regulatory
confidence high
sentiment positive
materiality 0.85
EMA rolling review for OST-HER2; ATGA aligns on 3-year OS endpoint; peak EU sales >$300M
OS Therapies Inc
- EMA initiated rolling review of OST-HER2 CMA for preventing recurrence in resected pulmonary metastatic osteosarcoma.
- EMA and Australia TGA agreed 3-year overall survival as approvable endpoint; seroconversion data supports CMA.
- UK MHRA granted Advanced Therapy Medicinal Product (ATMP) designation to OST-HER2.
- Company forecasts peak European osteosarcoma sales exceeding $300M, with over $50M expected in 2027.
- Confirmatory Phase 3 trial initiation planned for Q3 2026 in Australia; FDA and MHRA meetings in Q2 2026.