Registered forecast
70% registered probability event by 2026-12-12 Unresolved
FDA approves imsidolimab for generalized pustular psoriasis on or before the disclosed PDUFA goal date of 2026-12-12
FF-032 Registered - Registered probability
- 70%
- Event by
- 2026-12-12
- Resolution window
- 2026-10-16 → 2026-12-12
- Target rung
- 5 Guideline
- 6 Regulatory
- 7 Coverage
- Baselines it has to beat
-
- Authority base rate 85%
- Calendar cycle 80%
- Analyst proxy 70%
nextconsensus.com/forecast/ff-032/ registry snapshot 2026-10-15 Share image
NextConsensus registered this probability on 2026-10-15. It is one of 26 registered FDA goal-date forecasts.
The proposition
What was claimed
The FDA takes an approval action on Vanda Pharmaceuticals' Biologics License Application for imsidolimab (proposed name Quimilza) for the treatment of generalized pustular psoriasis, with an approval action date on or before 2026-12-12, the target action date disclosed in AnaptysBio's Form 10-KT filed 2026-09-21.
- 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
- Generalized pustular psoriasis
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 built on positive randomized controlled trials are approved at their first goal date in a large majority of cases. The calendar's own met-goal-date share for disclosed PDUFA dates does not exist yet.
A clock-only model: the goal date is inside the window, FDA meets most goal dates, and most first-cycle actions on applications like this are approvals. With no evidence input it cannot tell a strong application from a weak one.
A dermatology analyst reading the same filings on 2026-10-01 would weigh a positive randomized phase 3 in a rare disease with an approved competitor (SRC-004), against a pivotal dataset of 45 patients and a maintenance study of 16. 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
- 2026-10-15
Nothing after this date informed the estimate. - Registered
- 2026-10-15
Frozen and hashed. - Resolution window
- 2026-10-16 → 2026-12-12
When the adjudicator can read the outcome. - Event by
- 2026-12-12
The final qualifying action date; the frozen resolution rule defines what counts. Add to calendar
41c59f846806fdd51750606007d7d5861960bd532e5b23f07b3ba897880a15b7 · operator record jc-1792036248042-45adc42c
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:%22imsidolimab%22&limit=100 and by https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22IMSIDOLIMAB%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 2026-12-12, and the Drugs@FDA approval letter or label for that application names generalized pustular psoriasis in its indication, with Vanda or a Vanda subsidiary as applicant. An approval for a narrower generalized pustular psoriasis population than the applicant sought still resolves YES. Resolves NO if no approval action is dated on or before 2026-12-12: 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 2026-12-12 resolves NO as occurred_after_deadline. 2026-12-12 is a Saturday; an approval action dated that day still counts. Read no earlier than 2026-12-26. If openFDA has not refreshed by then, the Drugs@FDA web record (https://www.accessdata.fda.gov/scripts/cder/daf/, searched by the name imsidolimab) governs. If neither lists the product, FDA's Purple Book (https://purplebooksearch.fda.gov/, searched by imsidolimab) governs for the licensure date, with the approval letter for the indication. 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:%22imsidolimab%22&limit=100, https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22IMSIDOLIMAB%22&limit=100, https://www.accessdata.fda.gov/scripts/cder/daf/, https://purplebooksearch.fda.gov/
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
- 70% 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 2026-10-15, including the one field whose value was unknown then. It is left unknown rather than filled in.
- review pathway
- unknown — not stated in the archived sources (BLA submitted December 2025 with a December 12, 2026 target date, consistent with a standard review — drafter's understanding from dates, unverified); FDA Orphan Drug Designation for GPP (SRC-004)
- submission type
- original BLA (SRC-001)
- evidence class
- two Phase 3 trials: GEMINI-1 (randomized, placebo-controlled, single IV dose) and GEMINI-2 (randomized maintenance in GEMINI-1 responders) (SRC-004)
- pivotal n
- GEMINI-1: 45 patients; GEMINI-2: 16 GEMINI-1 responders re-randomized (SRC-004)
- endpoint type
- GEMINI-1 primary endpoint: GPPPGA 0/1 (clear or almost clear) at Week 4 — 53% (750 mg IV) vs 13% placebo, p=0.0131 (SRC-004)
- approved competitors in class
- SPEVIGO (spesolimab, Boehringer Ingelheim), an anti-IL-36 receptor antibody approved for GPP (SRC-004; openFDA BLA761244 ORIG-1 approved 2022-09-01, SRC-006)
- 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
- BLA submitted December 2025; accepted February 2026 (SRC-001)
- odac referral
- none announced in the archived sources
- sponsor state change
- AnaptysBio licensed global rights to Vanda on January 31, 2025 and now manages its Jemperli and Quimilza royalties as a virtual company (SRC-001)
Sources
Everything the estimate was built from
Each was retrieved on or before the 2026-10-15 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-001AnaptysBio, Inc. Form 10-KT (transition report for the period ended June 30, 2026), filed 2026-09-21 (latest filing found that states the date). States that Vanda submitted a BLA for Quimilza (formerly imsidolimab) in GPP in December 2025 and that FDA accepted it in February 2026 with a target action date of December 12, 2026; describes the January 31, 2025 license to Vanda. -
SRC-002Vanda Pharmaceuticals Inc. Form 10-Q for the quarter ended June 30, 2026, filed 2026-08-06 (latest Vanda filing before cutoff). States the BLA for Quimilza in GPP is under FDA review with a PDUFA target action date of December 12, 2026. -
SRC-003Vanda Form 8-K Exhibit 99.1 (Q2 2026 results), filed 2026-08-05. States 'Quimilza TM (imsidolimab) BLA for GPP under review by the FDA; PDUFA target action date of December 12, 2026'. -
SRC-004AnaptysBio Form 10-Q for the quarter ended September 30, 2024, filed 2024-11-05. Describes GEMINI-1 (45 patients; primary endpoint GPPPGA 0/1 at Week 4: 53% vs 13% placebo, p=0.0131 at 750 mg IV) and GEMINI-2 (16 responders re-randomized), FDA Orphan Drug Designation (July 2020), and names SPEVIGO (spesolimab) as an approved anti-IL-36 receptor competitor for GPP. -
SRC-005openFDA drugsfda API response for generic name 'imsidolimab', retrieved 2026-10-01: 404 NOT_FOUND 'No matches found!'. -
SRC-006openFDA drugsfda API response for generic name 'spesolimab', retrieved 2026-10-01 (meta last_updated 2026-09-29): BLA761244, SPEVIGO, sponsor BOEHRINGER INGELHEIM PHARMACEUTICALS INC, ORIG-1 approved 2022-09-01, with later efficacy supplements approved 2024-03-18 and 2025-05-28.