Pharma BD Deal Intelligence
Takeda acquired Nimbus's TYK2 subsidiary (Nimbus Lakshmi) and its oral, highly selective allosteric TYK2 inhibitor NDI-034858 (TAK-279) for ~$4B upfront plus up to $2B in sales milestones (two $1B tranches at $4B and $5B annual net sales of TAK-279-derived products), total deal up to $6B. The deal was announced Dec 13, 2022 and closed Feb 8, 2023 after FTC clearance. The asset has since received the INN zasocitinib. In December 2025 Takeda reported positive topline results from two pivotal Phase 3 plaque-psoriasis studies: zasocitinib met both co-primary endpoints (sPGA 0/1 and PASI 75 at week 16) and beat active comparator apremilast on all ranked secondary endpoints, with ~70% of patients achieving clear/almost-clear skin (sPGA 0/1). Zasocitinib is also in Phase 3 development for psoriatic arthritis. Takeda plans to begin a U.S. NDA and other regulatory submissions in fiscal year 2026 — validating the deal thesis of acquiring a late-stage oral immunology asset positioned against the multi-billion-dollar TYK2/oral-psoriasis market.