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Benzinga
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Scholar Rock's Spinal Muscular Atrophy Drug Faces FDA Delay Over Catalent Indiana Inspection

1. FDA issued a Complete Response Letter for Scholar Rock's apitegromab application. 2. CRL related to routine inspection of Catalent Indiana, not specific to drug efficacy. 3. Catalent Indiana is engaging in corrective actions and will resubmit to the FDA. 4. European regulations for apitegromab expected decision by mid-2026. 5. Regulatory delays reported for Regeneron’s EYLEA due to similar inspection concerns.

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FAQ

Why Neutral?

The CRL is not related to apitegromab's efficacy, suggesting limited direct impact on Scholar Rock's stock. Historical precedent shows CRLs primarily affect investor sentiment rather than fundamental valuations.

How important is it?

The direct focus on regulatory issues may concern investors, affecting perceptions of CTLT indirectly. As CTLT is involved in fill-finish processes, any issues in that domain carry secondary implications for its operational stability.

Why Long Term?

The timeline for potential approvals and market entry (2026) indicates a lengthy impact horizon. This could affect Stock performance as investors reassess it closer to the resubmission and European approval processes.

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