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15 handpicked stocks

TYK2 Inhibitors: Might Oral Drugs Rule Autoimmune?

Alumis's breakthrough trial results for its oral psoriasis drug have highlighted the massive potential of advanced autoimmune therapies. This theme focuses on the pharmaceutical companies pioneering next-generation oral treatments, particularly selective TYK2 inhibitors, which represent a new frontier in convenient and effective patient care.

Author avatar

Han Tan | Market Analyst

Published on January 7

Your Basket's Financial Footprint

This basket's total market capitalisation is 1,994,443.68133, with its weight heavily concentrated in a limited number of large-cap stocks. That concentration tends to anchor performance, making the basket less sensitive to small-cap volatility.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility, closer market tracking, and reduced idiosyncratic risk.
  • Suitable as a core, long-term holding within a diversified portfolio, not a short-term speculative position.
  • Likely to deliver steady, long-term value rather than rapid, short-term explosive gains.
Total Market Cap
  • BMY: $110.79B

  • PFE: $144.59B

  • AMGN: $177.79B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Recent breakthrough clinical trial results have validated selective TYK2 inhibitors as a promising new class of oral treatments for autoimmune diseases. This represents a potential shift away from injectable biologics that have dominated the market, offering patients more convenient treatment options with strong efficacy profiles.

2

What You Need to Know

This group focuses on pharmaceutical and biotechnology companies developing next-generation oral autoimmune therapies, particularly for psoriasis and related conditions. These companies range from established pharmaceutical giants to innovative clinical-stage biotechs, all working on treatments that could transform patient care in immunology.

3

Why These Stocks

Each company has been carefully selected for their involvement in TYK2 inhibitors, oral autoimmune treatments, or related therapeutic areas. The selection includes both companies with approved treatments and those with promising clinical pipelines, positioned to benefit from the growing validation of this therapeutic approach.

Why You'll Want to Watch These Stocks

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Revolutionary Treatment Breakthrough

Recent Phase 3 trial results have validated a new class of oral treatments that could transform how autoimmune diseases are treated, moving away from inconvenient injections to simple pills.

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Massive Market Disruption Ahead

These oral therapies could capture significant market share from the injectable biologics that currently dominate autoimmune treatment, representing a multi-billion pound opportunity.

Clinical Validation Creates Momentum

Success in TYK2 inhibitor trials reduces development risk for other companies in this space, potentially accelerating approvals and driving sector-wide growth.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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