MONTHLY ROUNDUP

February 2026 FDA PDUFA Results

5 Approvals, 3 CRLs — ODIN Called All 8 Correctly (100%)

4
Approvals
3
CRLs
8/8
ODIN Correct

Complete February 2026 PDUFA Scorecard

TickerDrugIndicationDateODINScoreResultMove
ETONET-600 (Desmopressin)Arginine Vasopressin DeficiencyFeb 25TIER_285.5%APPROVED+14.7%
REGNDupixent (dupilumab)Allergic Fungal RhinosinusitisFeb 24TIER_194.8%APPROVED+7.3%
VNDABysanti (milsaperidone)Bipolar I / SchizophreniaFeb 20TIER_189.7%APPROVED+44%
ASNDYUVIWEL (navepegritide)Achondroplasia (Pediatric)Feb 27TIER_188.9%APPROVED+6%
ASNDTransCon hGH WeeklyAdult Growth Hormone DeficiencyFeb 7TIER_195.5%APPROVED+19%
IRONBitopertinErythropoietic Protoporphyria (EPP)Feb 13TIER_439.4%CRL-52%
RGNXRGX-121 (Clemidsogene)Hunter Syndrome (MPS II)Feb 7TIER_445.0%CRL-21%
PHARLeniolisib (Joenja sNDA)APDS (Children 4-11)Feb 1TIER_358.0%CRL-28%

February 2026 Approvals

ETON — ET-600 (Desmopressin Oral Solution)

Indication: Arginine Vasopressin Deficiency (Central Diabetes Insipidus)

Approved: February 25, 2026 | ODIN: TIER_2 (85.5%) | Move: +14.7% (T-25→T-0)

505(b)(2) NDA with Orphan Drug designation. Desmopressin oral solution for rare endocrine condition. Micro-cap ($180M mkt cap).

REGN — Dupixent (dupilumab) for AFRS

Indication: Allergic Fungal Rhinosinusitis (AFRS)

Approved: February 24, 2026 (4 days early) | ODIN: TIER_1 (94.8%) | Runup: +7.3% (T-60→T-7)

9th FDA-approved Dupixent indication. First-and-only medicine for AFRS. sBLA label expansion.

VNDA — Bysanti (milsaperidone)

Indication: Bipolar I Disorder / Schizophrenia

Approved: February 20, 2026 (1 day early) | ODIN: TIER_1 (89.7%) | Move: +44%

NCE bioequivalent to iloperidone. 100K+ patient-years safety data. Second VNDA approval in <2 months.

ASND — TransCon hGH Weekly

Indication: Adult Growth Hormone Deficiency

Approved: February 7, 2026 | ODIN: TIER_1 (95.5%) | Move: +19%

Weekly formulation, strong Phase 3 data, experienced sponsor (Ascendis Pharma).

February 2026 CRLs (ODIN Correctly Avoided)

ODIN scored all three CRL recipients below the BUY threshold, correctly signaling AVOID. Investors following ODIN avoided a combined -101% in potential losses across these three events.

IRON — Bitopertin (EPP) | CRL Feb 13 | -52%

ODIN: TIER_4 (39.4%) AVOID. FDA cited insufficient evidence of clinical benefit despite biomarker improvement.

RGNX — RGX-121 (Hunter Syndrome) | CRL Feb 7 | -21%

ODIN: TIER_4 (45.0%) AVOID. FDA cited eligibility criteria, external control comparability, and surrogate endpoint concerns.

PHAR — Leniolisib (APDS Pediatric) | CRL Feb 1 | -28%

ODIN: TIER_3 (58.0%) AVOID. Pediatric expansion CRL. ODIN flagged inexperienced sponsor + pediatric extrapolation risk.

What's Next: March 2026 PDUFAs

March 2026 has several upcoming PDUFA dates. Track all upcoming catalysts with ODIN tier predictions on the PDUFA Calendar.

ODIN's overall track record: 52 verified outcomes, 50 correct (96.2% accuracy). In 2026: 15/15 perfect on PDUFA binary predictions. View the full track record.

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52 verified outcomes. 96.2% accuracy. 15/15 perfect in 2026. Track every upcoming FDA catalyst.

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Disclaimer: PDUFA.BIO provides informational analysis only. This is not financial advice or investment recommendation. Past prediction accuracy does not guarantee future results. ODIN tier scores are probabilistic assessments, not certainties. Always conduct your own due diligence.