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强生公司

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Signage outside Johnson & Johnson offices in Irvine, California, US, on Friday, Oct. 10, 2025.

2025年10月10日，星期五，美国加利福尼亚州欧文市强生公司办公室外的标识牌。

Kyle Grillot | Bloomberg | Getty Images

凯尔·格里洛特 | 彭博社 | 盖蒂图片社

Johnson & Johnson

强生公司

on Wednesday said the U.S. Food and Drug Administration approved its once-daily psoriasis pill, the first oral option to rival best-selling shots.

周三表示，美国食品和药物管理局批准了其每日一次的牛皮癣药丸，这是与最畅销的注射剂相媲美的首个口服选择。

The FDA approved the pill, Icotyde, to treat moderate to severe plaque psoriasis, an autoimmune condition that causes rough patches of skin. Patients typically start treatment with topical medications.

美国食品药品监督管理局（FDA）批准了Icotyde药片，用于治疗中度至重度斑块型银屑病，这是一种导致皮肤粗糙斑块的自身免疫性疾病。患者通常从局部药物开始治疗。

If those don't work, they advance to pills or shots. J&J sees Icotyde becoming the first-line systematic treatment for psoriasis, in between topicals and shots.

如果那些方法不起作用，他们会进展到使用药丸或注射。强生公司认为，Icotyde将成为牛皮癣的首选系统治疗方案，介于外用药和注射之间。

Drugmakers have been developing more advanced medicines than standard topicals, turning psoriasis into a highly competitive space. Icotyde targets the same IL-23 receptor as best-selling shots like J&J's Tremfya and

制药商已经开发出比标准外用药物更先进的药物，使得牛皮癣治疗领域竞争异常激烈。Icotyde 靶向与畅销注射剂（如强生公司的 Tremfya）相同的 IL-23 受体，并且

AbbVie

艾伯维

's Skyrizi, giving patients an oral alternative to some of the most advanced — and most expensive — drugs on the market.

Skyrizi，为患者提供了一种口服的替代品，以替代市场上一些最先进且最昂贵的药物。

'To be able to to be able to have something that is relatively simple, that offers that level of clearance, trusted safety profile, and in a simple pill, we think is going to be revolutionary,' said Jennifer Taubert, chairman of J&J Innovative Medicine.

詹森制药董事长詹妮弗·陶伯特表示：“能够拥有这样一种相对简单、提供该水平的清除率、可信赖的安全性，并且以简单药丸形式存在的药物，我们认为这将带来革命性的变化。”

J&J estimates about 8 million people in the U.S. have plaque psoriasis, and that 75% of people don't advance from topicals to shots because of reasons like fearing needles. Taubert sees Icotyde appealing to those patients.

强生估计美国约有800万人患有斑块型银屑病，其中75%的患者由于害怕针头等原因，未从外用药物过渡到注射药物。陶伯特认为，Icotyde将吸引这些患者。

'We believe having the type of profile that Icotyde has in a simple, once-daily oral pill, we think it's going to be an absolute game changer for patients,' Taubert said.

“我们认为，像 Icotyde 这样的药物特性，以简单的一日一次口服药丸形式出现，将会给患者带来绝对的变革，”陶伯特说道。

J&J hasn't announced how much Icotyde will cost beyond saying the company will help people pay for the medicine. Rival shots Tremfya and Skyrizi cost around $100,000 a year.

强生公司尚未宣布Icotyde的价格，仅表示公司将帮助人们支付这种药物的费用。其竞争产品Tremfya和Skyrizi的年费用约为10万美元。

J&J sees peak annual sales of Icotyde exceeding $5 billion once it's approved for other autoimmune conditions. It's testing the drug for psoriatic arthritis, ulcerative colitis and Crohn's disease.

强生预计，一旦Icotyde获得其他自身免疫性疾病的批准，其年销售额将超过50亿美元。该公司正在测试该药物针对牛皮癣关节炎、溃疡性结肠炎和克罗恩病的效果。

Shares of J&J slid one-quarter of a percent Wednesday while shares of Skyrizi-maker AbbVie fell more than 4%.

周三，强生公司股价下跌了四分之一，而生产Skyrizi的艾伯维公司股价下跌超过4%。

Protagonist Therapeutics

主角治疗学

, a biotech company that developed Icotyde with J&J, was trading about flat.

，一家与强生合作开发Icotyde的生物技术公司，股价基本持平。

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

将CNBC设置为Google上的首选来源，不错过商业新闻最值得信赖的名字的任何时刻。