Fi­bro­Gen shares skid low­er as a sur­prise ad­comm rais­es risks on roxa OK

Fi­bro­Gen will like­ly have to de­lay its US roll­out for rox­adu­s­tat once again.

In an un­ex­pect­ed move, the FDA is con­ven­ing its Car­dio­vas­cu­lar and Re­nal Drugs Ad­vi­so­ry Com­mit­tee to re­view the NDA in an ad­vi­so­ry com­mit­tee meet­ing. The date is yet to be con­firmed.

Just a few weeks ago, SVB Leerink an­a­lyst Ge­of­frey Porges pre­dict­ed that the roxa ap­proval could come ahead of the PDU­FA date on March 20 — ef­fu­sive de­spite al­ready be­ing let down once by the FDA’s ex­ten­sion of its re­view back in De­cem­ber. As­traZeneca, which is part­nered with Fi­bro­Gen on the chron­ic kid­ney dis­ease-re­lat­ed ane­mia drug, dis­closed reg­u­la­tors had re­quest­ed fur­ther clar­i­fy­ing analy­ses of clin­i­cal da­ta.

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