisdictions

Benefit: United States (Nimbus, Boston; Takeda Development Center Americas, Cambridge, MA); phase 2b at 55 sites in the US and Canada; phase 3 sites unverified. Developer: United States. Operator: Japan.

Ownership and control

Not assessed

Dependencies

Not assessed

Cross-border connections

Not assessed

Geopolitical implications

Not assessed

Follow-up

Conditions for replication

Phase 3 efficacy and safety confirmed in regulatory review. Independent documentation of the computational platform's contribution to the molecule.

Replication attempts

2 follow-up entries. Benefit recurred: 1. Outcome unresolved: 1.

Later findings

14 September 2026. Takeda reported FDA priority review with a decision expected in the first quarter of 2027 and EMA acceptance of the application. These sponsor announcements do not establish approval.

Availability

Not assessed

Institutional decision

Not assessed

Grounds

Not assessed

Action and result

Not assessed

Success criterion

Not assessed

Evidence

Source numbers

AIBD-0262-source-0001–0007

Citations

Numbered references below. [1] [2] [3] [4] [5] [6] [7]

Language

Not assessed

Source relationships

Developer [1] [2] [3] [4] [5] [6] [7]

Original evidence

The phase 3 presentation, full discovery paper, and phase 2b supplements were inaccessible. [1] [2] [3] [4] [5] [6] [7]

Access and versions

Not assessed

Supported findings

Not assessed

Evidence strength

Not assessed

Missing evidence

Not assessed

Grades

Assessed benefits

People. Organizations. Society.

Depth

People: 3. Organizations: 2. Society: Not assessed.

Reasons

People: Trial participants achieved complete skin clearance at higher rates. PASI 100 was 36.5% vs 13.9% at week 16 in LATITUDE Atlas, and 33% at 30 mg in phase 2b. Organizations: Takeda reported acceptance of its application for FDA priority review in September 2026 after acquiring the program for approximately $4 billion upfront. Application acceptance is not regulatory confirmation of efficacy or an estimate of AI-created value. Society: No approval or population-level outcome as of 20 October 2026.

Observed or intended

Not assessed

Rubric

Not assessed

Assessor and date

Not assessed

Alternative assessments

Not assessed

Fill

The makers' claim

Entry details

Kind

Not assessed

Field

Health; drug discovery. Adults with moderate-to-severe plaque psoriasis.

Purpose

Design a selective oral allosteric TYK2 inhibitor for plaque psoriasis and other immune-mediated diseases

Dates

Date basis unassessed: 2026 (precision unassessed). Updated: 24 October 2026.

Stage

Not assessed

Version

SHA-256: 8369c6c4cda4…

References

Other identifiers

Not assessed

Category mappings

Not assessed

Brief

Not assessed

Revisions

7 revisions. Latest: 24 October 2026.

Sources

  1. Press release Developer

    Takeda. Zasocitinib demonstrates superior efficacy to deucravacitinib in LATITUDE Atlas. 2026-09-30. Original sponsor announcement of EADV 2026 late-breaking results, citing Stein Gold et al., LB-312, session D3T01.3.

    makers

  2. Peer-reviewed study Developer

    Armstrong AW, Gooderham M, Lynde C, et al.. Tyrosine Kinase 2 Inhibition With Zasocitinib (TAK-279) in Psoriasis: A Randomized Clinical Trial. 2024-08-21. JAMA Dermatology 160(10). doi:10.1001/jamadermatol.2024.2701. Nimbus funded the trial and participated in design, analysis, and interpretation.

    makers

  3. Dataset Developer

    Takeda; ClinicalTrials.gov. NCT06973291: LATITUDE Atlas. 2025-05-15. Sponsor-submitted registration; first posted May 15, 2025, updated May 1, 2026. No posted results.

    makers

  4. Report Developer

    Schrödinger. Design of a highly selective, allosteric, picomolar TYK2 inhibitor using novel FEP+ strategies. n.d. Original developer account; JH2 program section concerns TAK-279.

    makers

  5. News report Developer

    Drug Target Review, interview with Takeda’s Warren Winkelman. Inside Zasocitinib: A New Model for TYK2 Inhibition in Immune-Mediated Diseases. 2025-09-26. A firsthand sponsor account of the AI-assisted design claim, rather than independent verification.

    makers

  6. Press release Developer

    Takeda. FDA Grants Priority Review to Zasocitinib for Moderate-to-Severe Plaque Psoriasis. 2026-09-14. Sponsor reports FDA priority review and EMA application acceptance; no approval reported.

    makers

  7. Press release Developer

    Takeda. Takeda Completes Acquisition of Nimbus Therapeutics’ TYK2 Program Subsidiary. 2023-02-08. Closing announcement. Approximately $4 billion upfront, subject to closing adjustments, with contingent milestones.

    makers