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Tuesday, July 28, 2026

FDA briefing docs question RP1 efficacy

 

FDA briefing docs question RP1 efficacy, driving REPL 20% premarket drop

  • Negative FDA docs released for July 30 CTGTAC AdCom meeting
  • Review team: BLA lacks adequate evidence of substantial effectiveness
  • Cites single-arm IGNYTE trial flaws, confounding with nivolumab
  • Echoes prior 2025 CRL and April 2026 second rejection
  • PDUFA date is August 2; AdCom likely sways approval odds
  • Stock closed July 27 down 11% at $8.63 before further plunge

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