Wednesday, July 16, 2025 7:51:30 PM
Jesster I appreciate the thoughtful follow up and GoodGuy your point about the variation is a fair one but I think there is a key detail missing
The MAA was submitted in December 2023 using the manufacturing process that was fully validated at that time. Flaskworks was not yet in commercial production and the 10K clearly says the company held off on full fabrication until regulatory feedback was received. That language describes what already happened during the reporting period. It does not suggest that Flaskworks was required for approval or that anything had to be resubmitted
MHRA does not require a sponsor to withdraw or delay an application just because a newer process is coming online. If Flaskworks was part of a variation that variation would have been reviewed during the active MAA timeline. Variations allow updates to be made inside a live file. That includes manufacturing refinements or even label adjustments if they reflect system use. None of that would trigger a reset
The NICE letter confirms that MHRA review is in its final phase and that NICE is waiting on final submission materials. That only happens after quality clinical and manufacturing review are complete. Labeling is the final step. So if there was a variation it would already be evaluated and integrated
Murcidencel is now listed in the NHS High Cost Drugs List under the indication Cancer not glioblastoma. It is available through IFR designated as an ATMP and restricted to specialist centers. That reflects how the system already sees the product. It is not a one indication drug. It is a mechanism based therapy
So yes I believe the MAA was submitted for glioblastoma. But the structure of the label may have evolved during review to match how the product is already being used. That does not require a new trial or a resubmission. It just requires the system to align around what it already knows
There is no negative event in that. No delay. No hold. Just a product that was submitted and reviewed and is now reaching the end of the process as the system around it moves to scale it appropriately
The MAA was submitted in December 2023 using the manufacturing process that was fully validated at that time. Flaskworks was not yet in commercial production and the 10K clearly says the company held off on full fabrication until regulatory feedback was received. That language describes what already happened during the reporting period. It does not suggest that Flaskworks was required for approval or that anything had to be resubmitted
MHRA does not require a sponsor to withdraw or delay an application just because a newer process is coming online. If Flaskworks was part of a variation that variation would have been reviewed during the active MAA timeline. Variations allow updates to be made inside a live file. That includes manufacturing refinements or even label adjustments if they reflect system use. None of that would trigger a reset
The NICE letter confirms that MHRA review is in its final phase and that NICE is waiting on final submission materials. That only happens after quality clinical and manufacturing review are complete. Labeling is the final step. So if there was a variation it would already be evaluated and integrated
Murcidencel is now listed in the NHS High Cost Drugs List under the indication Cancer not glioblastoma. It is available through IFR designated as an ATMP and restricted to specialist centers. That reflects how the system already sees the product. It is not a one indication drug. It is a mechanism based therapy
So yes I believe the MAA was submitted for glioblastoma. But the structure of the label may have evolved during review to match how the product is already being used. That does not require a new trial or a resubmission. It just requires the system to align around what it already knows
There is no negative event in that. No delay. No hold. Just a product that was submitted and reviewed and is now reaching the end of the process as the system around it moves to scale it appropriately
Bullish
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