FDA Accepts J&J's Filing for Autoimmune Disease Drug Nipocalimab

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Johnson & Johnson JNJ announced that the FDA has accepted its regulatory filing seeking the FDA’s approval for nipocalimab, its investigational neonatal Fc receptor (FcRn) blocker, in generalized myasthenia gravis (gMG) indication.

The filing has been granted priority review by the FDA, bringing down the review period by four months. We expect a final decision in the third quarter of 2025.

The FDA filing is supported by data from the phase III Vivacity-MG3 study, which evaluated nipocalimab in adults with gMG, including those with anti-AChR, anti-MuSK and anti-LRP4 positive antibodies. Data from the study showed that patients who received nipocalimab plus standard of care (SOC) achieved sustained disease control over 24 weeks compared with those who received placebo plus SOC. A similar regulatory filing for the drug is under review by the EMA, also supported by data from this study.

Per J&J, the above results make Vivacity-MG3 the first and only study to achieve sustained disease control in gMG patients with anti-AChR, anti-MuSK and anti-LRP4 positive antibodies. Management has claimed that the study is the longest dataset available for a FcRn blocker in this indication.

gMG is an autoantibody-driven neuromuscular disease marked by fluctuating muscle weakness. Nipocalimab has been designed to block FcRn and reduce levels of autoantibodies while preserving immune function without causing broad immunosuppression.

JNJ Stock Performance

In the past year, J&J’s shares have lost 12% compared with the industry’s nearly 3% decline.

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Competition in the gMG Space

If approved, nipocalimab will enter a competitive market for gMG treatments. The J&J drug would face stiff competition from Argenx’s ARGX Vyvgart/Vyvgart Hytrulo and Belgium-based UCB’s Rystiggo, both of which are also FcRn blockers and approved in the gMG indication.

While the ARGX drug is approved only in patients with anti-AChR positive antibodies, the UCB drug is approved for those with anti-AChR or anti-MuSK positive antibodies. Argenx’s drug is also approved for a second indication — chronic inflammatory demyelinating polyneuropathy (CIDP).

JNJ’s Nipocalimab Development

J&J is evaluating nipocalimab across multiple immunology and neuroscience indications in separate mid to late-stage clinical studies.

Management is evaluating the drug in late-stage studies for CIDP, hemolytic disease of the fetus and newborn (HDFN) and warm autoimmune hemolytic anemia (wAIHA). This J&J drug is also being evaluated in separate mid-stage studies for idiopathic inflammatory myopathy, Sjogren's disease, systemic lupus erythematosus and rheumatoid arthritis indications.