Oct. 3 at 7:14 PM
$ATRA Great entry here. Starting a new position until PDUFA, still low next 3 months run up. Do your DD always.
PDUFA: Jan 10, 2026
Tab-cel® (Atara) — Allogeneic T-cell therapy for EBV+ PTLD
FDA Likelihood: High (Priority Review, CRL was CMC/inspection).
Market Impact: Small population, but ultra-high unmet need.
EBV+ PTLD is rare, but mortality is >80% untreated.
Orphan pricing likely (>
$200K/course).
Potential: could bring
$200–300M annually plus pave path for allogeneic T-cell therapies.