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JNJ FDA Decision Approved · 2025-09-09

Updated ·next FDA decision on the calendar

Price into the decision (T-120)

PDUFA 9/9/25$179.29$146.363/25/25
Daily close, T-120 (3/25/25) through T+5. Run-up high $179.29 on 8/25/25, low $146.36 on 5/20/25 (T-120 to T-1). FDA decision 9/9/25. Historical price action, not a forecast.
Positioning before the decision
On Aug 26, 2025, 14 days before the decision date, at-the-money options priced a move of ±2.5% through Sep 12, 2025 (the first listed expiry after the decision; ATM implied volatility 14%). The stock closed -0.7% at the first close across the decision and -0.4% five trading days on. A straddle priced weeks out covers ordinary movement plus the event, so this is the move the options market priced through that expiry, not the event-implied move alone. How this compares across 1,000+ decisions.

Decision facts

FDA decision date2025-09-09
DrugINLEXZO (gemcitabine intravesical system) (TAR-200) - (SunRISe-1)
IndicationBacillus Calmette-Guérin (BCG)-unresponsive, high-risk non-muscle-invasive bladder cancer
Outcome✓ Approvedprimary-sourced
Decision-day move-0.7%
T-120 run-up (low→high)+15.0% ($146.36→$179.29)
Market-cap tierLarge
Cohort decision-day move (history)1.0% median (n=835)

Cohort move is the historical median absolute decision-day move for this market-cap tier across our run-up study. History, not a prediction.

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Questions

Was INLEXZO (gemcitabine intravesical system) (TAR-200) - (SunRISe-1) approved by the FDA?

Yes. The FDA approved the application for INLEXZO (gemcitabine intravesical system) (TAR-200) - (SunRISe-1) on September 9, 2025. The primary source is linked on this page.

What was INLEXZO (gemcitabine intravesical system) (TAR-200) - (SunRISe-1) under FDA review for?

The application covered Bacillus Calmette-Guérin (BCG)-unresponsive, high-risk non-muscle-invasive bladder cancer. The FDA approved the application on September 9, 2025.

How did JNJ stock react to the FDA decision?

On the decision day JNJ moved -0.7%. That is the recorded reaction to this specific event -- historical measurement, not a prediction, and not investment advice.