GlobeNewswire BiotechnologyCodex · 实盘可交易 · 做多市场:美股▼ 亏 -1.34% · 已结算把握 6/10
北京时间·🕒 发布 20:30:00时区推断·⟳ 抓取 20:32:09·⚡ 决策 07-29 20:42:34 +10m25s·90.4 天前
PolyPid的D-PLEX100获FDA受理NDA并授予优先审评,PDUFA提前至2026年11月28日
FDA受理NDA且无 filing review issues,并授予Priority Review,把PDUFA从公司此前指引的2027年一季度提前到2026年11月28日。
📄 原文GlobeNewswire Biotechnology↗ 原文
PolyPid Announces FDA Acceptance of NDA with Priority Review for D-PLEX₁₀₀
PDUFA target action date of November 28, 2026, approximately one quarter ahead of Company’s previously communicated gui…
▼ 亏 -1.34%入场 07-29 盘前首笔 @4.180 → 离场 07-30 开盘 @4.130
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑NDA优先审评+现金里程碑,先例支持3日反应
怎么买 限价买入 不高于昨收 +6%、仅下一个交易日,不成交作废
怎么卖 止盈 +5%(半仓)/+10%(清仓) · 止损 -7% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 PYPD.US PolyPid
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 PYPD.US PolyPid
| 收益状态 | -1.34% 已平仓 |
|---|---|
| 进场成交 | 2026-07-29 · 盘前首笔 · 07-29 20:33 北京 · @4.1798 · 成交 12% |
| 离场成交 | 2026-07-30 · 开盘 · @4.13 |
| 毛收益 | -1.19% |
| 成本 | +0.15% |
| 净收益 | -1.34% |
| 计入收益 | -0.16% |
| 建仓日 | 2026-07-29 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-28 06:47
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 low · price-in 风险 medium ↗
消息传播链
- 公司此前已宣布美国和加拿大商业化合作及3000万美元预付款/近端里程碑框架,说明本次1500万美元付款机制不是全新。
- 公司宣布FDA已受理D-PLEX100 NDA并授予优先审评,未发现受理审查问题,PDUFA定为2026-11-28。市场反应:消息发生时美股处于盘前;权威快照显示PYPD上一收盘3.75美元、前一交易日跌5.78%,尚未经历事件后连续竞价。
关键理由
- FDA受理NDA且无 filing review issues,并授予Priority Review,把PDUFA从公司此前指引的2027年一季度提前到2026年11月28日。
- 受理触发Azurity支付1500万美元里程碑,连同此前合作款合计3000万美元;按PolyPid约7190万美元市值,单笔1500万美元约占市值21%。
- 权威先例显示NDA受理+优先审评同相位样本+3日胜率100%、对齐层+3日中位约+5.6%,支持小仓参与但不支持追高重仓。
主要风险
- NDA受理和优先审评不是最终获批,PDUFA前仍有完整审评、标签和商业化不确定性。
- PYPD近20日下跌24.55%、20日成交额约158万美元且波动率高,若盘前跳空过大或开盘冲高低走,先例优势会被流动性和滑点侵蚀。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中PolyPid相关有效反证,未发现足以否定本次FDA受理利好的近期负面材料。
检索:PYPD PolyPid dilution cash runway D-PLEX100 FDA approval risk Azurity partnership negative - 做多前查反向 · 来源 stock_quote · 日期 2026-07-29 · 影响 weakens
权威快照显示PYPD近20日下跌24.55%、20日均成交额约157.7万美元、事件前一日收3.75美元,说明低流动性和下行趋势削弱仓位但没有证明本次催化已price-in。
检索:PYPD.US authoritative_current_snapshot recent price trend liquidity - 做多前查反向 · 来源 event_study · 日期 2026-07-29 · 影响 supports
真实先例支持+3日正收益,但DARE、TVTX等样本+5日转弱,风险主要是开盘高开后后续回吐,故缩短持有期并收紧追价。
检索:authoritative_event_study FDA NDA acceptance priority review +3d +5d high open fade
历史先例(按相似度)
- 相似度 9/10 SCYX 2020-12-07 SCYNEXIS宣布口服ibrexafungerp治疗阴道酵母感染NDA获FDA受理并优先审评,PDUFA为2021-06-01;小市值抗感染药物催化,更接近PYPD的感染/外科场景。 原文 ↗
事件后 +1日 +1.7% · +2日 +5.4% · +3日 +6.8% · +4日 +11.2% · +5日 +8.3%
相似度依据:同为美股小市值抗感染/药物NDA获FDA受理并优先审评,PDUFA明确,事件机制和可交易相位高度一致 - 相似度 8/10 TVTX 2022-05-16 Travere宣布sparsentan治疗IgA肾病NDA获FDA受理并优先审评,PDUFA为2022-11-17;罕见病加速/优先审评预期明确。 原文 ↗
事件后 +1日 +9.1% · +2日 +6.4% · +3日 +4.5% · +4日 +2.7% · +5日 -2.0%
相似度依据:同为美股小/中型生物药NDA受理+优先审评+PDUFA确定,但适应症为肾病罕见病而非抗感染/手术部位感染 - 相似度 8/10 MIRM 2021-03-29 Mirum宣布maralixibat治疗Alagille综合征NDA获FDA受理并优先审评,PDUFA为2021-09-29;罕见病小盘监管催化。 原文 ↗
事件后 +1日 -1.3% · +2日 +3.0% · +3日 +7.1% · +4日 +5.6% · +5日 +3.7%
相似度依据:同为美股生物药公司NDA受理并优先审评,PDUFA明确,但罕见肝病适应症与PYPD临床商业机制不同 - 相似度 7/10 DARE 2021-08-09 Daré宣布DARE-BV1 NDA被FDA受理并获优先审评,小市值女性健康药物。 原文 ↗
事件后 +1日 -1.2% · +2日 +0.6% · +3日 +0.6% · +4日 -5.3% · +5日 -10.1%
相似度依据:同为美股小市值药企NDA受理并获优先审评,但适应症、现金里程碑和资产重要性不同。 - 相似度 7/10 PHAR 2022-09-28 Pharming宣布leniolisib NDA获FDA优先审评受理,PDUFA为2023-03-29;罕见病NDA催化,但ADR流动性和投资者结构不同。 原文 ↗
事件后 +1日 +1.7% · +2日 -6.4% · +3日 +1.8% · +4日 +10.9% · +5日 +1.8%
相似度依据:同为NDA获优先审评并给出PDUFA的美股可交易催化,但PHAR为ADR且适应症/市值结构不同 - 相似度 6/10 TGTX 2020-08-13 TG Therapeutics宣布umbralisib NDA获FDA受理,MZL适应症优先审评、FL适应症标准审评;同机制但事件口径更复杂。 原文 ↗
事件后 +1日 +5.7% · +2日 +11.7% · +3日 +11.2% · +4日 +15.6% · +5日 +16.9%
相似度依据:同为美股NDA获FDA受理并含优先审评,但公司规模更大且为肿瘤适应症/部分适应症标准审评,相似度低于小盘单一NDA样本 - 相似度 5/10 CELC 2026-01-20 Celcuity宣布gedatolisib NDA被FDA受理并获优先审评,PDUFA确定。 原文 ↗
事件后 +1日 +1.7% · +2日 +5.1% · +3日 +4.4% · +4日 +8.2% · +5日 +11.2%
相似度依据:同为NDA受理+优先审评,但CELC市值更大、肿瘤药预期和事前交易结构与PYPD差异较大。 - 相似度 5/10 PRAX 2026-05-07 Praxis披露relutrigine NDA获优先审评、PDUFA确定,同时发布季度更新。 原文 ↗
事件后 +1日 -1.0% · +2日 -0.4% · +3日 +3.0% · +4日 +4.1% · +5日 +3.7%
相似度依据:同为优先审评和PDUFA进展,但PRAX同时披露季度更新且现金条件更好。 - 相似度 4/10 BIIB 2022-07-05 Eisai和Biogen宣布lecanemab BLA获FDA受理并优先审评,PDUFA为2023-01-06;大盘合作方对FDA优先审评消息的类比。 原文 ↗
事件后 +1日 +1.6% · +2日 +2.5% · +3日 +2.9% · +4日 +1.3% · +5日 +1.4%
相似度依据:同为FDA受理并授予优先审评/PDUFA催化,但测的是大型合作方BIIB且为BLA/阿尔茨海默病,不是小市值NDA sponsor
工具调用 · 历史记录,结果未知(6 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
- event_study · 结果未知
- search_case_library · 结果未知
- validate_order · 结果未知
原文全文
展开原文 · 7,320 字
PDUFA target action date of November 28, 2026, approximately one quarter ahead of Company’s previously communicated guidance
FDA identified no Filing review issues
Acceptance triggers $15 million milestone payment, completing $30 million in upfront and near-term milestone payments under recently announced U.S. and Canada commercialization partnership
PETACH TIKVA, Israel, July 29, 2026 (GLOBE NEWSWIRE) -- PolyPid Ltd. (Nasdaq: PYPD) ("PolyPid" or the "Company"), an innovative biopharmaceutical company dedicated to elevating treatment effectiveness, right where care begins, today announced that the U.S. Food and Drug Administration ("FDA") has accepted for filing the New Drug Application ("NDA") and granted the NDA a Priority Review for D-PLEX100 for the prevention of surgical site infections ("SSIs") in patients undergoing abdominal colorectal surgery. The FDA did not identify any filing review issues and set a Prescription Drug User Fee Act ("PDUFA") target action date of November 28, 2026, approximately one quarter ahead of the Company’s previously communicated first quarter 2027 guidance. Priority Review shortens the FDA’s target review timeline from ten months to approximately six months.
"The FDA’s acceptance of our NDA with Priority Review, arriving with no filing review issues and an accelerated action date, is a defining regulatory milestone for PolyPid in our development of D-PLEX100 as a potential new option to patients for the prevention of surgical site infections, pending the outcome of FDA’s review," said Dikla Czaczkes Akselbrad, Chief Executive Officer of PolyPid. "We believe this outcome reflects the quality of our regulatory submission and the rigor of our development program for D-PLEX100. Together with our commercial partner Azurity, we are fully aligned on supporting the Agency’s review, and on bringing D-PLEX100, if approved, as a new option to patients for the prevention of SSIs following abdominal colorectal surgery."
The FDA’s acceptance of the NDA triggers a $15 million milestone payment from Azurity Pharmaceuticals ("Azurity"), completing the $30 million in upfront and near-term milestone payments previously announced under the exclusive commercial partnership signed on July 17, 2026.
The Company will continue to support the FDA’s review of the NDA through the November 28, 2026 PDUFA action date, ahead of a potential U.S. commercial launch of D-PLEX100 by Azurity in early 2027.
About D-PLEX100
D-PLEX100, PolyPid’s lead product candidate, is designed to provide local prolonged and controlled anti-bacterial activity directly at the surgical site with the goal of preventing abdominal surgical site infections (“SSIs”). Following the administration of D-PLEX100 into the surgical site, PolyPid’s delivery technology, Kynatrix, is designed to pair with Active Pharmaceutical Ingredients, enabling a prolonged and continuous release of the broad-spectrum antibiotic doxycycline, resulting in a high local concentration of the drug for a period of 30 days for the prevention of SSIs, with additional potential to prevent SSIs caused by antibiotic-resistant bacteria at the surgical site. In the Phase 3 SHIELD II trial, D-PLEX100 recently demonstrated positive results in achieving its primary end point and a 60% (p= 0.0013) relative risk reduction at the secondary end point in SSI incidence following abdominal colorectal surgery with large incisions. D-PLEX100 received Breakthrough Therapy Designation from the U.S. Food and Drug Administration for the prevention of SSIs in patients undergoing elective colorectal surgery.
About PolyPid
PolyPid Ltd. (Nasdaq: PYPD) is an innovative biopharmaceutical company dedicated to elevating treatment effectiveness, right where care begins. The Company develops long-acting, controlled-release drugs designed to deliver therapy precisely at the site of care, addressing critical unmet medical needs across a wide and diverse pipeline spanning surgical care, metabolic diseases, and beyond. PolyPid’s lead product, D-PLEX₁₀₀, successfully met its primary and all key secondary endpoints in the landmark Phase 3 SHIELD II trial for the prevention of surgical site infections. Guided by a commitment to precision and innovation, PolyPid is redefining how therapies perform and raise the standard of patient care. For additional Company information, please visit http://www.polypid.com and follow us on Twitter (X) and LinkedIn.
Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act and other securities laws. Words such as "expects," "anticipates," "intends," "plans," "believes," "seeks," "estimates" and similar expressions or variations of such words are intended to identify forward-looking statements. For example, the Company is using forward-looking statements when it discusses the anticipated timing of the FDA's review and potential approval of the D-PLEX₁₀₀ NDA, the PDUFA target action date, the potential impact of Priority Review on the FDA's review timeline, D-PLEX100 as a potential new option to patients for the prevention of surgical site infections, pending the outcome of FDA’s review, and the Company's and Azurity's expectations regarding the timing of a potential U.S. commercial launch of D-PLEX₁₀₀. Forward-looking statements are not historical facts, and are based upon management's current expectations, beliefs and projections, many of which, by their nature, are inherently uncertain. Such expectations, beliefs and projections are expressed in good faith. However, there can be no assurance that management's expectations, beliefs and projections will be achieved, and actual results may differ materially from what is expressed in or indicated by the forward-looking statements. Forward-looking statements are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in the forward-looking statements. For a more detailed description of the risks and uncertainties affecting the Company, reference is made to the Company's reports filed from time to time with the Securities and Exchange Commission, including, but not limited to, the risks detailed in the Company's Annual Report on Form 20-F filed on February 25, 2026. Forward-looking statements speak only as of the date the statements are made. The Company assumes no obligation to update forward-looking statements to reflect actual results, subsequent events or circumstances, changes in assumptions or changes in other factors affecting forward-looking information except to the extent required by applicable securities laws. If the Company does update one or more forward-looking statements, no inference should be drawn that the Company will make additional updates with respect thereto or with respect to other forward-looking statements. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this press release. PolyPid is not responsible for the contents of third-party websites.
Company Contact:
PolyPid Ltd.
Ori Warshavsky
908-858-5995
IR@Polypid.com
Investor Relations Contact:
Arx Investor Relations
North American Equities Desk
polypid@arxhq.com
FDA identified no Filing review issues
Acceptance triggers $15 million milestone payment, completing $30 million in upfront and near-term milestone payments under recently announced U.S. and Canada commercialization partnership
PETACH TIKVA, Israel, July 29, 2026 (GLOBE NEWSWIRE) -- PolyPid Ltd. (Nasdaq: PYPD) ("PolyPid" or the "Company"), an innovative biopharmaceutical company dedicated to elevating treatment effectiveness, right where care begins, today announced that the U.S. Food and Drug Administration ("FDA") has accepted for filing the New Drug Application ("NDA") and granted the NDA a Priority Review for D-PLEX100 for the prevention of surgical site infections ("SSIs") in patients undergoing abdominal colorectal surgery. The FDA did not identify any filing review issues and set a Prescription Drug User Fee Act ("PDUFA") target action date of November 28, 2026, approximately one quarter ahead of the Company’s previously communicated first quarter 2027 guidance. Priority Review shortens the FDA’s target review timeline from ten months to approximately six months.
"The FDA’s acceptance of our NDA with Priority Review, arriving with no filing review issues and an accelerated action date, is a defining regulatory milestone for PolyPid in our development of D-PLEX100 as a potential new option to patients for the prevention of surgical site infections, pending the outcome of FDA’s review," said Dikla Czaczkes Akselbrad, Chief Executive Officer of PolyPid. "We believe this outcome reflects the quality of our regulatory submission and the rigor of our development program for D-PLEX100. Together with our commercial partner Azurity, we are fully aligned on supporting the Agency’s review, and on bringing D-PLEX100, if approved, as a new option to patients for the prevention of SSIs following abdominal colorectal surgery."
The FDA’s acceptance of the NDA triggers a $15 million milestone payment from Azurity Pharmaceuticals ("Azurity"), completing the $30 million in upfront and near-term milestone payments previously announced under the exclusive commercial partnership signed on July 17, 2026.
The Company will continue to support the FDA’s review of the NDA through the November 28, 2026 PDUFA action date, ahead of a potential U.S. commercial launch of D-PLEX100 by Azurity in early 2027.
About D-PLEX100
D-PLEX100, PolyPid’s lead product candidate, is designed to provide local prolonged and controlled anti-bacterial activity directly at the surgical site with the goal of preventing abdominal surgical site infections (“SSIs”). Following the administration of D-PLEX100 into the surgical site, PolyPid’s delivery technology, Kynatrix, is designed to pair with Active Pharmaceutical Ingredients, enabling a prolonged and continuous release of the broad-spectrum antibiotic doxycycline, resulting in a high local concentration of the drug for a period of 30 days for the prevention of SSIs, with additional potential to prevent SSIs caused by antibiotic-resistant bacteria at the surgical site. In the Phase 3 SHIELD II trial, D-PLEX100 recently demonstrated positive results in achieving its primary end point and a 60% (p= 0.0013) relative risk reduction at the secondary end point in SSI incidence following abdominal colorectal surgery with large incisions. D-PLEX100 received Breakthrough Therapy Designation from the U.S. Food and Drug Administration for the prevention of SSIs in patients undergoing elective colorectal surgery.
About PolyPid
PolyPid Ltd. (Nasdaq: PYPD) is an innovative biopharmaceutical company dedicated to elevating treatment effectiveness, right where care begins. The Company develops long-acting, controlled-release drugs designed to deliver therapy precisely at the site of care, addressing critical unmet medical needs across a wide and diverse pipeline spanning surgical care, metabolic diseases, and beyond. PolyPid’s lead product, D-PLEX₁₀₀, successfully met its primary and all key secondary endpoints in the landmark Phase 3 SHIELD II trial for the prevention of surgical site infections. Guided by a commitment to precision and innovation, PolyPid is redefining how therapies perform and raise the standard of patient care. For additional Company information, please visit http://www.polypid.com and follow us on Twitter (X) and LinkedIn.
Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act and other securities laws. Words such as "expects," "anticipates," "intends," "plans," "believes," "seeks," "estimates" and similar expressions or variations of such words are intended to identify forward-looking statements. For example, the Company is using forward-looking statements when it discusses the anticipated timing of the FDA's review and potential approval of the D-PLEX₁₀₀ NDA, the PDUFA target action date, the potential impact of Priority Review on the FDA's review timeline, D-PLEX100 as a potential new option to patients for the prevention of surgical site infections, pending the outcome of FDA’s review, and the Company's and Azurity's expectations regarding the timing of a potential U.S. commercial launch of D-PLEX₁₀₀. Forward-looking statements are not historical facts, and are based upon management's current expectations, beliefs and projections, many of which, by their nature, are inherently uncertain. Such expectations, beliefs and projections are expressed in good faith. However, there can be no assurance that management's expectations, beliefs and projections will be achieved, and actual results may differ materially from what is expressed in or indicated by the forward-looking statements. Forward-looking statements are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in the forward-looking statements. For a more detailed description of the risks and uncertainties affecting the Company, reference is made to the Company's reports filed from time to time with the Securities and Exchange Commission, including, but not limited to, the risks detailed in the Company's Annual Report on Form 20-F filed on February 25, 2026. Forward-looking statements speak only as of the date the statements are made. The Company assumes no obligation to update forward-looking statements to reflect actual results, subsequent events or circumstances, changes in assumptions or changes in other factors affecting forward-looking information except to the extent required by applicable securities laws. If the Company does update one or more forward-looking statements, no inference should be drawn that the Company will make additional updates with respect thereto or with respect to other forward-looking statements. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this press release. PolyPid is not responsible for the contents of third-party websites.
Company Contact:
PolyPid Ltd.
Ori Warshavsky
908-858-5995
IR@Polypid.com
Investor Relations Contact:
Arx Investor Relations
North American Equities Desk
polypid@arxhq.com
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