STOCK TITAN

Ultragenyx Resubmits Biologics License Application for UX111 AAV Gene Therapy to Treat Sanfilippo Syndrome Type A (MPS IIIA) to U.S. FDA

Rhea-AI Impact
(High)
Rhea-AI Sentiment
(Neutral)
Tags

Ultragenyx (NASDAQ: RARE) resubmitted a Biologics License Application (BLA) for UX111 (rebisufligene etisparvovec) AAV9 gene therapy to treat Sanfilippo syndrome type A (MPS IIIA).

The filing includes longer-term clinical data up to 8.5 years, CSF heparan sulfate and other biomarker evidence, comprehensive CMC responses to a July 2025 Complete Response Letter, and maintains an acceptable safety profile. The FDA granted Priority Review in February 2025; a PDUFA date is expected in Q3 2026 following an anticipated up-to-six-month review.

Loading...
Loading translation...

Positive

  • Resubmission addresses prior FDA CMC observations from July 2025
  • Includes longer-term clinical data showing durable effect up to 8.5 years
  • FDA granted Priority Review for UX111 in February 2025
  • Company expects a PDUFA decision in Q3 2026
  • If approved, UX111 would be the first therapy for MPS IIIA

Negative

  • Previously received a Complete Response Letter in July 2025 causing delay
  • CMC issues required substantial additional submissions and responses
  • PDUFA date not yet assigned; review timeline remains up to six months

News Market Reaction

-0.82%
1 alert
-0.82% News Effect

On the day this news was published, RARE declined 0.82%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Durability data horizon: 8.5 years FDA review period: up to 6 months PDUFA date window: Q3 2026 +5 more
8 metrics
Durability data horizon 8.5 years Longer-term UX111 brain biochemical and clinical effect follow-up
FDA review period up to 6 months Expected BLA review timeline per FDA guidelines
PDUFA date window Q3 2026 Expected PDUFA action date for UX111 after resubmission
Priority Review grant February 2025 FDA granted Priority Review to UX111 BLA
Complete Response Letter July 2025 CRL outlining CMC observations and data requests for UX111
Additional follow-up 1 year Updated UX111 clinical data vs prior BLA submission
PDUFA assignment timing within 1 month Expected timing to receive UX111 PDUFA action date
Biomarker type CSF heparan sulfate Key biomarker supporting intermediate endpoint for accelerated approval

Market Reality Check

Price: $23.79 Vol: Volume 1,641,306 vs 20-da...
low vol
$23.79 Last Close
Volume Volume 1,641,306 vs 20-day average 2,863,852 (relative volume 0.57). low
Technical Trading below 200-day MA: price 24.27 vs MA(200) 32.03.

Peers on Argus

RARE was down 0.7% pre-news while close peers showed mostly modest declines (e.g...

RARE was down 0.7% pre-news while close peers showed mostly modest declines (e.g., TLX -2.64%, SLNO -2.38%) and one gainer (SRRK +2.09%), pointing to stock-specific rather than coordinated sector action.

Historical Context

5 past events · Latest: Jan 23 (Neutral)
Pattern 5 events
Date Event Sentiment Move Catalyst
Jan 23 Inducement equity grant Neutral +0.4% New-hire inducement RSU grants under Nasdaq Listing Rule 5635(c)(4).
Jan 23 Phase III trial miss Negative +3.5% Setrusumab Phase III Orbit and Cosmic failed primary fracture-rate endpoints.
Jan 12 Financial/corporate update Positive +8.3% Preliminary 2025 revenue growth and gene therapy BLA timelines outlined.
Jan 07 Conference presentation Neutral -4.1% Announcement of J.P. Morgan Healthcare Conference presentation and webcast.
Dec 30 BLA completion Positive +1.0% Completion of DTX401 BLA with Phase 3 data and long-term follow-up.
Pattern Detected

Recent history shows positive reactions to strong corporate/regulatory updates, while the major Phase III failure produced a divergent positive move, and neutral events have sometimes seen negative follow-through.

Recent Company History

Over the past months, Ultragenyx has focused on gene therapy and growth milestones. A Dec 30, 2025 BLA completion for DTX401 and preliminary 2025 revenue of $672M–$674M drove positive moves. Neutral items like conference appearances and inducement grants had mixed price impact. The Phase III Orbit/Cosmic miss still saw shares rise, indicating occasional divergence between news quality and price. Today’s UX111 BLA resubmission continues the regulatory narrative around AAV gene therapies.

Market Pulse Summary

This announcement highlights a key regulatory step as Ultragenyx resubmits the UX111 BLA with longer...
Analysis

This announcement highlights a key regulatory step as Ultragenyx resubmits the UX111 BLA with longer-term data showing effects out to 8.5 years and additional biomarker support. It follows a prior Complete Response Letter from July 2025 and a Priority Review granted in February 2025, with a PDUFA decision expected in Q3 2026. Investors may watch for detailed WORLDSymposium 2026 data and subsequent FDA interactions to gauge regulatory traction for this first-in-disease gene therapy candidate.

Key Terms

biologics license application, aav gene therapy, sanfilippo syndrome type a, csf, +4 more
8 terms
biologics license application regulatory
"has resubmitted its Biologics License Application (BLA) seeking accelerated approval"
A biologics license application is a formal request submitted to regulatory authorities seeking approval to market a new biological medicine, such as vaccines or treatments made from living organisms. It is a comprehensive review process that evaluates the safety, effectiveness, and manufacturing quality of the product. For investors, receiving approval signals that a biological therapy can be sold to the public, potentially leading to revenue growth and market success.
aav gene therapy medical
"UX111 (rebisufligene etisparvovec) AAV9 gene therapy as a treatment"
AAV gene therapy uses a harmless adeno-associated virus as a delivery vehicle to carry a working copy of a gene into a patient’s cells, like a targeted mail carrier delivering a new instruction manual to fix a malfunctioning part. It matters to investors because these treatments can be one-time or long-lasting cures, driving high potential revenue and valuation but also carrying large development costs, regulatory hurdles and safety and manufacturing risks that affect returns.
sanfilippo syndrome type a medical
"gene therapy as a treatment for patients with Sanfilippo syndrome type A (MPS IIIA)"
A severe inherited childhood disease caused by lack of an enzyme needed to break down certain sugars, leading to toxic buildup that destroys brain and body tissue over time. Imagine a household trash system that stops working and garbage piles up, eventually overwhelming the home; similarly, cells are damaged leading to developmental decline and shortened lifespan. For investors, it matters because drug research, clinical trials, and potential therapies for this rare condition can drive biotech valuation, regulatory milestones, and partnerships.
csf medical
"supported further by CSF heparan sulfate and other biomarker data"
Cerebrospinal fluid (CSF) is the clear liquid that surrounds and cushions the brain and spinal cord, carrying nutrients and waste away from nervous tissue much like coolant and filters protect an engine. In clinical and regulatory news, CSF measurements are used to detect disease markers, track a drug’s effect on the central nervous system, or signal safety issues; changes in CSF test results can materially affect the perceived efficacy, market potential, and regulatory outlook for neuroscience-focused companies.
complete response letter regulatory
"controls (CMC)-related observations outlined in a Complete Response Letter (CRL)"
A complete response letter is an official communication from a drug or medical-device regulator, such as the U.S. Food and Drug Administration (FDA), telling a company that a marketing application cannot be approved in its current form and listing the specific deficiencies to be fixed. For investors it matters because it pauses or delays a product’s path to market—like a building inspector issuing a list of repairs before a certificate of occupancy—affecting revenue timing, costs and stock value.
chemistry, manufacturing, and controls regulatory
"comprehensive responses to chemistry, manufacturing, and controls (CMC)-related observations"
Chemistry, manufacturing, and controls (CMC) is the detailed documentation of how a drug or medical product is made, tested, and kept consistent — like a recipe, factory checklist, and quality-control plan combined. Investors care because strong CMC means regulators are more likely to approve the product and the company can reliably scale production, while weak or incomplete CMC raises the risk of approval delays, production problems, extra costs, or recalls.
priority review regulatory
"In February 2025, the FDA granted the UX111 BLA Priority Review."
Priority review is a regulatory fast-track that shortens the time an agency spends evaluating a drug, vaccine or medical device application so a decision comes sooner than normal. For investors, it matters because a faster review is like an express lane to market: it can speed revenue potential and reduce regulatory uncertainty, but it does not guarantee approval and still requires the product to meet safety and effectiveness standards.
prescription drug user fee act (pdufa) regulatory
"A Prescription Drug User Fee Act (PDUFA) action date is expected"
The Prescription Drug User Fee Act (PDUFA) is a law that allows drug companies to pay fees to the government to help speed up the review process for new medicines. This funding aims to ensure that important drugs reach patients faster, which can influence a company's ability to bring products to market efficiently. For investors, PDUFA-related decisions can impact drug approval timelines and company performance.

AI-generated analysis. Not financial advice.

Company expects up to six-month review period per FDA guidelines 

New longer-term clinical data demonstrating durable positive brain biochemical and clinical effect for as long as 8.5 years to be presented at WORLDSymposium™ 2026

NOVATO, Calif., Jan. 30, 2026 (GLOBE NEWSWIRE) -- Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) today announced that it has resubmitted its Biologics License Application (BLA) seeking accelerated approval for UX111 (rebisufligene etisparvovec) AAV9 gene therapy as a treatment for patients with Sanfilippo syndrome type A (MPS IIIA) to the U.S. Food and Drug Administration (FDA or the Agency). The submission contains substantial longer-term data on multiple measures of neurologic benefit to support an intermediate clinical endpoint for accelerated approval supported further by CSF heparan sulfate and other biomarker data, as agreed with the FDA during the last clinical review.

“Today, with no approved treatment options to address the relentless progression of Sanfilippo syndrome type A, families must watch helplessly as their children lose the ability to communicate, play, move, and even eat before ultimately succumbing to this devastating and fatal disease,” said Emil D. Kakkis, M.D., Ph.D., chief executive officer and president of Ultragenyx. “We recognize the extraordinary stakes facing the Sanfilippo community as they await a first-ever treatment option and look forward to working with the Agency as it completes its review of this urgently needed therapy. There is no time to waste, and we believe we have addressed all of the Agency’s concerns to avoid further delays. Patients, and their families, need access now.”

The resubmitted BLA includes comprehensive responses to chemistry, manufacturing, and controls (CMC)-related observations outlined in a Complete Response Letter (CRL) issued in July 2025, as well as additional long-term clinical data from current patients as requested by the Agency in the CRL.

During its prior review, the FDA acknowledged that the neurodevelopmental outcome data are robust and that the biomarker data provide additional supportive evidence; updated clinical data included in the BLA representing an additional year of follow-up continue to show a durable treatment effect across multiple biomarkers and further clinical separation from natural history, while maintaining an acceptable safety profile. Detailed updates will be presented next week at the WORLDSymposium™ 2026 in San Diego.

In February 2025, the FDA granted the UX111 BLA Priority Review. A Prescription Drug User Fee Act (PDUFA) action date is expected to be assigned within a month of resubmission. The company anticipates up to a 6-month review period from the date of resubmission per FDA regulations, with a PDUFA date expected in the third quarter of 2026. If approved, UX111 will be the first approved therapy for Sanfilippo syndrome type A.

About UX111 (rebisufligene etisparvovec)
UX111 (rebisufligene etisparvovec) is a novel in vivo AAV9 gene therapy in Phase 1/2/3 development for Sanfilippo syndrome type A (MPS IIIA), a rare fatal lysosomal storage disease with no approved treatment that primarily affects the brain. The therapy is designed to address the underlying sulfamidase (SGSH) enzyme deficiency responsible for abnormal accumulation of heparan sulfate, a glycosaminoglycan, in the brain that results in progressive cell damage and neurodegeneration. UX111 is dosed in a one-time intravenous infusion using a self-complementary AAV9 vector to deliver a functional copy of the SGSH gene to cells. These transduced cells then secrete the functional enzyme into the tissue fluid where it can be taken up by surrounding neurons and other cells. The enzyme is taken up efficiently into other cells and is then routed to the lysosome where it can reduce the accumulation of the heparan sulfate HS and prevent the progression of lysosomal storage and consequential injury that occurs in untreated patients. The product was originally developed by Abeona Therapeutics and transferred to Ultragenyx to complete development. The UX111 program has received Regenerative Medicine Advanced Therapy, Fast Track, Rare Pediatric Disease, and Orphan Drug designations in the U.S., and PRIME and Orphan medicinal product designations in the EU.

About Sanfilippo Syndrome Type A (MPS IIIA)
Sanfilippo syndrome type A (MPS IIIA) is a rare, fatal lysosomal storage disease with no approved treatment that primarily affects the brain and is characterized by rapid neurodegeneration, with onset in early childhood. Children with MPS IIIA present with global developmental delay which eventually leads to progressive cognitive, language and motor decline, behavioral abnormalities and early death. MPS IIIA is estimated to affect approximately 3,000 to 5,000 patients in commercially accessible geographies with a median life expectancy of 15 years. MPS IIIA is caused by biallelic pathogenic variants in the SGSH gene that lead to a deficiency in the sulfamidase (SGSH) enzyme responsible for breaking down heparan sulfate, a glycosaminoglycans, which accumulate in cells throughout the body resulting in the observed rapid neurodegeneration that is associated with the disorder.

About Ultragenyx
Ultragenyx is a biopharmaceutical company committed to bringing novel products to patients for the treatment of serious rare and ultra-rare genetic diseases. The company has built a diverse portfolio of approved therapies and product candidates aimed at addressing diseases with high unmet medical need and clear biology for treatment, for which there are typically no approved therapies treating the underlying disease.

The company is led by a management team experienced in the development and commercialization of rare disease therapeutics. Ultragenyx’s strategy is predicated upon time- and cost-efficient drug development, with the goal of delivering safe and effective therapies to patients with the utmost urgency.

For more information on Ultragenyx, please visit the company's website at: www.ultragenyx.com.

Forward-Looking Statements and Use of Digital Media
Except for the historical information contained herein, the matters set forth in this press release, including statements related to Ultragenyx's ability to provide the requested documentation and address the comments in the CRL to the satisfaction of the FDA, the development, timing and progress of UX111, including the timing of FDA acceptance of the BLA resubmission and the timing of FDA review of any such resubmission, the timing and outcome of any FDA inspections related to UX111, the timing of future regulatory interactions related to UX111, including the outcome of the BLA resubmission, business plans and objectives for UX111, expectations regarding the tolerability and safety of UX111, and future clinical and regulatory developments for UX111 are forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve substantial risks and uncertainties that could cause our clinical development programs, collaboration with third parties, future results, performance or achievements to differ significantly from those expressed or implied by the forward-looking statements. Such risks and uncertainties include, among others, the uncertainty of clinical drug development and unpredictability and lengthy process for obtaining regulatory approvals, the ability of the company to successfully develop UX111, the company’s ability to achieve its projected development goals in its expected timeframes, risks related to adverse side effects, risks related to reliance on third party partners to conduct certain activities on the company’s behalf, smaller than anticipated market opportunities for the company’s products and product candidates, manufacturing risks, our limited experience in operating our own manufacturing facility, the ability of the company and its third party manufacturers to comply with regulatory requirements, competition from other therapies or products, and other matters that could affect sufficiency of existing cash, cash equivalents and short-term investments to fund operations, the company’s future operating results and financial performance, the timing of clinical trial activities and reporting results from same, and the availability or commercial potential of Ultragenyx’s products and drug candidates. Ultragenyx undertakes no obligation to update or revise any forward-looking statements.

For a further description of the risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Ultragenyx in general, see Ultragenyx's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (SEC) on November 4, 2025, and its subsequent periodic reports filed with the SEC. 

In addition to its SEC filings, press releases and public conference calls, Ultragenyx uses its investor relations website and social media outlets to publish important information about the company, including information that may be deemed material to investors, and to comply with its disclosure obligations under Regulation FD. Financial and other information about Ultragenyx is routinely posted and is accessible on Ultragenyx’s Investor Relations website (https://ir.ultragenyx.com/) and LinkedIn website (https://www.linkedin.com/company/ultragenyx-pharmaceutical-inc-/).

Ultragenyx Contacts

Investors
Joshua Higa
ir@ultragenyx.com

Media
Jess Rowlands
media@ultragenyx.com


FAQ

What did Ultragenyx (RARE) file with the FDA on January 30, 2026?

They resubmitted a Biologics License Application for UX111, an AAV9 gene therapy for MPS IIIA. According to the company, the resubmission includes CMC responses, biomarker data, and extended clinical follow-up up to 8.5 years to support accelerated approval.

How long is the clinical follow-up data included in the UX111 BLA (RARE)?

The resubmission contains longer-term data showing durable effects for as long as 8.5 years. According to the company, those data include neurologic outcomes and CSF heparan sulfate biomarker support requested by the FDA.

What is the expected FDA review timeline and PDUFA timing for RARE's UX111?

Ultragenyx anticipates up to a six-month FDA review from resubmission with a PDUFA date expected in Q3 2026. According to the company, a formal PDUFA action date will be assigned within a month of resubmission.

Why was the UX111 BLA resubmitted instead of being approved earlier?

The company previously received a Complete Response Letter in July 2025 requiring CMC and additional clinical data. According to the company, the resubmission provides comprehensive CMC responses and requested long-term clinical data.

What would approval of UX111 mean for patients with Sanfilippo syndrome type A (MPS IIIA)?

If approved, UX111 would become the first approved therapy for MPS IIIA. According to the company, the therapy targets neurologic decline and is supported by biomarker and long-term clinical data demonstrating durable benefits.
Ultragenyx Pharm

NASDAQ:RARE

RARE Rankings

RARE Latest News

RARE Latest SEC Filings

RARE Stock Data

2.38B
92.14M
3.14%
101.49%
8.63%
Biotechnology
Pharmaceutical Preparations
Link
United States
NOVATO