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Intercept Commits To Resubmitting NASH NDA, But Analysts See Conflicting Signs

Executive Summary

CEO Durso says Intercept is aiming to refile its NDA by end of 2021, but several departures in recent months indicate pessimism on NASH prospects to some analysts.

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Intercept Gifts Shareholders With NASH Refiling

Nearly two-and-a-half years after an FDA complete response letter stalled obeticholic acid’s path to the first approval in non-alcoholic steatohepatitis, Intercept refiled its NDA on 23 December.

Intercept Not Changing NDA Refiling Plans After OCA Misses NASH Cirrhosis Endpoint

Obeticholic acid failed to separate from placebo in a Phase III study of non-alcoholic steatohepatitis patients with cirrhosis, but Intercept said it still plans to refile an NDA for pre-cirrhotic NASH by year’s end.

Intercept Plans To Refile OCA For NASH At US FDA With Consensus Reads Of Patient Biopsies

Additional patients and more long-term data could also help make case for obeticholic acid. Intercept hopes to complete its review of the pivotal REGENERATE trial during H1 2022.

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