Regulatory & Policy

Icotyde gains CHMP backing as first oral IL-23 receptor antagonist for plaque psoriasis

Icotyde gains CHMP backing as first oral IL-23 receptor antagonist for plaque psoriasis

The European Medicines Agency's Committee for Medicinal Products for Human Use has issued a positive opinion for Icotyde (icotrokinra) as a plaque psoriasis treatment, recommending marketing authorisation for adults and adolescents aged 12 years and older with moderate-to-severe disease — making it the first oral medicine targeting the interleukin-23 receptor to reach this stage in the EU.

The CHMP positive opinion, issued following the committee's meeting held July 20–23, 2026, covers icotrokinra for moderate-to-severe plaque psoriasis in patients aged 12 years and older weighing at least 40 kg who are candidates for systemic therapy. Johnson & Johnson, which is developing the asset through its Janssen Biotech subsidiary in collaboration with Protagonist Therapeutics, holds the marketing authorisation application. The recommendation marks the first time an oral IL-23 receptor antagonist has received a CHMP positive opinion anywhere in the world, following the US FDA approval of Icotyde for the same indication in March 2026.

The recommendation is supported by the Phase III ICONIC program, in which icotrokinra demonstrated superiority over placebo and deucravacitinib across co-primary efficacy endpoints in adults with moderate-to-severe plaque psoriasis. In adolescents, the drug also achieved significantly higher skin clearance rates than placebo, with responses maintained through Week 52. Safety was favorable, with no new signals identified.

Icotrokinra is a targeted oral peptide that selectively blocks the IL-23 receptor, interrupting the IL-23–driven inflammatory cascade central to psoriasis pathogenesis. This mechanism is distinct from injectable IL-23 antibodies such as risankizumab (Skyrizi) and guselkumab (Tremfya), which target the cytokine itself, and from intracellular TYK2 inhibitors such as deucravacitinib.

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The oral route of administration is the primary commercial differentiator in a psoriasis market otherwise served by injectable biologics. Deucravacitinib, the leading oral systemic option, was itself recently outperformed by Takeda's investigational TYK2 inhibitor zasocitinib in a head-to-head Phase III trial, signalling intensifying competition in the oral segment. Icotrokinra's Phase III superiority data versus deucravacitinib, combined with its first-in-class IL-23 receptor mechanism, position it distinctly from both existing oral agents and injectable IL-23 biologics. Johnson & Johnson already markets guselkumab (Tremfya) in psoriasis, and icotrokinra is also in clinical development for psoriatic arthritis, ulcerative colitis, and Crohn's disease. Analyst peak sales estimates for icotrokinra range from approximately USD 4.4 billion to USD 10 billion globally, reflecting uncertainty around uptake relative to the established injectable IL-23 class and the evolving oral competitive landscape.

The recommendation now goes to the European Commission, which typically issues a final decision within approximately 67 days. If approved by the European Commission, icotrokinra would become the first oral IL-23 receptor antagonist available in Europe, giving Johnson & Johnson a differentiated oral option alongside its established IL-23 biologic franchise.


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