{
  "id": "AIBD-0262",
  "title": "Zasocitinib, computationally designed by Nimbus with Schrodinger's platform, beats deucravacitinib in phase 3; FDA priority review",
  "summary": "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.",
  "date_observed": "2026-09-30",
  "date_basis": "unassessed",
  "date_precision": "unassessed",
  "benefit_status": null,
  "source_collection": null,
  "source_entry": null,
  "account": "Takeda reported that zasocitinib produced complete skin clearance in 36.5% of its LATITUDE Atlas group, versus 13.9% with deucravacitinib, at week 16. The September 30, 2026 announcement gives analysis groups of 301 and 303 participants. The sponsor’s registration lists 606 enrolled participants and has no posted results. The earlier Nimbus-funded phase 2b trial treated 259 participants and found a dose response against placebo, including complete clearance in 33% at the 30 mg dose. Nimbus and Schrödinger developed the molecule with computational structure-based design. Schrödinger describes free-energy calculations and virtual screening, while a Takeda scientist separately describes the approach as AI-assisted. These accounts do not isolate the effect of AI from the wider discovery process. Takeda reported that the FDA granted priority review and that the EMA accepted its application in September 2026. These were application milestones, not approvals. Takeda’s February 2023 closing announcement states an approximately $4 billion upfront acquisition payment, with additional contingent milestones. That transaction is not a valuation of the benefit attributable to AI.",
  "category": "benefit created",
  "unexpected": false,
  "purpose": "Design a selective oral allosteric TYK2 inhibitor for plaque psoriasis and other immune-mediated diseases",
  "system": "Schrodinger physics-based computational drug-design platform with machine learning, used by Nimbus Therapeutics to discover NDI-034858 (TAK-279, zasocitinib)",
  "model_version": "FEP+",
  "developer": "Schrodinger (platform); Nimbus Therapeutics (compound)",
  "deployer": "Takeda (clinical development, LATITUDE phase 3 program)",
  "location": "United States (Nimbus, Boston; Takeda Development Center Americas, Cambridge, MA); phase 2b at 55 sites in the US and Canada; phase 3 sites unverified",
  "domain": "Health; drug discovery",
  "segment": "Adults with moderate-to-severe plaque psoriasis",
  "benefit_type": "Improved Physical Health",
  "taxonomy_note": null,
  "registry_ids": {},
  "ratings": [
    {
      "group": "personal",
      "depth": 3,
      "reason": "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."
    },
    {
      "group": "organizational",
      "depth": 2,
      "reason": "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."
    },
    {
      "group": "societal",
      "depth": null,
      "reason": "No approval or population-level outcome as of 20 October 2026."
    }
  ],
  "ai_role": {
    "status": "assessed",
    "statement": "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."
  },
  "evidence": [
    {
      "kind": "press release",
      "citation": "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.",
      "title": "Zasocitinib demonstrates superior efficacy to deucravacitinib in LATITUDE Atlas",
      "url": "https://www.takeda.com/newsroom/newsreleases/2026/zasocitinib-superior-efficacy/",
      "date": "2026-09-30",
      "written_by": "makers",
      "quote": null
    },
    {
      "kind": "peer-reviewed study",
      "citation": "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.",
      "title": "Tyrosine Kinase 2 Inhibition With Zasocitinib (TAK-279) in Psoriasis: A Randomized Clinical Trial",
      "url": "https://pmc.ncbi.nlm.nih.gov/articles/PMC11339701/",
      "date": "2024-08-21",
      "written_by": "makers",
      "quote": null
    },
    {
      "kind": "dataset",
      "citation": "Takeda; ClinicalTrials.gov. NCT06973291: LATITUDE Atlas. 2025-05-15. Sponsor-submitted registration; first posted May 15, 2025, updated May 1, 2026. No posted results.",
      "title": "NCT06973291: LATITUDE Atlas",
      "url": "https://clinicaltrials.gov/study/NCT06973291",
      "date": "2025-05-15",
      "written_by": "makers",
      "quote": null
    },
    {
      "kind": "report",
      "citation": "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.",
      "title": "Design of a highly selective, allosteric, picomolar TYK2 inhibitor using novel FEP+ strategies",
      "url": "https://www.schrodinger.com/design-of-a-highly-selective-allosteric-picomolar-tyk2-inhibitor-using-novel-fep-strategies/",
      "date": null,
      "written_by": "makers",
      "quote": null
    },
    {
      "kind": "news report",
      "citation": "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.",
      "title": "Inside Zasocitinib: A New Model for TYK2 Inhibition in Immune-Mediated Diseases",
      "url": "https://www.drugtargetreview.com/inside-zasocitinib-a-new-model-for-tyk2-inhibition-in-immune-mediated-diseases/677029.article",
      "date": "2025-09-26",
      "written_by": "makers",
      "quote": null
    },
    {
      "kind": "press release",
      "citation": "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.",
      "title": "FDA Grants Priority Review to Zasocitinib for Moderate-to-Severe Plaque Psoriasis",
      "url": "https://www.takeda.com/newsroom/newsreleases/2026/fda-priority-review-zasocitinib-psoriasis/",
      "date": "2026-09-14",
      "written_by": "makers",
      "quote": null
    },
    {
      "kind": "press release",
      "citation": "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.",
      "title": "Takeda Completes Acquisition of Nimbus Therapeutics’ TYK2 Program Subsidiary",
      "url": "https://www.takeda.com/newsroom/newsreleases/2023/takeda-completes-acquisition-of-nimbus-therapeutics-tyk2-program-subsidiary/",
      "date": "2023-02-08",
      "written_by": "makers",
      "quote": null
    }
  ],
  "replication": {
    "produced_by": [
      "Computational structure-based design and laboratory testing of a selective allosteric TYK2 inhibitor",
      "Sponsor-led randomized clinical trials against placebo and deucravacitinib"
    ],
    "must_hold": [
      "Phase 3 efficacy and safety confirmed in regulatory review",
      "Independent documentation of the computational platform's contribution to the molecule"
    ],
    "echoes": [
      {
        "date": "2024-08-21",
        "setting": "Phase 2b RCT, 47 US and 8 Canadian centers, 259 treated patients",
        "model_version": null,
        "outcome": "recurred",
        "source": "https://pmc.ncbi.nlm.nih.gov/articles/PMC11339701/"
      },
      {
        "date": "2026-09-14",
        "setting": "FDA acceptance of the NDA under priority review",
        "model_version": null,
        "outcome": "unknown",
        "source": "https://www.takeda.com/newsroom/newsreleases/2026/fda-priority-review-zasocitinib-psoriasis/"
      }
    ]
  },
  "paired_incident": null,
  "headline": "Nimbus's zasocitinib beats deucravacitinib in phase 3 trial",
  "metric": "PASI 100 36.5% vs 13.9% for deucravacitinib at week 16",
  "comparator": {
    "against": "deucravacitinib (Sotyktu), the active comparator in the LATITUDE Atlas phase 3 trial",
    "before": "13.9% of those receiving deucravacitinib (n = 303)",
    "after": "36.5% of patients (n = 301) achieving PASI 100 at week 16",
    "basis": "measured",
    "quote": "36.5% of patients treated with zasocitinib (n=301) achieved complete skin clearance … versus 13.9% in the deucravacitinib group",
    "url": "https://www.takeda.com/newsroom/newsreleases/2026/zasocitinib-superior-efficacy/"
  },
  "later": {
    "status": "unknown",
    "date": "2026-09-14",
    "note": "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.",
    "quote": null,
    "url": "https://www.takeda.com/newsroom/newsreleases/2026/fda-priority-review-zasocitinib-psoriasis/"
  },
  "value": {
    "amount": "$4 billion",
    "what": "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.",
    "who": "Nimbus (seller), paid by Takeda",
    "estimate": false,
    "quote": "Takeda will pay Nimbus approximately 4 billion USD upfront",
    "url": "https://www.takeda.com/newsroom/newsreleases/2023/takeda-completes-acquisition-of-nimbus-therapeutics-tyk2-program-subsidiary/"
  },
  "developer_country": "United States",
  "deployer_country": "Japan",
  "unrated_because": null,
  "brief_notes": null,
  "brief": null,
  "revisions": [
    {
      "date": "2026-10-20",
      "change": "Record drafted from the cited sources.",
      "source": null,
      "editor": "AIBD"
    },
    {
      "date": "2026-10-21",
      "change": "Benefit type set to Improved Physical Health under Trustible's full taxonomy of 23 types; it was Improved Knowledge Discovery among the six first used.",
      "source": "https://trustible.ai/post/a-framework-for-measuring-the-benefits-of-ai/",
      "editor": "AIBD"
    },
    {
      "date": "2026-10-21",
      "change": "Added what the benefit is measured against, the model version, the value as stated from the cited sources.",
      "source": "https://www.hcplive.com/view/eadv-2026-zasocitinib-tops-deucravacitinib-for-pasi-100-in-plaque-psoriasis; https://www.schrodinger.com/design-of-a-highly-selective-allosteric-picomolar-tyk2-inhibitor-using-novel-fep-strategies/; https://www.biopharmadive.com/news/nimbus-takeda-tyk2-inhibitor-drug-deal/638614/",
      "editor": "AIBD"
    },
    {
      "date": "2026-10-21",
      "change": "Country of the developer and the deployer added from the organization's own site or a registry.",
      "source": "https://en.wikipedia.org/wiki/Schr%C3%B6dinger,_Inc.; https://www.takeda.com/who-we-are/company-information/",
      "editor": "AIBD"
    },
    {
      "date": "2026-10-21",
      "change": "Prose pass: a rating reason, account, the system's part rewritten in shorter sentences with abbreviations expanded; facts, figures and quotations unchanged.",
      "source": null,
      "editor": "AIBD"
    },
    {
      "date": "2026-10-21",
      "change": "Notes about which sources could be read were reworded for readers; facts, figures and quotations unchanged.",
      "source": null,
      "editor": "AIBD"
    },
    {
      "date": "2026-10-24",
      "change": "Replaced derivative trial, regulatory, and transaction reporting with the original sponsor documents. Corrected the phase 2b trial’s interested authorship and online publication date.",
      "source": "https://www.takeda.com/newsroom/newsreleases/2026/zasocitinib-superior-efficacy/",
      "editor": "AIBD"
    }
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        "state": "not_assessed",
        "review_state": "not_assessed",
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      "cross_border_flows[]": {
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      },
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            "AIBD-0262-source-0003",
            "AIBD-0262-source-0004",
            "AIBD-0262-source-0005",
            "AIBD-0262-source-0006",
            "AIBD-0262-source-0007"
          ],
          "reviewed_on": "2026-10-24"
        },
        "review_state": "record_mapped",
        "coverage": "partial"
      }
    },
    "summary": {
      "total": 91,
      "addressed": 91,
      "known": 39,
      "reviewed": 4,
      "record_mapped": 35,
      "not_assessed": 52,
      "complete": false,
      "by_state": {
        "value_present": 39,
        "not_reported": 0,
        "unresolved": 0,
        "not_assessed": 52,
        "not_applicable": 0,
        "withheld": 0,
        "source_unavailable": 0
      }
    }
  }
}
