Updated Feb 20261,719 events · ODIN Gungnir v24

PDUFA Runup Heatmap

Historical pre-PDUFA price runup returns across every tier, market cap, and disease area. Find the exact window where small-cap biotechs move the most — before decision day.

Total Events
1,719
2020–2025
Best Segment
+19.2%
T1 Small T-60→T-7
Model AUC
0.988
Gungnir v24
Avg Win Rate
54%
Tier 1 overall
SegmentT-60→T-7T-30→T-7T-25→T-7T-18→T-7T-7→T-1
TIER_1
+3.9%
57% win · n=614
+3.0%
57% win · n=614
+2.0%
55% win · n=614
+1.6%
55% win · n=614
-0.2%
45% win · n=614
TIER_2
+2.6%
54% win · n=299
+1.0%
57% win · n=299
+1.3%
55% win · n=299
+1.9%
56% win · n=299
+0.2%
48% win · n=299
TIER_3
+5.9%
55% win · n=306
+3.9%
53% win · n=307
+3.4%
54% win · n=307
+1.7%
52% win · n=307
+1.0%
51% win · n=307
TIER_4
+0.6%
43% win · n=498
+1.2%
48% win · n=499
+1.4%
48% win · n=499
+1.8%
48% win · n=499
+1.5%
49% win · n=499
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1,719 events analyzed · Model AUC 0.988 · Updated daily

How to Read This Heatmap

Each cell shows the average return for stocks in that segment during the given time window before a PDUFA decision date. Green cells indicate positive average returns; red cells indicate negative. The win rate shows what percentage of events in that segment had a positive return.

T-25 to T-7 means the 18-calendar-day period starting 25 days before the PDUFA date and ending 7 days before. This is the core runup window where anticipation-driven buying is strongest, before the final week's profit-taking and volatility.

ODIN tiers are assigned by the Gungnir v24 model (AUC 0.988). Tier 1 represents the highest-conviction approval predictions; Tier 4 represents low confidence or likely CRL outcomes. Returns are calculated close-to-close using FMP historical price data, excluding events where price data was unavailable.

What Is the PDUFA Runup?

The PDUFA runup is a well-documented trading pattern in biotech stocks. In the weeks leading up to an FDA decision date, stocks experience anticipation-driven price momentum as traders position for the binary event. This effect is strongest in small- and micro-cap names where float is limited and retail participation is high.

Our analysis of 1,719 PDUFA events from 2020-2025 shows the pattern is real, quantifiable, and varies dramatically by company characteristics. The key insight: not all runups are created equal. Tier 1 small caps in the T-60 to T-7 window returned +19.2% on average with a 68% win rate, while Tier 4 large caps were essentially flat.

Frequently Asked Questions

Why does the runup work?

Retail and institutional traders front-run expected volatility, options market makers hedge by buying shares, and limited float in small caps amplifies momentum. The effect is consistent across 6 years of data but is NOT guaranteed on any single trade.

What does T-25 mean?

T-0 is the PDUFA decision date. T-25 means 25 calendar days before that date. The runup window T-25 to T-7 is the 18-day sweet spot before final-week volatility and profit-taking.

Should I hold through the PDUFA decision?

The runup strategy is designed to capture pre-event momentum and exit before the binary outcome. Exit by T-7 (or T-2 at the latest) to avoid the coin-flip risk of the actual FDA decision.

Disclaimer: This heatmap presents historical statistical analysis for educational and research purposes only. Past performance does not guarantee future results. The PDUFA runup pattern is a statistical tendency, not a certainty. Individual trades can and do lose money. This is not financial advice. Always do your own research and consult a financial advisor before making investment decisions. PDUFA.BIO and its operators are not registered investment advisors. See our full disclaimer.

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