Registered forecast

72% registered probability event by 2026-11-01 Unresolved

FDA approves the mitapivat sickle cell disease supplement to NDA 216196 on or before the disclosed PDUFA goal date of 2026-11-01

FF-012 Registered Unresolved
Registered probability
72%
Event by
2026-11-01
Resolution window
2026-09-27 → 2026-11-01
Target rung
  1. 5 Guideline
  2. 6 Regulatory
  3. 7 Coverage
Baselines it has to beat
  • Authority base rate 85%
  • Calendar cycle 80%
  • Analyst proxy 70%

nextconsensus.com/forecast/ff-012/ registry snapshot 2026-10-06 Share image

NextConsensus registered this probability on 2026-09-26. It is one of 14 registered FDA goal-date forecasts.

The proposition

What was claimed

The FDA takes an approval action on a supplement to NDA 216196 (mitapivat, PYRUKYND; applicant Agios) whose approved labeling includes sickle cell disease, with an approval action date on or before 2026-11-01, the PDUFA goal date disclosed in Agios' Form 10-Q filed 2026-07-30.
Authority
US Food and Drug Administration (FDA), Center for Drug Evaluation and Research (CDER) (US)
Target rungA step on the 12-rung ladder: rungs 1 to 4 are the evidence moving, rungs 5 to 7 are a guideline body, regulator, or payer acting. The ladder, rung by rung
Rung 6: Regulatory action — Label/indication change, approval action, REMS modification, or withdrawal by FDA, EMA, PMDA, Health Canada, etc.
Forecast classThe group of like forecasts this one is counted and scored with, such as FDA actions by their goal dates
FDA action by goal date
Scope
Sickle cell disease

The estimate

The number and the baselines it has to beat

72% probability, method v0.1.0 · frozen at the 2026-09-26 cutoff

The alternatives it was registered against, each with the reasoning that produced it.

Authority base rate 85%

ESTIMATE FROM THE SHAPE OF THE CLASS, NOT AN ENUMERATED COUNT. Efficacy supplements to approved drugs are approved at their first goal date more often than original applications. The calendar's own count does not exist yet.

Calendar cycle 80%

A clock-only model: the goal date is inside the window, FDA meets most goal dates, and most first-cycle supplement actions are approvals.

Analyst proxy 70%

An analyst reading the same public record on 2026-09-22 would weigh an established drug and a confirmatory trial already running against the uncertainty of accelerated approval in sickle cell disease on a surrogate endpoint. The analyst would call approval by the date more likely than not. Estimated by reconstructing that read.

Regulatory action (FDA): offered on judgment, with no calibration figure until 15 in the class have resolved.

The clock

Dates that constrain the record

Evidence cutoff
2026-09-26
Nothing after this date informed the estimate.
Registered
2026-09-26
Frozen and hashed.
Resolution window
2026-09-27 → 2026-11-01
When the adjudicator can read the outcome.
Event by
2026-11-01
The final qualifying action date; the frozen resolution rule defines what counts. Add to calendar

D9
ledger d9729672f768800f59c0828a962a9f8b7911e1225296817037a10b5de6b5049d · operator record jc-1790461077743-76b89c3f

Around this record

Single-claim evaluation

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Your question, registered Who decides, the decision, and your date, as a public forecast like this one.
Then the portfolio The same record can cover every decision your portfolio is waiting on, on a cadence you set.

Resolution

The rule that settles the forecast

Resolves YES if the openFDA Drugs@FDA record for application NDA216196 (https://api.fda.gov/drug/drugsfda.json?search=application_number:%22NDA216196%22) contains a submission with submission_type SUPPL, submission_status AP and a submission_status_date on or before 2026-11-01, and the Drugs@FDA label or letter for that supplement includes sickle cell disease in the indication. Approval under accelerated or traditional approval both count, as does a narrower sickle cell population. Resolves NO if no such supplement is approved on or before 2026-11-01: a complete response letter, a goal-date extension, withdrawal or no action. An approval dated after 2026-11-01 resolves NO as occurred_after_deadline. If the sickle cell indication is approved under a new NDA rather than a supplement, it still counts, read by the same fields. Read no earlier than 2026-11-15; if openFDA has not refreshed, the Drugs@FDA web record for NDA 216196 governs. At the cutoff the latest approved supplement was SUPPL 6, dated 2026-04-08 (SRC-002). Resolves VOID, with the reason recorded, only if FDA withdraws every public record of approval actions named above without an equivalent public successor, so that no approval date for this product can be read; while any of them publishes it, the rule stands.

Source the rule names: https://api.fda.gov/drug/drugsfda.json?search=application_number:%22NDA216196%22, https://www.accessdata.fda.gov/scripts/cder/daf/

Readers: Resolver A, clinical methodology; Resolver B, payer evidence. The same two reader roles are assigned to every forecast registered so far.

What this record will show once it resolves

Beside every result, the count for its class (FDA action by goal date): registered, resolved, unresolved, and expired. One forecast is one instance, not a rate.

The finding
As the rule above reads it: occurred on time, did not occur, or left unscored.
The readers and their sources
Two reader roles read the source named above: Resolver A, clinical methodology; Resolver B, payer evidence. Who adjudicated it is named here, with the sources they read when the adjudication lists them. Being named as a reader means applying the frozen rule to the public record; it is not support for the estimate, the method, or NextConsensus.
The number against its baselines
72% beside three baselines, each scored by the same rule (squared error), so a reader can see how the record did against each of them.

Reasoning

What the number rests on

The facts it was built from are below, as they stood at the cutoff, with every source archived; each baseline above carries the reasoning that produced it. The written mechanism and the conditions that would make the proposition ill-posed were frozen with the record and are held in the ledger, which the hash on this page covers.

Frozen covariatesThe facts about the evidence and the authority's process that were frozen with the forecast at its cutoff

The state of the record at the cutoff

Recorded as they stood on 2026-09-26, including the 3 fields whose values were unknown then. Those are left unknown rather than filled in.

review pathway
Priority Review; accelerated approval pathway (SRC-001)
submission type
efficacy supplement to NDA 216196
evidence class
completed double-blind phase 3 study, RISE UP (SRC-001); confirmatory phase 3 REIGNITE initiated
pivotal n
unknown — not stated in the archived sources
endpoint type
unknown in the archive — accelerated approval implies a surrogate endpoint; REIGNITE measures transfusion burden (SRC-001)
approved competitors in class
unknown in the archive
months since last guideline revision
not applicable — no guideline is the subject of this proposition
panel cycle position
not applicable — the act is an FDA approval action
sponsor request status
sNDA submitted May 2026, accepted with Priority Review (SRC-001)
odac referral
none announced in the archived sources
sponsor state change
latest approved supplement to NDA 216196 is SUPPL 6, 2026-04-08 (SRC-002)

Sources

Everything the estimate was built from

Each was retrieved on or before the 2026-09-26 cutoff and archived at the digest shown. If a publisher edits a page after the fact, the digest stops matching and the substitution is visible.

  1. SRC-001 Agios 10-Q for the quarter ended 2026-06-30, filed 2026-07-30. States Agios submitted an sNDA for U.S. accelerated approval of mitapivat in sickle cell disease in May 2026, accepted with priority review and a PDUFA goal date of November 1, 2026.

    https://www.sec.gov/Archives/edgar/data/1439222/000143922226000118/agio-20260630.htm

    Retrieved 2026-09-22 · sha256 93e8f8e3d816c875d38743d9fb5267afe7c5a0daf907957980e7bb12e1d662b5

  2. SRC-002 openFDA Drugs@FDA record for NDA216196 (PYRUKYND, mitapivat) retrieved at the cutoff. The starting state: the latest approved supplement is SUPPL 6, AP 2026-04-08; no sickle cell supplement is approved.

    https://api.fda.gov/drug/drugsfda.json?search=application_number:%22NDA216196%22

    Retrieved 2026-09-22 · sha256 f01a4f0f049e552a6c9abf63c7fe8a10757d92435cf635d8eba0ba9d32363f13