Atossa Therapeutics Details Accelerated FDA Strategy to Advance (Z)-Endoxifen Across Breast Cancer Continuum

Rhea-AI Summary

Atossa Therapeutics (Nasdaq: ATOS) completed a Type C meeting with the FDA on November 17, 2025 to review regulatory strategy for (Z)-endoxifen. The FDA provided feedback on potential expedited pathways and development options across metastatic, neoadjuvant ER+/HER2-, and breast cancer risk-reduction settings, focusing on clinical design, endpoints, and streamlined registrational approaches. Atossa said FDA input clarified routes to accelerate development and regulatory review.

Key program items: a metastatic dose-ranging study is in preparation and an IND was submitted for the metastatic program (awaiting feedback); the Phase 2 EVANGELINE neoadjuvant trial is enrolling; risk-reduction work targets low-dose effects on mammographic density. Atossa reported completing multiple trials involving nearly 800 participants and expects additional INDs in 2026.

Positive

• Type C FDA meeting completed on November 17, 2025
• IND submitted for metastatic (Z)-endoxifen program
• Completed multiple trials with nearly 800 participants
• Phase 2 EVANGELINE neoadjuvant trial enrolling

Negative

• Metastatic IND is awaiting FDA feedback, creating regulatory timing uncertainty
• No registrational approval or pivotal readout reported yet
• Development across multiple indications may lengthen timelines before approval

News Market Reaction

+2.71%

5 alerts

+2.71% News Effect

+$3M Valuation Impact

$104M Market Cap

1.1x Rel. Volume

On the day this news was published, ATOS gained 2.71%, reflecting a moderate positive market reaction. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $3M to the company's valuation, bringing the market cap to $104M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Clinical participants: nearly 800 participants Type C meeting date: November 17, 2025 Planned IND timing: 2026

3 metrics

Clinical participants nearly 800 participants Completed clinical trials for (Z)-endoxifen

Type C meeting date November 17, 2025 FDA meeting on (Z)-endoxifen regulatory strategy

Planned IND timing 2026 Additional IND submissions anticipated

Market Reality Check

Price: $0.6421 Vol: Volume 5,779,231 is ~9x t...

high vol

$0.6421 Last Close

Volume Volume 5,779,231 is ~9x the 20-day average 635,819, signaling unusually heavy trading ahead of this FDA strategy update. high

Technical Price $0.9048 is trading above the 200-day MA $0.82 and sits about 30% below the 52-week high.

Peers on Argus

ATOS gained 5.11% with very strong volume, while key biotech peers like ANRO, PY...

ATOS gained 5.11% with very strong volume, while key biotech peers like ANRO, PYXS, and MGNX showed smaller positive moves and none appeared in the momentum scanner, pointing to a stock-specific reaction.

Historical Context

5 past events · Latest: Dec 09 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 09	Patent issuance	Positive	+3.5%	New U.S. patent with 100 claims covering (Z)-endoxifen formulations and uses.
Dec 04	FDA strategy update	Positive	+2.7%	Type C FDA meeting clarified expedited pathways for (Z)-endoxifen programs.
Dec 02	AI glioblastoma study	Positive	-5.7%	AI-driven study identified (Z)-endoxifen as a potential GBM therapeutic.
Nov 17	New indication focus	Positive	-1.9%	Highlighted (Z)-endoxifen opportunity in Duchenne muscular dystrophy and carriers.
Nov 12	Earnings and update	Neutral	-1.7%	Q3 2025 results with higher expenses and plans for mBC dose-ranging study.

Pattern Detected

Positive development and IP news have sometimes produced gains, but several seemingly positive scientific or clinical updates have been followed by negative price reactions, indicating a mixed and often divergent response pattern.

Recent Company History

This announcement fits a series of catalysts centered on (Z)-endoxifen. In Q3 2025, Atossa highlighted IND-focused development plans and a planned Nov 17, 2025 Type C FDA meeting. Subsequent news emphasized new indications such as Duchenne muscular dystrophy and glioblastoma, plus fresh IP protection via a U.S. patent issued on Dec 9, 2025. Price reactions to these items were mixed, with both gains and declines, underscoring that positive scientific or regulatory milestones have not consistently translated into near-term share appreciation.

Market Pulse Summary

This announcement detailed FDA feedback from a Type C meeting that outlined expedited pathways and r...

Analysis

This announcement detailed FDA feedback from a Type C meeting that outlined expedited pathways and registrational options for (Z)-endoxifen in metastatic, neoadjuvant, and risk-reduction settings. The company highlighted a growing clinical foundation of nearly 800 participants and plans for additional INDs in 2026. In context with recent IP, new indication exploration, and financial updates, key watch points include trial initiation, data readouts, regulatory milestones, and ongoing Nasdaq listing compliance.

Key Terms

investigational new drug application, metastatic breast cancer, neoadjuvant, mammographic breast density, +2 more

6 terms

investigational new drug application regulatory

"Atossa recently submitted an Investigational New Drug application ("IND") to"

An investigational new drug application is a formal request made to regulatory authorities to begin testing a new medication in humans. It is a critical step in the drug development process, as approval indicates the drug has passed initial safety checks and can be studied further. For investors, this signals that a potential new treatment is progressing through its early testing stages, which can impact the company's future growth prospects.

metastatic breast cancer medical

"Metastatic breast cancer (mBC): A dose-ranging study is in preparation"

Metastatic breast cancer is breast cancer that has spread beyond the breast and nearby lymph nodes to other organs, such as bones, liver, lungs or brain. For investors it matters because these advanced-stage cases often require long-term, complex and costly treatments, drive demand for specialty drugs and diagnostics, and influence regulatory approvals, pricing negotiations and the long-term revenue potential of companies developing therapies aimed at slowing spread or improving quality of life. An everyday analogy: it’s like a weed that has taken root in multiple beds rather than just one garden patch, requiring broader and more sustained effort to manage.

neoadjuvant medical

"Neoadjuvant ER+/HER2- breast cancer: Enrollment and data generation continue"

"Neoadjuvant" describes treatments or interventions that are given before the main or primary procedure, such as surgery or a major decision. It’s like preparing the ground before planting seeds, aiming to improve the final outcome. For investors, understanding neoadjuvant approaches can provide insight into how companies enhance results or effectiveness in their processes or products.

mammographic breast density medical

"low-dose strategy targeting mammographic breast density and overall breast cancer risk"

Mammographic breast density describes how much of the breast shows up as dense (firm tissue) versus fatty tissue on a mammogram; denser tissue appears whiter and can hide abnormalities much like fog on a window can hide shapes behind the glass. It matters to investors because higher density affects screening accuracy, drives demand for more advanced imaging and supplemental tests, influences regulatory and reimbursement decisions, and therefore impacts market size, product adoption, and potential liability for companies in diagnostics and women’s health.

monotherapy medical

"explore opportunities beyond monotherapy and breast cancer"

Monotherapy is a treatment approach that uses only one type of medicine or therapy to address a condition, instead of combining multiple options. For investors, understanding monotherapy matters because it can influence a company's development strategy, risk profile, and potential market size, especially if the single-treatment approach proves effective or faces limitations compared to combination therapies.

er+/her2- medical

"Neoadjuvant ER+/HER2- breast cancer: Enrollment and data generation"

ER+/HER2- describes a type of breast cancer where the cancer cells grow in response to the hormone estrogen (ER positive) but do not have excess levels of the HER2 protein (HER2 negative). This classification helps determine the most effective treatments and can influence prognosis. For investors, understanding such medical details can signal potential shifts in healthcare demand and the development of targeted therapies.

AI-generated analysis. Not financial advice.

Company positioned to pursue expedited regulatory pathways in metastatic, neoadjuvant, and risk-reduction settings

SEATTLE, Dec. 4, 2025 /PRNewswire/ -- Atossa Therapeutics, Inc. (Nasdaq: ATOS) ("Atossa" or the "Company"), a clinical-stage biopharmaceutical company focused on transforming breast cancer treatment and prevention, announced the completion of a Type C meeting with the U.S. Food and Drug Administration ("FDA") on November 17, 2025, to review regulatory strategy for advancing (Z)-endoxifen. During the meeting, the FDA provided the Company feedback on potential expedited regulatory pathways and development options across metastatic disease, neoadjuvant treatment, and breast cancer risk-reduction settings.

The meeting focused on clinical development design, endpoint strategy, and pathways that could support a streamlined registrational approach. Atossa believes the FDA interaction meaningfully clarified potential routes to accelerate clinical development and regulatory review for (Z)-endoxifen, helping to position the Company to pursue a faster and more focused development strategy across multiple breast cancer indications.

"This meeting was a meaningful development milestone for our programs," said Steven Quay, M.D., Ph.D., Atossa's President and Chief Executive Officer. "We used this discussion to incorporate FDA feedback into our development planning that could meaningfully shorten our regulatory timeline. We continue to aggressively execute the advancement of (Z)-endoxifen across the breast cancer continuum and toward potential registration pathways."

This includes multiple high-value clinical settings, including:

• Metastatic breast cancer (mBC): A dose-ranging study is in preparation as part of the Company's strategy to support registrational development.
• Neoadjuvant ER+/HER2- breast cancer: Enrollment and data generation continue in the Phase 2 EVANGELINE trial.
• Breast cancer risk-reduction: Development includes a low-dose strategy targeting mammographic breast density and overall breast cancer risk.

In support of its metastatic breast cancer program, Atossa recently submitted an Investigational New Drug application ("IND") to the FDA and is awaiting feedback. The Company also anticipates additional IND submissions in 2026 to advance combination strategies and explore opportunities beyond monotherapy and breast cancer.

"Our clinical program is now structured around decisive value-creating milestones," said Janet Rea, MSPH, Senior Vice President of Research and Development. "We have completed multiple clinical trials involving nearly 800 participants, and are optimistic that this foundation, combined with anticipated upcoming data, and FDA input supports an active push towards multiple regulatory endpoints."

About (Z)-Endoxifen

(Z)-endoxifen is a highly potent Selective Estrogen Receptor Modulator/Degrader (SERM/D) with demonstrated ability to inhibit and potentially degrade estrogen receptors. It has shown activity even in tumors that have developed resistance to other endocrine therapies. Beyond its anti-estrogenic properties, (Z)-endoxifen also targets the oncogenic signaling pathway, protein kinase C beta 1 (PKCβ1), at clinically achievable blood and tumor levels. (Z)-endoxifen also seems to deliver comparable or superior bone-protective effects relative to tamoxifen.

Atossa is developing a proprietary enteric oral formulation of (Z)-endoxifen that bypasses stomach acid, which would otherwise partially convert the active (Z)-isomer to its inactive (E)-form. We believe this innovation allows for optimal bioavailability and therapeutic integrity. Clinical studies have shown Atossa's (Z)-endoxifen to be well tolerated in both healthy women and those with breast cancer. In nearly 800 adults (healthy volunteers and breast cancer patients) receiving doses up to 360 mg/day, no maximum tolerated dose (MTD) has been identified, supporting continued dose-range exploration.

Atossa's (Z)-endoxifen program is supported by a growing global intellectual property portfolio, including four recently issued U.S. patents and numerous pending applications worldwide.

About Atossa Therapeutics

Atossa Therapeutics, Inc. (Nasdaq: ATOS) is a clinical-stage biopharmaceutical company developing novel therapies in oncology, including (Z)-endoxifen, to improve outcomes for patients across the breast cancer continuum of care. Information about Atossa can be found at the website: https://atossatherapeutics.com/.

Forward-Looking Statements

This press release contains certain information that may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We may identify these forward-looking statements by the use of words such as "expect," "potential," "continue," "may," "will," "should," "could," "would," "seek," "intend," "plan," "estimate," "anticipate," "believe," "design," "predict," "future," or other comparable words. All statements made in this press release that are not statements of historical fact, including statements regarding the Company's development and regulatory strategy and related milestones, data related to the (Z)-endoxifen program, the potential indications that the Company may pursue for (Z)-endoxifen, the potential for (Z)-endoxifen to receive regulatory approval, including potential IND and NDA submissions and related timing, benefits of the Company's strategy of pursuing metastatic and other indications for (Z)-endoxifen, the expected design and enrollment of trials and timing of data and related publications, the Company's progress across its pipeline, the strength of the Company's patent portfolio, and the potential market and growth opportunities for the Company, are forward-looking statements. Forward-looking statements in this press release are subject to risks and uncertainties that may cause actual results, outcomes, or the timing of actual results or outcomes, to differ materially from those projected or anticipated, including risks and uncertainties associated with: our ability to successfully execute our strategy to pursue a metastatic breast cancer indication or other indications for our lead program, (Z)-endoxifen; our ability to shorten our clinical development timelines and reduce future clinical development costs through an accelerated registrational path, which is dependent on the timing and outcomes of submissions to and other interactions with the U.S. Food and Drug Administration (FDA); the expected timing and results of releasing data; any variation between interim or preliminary and final clinical results or analysis; actions and inactions by the FDA and foreign regulatory bodies; the outcome or timing of regulatory approvals needed by Atossa, including those needed to continue our planned (Z)-endoxifen trials; our ability to regain and maintain compliance with the continued listing requirements of the Nasdaq Stock Market; our ability to successfully develop and commercialize new therapeutics; the success, costs and timing of our development activities, including our ability to successfully initiate or complete our clinical trials, including our (Z)-endoxifen trials; our ability to establish and maintain intellectual property rights covering our products; the impact of general macroeconomic conditions on our business; our ability to raise capital; and other risks and uncertainties detailed from time to time in Atossa's filings with the Securities and Exchange Commission, including without limitation its Annual Reports on Form 10-K and Quarterly Reports on 10-Q. Forward-looking statements are presented as of the date of this press release. Except as required by law, we do not intend to update any forward-looking statements, whether as a result of new information, future events or circumstances or otherwise. Additionally, the Company notes that FDA feedback does not constitute approval, endorsement, or commitment to any regulatory pathway or timeline.

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SOURCE Atossa Therapeutics Inc

FAQ

What did Atossa announce about (Z)-endoxifen on December 4, 2025 (ATOS)?

Atossa announced completion of a Type C FDA meeting (Nov 17, 2025) with feedback on expedited pathways across metastatic, neoadjuvant, and risk-reduction settings.

Has Atossa (ATOS) filed an IND for the metastatic (Z)-endoxifen program?

Yes; Atossa submitted an IND for the metastatic program and is awaiting FDA feedback.

What is the status of Atossa's neoadjuvant EVANGELINE trial for (Z)-endoxifen (ATOS)?

The Phase 2 EVANGELINE trial in neoadjuvant ER+/HER2- breast cancer is enrolling and generating data.

How many participants has Atossa completed clinical trials with for (Z)-endoxifen (ATOS)?

Atossa reported completing multiple clinical trials involving nearly 800 participants.

Will Atossa pursue additional INDs for (Z)-endoxifen in 2026 (ATOS)?

Yes; the company anticipates submitting additional INDs in 2026 to advance combination strategies and explore beyond monotherapy.

What targets are included in Atossa's breast cancer risk-reduction program for (Z)-endoxifen (ATOS)?

The risk-reduction development includes a low-dose strategy targeting mammographic breast density and overall breast cancer risk.