Five things to know
- Must readFDA approved EMD Serono’s Pimjetmi (pimicotinib) for symptomatic tenosynovial giant cell tumor. In the Phase 3 MANEUVER, 56% responded at week 25 vs 3.2% on placebo, per FDA. It’s another pill aimed at CSF1R for this rare joint tumor; how long control lasts once dosing stops isn’t yet known.Match NCT05804045 registers objective response rate from baseline to week 25, by central read on RECIST 1.1, as the primary; the approval reports response at week 25. 94 enrolled; active, not recruiting; pr#
- Must readPepGen reported splicing correction in myotonic dystrophy type 1. Mean correction was 46.5% in 6 patients on drug vs 6.8% on placebo pooled from earlier cohorts. The registered primary is safety, the numbers are small, and a US partial clinical hold still applies.Partial NCT06667453 registers safety (adverse events through day 112) as the only primary; splicing, hand-opening time, grip and walking are secondaries. The release reports one cohort of a trial listed at 24#
- Must readAt ACR, two CD19 cell therapies reported lupus responses. Fate reported responses in its first 3 extrarenal lupus patients given no conditioning chemotherapy; Autolus reported complete renal responses in 6 of 9. Both readouts are early, open label and small.#
- Know itMirum reports its HDV antibody brelovitug met the primary endpoint of the Phase 3 AZURE-4. 59% and 44% on two doses vs 0% on delayed treatment, as reported by RTTNews; we haven’t seen Mirum’s own release.#
- Know itNovartis’s ianalumab held its Sjögren’s gains at two years. ESSDAI improved 7.5 points at week 108 in patients on drug throughout, per Novartis, which says an FDA decision is expected in 2026.#
Bright spot
In a 40-week randomized trial in Nature Medicine, people on tirzepatide who added resistance exercise lost the same weight but about 1.1 kg less lean mass, and their strength rose.
Verified today #
Claim Check #
| Readout | Registry says | Headline says | Verdict |
|---|---|---|---|
| Pimicotinib NCT05804045 | Phase 3, randomized, placebo controlled. Primary: objective response rate, baseline to week 25, central read, RECIST 1.1. N=94. | ORR 56% vs 3.2% at week 25 (FDA) | Match |
| PGN-EDODM1 NCT06667453 | Phase 2, randomized, placebo controlled. Primary: adverse events through day 112; splicing and function are secondaries. N=24 anticipated. | Splicing correction 46.5% (6 on drug) vs 6.8% (4 on placebo pooled from earlier cohorts) | Partial |
Calendar #
| Date | Event | Who | Confirmed at |
|---|---|---|---|
| 11.09 to 11.12 | CHMP plenary meeting | EMA | EMA |
| Week of 11.09 | IPO of 16,666,667 shares at $11 to $13 on Nasdaq expected to price | Rezera | SEC filing |
| Wed 11.11 | Afimetoran Phase 2 lupus data, late-breaking oral at ACR Convergence, 9:00 am ET | Beeline | Company |
| Wed 11.11 | Pozdeutinurad REDUCE-2, late-breaker at ACR Convergence, 8:15 am ET | Sobi | Company |
| Sat 11.14 | Goal date, IGALMI (sublingual dexmedetomidine) for agitation at home, set before the sale to Teva | BioXcel; Teva | Company |
| Sat 11.14 | Goal date, ivonescimab with chemotherapy in EGFR-mutant non-squamous lung cancer after a third-generation EGFR TKI, restated in Summit’s Q3 8-K (11.04), which says FDA noted that a statistically significant survival benefit is necessary in this setting; Summit says HARMONi’s primary survival analysis did not reach statistical significance | Summit | Company |
| Sat 11.14 | Goal date, aficamten (Myqorzo) label expansion in obstructive HCM; not yet confirmed at the company | Cytokinetics | Aggregator |
| Mon 11.16 | POLARIS-AD Phase 3 topline of oral AR1001 in Alzheimer’s disease, at CTAD, 4:05 pm ET | AriBio | Company |
| Mon 11.16 | Tender offer for Pacira at $36.50 a share in cash expires one minute after 11:59 pm ET, unless extended | Viatris; Pacira | Company |
| Tue 11.17 | Goal date, adrabetadex (NDA); not yet confirmed at the company | Beren | Aggregator |
| Sun 11.22 | Goal date, molgramostim inhalation solution in autoimmune pulmonary alveolar proteinosis, after a review extension | Savara | Company |
| Sun 11.22 | Goal date, deramiocel cell therapy in Duchenne muscular dystrophy, extended from 08.22 | Capricor | Company |
| Wed 11.25 | Goal date, venglustat in type 3 Gaucher disease (priority review) | Sanofi | Company |
| Fri 11.27 | Goal date, BBP-418 in limb-girdle muscular dystrophy 2I/R9 (priority review), per BridgeBio (05.27) | BridgeBio | Company |
| Fri 11.27 | Goal date, neladalkib in TKI-pretreated ALK-positive lung cancer, per Nuvalent (05.27) | Nuvalent | Company |
| Fri 11.27 | Goal date, saroglitazar (NDA); not yet confirmed at the company | Zydus | Aggregator |
| Sat 11.28 | Goal date, D-PLEX100 to prevent surgical site infection in abdominal colorectal surgery (priority review); PolyPid says labeling discussions are under way (Q3 release, 11.11) | PolyPid | Company |
| Mon 11.30 | Goal date, bezuclastinib with sunitinib in GIST after imatinib (priority review) | Cogent | Company |
| Mon 11.30 | Goal date, povetacicept in IgA nephropathy (accelerated approval), per Vertex (06.01) | Vertex | Company |
| Mon 11.30 | Goal date, giredestrant in ER-positive early breast cancer (priority review) | Roche | Company |
| Mon 11.30 | CMS deadline to publish third-cycle negotiated prices, which take effect in 2028 | CMS | CMS |
| 12.08 to 12.09 | FOMC meeting; statement 12.09, 2:00 pm ET | Federal Reserve | Fed |
| 12.12 to 12.15 | ASH Annual Meeting, New Orleans | ASH | Organizer |
| Sat 12.12 | Goal date, imsidolimab in generalized pustular psoriasis | Vanda | Company |
| Sat 12.19 | Goal date, imlifidase for highly sensitized patients awaiting a kidney transplant | Hansa | Company |
| Tue 12.22 | Goal date, lorundrostat in hypertension, reconfirmed in Q3 results (11.04) | Mineralys | Company |
| Wed 12.23 | Goal date, anitocabtagene autoleucel in fourth-line or later multiple myeloma, per 8-K exhibit | Arcellx; Kite | Company |
| Wed 12.30 | Goal date, bezuclastinib in nonadvanced systemic mastocytosis, per Cogent (03.16) | Cogent | Company |
| Thu 01.21.2027 | Goal date, z-rostudirsen in Duchenne (exon 51), per Q3 results (11.05) | Dyne | Company |
| Mon 02.01.2027 | New goal date, mitapivat in sickle cell disease, after a major amendment (moved from 11.01) | Agios | Company |
| Sun 02.28.2027 | Goal date, QTORIN rapamycin in microcystic lymphatic malformations (priority review), per Q3 report (11.05) | Palvella | Company |
| Wed 03.10.2027 | Goal date, lonvo-z in hereditary angioedema; FDA not currently planning an advisory committee, Intellia says (Q3 results, 11.05) | Intellia | Company |
| Fri 04.09.2027 | Goal date, rivoceranib with camrelizumab in unresectable liver cancer, after a third complete response letter; trade press only | Elevar; Hengrui | Press |
| Sat 05.01.2027 | Goal date, AMT-130 (ifezuntirgene inilparvovec) in Huntington’s disease, BLA under priority review, seeking accelerated approval; FDA is tentatively planning an advisory committee, uniQure says | uniQure | Company |
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Track record: our calls, graded in public · corrections log
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