A couple of quick points on the BLA based on memory of my

New Post Public Reply Private Reply Replies (3) Message Board
BlackDoggie I_luv_cydy #6081
488
A couple of quick points on the BLA based on memory of my research a while back:

- “Accepting” the BLA is a term with meaning. Upon receipt, the FDA has 60 days to respond to the firm and let them know whether or not the BLA filing has been accepted. This means only that the FDA feels that the submission is materially complete and the FDA can conduct an effective review. The other option is that the FDA can request more information from the firm, in which case that 60-day clock starts over when the firm provides the requested information. Rolling review should help some here, as the FDA should have in theory already looked at at least 1/3 of the filing.

- Upon notifying the firm that the BLA is accepted, a new clock starts, and the FDA then has six months under the PDUFA to respond with approval, rejection, or a Complete Response Letter (CLR). This last one is basically a “no, but...” and allows the firm to correct issues and resubmit. The FDA could also ask for additional data in a CLR. If the FDA issues a CLR, the firm must correct the issues in the filing, resubmit, and the whole clock starts over. This is quite common with issues in the CNC portion of the filing, which is why it’s huge to have Samsung on board helping with that. A minor issues with correct drain placement in your production facility could cost you a year...

- The rolling review that the FDA granted should also help get this approved before the six-month date if all is in order. Also, a minor correction to a previous post - the firm has not been granted accelerated approval, which is actually a mechanism for speeding up/shortening the clinical process. The firm has been granted priority review, which is why the PDUFA date is six months from acceptance instead of (I believe) eight months. TNBC, on the other hand, will potentially be an accelerated approval candidate if the trial nails the surrogate endpoint of reducing CTC’s.

- The “approval upon acceptance” numbers being put out there sound correct, but incomplete. They’re actually “eventual approval upon initial acceptance”, and don’t reflect any potential delays to those approvals from the firm not having its ducks in a row for the BLA originally. So whenever we get impatient with the firm about the BLA, we should recall that it’s not uncommon to lose significant time due to minor, correctable issues with the BLA. For a small company especially, it’s incredibly important to get it right the first time.

- As I recall, a significant portion of the filings that are not eventually accepted are due to safety issues. We’re in the clear there, in my mind. With combo, I believe were undeniably clear of the efficacy bar as well. With mono that’s probably a hair more debatable, since HAART currently does a good job of suppressing viral load in most, but I think the combination of high (if not perfect) efficacy, lack of adverse effects, and lack of observed resistance where SOC treatment has issues with the last two should be plenty to clear the bar. It absolutely presents an advancement in treatment for many patients if the pivotal trial sustains or builds on the existing safety and efficacy data.

tl;dr - After filing the BLA, we should hear about acceptance within 60 days one way or the other, and hear about approval one way or the other within six months of acceptance. Issues with the filing would re-start the clocks. If accepted, we’ll almost certainly be approved eventually, but silly mistakes could delay it significantly. So whenever we get impatient about how long the BLA is taking, we should remind ourselves how long it’s going to take if the BLA isn’t perfect the first time.

CytoDyn Inc (CYDY) Stock Research Links

CYDY Board Company Profile Buy Rating Time & Sales News Filings Financials
Scroll down for more posts ▼

Top 10 Most Recent News Articles

Tam-Peli Steps Up in SCLC Battle: Trial Insights

Updated Category News Views 5

Noteworthy Developments in Small-Cell Lung Cancer Treatment Let's dive into a story straight from the world of small-cell lung cancer (SCLC) that doesn't take any prisoners. The antidote making waves is tambotatug pelitecan, or Tam-Peli for short, showcasing its might in the unrelenting fight against relapsed SCLC. The phase III TAISHAN-302 trial puts Tam-Peli...

Continue Reading
Surfing Dogs Ride Waves, Support Orphan Pets

Updated Category News Views 3

Waves, Paws, and Passion Who would've thought that dogs catching waves could also catch hearts and wallets? Well, that's exactly what's happening today at Del Mar Dog Beach with the 21st Annual Surf Dog Surf-A-Thon revving up the excitement. It's a sun-soaked day in Rancho Santa Fe, California, right in the thick of things at the longest-running dog surf competition. For...

Continue Reading
Trial Disappointment: No Significant Gains in NSCLC

Updated Category News Views 15

Dissecting the Nuances of the EVOKE-03/KEYNOTE-D46 Trial Every once in a while, we come across a trial that rattles cages in the research community. Today, it's the EVOKE-03/KEYNOTE-D46 trial, a collision of hope and hard-knock reality. This Phase 3 trial, which sought to explore the potential combo of sacituzumab govitecan (SG) and pembrolizumab on metastatic non-small...

Continue Reading
Regeneron Faces Legal Heat: Lead Plaintiff Deadline Looms

Updated Category News Views 6

Regeneron’s Tight Spot: Legal Showdown Well, here we go again—Regeneron Pharmaceuticals (NASDAQ:REGN) is under some serious heat. If you're an investor who faced significant losses with this biotech juggernaut, remember that the clock’s ticking down to the wire. By tomorrow, September 14, 2026, you need to decide if you're going to throw your hat in the ring for...

Continue Reading
First-Time Homeowners: Unseen Pitfalls of Insurance

Updated Category News Views 6

Understanding Homeowners Insurance: Beyond the Basics Most folks diving into homeownership for the first time get caught up in the whirlwind of price tags, loans, and knick-knacks for their new place. Meanwhile, the nitty-gritty of homeowners insurance often gets tossed to the side. But take it from a weary watchdog of financial storms—it’s those details in the policy...

Continue Reading
Ris-Rez May Set New Standard in Relapsed SCLC

Updated Category News Views 7

The Game-Changing Results Innovation in pharmaceuticals sometimes feels like a waiting game, but when a fresh breakthrough like this rolls in, it lights up the whole landscape. Risvutatug rezetecan, or Ris-Rez for short, has shown promising potential in the fight against relapsed small-cell lung cancer (SCLC) that has progressed after platinum-based therapy. Survival...

Continue Reading
PwC US and India Unite for Global Consultancy Powerhouse

Updated Category News Views 7

Rearranging the Consultancy Chessboard Piling onto the game of consultancy realignments, PwC just made a move reminiscent of playing strategy poker. They're tossing together PwC US and PwC India's advisory capabilities for a new joint venture. It’s like pushing two puzzle pieces to make a single colorful picture that stretches from the U.S. all the way to the...

Continue Reading
PANDAG G1 Debuts: Revolutionizing Lawn Care Efficiency

Updated Category News Views 6

The Future of Landscaping Unveiled Get this—PANDAG is set to shake things up at GaLaBau 2026 with their futuristic G1 autonomous mower. This isn't just another piece of lawn equipment; it's practically a tech marvel on wheels, weaving together LiDAR, AI Vision, RTK, and 4G tech to make it the ultimate multitasker for the landscaping industry. We're talking obstacle...

Continue Reading
UWM Faces Class Action Deadline: Key Insights for Investors

Updated Category News Views 3

The High Stakes Reality for UWM Investors If there's one thing that's certain in this jittery world of investing, it's that losses have a way of waking you up. Right now, anyone tied up with UWM Holdings Corporation (NYSE: UWMC) shares needs to keep their wits about them; we're barreling toward an October 13, 2026 deadline for a class action lawsuit. The clock's ticking...

Continue Reading
GORGIE Unleashes Berry Burst: Target's New Drink Star

Updated Category News Views 6

GORGIE Targets Taste Buds with Berry Burst Ever feel like you're missing out on that energy drink everyone seems to be raving about? Well, GORGIE's out there making some noise again, and this time it's got a new punchy player in the game: Berry Burst. It's not just another drink; it's shaking things up in the energy aisle with its exclusive launch at Target. Modern style...

Continue Reading

Top 5 Most Recently Viewed Articles

Rocky Shore Gold Completes Initial Private Placement Tranche

Updated Category News Views 118

Rocky Shore Gold Completes Initial Private Placement Tranche Rocky Shore Gold Ltd. (CSE: RSG) has successfully announced the completion of the first tranche of its non-brokered private placement, raising significant funds to support its ongoing projects. The financing initiative, which was previously publicized, demonstrates the company's commitment to advancing its...

Continue Reading
Monthly Dividend Announcement from Ellington Credit Company

Updated Category News Views 185

Ellington Credit Company Declares Monthly Dividend Ellington Credit Company (NYSE: EARN) has made an exciting announcement regarding its financial commitment to its shareholders. The company's Board of Trustees has declared a monthly common dividend, establishing an amount of $0.08 per share. This dividend will be payable shortly, offering a tangible return to those...

Continue Reading
Halide Alagoz Sells Over $1.5 Million in Ralph Lauren Shares

Updated Category News Views 128

Halide Alagoz Completes Significant Stock Sale Recent reports indicate that Halide Alagoz, the Chief Product Officer at Ralph Lauren, executed a substantial insider sale according to official filings. Details of the Insider Transaction According to regulatory disclosures, Alagoz sold 5,282 shares of Ralph Lauren, resulting in a total transaction value of approximately...

Continue Reading
Midland States Bancorp, Inc. Declares Quarterly Dividends

Updated Category News Views 86

Midland States Bancorp, Inc. Declares Quarterly Cash Dividend Midland States Bancorp, Inc. (NASDAQ: MSBI) recently announced a quarterly cash dividend of $0.31 per share for its common stock. This dividend is significant as it highlights the company’s commitment to delivering value to its shareholders. The payment will be available to shareholders of record on a...

Continue Reading
Standex International Sees Price Target Increase Amid Growth

Updated Category News Views 55

Standex International's Price Target Raised by DA Davidson Recently, Standex International (NYSE: SXI) experienced a notable increase in its price target, now set at $222.00, from analysts at DA Davidson. This update follows the company's fiscal year 2025 earnings report, coinciding with their performance in the third quarter of the calendar year. The previous price...

Continue Reading