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GlobeNewswire BiotechnologyCodex · 实盘不做把握 7/10
北京时间·🕒 发布 21:30:00时区推断·⟳ 抓取 21:32:02·⚡ 决策 07-30 21:34:44 +2m42s·88.9 天前

Capricor的DMD细胞疗法deramiocel遭FDA顾问委员会以3:9否定疗效证据

FDA顾问委员会认为deramiocel用于DMD心肌病的有效性证据不足,直接削弱Capricor核心在研资产的获批概率。

📄 原文GlobeNewswire Biotechnology↗ 原文
Capricor Therapeutics Provides Update on FDA Advisory Committee Meeting for Deramiocel
SAN DIEGO, July 30, 2026 (GLOBE NEWSWIRE) -- Capricor Therapeutics (NASDAQ: CAPR), a biotechnology company developing t…
不做 Capricor Therapeutics(CAPR.US)
同一AdCom否定deramiocel有效性证据的具体催化已在近72小时事件库中于07-30 21:27处理;本条为公司官方复述且CAPR已在FDA简报和投票后连续大幅重定价,不重复出空单。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-29 · 扩散 high · price-in 风险 high ↗ ↗ ↗

消息传播链

  1. 2026-07-27其它Capricor官网/GlobeNewswire一手源原文 ↗
    公司先就FDA会前简报材料发表回应,说明市场已在正式投票前开始交易监管风险。
    市场反应:WSJ称CAPR在FDA文件发布后已于周一跌逾60%。
  2. 2026-07-29财经媒体扩散Wall Street Journal非一手原文 ↗
    WSJ报道FDA顾问委员会以9:3反对Capricor的deramiocel,核心争议是疗效数据解释。
    市场反应:CAPR交易在会议期间曾暂停,恢复后继续承压。
  3. 2026-07-30 09:30 ET官方确认/否认GlobeNewswire/Capricor一手源原文 ↗
    Capricor确认AdCom对DMD心肌病有效性问题投票结果为3票支持、9票反对、0票弃权,并强调意见非约束且仍等待8月22日PDUFA。
    市场反应:信号时CAPR报3.28美元,较前收6.57美元下跌50.08%。

关键理由

  • FDA顾问委员会认为deramiocel用于DMD心肌病的有效性证据不足,直接削弱Capricor核心在研资产的获批概率。
  • 该疗法尚未获批商业化,Capricor当前价值高度依赖8月22日PDUFA结果,负面AdCom对收入预期和融资预期均构成压力。
  • 但同一具体催化已在近72小时已处理事件中命中,且CAPR在FDA简报后已大跌、当前信号时又跌约50%,本条不重复出交易卡。

主要风险

  • 顾问委员会意见非约束性,FDA仍可能在8月22日PDUFA前基于总体获益风险或补充沟通作出不同决定。
  • CAPR短期已连续暴跌,追空存在监管二次解读或超跌反抽风险。

反向证据

  • 做空前查反向 · 来源 kb_search · 日期 2026-07-30 · 影响 supports
    内部KB命中摩根大通关于Nippon Shinyaku的研报,称AdCom投票增加其中长期前景不确定性,支持事件方向偏负。
    检索:Capricor deramiocel FDA advisory committee 3 9 against DMD cardiomyopathy PDUFA August 22 2026 原文 ↗
  • 做空前查反向 · 来源 kb_search · 日期 2026-07-30 · 影响 weakens
    同一KB查询提示Deramiocel相关商业化还受到Nippon Shinyaku/NS Pharma纠纷表述影响,但本条未提供新的量化现金流损害。
    检索:Capricor Deramiocel revenue cash litigation Nippon Shinyaku NS Pharma DMD 原文 ↗
  • 做空前查反向 · 来源 stock_quote · 日期 2026-07-30 · 影响 weakens
    CAPR信号时已报3.28美元、当日跌50.08%、5日跌82.18%,追空剩余性价比显著下降。
    检索:CAPR.US
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 7,068 字
SAN DIEGO, July 30, 2026 (GLOBE NEWSWIRE) -- Capricor Therapeutics (NASDAQ: CAPR), a biotechnology company developing transformative cell and exosome-based therapeutics for rare diseases, today announced that the U.S. Food and Drug Administration's Cellular, Tissue and Gene Therapies Advisory Committee voted that available evidence did not support the effectiveness of Deramiocel for the treatment of cardiomyopathy in patients with Duchenne muscular dystrophy (DMD), a rare and life-threatening disease for which no approved cardiomyopathy treatment currently exists (3 for, 9 against, 0 abstain). The Committee's vote is non-binding.
The Committee's voting question addressed a narrower indication than Capricor had proposed and did not include a vote on Deramiocel's overall benefit-risk profile. In a separate discussion on upper limb function, the Committee's feedback was directionally supportive of the clinical evidence from the Phase 3 HOPE-3 trial, including results on its primary endpoint, PUL 2.0.
"We remain committed to Deramiocel and to the patients who could benefit from it," said Linda Marbán, Ph.D., Chief Executive Officer of Capricor. "The Advisory Committee gave us an important opportunity to present the clinical evidence, and we were encouraged by the Committee's discussion of Deramiocel's impact on skeletal muscle. We remain confident in the strength of the HOPE-3 data. In a moving open public hearing, patients, families, and clinicians shared their experience with the therapy, underscoring the unmet need within the Duchenne community. We remain focused on working with the FDA toward potential approval ahead of our August 22, 2026, PDUFA target action date."
About Duchenne Muscular Dystrophy
Duchenne Muscular Dystrophy (DMD) is a severe, X-linked genetic disorder characterized by progressive muscle degeneration affecting the skeletal, respiratory, and cardiac muscles. It is caused by the absence of functional dystrophin, a key structural protein in muscle cells. DMD affects approximately 15,000 individuals in the United States and primarily impacts boys. Over time, deterioration of the heart muscle leads to cardiomyopathy and heart failure, which is the leading cause of death in DMD. There is no cure, and treatment options remain limited.
About Deramiocel
Deramiocel (CAP-1002) consists of allogeneic cardiosphere-derived cells (CDCs), a rare population of cardiac cells that have been shown in preclinical and clinical studies to exert potent immunomodulatory and anti-fibrotic actions in the preservation of cardiac and skeletal muscle function in muscular dystrophies such as DMD. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing rather than pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials.
Deramiocel has received Orphan Drug Designation for the treatment of DMD from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval.
About Capricor Therapeutics
Capricor Therapeutics (NASDAQ: CAPR) is a biotechnology company dedicated to advancing cell and exosome-based therapeutics for the treatment of rare diseases. Our lead product candidate, Deramiocel, is an allogeneic cardiac-derived cell therapy in late-stage development for Duchenne muscular dystrophy (DMD), shown in clinical studies to preserve cardiac and skeletal muscle function. Capricor is also advancing its proprietary StealthX™ exosome platform for the targeted delivery of oligonucleotides, proteins, and small-molecule therapeutics across a range of diseases. At Capricor, we are committed to delivering new therapies for patients with rare diseases. For more information, visit capricor.com, and follow Capricor on Facebook, Instagram and X.
Cautionary Note Regarding Forward-Looking Statements
Statements in this press release regarding the efficacy, safety, and intended utilization of Capricor’s product candidates; the initiation, conduct, size, timing and results of clinical trials; the pace of enrollment of clinical trials; plans regarding regulatory filings, future research and clinical trials; regulatory developments involving products, including future interactions with regulatory authorities and the ability to obtain regulatory approvals or otherwise bring products to market; manufacturing capabilities; dates for regulatory meetings; the potential that required regulatory inspections may be delayed or not be successful which would delay or prevent product approval, revenue and reimbursement estimates, projected terms of definitive agreements, our financial position, our possible uses of existing cash and investment resources, and statements regarding our litigation with Nippon Shinyaku Co., Ltd. and NS Pharma, Inc., including the nature of the dispute, our expectations regarding any legal proceedings, and our ability to commercialize Deramiocel independent of our existing distribution agreement and any other statements about Capricor’s management team’s future expectations, beliefs, goals, plans or prospects constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Any statements that are not statements of historical fact (including statements containing the words “believes,” “plans,” “could,” “anticipates,” “expects,” “estimates,” “should,” “target,” “will,” “would” and similar expressions) should also be considered to be forward-looking statements. There are a number of important factors that could cause actual results or events to differ materially from those indicated by such forward-looking statements. More information about these and other risks that may impact Capricor’s business is set forth in Capricor’s Annual Report on Form 10-K for the year ended December 31, 2025, as filed with the Securities and Exchange Commission on March 17, 2026 and in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, as filed with the Securities and Exchange Commission on May 13, 2026. All forward-looking statements in this press release are based on information available to Capricor as of the date hereof, and Capricor assumes no obligation to update these forward-looking statements.
Deramiocel and the StealthX™ platform are investigational candidates and have not been approved for commercial use in any indication.
For more information, please contact:
Capricor Media Contact:
Caitlin Kasunich / Raquel Cona
KCSA Strategic Communications
ckasunich@kcsa.com / rcona@kcsa.com
212.896.1241 / 516.779.2630
Capricor Company Contact:
AJ Bergmann, Chief Financial Officer
abergmann@capricor.com
858.727.1755

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