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Vera Therapeutics Announces Alignment with U.S. FDA on Earlier ORIGIN Phase 3 Analysis to Support Potential Full Approval for Atacicept in Adults with IgA Nephropathy

(Very Positive)

Vera Therapeutics (Nasdaq: VERA) announced U.S. FDA alignment on an earlier ORIGIN Phase 3 eGFR analysis for atacicept in adults with IgA nephropathy (IgAN).

The BLA for accelerated approval has a PDUFA date of July 7, 2026. eGFR results are expected in Q3 2026, supporting a planned sBLA in Q4 2026 and potential full approval in 2027.

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Positive

  • PDUFA date of July 7, 2026 set for atacicept BLA
  • ORIGIN 3 Phase 3 eGFR analysis pulled forward to Q3 2026 from 2027
  • Planned sBLA submission for full approval in Q4 2026, pending eGFR results
  • FDA alignment achieved on revised eGFR analysis plan for atacicept in IgAN
  • Phase 2b ORIGIN eGFR results supported FDA alignment on analysis plan
  • Company aims to deliver first BAFF/APRIL-targeting therapy for adults with IgAN

Negative

  • Full approval of atacicept remains conditional on positive Phase 3 eGFR results
  • Potential full approval timeline extends into 2027, delaying commercial certainty

News Market Reaction – VERA

-7.90%
26 alerts
-7.90% Session close to close
-5.8% Trough in 21 hr 11 min
$2.29B Market Cap
1.4x Rel. Volume

In the Jun 2 session, VERA declined 7.90%, reflecting a notable negative market reaction. Argus tracked a trough of -5.8% from its starting point during tracking. Our momentum scanner triggered 26 alerts that day, indicating elevated trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -7.9% in the session following this news. A negative reaction despite the clearer re...
Analysis

The stock moved -7.9% in the session following this news. A negative reaction despite the clearer regulatory path would fit Vera’s mixed record around some milestones, such as the selloff following full Phase 3 enrollment. Pull-forward of the ORIGIN 3 eGFR analysis to Q3 2026 concentrates event risk into a narrower window, and any disappointment versus prior Phase 2b and Phase 3 signals could weigh heavily. The pattern of sharp moves around clinical events suggests volatility risk around future readouts.

Key Figures

PDUFA date: July 7, 2026 ORIGIN 3 eGFR analysis timing: Q3 2026 sBLA submission plan: Q4 2026 +1 more
4 metrics
PDUFA date July 7, 2026 BLA for accelerated approval of atacicept in IgAN
ORIGIN 3 eGFR analysis timing Q3 2026 Revised Phase 3 eGFR analysis pulled forward from 2027
sBLA submission plan Q4 2026 Planned sBLA for full approval pending positive eGFR results
Potential full approval year 2027 Targeted timing for full approval of atacicept in adults with IgAN

Previous Clinical trial Reports

5 past events · Latest: Nov 06 (Positive)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Nov 06 Phase 3 interim data Positive +4.7% Positive ORIGIN Phase 3 data with strong proteinuria and biomarker reductions.
Jun 02 Phase 3 topline results Positive +67.5% Phase 3 trial met primary endpoint with 46% proteinuria reduction and favorable safety.
Apr 03 Trial enrollment complete Positive -3.6% Completion of full enrollment in pivotal ORIGIN Phase 3 IgAN trial.
Oct 26 Phase 2b 96-week data Positive +15.2% 96-week Phase 2b data showing stabilized kidney function and strong biomarker effects.
Oct 02 Upcoming data presentations Neutral -2.5% Announcement of upcoming long-term Phase 2b and ORIGIN trial presentations at ASN.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Clinical data or milestone updates have often produced strong moves (both up and down), with large gains on clear efficacy data and at least one selloff on an operational milestone.

Recent Company History

Over the past two years, Vera’s key news has centered on atacicept’s ORIGIN program in IgA nephropathy. Positive Phase 2b and Phase 3 efficacy data, including a 46% proteinuria reduction and strong biomarker improvements, previously supported a planned BLA for accelerated approval and generated sizable single-day gains, notably +67.49% on June 2, 2025. Other clinical milestones such as full enrollment and conference presentations saw mixed to negative reactions. Today’s FDA alignment on an earlier ORIGIN 3 eGFR analysis fits into this ongoing clinical and regulatory progression toward potential full approval.

Key Terms

prescription drug user fee act (pdufa), biologics license application (bla), supplemental biologics license application (sbla), iga nephropathy (igan), +3 more
7 terms
prescription drug user fee act (pdufa) regulatory
"Prescription Drug User Fee Act (PDUFA) date of July 7, 2026 for Biologics..."
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.
biologics license application (bla) regulatory
"...date of July 7, 2026 for Biologics License Application (BLA) for accelerated..."
A biologics license application (BLA) is a formal request to a government agency seeking approval to sell a biological medicine, such as vaccines or gene therapies, in the market. It is similar to a detailed report that proves the product is safe, effective, and manufactured properly. For investors, a BLA signifies a critical step toward commercial availability, often impacting a company's valuation and market prospects.
supplemental biologics license application (sbla) regulatory
"Pending positive eGFR analysis, plans to submit a supplemental Biologics License Application (sBLA)..."
A supplemental biologics license application (sBLA) is a formal request to a drug regulator to approve a change to a biologic product that already has a license, such as a new use, manufacturing process, dosage form, or labeling update. Investors care because approval can expand sales or reduce costs, while rejection or delay can create regulatory risk and affect revenue; think of it as asking permission to alter a proven recipe before selling the new version.
iga nephropathy (igan) medical
"...accelerated approval of atacicept in patients with IgA Nephropathy (IgAN)"
IgA nephropathy is a kidney disease caused by immune proteins (IgA antibodies) depositing in the kidney’s filters, leading over time to blood and protein leaking into the urine and gradual loss of kidney function. It matters to investors because its chronic nature creates demand for diagnostics, long-term therapies and clinical trials; trial results, regulatory approvals, or new treatments can materially affect companies focused on kidney disease much like a new product can reshape a market.
phase 3 medical
"aligned with the U.S. Food and Drug Administration (FDA) on a revised, earlier ORIGIN 3 eGFR analysis plan..."
Phase 3 is the late-stage clinical testing step for a new drug or medical treatment, where the product is given to large groups of patients to confirm effectiveness, monitor side effects, and compare it to standard care. Successful Phase 3 results are often the final scientific hurdle before regulators decide on approval and market launch—like passing a final exam before graduation—and can sharply change a company's valuation and future revenue prospects.
accelerated approval regulatory
"...BLA for accelerated approval of atacicept in patients with IgA Nephropathy..."
Accelerated approval is a process that allows new medical treatments to be approved more quickly than usual if they address serious or life-threatening conditions and show promising early results. For investors, it signals that a treatment may reach the market sooner, potentially boosting a company's prospects, but it also involves some uncertainty since full evidence of effectiveness is still being gathered.
full approval regulatory
"...eGFR analysis to potentially support full approval of atacicept in this indication..."
A regulatory agency’s full approval is the formal, long-term authorization that a drug, vaccine, medical device, or other regulated product has met standards for safety and effectiveness after a complete review of data. For investors, full approval matters because it removes a major uncertainty—similar to a learner’s permit being replaced by a full driver’s license—allowing wider marketing, more stable sales prospects, and lower regulatory and legal risk that can affect a company’s revenue and valuation.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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  • Prescription Drug User Fee Act (PDUFA) date of July 7, 2026 for Biologics License Application (BLA) for accelerated approval of atacicept in patients with IgA Nephropathy (IgAN)
  • Revised ORIGIN 3 eGFR analysis now planned for Q3 2026, pulled forward from 2027
  • Pending positive eGFR analysis, plans to submit a supplemental Biologics License Application (sBLA) in Q4 2026, with potential full approval in 2027

BRISBANE, Calif., June 02, 2026 (GLOBE NEWSWIRE) -- Vera Therapeutics, Inc. (Nasdaq: VERA), a biotechnology company focused on developing and commercializing transformative treatments for patients with serious immunological diseases, today announced it has aligned with the U.S. Food and Drug Administration (FDA) on a revised, earlier ORIGIN 3 eGFR analysis plan to support full approval for atacicept in adults with IgAN. The eGFR results are now expected in the third quarter of 2026. Pending these results, Vera Therapeutics plans to submit an sBLA for full approval in the fourth quarter of 2026.

Alignment with the FDA on a revised eGFR analysis plan follows a recent workshop hosted by the National Kidney Foundation which included clinicians, researchers, regulators, and patient advocates. In addition, the alignment with the FDA has been supported by the eGFR results from the ORIGIN Phase 2b trial of atacicept in IgAN.

“We are excited for the potential to deliver the first approved therapy targeting both BAFF and APRIL in adults with IgAN, and to bring forward the eGFR analysis to potentially support full approval of atacicept in this indication at an earlier date,” said Marshall Fordyce, M.D., Founder and CEO of Vera Therapeutics.

About Atacicept

Atacicept is an investigational soluble recombinant fusion protein that contains the native human transmembrane activator and calcium-modulating cyclophilin ligand interactor (TACI) receptor that binds to the cytokines B-cell activating factor (BAFF) and A PRoliferation-Inducing Ligand (APRIL). These cytokines promote B-cell survival and autoantibody production associated with IgAN and other autoimmune diseases.

About the Atacicept Clinical Program in IgAN

The ORIGIN Phase 2b clinical trial of atacicept in IgAN met its primary and key secondary endpoints, with statistically significant and clinically meaningful proteinuria reductions and stabilization of eGFR versus placebo through 36 weeks. The safety profile during the randomized period was comparable between atacicept and placebo. Through 96 weeks, atacicept demonstrated further improvements in Gd-IgA1, hematuria, and proteinuria, as well as stabilization of eGFR reflecting a profile consistent with that of the general population without IgAN.

The ORIGIN Phase 3 trial met the primary endpoint with a statistically significant and clinically meaningful reduction in proteinuria at week 36, in the prespecified interim analysis. Across the ORIGIN program in IgAN, the safety profile of atacicept appears favorable, and comparable to placebo. The trial continues in a placebo-controlled blinded manner to evaluate the change in kidney function as measured by eGFR, with results expected in 2026. For more information about ORIGIN 3, please visit http://www.clinicaltrials.gov.

Atacicept has received FDA Breakthrough Therapy Designation for the treatment of IgAN, which reflects the FDA’s determination that, based on an assessment of data from the ORIGIN Phase 2b clinical trial, atacicept may demonstrate substantial improvement on a clinically significant endpoint over available therapies for patients with IgAN. Vera Therapeutics believes atacicept is positioned for best-in-class potential, targeting B cells to reduce autoantibodies and having been administered to more than 1,500 patients in clinical trials across different disease areas.

The ORIGIN Extend study provides ORIGIN study participants with extended access to atacicept until its potential commercial availability in their region and captures longer-term safety and efficacy data. Atacicept is also being evaluated in expanded IgAN populations, anti-PLA2R positive primary membranous nephropathy, and anti-nephrin positive focal segmental glomerulosclerosis (FSGS) and minimal change disease (MCD) patients in the PIONEER trial.

The atacicept monthly dose range finding study was initiated in 2025 to explore the effectiveness, safety, and tolerability of different dosing regimens of atacicept. Enrollment in the study has been completed.

About Vera Therapeutics

Vera Therapeutics is a biotechnology company focused on developing treatments for serious immunological diseases. Vera Therapeutics’ mission is to advance treatments that target the source of disease in order to change the standard of care for patients. Vera Therapeutics’ lead product candidate is atacicept, a fusion protein self-administered at home as a subcutaneous once weekly injection that blocks both BAFF and APRIL, which stimulate B cells to produce autoantibodies contributing to certain autoimmune diseases, including IgAN and lupus nephritis. Beyond IgAN, Vera Therapeutics is evaluating additional diseases where the reduction of autoantibodies by atacicept may prove clinically meaningful. In addition, Vera Therapeutics holds an exclusive license agreement with Stanford University for a novel, next generation fusion protein targeting BAFF and APRIL, known as VT-109, with wide therapeutic potential across the spectrum of B-cell-mediated diseases. Vera Therapeutics is also evaluating development of MAU868, a monoclonal antibody designed to neutralize infection with BK virus, which can have devastating consequences in kidney transplant recipients. Vera Therapeutics retains all global developmental and commercial rights to atacicept, VT-109 and MAU868. For more information, please visit www.veratx.com.

Forward-looking Statements

Statements contained in this press release regarding matters, events or results that may occur in the future are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include statements regarding, among other things, approval of atacicept by the FDA, including expected timing; the expected timing of the results of the ORIGIN 3 eGFR analysis; the potential for Vera Therapeutics to submit an sBLA for full approval of atacicept in adult patients with IgAN and the timing for such submission; the potential for atacicept to be the first approved therapy targeting both BAFF and APRIL in adult IgAN patients; timing of completion of ORIGIN 3; atacicept’s positioning for best-in-class potential; and the plans, commitments, aspirations and goals under the caption “About Vera Therapeutics”. Words such as “anticipate,” “believe,” “expect,” “may,” “plan,” “potential,” “will” and similar expressions are intended to identify forward-looking statements. These forward-looking statements are based upon Vera Therapeutics’ current expectations and involve assumptions that may never materialize or may prove to be incorrect. Actual results could differ materially from those anticipated in such forward-looking statements as a result of various risks and uncertainties, which include, without limitation, risks related to the regulatory approval process, results of earlier clinical trials may not be obtained in later clinical trials, preliminary results may not be predictive of topline results, risks and uncertainties associated with Vera Therapeutics’ business in general, the impact of macroeconomic and geopolitical events, and the other risks described in Vera Therapeutics' filings with the U.S. Securities and Exchange Commission. All forward-looking statements contained in this press release speak only as of the date on which they were made and are based on management’s assumptions and estimates as of such date. Vera Therapeutics undertakes no obligation to update such statements to reflect events that occur or circumstances that exist after the date on which they were made, except as required by law.

For more information, please contact:

Investor Contact:
Joyce Allaire
LifeSci Advisors
212-915-2569
jallaire@lifesciadvisors.com

Media Contact:
Debra Charlesworth
Vera Therapeutics
415-854-8051
corporatecommunications@veratx.com


FAQ

What FDA alignment did Vera Therapeutics (VERA) achieve for atacicept in IgA nephropathy?

Vera Therapeutics aligned with the FDA on a revised, earlier ORIGIN 3 Phase 3 eGFR analysis plan. According to Vera Therapeutics, this analysis is intended to support potential full approval of atacicept in adults with IgA nephropathy, following accelerated approval review.

When is the PDUFA date for Vera Therapeutics’ atacicept BLA in IgA nephropathy (VERA)?

The PDUFA date for atacicept’s Biologics License Application is July 7, 2026. According to Vera Therapeutics, this BLA seeks accelerated approval for atacicept in patients with IgA nephropathy, providing a defined U.S. regulatory decision timeline for investors tracking VERA.

When will Vera Therapeutics report the ORIGIN 3 Phase 3 eGFR analysis for atacicept?

The revised ORIGIN 3 eGFR analysis is now expected in the third quarter of 2026. According to Vera Therapeutics, this timing has been pulled forward from 2027, potentially allowing an earlier assessment of kidney function effects in adults with IgA nephropathy.

How could the ORIGIN eGFR analysis affect full approval timing of atacicept (NASDAQ: VERA)?

Positive ORIGIN 3 eGFR results could enable a supplemental BLA in Q4 2026. According to Vera Therapeutics, this submission may support potential full approval of atacicept in 2027, following the accelerated approval pathway and subsequent confirmatory data.

What regulatory filings does Vera Therapeutics plan for atacicept after the Phase 3 eGFR results?

Vera Therapeutics plans to submit a supplemental Biologics License Application in the fourth quarter of 2026. According to Vera Therapeutics, this sBLA for atacicept in adults with IgA nephropathy depends on pending positive eGFR results from the ORIGIN 3 Phase 3 analysis.

How do earlier Phase 3 timelines for atacicept impact Vera Therapeutics (VERA) investors?

The earlier ORIGIN 3 eGFR analysis may bring key efficacy data forward to Q3 2026. According to Vera Therapeutics, this acceleration could allow a Q4 2026 sBLA filing and potential 2027 full approval, tightening the regulatory timeline investors monitor.

What treatment targets does atacicept address in adults with IgA nephropathy?

Atacicept targets both BAFF and APRIL in adults with IgA nephropathy. According to Vera Therapeutics, the company is excited about the potential to deliver the first approved therapy aimed at these two pathways specifically for this patient population.