Last month was loaded with US FDA knockbacks and delays. Reviews of four Jak inhibitors – abrocitinib, Xeljanz, Olumiant and Rinvoq – were pushed back until the third quarter, apparently on ongoing toxicity concerns with the class. Manufacturing inspection issues also rumbled on, resulting in a delay for Sol-Gel’s rosacea cream Epsolay and a CRL for Protalix’s Fabry candidate pegunigalsidase alfa. Meanwhile, the FDA’s adcom on accelerated approvals for anti-PD-(L)1 drugs gave positive votes for four of six indications discussed. The panel pushed back against Keytruda’s use in late-line gastric cancer and Opdivo’s in second-line liver cancer. Separately, Glaxosmithkline’s own anti-PD-L1 MAb Jemperli finally gained accelerated approved in second-line mismatch repair-deficient endometrial cancer, after a five-month delay caused by Covid-19 travel restrictions.
| Notable first-time US approval decisions in April | |||
|---|---|---|---|
| Project | Company | 2026e sales by indication ($m) | Outcome |
| Abrocitinib (PF-04965842) | Pfizer | 1,127 | Decision extended to early Q3 |
| Zynlonta (loncastuximab tesirine) | ADC Therapeutics | 1,025 | Approved (accelerated) ~1 mth early |
| Jemperli (dostarlimab) | Glaxosmithkline | 546 | Approved (accelerated) |
| Eohilia (TAK-721) | Takeda | 350 | No decision yet |
| Oral sulopenem etzadroxil | Iterum | 329 | FDA needs more time to review filing, 2 Jun adcom postponed |
| IV Tramadol | Avenue | 273 | No decision yet |
| Qelbree (SPN-812) | Supernus | 265 | Approved |
| Tanezumab | Pfizer/Lilly | 155 | No decision yet |
| Epsolay | Sol-Gel | - | Delayed (manufacturing inspection) |
| Pegunigalsidase alfa | Protalix | - | CRL (manufacturing inspection) |
| Adtralza (tralokinumab) | Leo Pharma | - | CRL |
| Nextstellis (Estelle) | Mithra/Mayne Pharma Group | - | Approved |
| Teplizumab | Provention Bio | - | Deficiencies in filing, 27 May adcom |
| Source: Evaluate Pharma & company releases. https://www.evaluate.com/vantage/articles/news/snippets/us-fda-approval-tracker-april-0 | |||
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