Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
• 5 min read
• Published on 7 January 2026
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 11 September 2026
Read article
Published on 11 September 2026
Read article
Pharma's Next Big Fight Might Be a Pill
Let’s be honest, nobody likes needles. For the millions of people living with autoimmune diseases like psoriasis, life can feel like a series of clinical appointments and fiddly self-injections. It’s a constant, inconvenient reminder of their condition. The treatments, known as biologics, are often fantastically effective, but they come with all the glamour of a hospital waiting room. You have to store them in the fridge, learn how to use them, and plan your life around them. To me, it seems like a colossal faff.
So, what if you could get the same, or even better, results from a simple pill you take with your morning tea? It sounds almost too good to be true, doesn't it? Well, it appears that’s precisely where we’re heading, thanks to a new class of drugs called TYK2 inhibitors. This isn't just a minor improvement, I think it’s a potential revolution that could upend a multi-billion pound market and send the injectable giants scrambling.
The science behind this is quite clever, really. Think of your immune system as a nightclub. Older drugs were like heavy-handed bouncers, throwing everyone out and shutting the party down just to deal with a few troublemakers. This broad approach often led to unwanted side effects. TYK2 inhibitors, however, are far more discerning. They are the surgical bouncers who just spot the one problematic patron, in this case a protein called TYK2, and quietly show them the door. This allows the rest of the immune system to carry on its business, potentially reducing side effects whilst targeting the inflammation directly.
The recent success in late stage trials has been a shot in the arm for the entire sector, if you’ll pardon the pun. It proves the concept works. A pill can indeed stand toe to toe with an injection, and that changes everything for patients and, crucially, for investors.
Naturally, the big pharmaceutical players have been circling. Bristol-Myers Squibb already has its foot in the door with Sotyktu, the first of its kind to get the green light for psoriasis. They’ve laid down the gauntlet. Then you have the behemoths like Pfizer, a company with the resources and reach to muscle its way into any market it fancies. And let’s not forget Amgen, which already knows a thing or two about selling oral autoimmune drugs.
This sets the stage for a fascinating battle. The incumbents, who have made fortunes from their injectable biologics, now face a classic innovator's dilemma. Do they defend their old cash cows or cannibalise their own sales by developing a new, more convenient product? It’s a high stakes game, and the outcome is far from certain. The central question for investors is becoming clear, I’ve seen it posed as “TYK2 Inhibitors: Might Oral Drugs Rule Autoimmune?”, and frankly, the evidence is mounting.
The investment case hinges on one simple human truth, people prefer convenience. If a patient is offered two treatments with similar effectiveness, one being a regular injection and the other a daily pill, which one do you think they’ll choose? This preference could drive a dramatic shift in market share away from the established injectable blockbusters towards these new oral alternatives.
Of course, this is pharmaceutical development, and it’s never a straight line. Clinical trials can fail, regulators can be fickle, and a competitor could always pop up with something better. Investing in this space isn't for the faint of heart. It requires a careful look at company pipelines and a healthy dose of realism. But the potential disruption is undeniable. We could be at the very beginning of a new era in autoimmune care, one that finally moves treatment out of the clinic and into the patient’s own hands.
View the full Basket:TYK2 Inhibitors: Might Oral Drugs Rule Autoimmune?
View the full Basket:TYK2 Inhibitors: Might Oral Drugs Rule Autoimmune?
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 11 September 2026
Read article
Published on 11 September 2026
Read article