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 - Registered probability
- 85%
- Event by
- 2026-11-27
- Resolution window
- 2026-10-07 → 2026-11-27
- Target rung
- 5 Guideline
- 6 Regulatory
- 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
The alternatives it was registered against, each with the reasoning that produced it.
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.
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.
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
a912641a8f1dfb783320fb6599a0e4d8f2aa1d9250f29ebb3abe316ffc6a68b0 · operator record jc-1791309827796-23e39d52
Around this record
- This kind of deadline
- Check it, follow it
Single-claim evaluation
Waiting on the FDA for an asset of your own?
Name the claim, who decides it, and the date your team commits to: a P&T meeting, an HTA submission, a label negotiation, a deal closing. Yours is registered under the same rules as the forecast on this page.
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.
-
SRC-001GSK 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'. -
SRC-002Royalty 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. -
SRC-003GSK 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. -
SRC-004Nuvalent, 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. -
SRC-005Nuvalent 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). -
SRC-006GSK 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. -
SRC-007openFDA drugsfda API response for generic name 'neladalkib', retrieved 2026-10-01: 404 NOT_FOUND 'No matches found!'.