Registered forecast

85% registered probability event by 2026-11-27 Unresolved

FDA approves neladalkib for ALK-positive non-small cell lung cancer after a prior ALK inhibitor on or before the disclosed PDUFA goal date of 2026-11-27

FF-025 Registered Unresolved
Registered probability
85%
Event by
2026-11-27
Resolution window
2026-10-07 → 2026-11-27
Target rung
  1. 5 Guideline
  2. 6 Regulatory
  3. 7 Coverage
Baselines it has to beat
  • Authority base rate 70%
  • Calendar cycle 65%
  • Analyst proxy 85%

nextconsensus.com/forecast/ff-025/ registry snapshot 2026-10-06 Share image

NextConsensus registered this probability on 2026-10-06. It is one of 14 registered FDA goal-date forecasts.

The proposition

What was claimed

The FDA takes an approval action on Nuvalent's (a GSK company since July 2026) New Drug Application for neladalkib (NVL-655) for the treatment of tyrosine kinase inhibitor pre-treated advanced ALK-positive non-small cell lung cancer, with an approval action date on or before 2026-11-27, the target decision date disclosed in GSK's Form 6-K furnished 2026-07-22, and stated as the PDUFA date in Royalty Pharma's filing of 2026-08-05.
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
ALK-positive NSCLC after a prior ALK inhibitor

The estimate

The number and the baselines it has to beat

85% probability, method v0.1.0 · frozen at the 2026-10-06 cutoff

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

Authority base rate 70%

ESTIMATE FROM THE SHAPE OF THE CLASS, NOT AN ENUMERATED COUNT. Applications resting on uncontrolled or early-phase trials, or on surrogate endpoints, often under accelerated approval, meet their first goal date less often than those built on completed randomized trials. The calendar's own count does not exist yet.

Calendar cycle 65%

A clock-only model: the goal date is inside the window and FDA meets most goal dates, but first-cycle approval is less common on uncontrolled, early-phase or surrogate evidence.

Analyst proxy 85%

A thoracic oncology analyst reading the same filings on 2026-10-01 would weigh priority review, Breakthrough Therapy designation and a registration-directed trial in a pre-treated population, against a phase 1/2 basis and an applicant that changed owners during review. Estimated by reconstructing that read, not by surveying analysts.

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
2026-10-06
Nothing after this date informed the estimate.
Registered
2026-10-06
Frozen and hashed.
Resolution window
2026-10-07 → 2026-11-27
When the adjudicator can read the outcome.
Event by
2026-11-27
The final qualifying action date; the frozen resolution rule defines what counts. Add to calendar

A9
ledger a912641a8f1dfb783320fb6599a0e4d8f2aa1d9250f29ebb3abe316ffc6a68b0 · operator record jc-1791309827796-23e39d52

Around this record

Single-claim evaluation

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$15,000, ten business days One claim, one decision-maker, one date: the dated evidence baseline, the qualifiers that changed, and where the evidence has stalled.
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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 records returned by https://api.fda.gov/drug/drugsfda.json?search=openfda.generic_name:%22neladalkib%22&limit=100 and by https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22NELADALKIB%22&limit=100, read together (openFDA does not always fill the generic-name field for a new application), contain an application whose ORIG submission has submission_status AP and a submission_status_date on or before 2026-11-27, and the Drugs@FDA approval letter or label for that application names ALK-positive non-small cell lung cancer in its indication. An approval for a narrower population than the applicant sought (for example after a specific prior ALK inhibitor) still resolves YES, as does accelerated rather than traditional approval. Resolves NO if no approval action is dated on or before 2026-11-27: a complete response letter, a goal-date extension, withdrawal or no action. The goal date is frozen as disclosed at the cutoff; a later extension does not move it, and an approval dated after 2026-11-27 resolves NO as occurred_after_deadline. Read no earlier than 2026-12-11. If openFDA has not refreshed by then, the Drugs@FDA web record (https://www.accessdata.fda.gov/scripts/cder/daf/, searched by the name neladalkib) governs. The application number was not public at the cutoff, so the rule reads by name; a suffix on the nonproprietary name or a proprietary name does not change the identification. Resolves unresolvable only if none of these sources can be read after the read floor. 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=openfda.generic_name:%22neladalkib%22&limit=100, https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22NELADALKIB%22&limit=100, 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
85% 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 2026-10-06, including the 3 fields whose values were unknown then. Those are left unknown rather than filled in.

review pathway
priority review (SRC-002); Breakthrough Therapy and Orphan Drug designations (SRC-005)
submission type
original NDA (SRC-002, SRC-004)
evidence class
registration-directed Phase 1/2 trial (ALKOVE-1) in TKI pre-treated patients; no randomized trial in this population cited (SRC-004)
pivotal n
unknown — not stated in the archived sources
endpoint type
unknown — primary endpoint not named in the archived sources; SRC-004 cites overall activity including intracranial responses
approved competitors in class
unknown — not stated in the archived sources (SRC-004 names alectinib as 'a front-line standard of care' and the comparator in the separate first-line ALKAZAR Phase 3)
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
NDA submitted (announced 2026-05-07, SRC-004); accepted for filing with Priority Review in May 2026 (SRC-002)
odac referral
none announced in the archived sources
sponsor state change
Nuvalent was acquired by GSK; acquisition completed (SRC-006, furnished 2026-07-15)

Sources

Everything the estimate was built from

Each was retrieved on or before the 2026-10-06 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 GSK plc Form 6-K furnished 2026-07-22 (press release on US approval of Jideytro). States that neladalkib (NVL-655) for ALK-altered NSCLC is 'currently under FDA review with a target decision date of 27 November 2026'.

    https://www.sec.gov/Archives/edgar/data/1131399/000165495426006789/a4747n.htm

    Retrieved 2026-10-01 · sha256 74018843a305c4532053912939453081e6c8665747c6db9a552f3650868b183f

  2. SRC-002 Royalty Pharma plc Form 8-K Exhibit 99.1 (Q2 2026 results), filed 2026-08-05 (latest filing found that states the exact date). States that in May 2026 Nuvalent announced FDA accepted its NDA for neladalkib for filing and granted Priority Review with a PDUFA date of November 27, 2026, and that GSK completed its acquisition of Nuvalent in July 2026.

    https://www.sec.gov/Archives/edgar/data/1802768/000180276826000014/rprx-20260630rpplcpressxre.htm

    Retrieved 2026-10-01 · sha256 c0bbf274a3d7dea2d9c2f4affe478f059ba7b9abf4f29204d7152d9b4024bdeb

  3. SRC-003 GSK plc Form 6-K furnished 2026-09-08 (Q2 2026 results report; latest GSK filing found that mentions neladalkib). States neladalkib is under FDA review for TKI pre-treated ALK-positive NSCLC 'with PDUFA date anticipated in November 2026' and lists 'neladalkib (PDUFA H2 2026)'. Consistent with SRC-001; does not state the day.

    https://www.sec.gov/Archives/edgar/data/1131399/000119312526384439/d331501d6k.htm

    Retrieved 2026-10-01 · sha256 3caaa636b58cb1fcf2d56c6e7e7340c104df489e30e5d51c5b1a17b1d7d9e717

  4. SRC-004 Nuvalent, Inc. Form 8-K Exhibit 99.1 (Q1 2026 results), filed 2026-05-07. States Nuvalent submitted an NDA for neladalkib in TKI pre-treated advanced ALK-positive NSCLC based on the registration-directed ALKOVE-1 Phase 1/2 trial.

    https://www.sec.gov/Archives/edgar/data/1861560/000186156026000020/nuvl-ex99_1.htm

    Retrieved 2026-10-01 · sha256 478c168b9dc7f504088b3c724a83e1db9b94d1a1913f64f6b1c83a0ed23718e5

  5. SRC-005 Nuvalent Form 8-K Exhibit 99.1, filed 2026-06-09 (GSK press release announcing agreement to acquire Nuvalent). States both zidesamtinib and neladalkib have FDA Breakthrough Therapy and Orphan Drug Designations and are in review with target decision dates of 18 September 2026 (zidesamtinib) and 27 November 2026 (neladalkib).

    https://www.sec.gov/Archives/edgar/data/1861560/000119312526262950/d137459dex991.htm

    Retrieved 2026-10-01 · sha256 eb7bad5ae48a93930e67e8c5d39365a7d61dd53548887c50c427d4f992b54b3e

  6. SRC-006 GSK plc Form 6-K furnished 2026-07-15 announcing completion of its acquisition of Nuvalent, Inc.; states neladalkib is under FDA review with a target decision date later this year.

    https://www.sec.gov/Archives/edgar/data/1131399/000165495426006663/a5060m.htm

    Retrieved 2026-10-01 · sha256 33f626b68e7a9a458e8307d7d367ed5623f85b2f5b4fe56629ec88feed095f76

  7. SRC-007 openFDA drugsfda API response for generic name 'neladalkib', retrieved 2026-10-01: 404 NOT_FOUND 'No matches found!'.

    https://api.fda.gov/drug/drugsfda.json?search=openfda.generic_name:%22neladalkib%22

    Retrieved 2026-10-01 · sha256 57b1e7534d003e4246182162fd2469cdf038de39405056f44fc006715e5496da