Positive interim eGFR data from ORIGIN 3 in FDA docs drives VERA premarket surge

 

• Interim placebo-adjusted annualized eGFR slope +5.2 mL/min/1.73m² at week 52 (SE 1.6).
• Favorable vs. competitor Otsuka’s +4.7 at 104 weeks; drug arm improved from -0.3 to +0.9.
• Bolsters case for full approval of TRUTAKNA (atacicept) in IgA nephropathy after July accelerated approval.
• Catches shorts off-guard with high short interest; data from post-approval FDA review documents.
• Follows Aug 10 Q2 update on FDA alignment for earlier eGFR analysis in Q3 2026.
• No new company PR today; trader analysis on X highlighted the numbers as sentiment shift.

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