Registered forecast

82% registered probability event by 2026-12-22 Unresolved

FDA approves lorundrostat for hypertension on or before the disclosed PDUFA goal date of 2026-12-22

FF-033 Registered Unresolved
Registered probability
82%
Event by
2026-12-22
Resolution window
2026-10-16 → 2026-12-22
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 85%

nextconsensus.com/forecast/ff-033/ 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 Mineralys Therapeutics' New Drug Application for lorundrostat for the treatment of adults with hypertension in combination with other antihypertensive drugs, with an approval action date on or before 2026-12-22, the PDUFA target date disclosed in Exhibit 99.1 to Mineralys Therapeutics' Form 8-K filed 2026-08-11.
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
Hypertension, in combination with other antihypertensive drugs

The estimate

The number and the baselines it has to beat

82% probability, method v0.1.0 · frozen at the 2026-10-15 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. 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.

Calendar cycle 80%

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.

Analyst proxy 85%

A cardiovascular analyst reading the same filings on 2026-10-01 would weigh two positive placebo-controlled pivotal trials on blood pressure, no advisory committee anticipated, and FDA's approval in May 2026 of baxdrostat (BAXFENDY), an aldosterone synthase inhibitor with the same indication (SRC-007, SRC-008), against a first NDA from a company without a commercial product, and would call approval by the goal date likely. 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 → 2026-12-22
When the adjudicator can read the outcome.
Event by
2026-12-22
The final qualifying action date; the frozen resolution rule defines what counts. Add to calendar

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ledger 44b1dd75f68f58f6cbca5c7e8c96d7e47592152e153061faf20a6a112851d076 · operator record jc-1792036248384-a2c3e7b3

Around this record

Single-claim evaluation

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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:%22lorundrostat%22&limit=100 and by https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22LORUNDROSTAT%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 2026-12-22, and the Drugs@FDA approval letter or label for that application names hypertension in its indication. An approval for a narrower hypertension population than the applicant sought still resolves YES. Resolves NO if no approval action is dated on or before 2026-12-22: 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 2026-12-22 resolves NO as occurred_after_deadline. Read no earlier than 2027-01-05. If openFDA has not refreshed by then, the Drugs@FDA web record (https://www.accessdata.fda.gov/scripts/cder/daf/, searched by the name lorundrostat) 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:%22lorundrostat%22&limit=100, https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22LORUNDROSTAT%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
82% 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.

review pathway
Not stated in the archived sources. NDA submitted December 2025 with a PDUFA date of December 22, 2026 (SRC-004); a ~12-month timeline is consistent with a standard review of a new molecular entity (drafter's understanding, unverified). Center CDER is the drafter's understanding, unverified.
submission type
Original NDA (SRC-004).
evidence class
Two pivotal randomized, double-blind, placebo-controlled trials: Phase 3 Launch-HTN and Phase 2 Advance-HTN, plus Phase 2 Explore-CKD and Explore-OSA (SRC-003, SRC-002).
pivotal n
Launch-HTN n=1,083 randomized; Advance-HTN n=285 randomized (SRC-003).
endpoint type
Blood pressure (surrogate): Launch-HTN primary endpoint = change in automated office systolic BP vs placebo at week 6; Advance-HTN primary endpoint = change in 24-hour ambulatory systolic BP at week 12 (SRC-003).
approved competitors in class
BAXFENDY (baxdrostat; AstraZeneca), NDA219878, ORIG 1 approved 2026-05-15 (SRC-007), an aldosterone synthase inhibitor indicated, in combination with other antihypertensive drugs, for hypertension in adults not adequately controlled on other agents (SRC-008). The 10-K names competing programmes without naming it (SRC-003).
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 December 2025; FDA acceptance announced March 9, 2026 (SRC-002, SRC-004).
odac referral
Stated not anticipated: 10-Q lists "supporting a potential advisory committee meeting (not anticipated currently)" (SRC-004).
sponsor state change
None reported; Chief Medical Officer succession effective August 10, 2026 (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.

  1. SRC-001 Mineralys Form 8-K Exhibit 99.1 (Q2 2026 results), filed 2026-08-11. States FDA continues its review of the lorundrostat NDA with a PDUFA target date of December 22, 2026; CMO succession.

    https://www.sec.gov/Archives/edgar/data/1933414/000193341426000112/mlys2026q28kex991.htm

    Retrieved 2026-10-01 · sha256 a9d23afc19a185fc9fee98c2553985999bcc31e5b36afe1e4bf6cc0b1fc8b940

  2. SRC-002 Mineralys Form 8-K Exhibit 99.1, filed 2026-03-09. Announces FDA acceptance of the lorundrostat NDA (hypertension, in combination with other antihypertensive drugs) with a PDUFA target action date of December 22, 2026; Explore-OSA topline results.

    https://www.sec.gov/Archives/edgar/data/1933414/000193341426000048/mlys202603068kex991.htm

    Retrieved 2026-10-01 · sha256 a1d57f438f7a72454cee4af4f70f0d43e3021af261f33e4af3c0ddde222c0e92

  3. SRC-003 Mineralys Form 10-K for fiscal 2025, filed 2026-03-12. Describes Launch-HTN (n=1,083) and Advance-HTN (n=285) designs, primary endpoints and results; competition section.

    https://www.sec.gov/Archives/edgar/data/1933414/000193341426000056/mlys-20251231.htm

    Retrieved 2026-10-01 · sha256 10b8bf4d6ebd2944543ec31222fd4633d3049b85db14bd341ba77108dc07f599

  4. SRC-004 Mineralys Form 10-Q for the quarter ended 2026-06-30, filed 2026-08-11. States the NDA was submitted December 2025 and assigned a PDUFA target date of December 22, 2026; lists "a potential advisory committee meeting (not anticipated currently)".

    https://www.sec.gov/Archives/edgar/data/1933414/000193341426000114/mlys-20260630.htm

    Retrieved 2026-10-01 · sha256 d94e031862d483f46248759c2ce9e9c625c128f77767d764a03e84f6a4e063d4

  5. SRC-005 openFDA drugsfda products.active_ingredients.name:"LORUNDROSTAT", retrieved 2026-10-01: 404 No matches found.

    https://api.fda.gov/drug/drugsfda.json?search=products.active_ingredients.name:%22LORUNDROSTAT%22&limit=100

    Retrieved 2026-10-01 · sha256 57b1e7534d003e4246182162fd2469cdf038de39405056f44fc006715e5496da

  6. SRC-006 openFDA drugsfda openfda.generic_name:"lorundrostat", retrieved 2026-10-01: 404 No matches found.

    https://api.fda.gov/drug/drugsfda.json?search=openfda.generic_name:%22lorundrostat%22&limit=100

    Retrieved 2026-10-01 · sha256 57b1e7534d003e4246182162fd2469cdf038de39405056f44fc006715e5496da

  7. SRC-007 openFDA Drugs@FDA record for BAXFENDY (baxdrostat), NDA219878, AstraZeneca, retrieved at the cutoff: ORIG 1 approved 2026-05-15. The record has no openfda generic-name block.

    https://api.fda.gov/drug/drugsfda.json?search=products.brand_name:%22BAXFENDY%22&limit=100

    Retrieved 2026-10-01 · sha256 60e948a396f6822ae182dd1bc641ef95d72b55979518ac31e2b85b5cd4371f69

  8. SRC-008 openFDA drug label record for baxdrostat (BAXFENDY), retrieved at the cutoff: 'BAXFENDY is an aldosterone synthase inhibitor indicated for the treatment of hypertension in combination with other antihypertensive drugs'.

    https://api.fda.gov/drug/label.json?search=baxdrostat

    Retrieved 2026-10-01 · sha256 4740f3a33aa3a819befa11de5d12a3928ec502daa421027f24c3388a5c2ccf60