Idéal Investisseur
Français English
CAC 40 : Market closed
7 969,42 pts
-0.01%


Last updated : 30/10/2026 - 17h36
🏠 Home   ➤    Stock news

Pharming: Positive EMA Opinion for Joenja, European Decision Pending

Pharming Group announced on Friday, March 27, 2026, that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has issued a positive opinion recommending the marketing authorization of Joenja® (leniolisib) for the treatment of APDS in adult and pediatric patients aged 12 years and older. A final decision from the European Commission is expected in about two months.


Pharming: Positive EMA Opinion for Joenja, European Decision Pending

Targeting Hyperactivity in PI3K? Pathway

Joenja targets the hyperactivity of the PI3K? pathway responsible for APDS (Activated Phosphoinositide 3-Kinase Delta Syndrome), a rare primary immunodeficiency characterized by severe and recurrent sinopulmonary infections, lymphoproliferation, autoimmunity, and enteropathy. Leniolisib, the active ingredient in Joenja, is an oral inhibitor of PI3K? that regulates various cellular functions including proliferation, differentiation, and cytokine production. If approved in Europe, Joenja would become the first authorized treatment for APDS in the European Union. The centralized marketing authorization would be valid across all 27 EU member states, as well as in Norway, Iceland, and Liechtenstein.

Positive CHMP Opinion Based on Clinical Trial Results

Free · Every morning
Technical market signals, before the opening bell.
Bullish and bearish momentum, analyst changes, stocks to watch — automatically computed from Euronext data.
✓ Before 9 AM every morning ✓ Euronext data ✓ AI-powered analysis

The positive opinion from the CHMP is based on the results of a Phase II/III clinical trial, which was randomized, triple-blind, and placebo-controlled, involving 31 patients aged 12 years and older diagnosed with APDS. This trial demonstrated a statistically significant impact on immune dysregulation and immunodeficiency. Data from an open-label follow-up study involving 37 patients who received leniolisib for a median of three years were also submitted. Joenja is already approved and marketed in the United States, the United Kingdom, and Japan for patients aged 12 years and older with APDS. Leniolisib is also being evaluated in two Phase II clinical trials for other primary immunodeficiencies with immune dysregulation.



Sector Pharmacie et biotechnologies › Biotechnologies


Free · every morning · before 9am
Never miss a move on your stocks
The trend behind the prices · Euronext

Context

Period
  • Period: T3 2026
Key reported figures
  • Revenue: 117,6 millions de dollars
  • Quarterly revenue: 117,6 millions de dollars
  • Revenue growth: 21 %
Guidance from the release
  • Tightened 2026 total revenue guidance to between US$380 million and US$390 million from prior US$375 million to US$395 million
Risks mentioned
  • Joenja revenue growth was partly driven by temporary benefit from ordering patterns in other international markets
  • RUCONEST third quarter revenue includes an early seasonal increase in channel inventory at a single U.S. specialty pharmacy customer, following significant drawdowns earlier in the year
  • Napazimone (KL1333): enrollment in the pivotal FALCON trial now expected to complete in the first half of 2027 (about 145 of 180 subjects by end-2026), with topline results approximately one year after completion of enrollment
Opportunities identified
  • RUCONEST stabilization and continued recovery of demand in the US (third quarter revenue of about US$93.8 million, +14% year-on-year and +30% versus the second quarter of 2026)
  • Joenja strong growth driven by launches in Germany, Japan and continued penetration in the U.K.
  • Substantial growth potential for Joenja with estimated CVID with immune dysregulation prevalence of 39 patients per million vs 1.5 for APDS
Outlook / guidance
  • Expected revenue: 385 millions de dollars
  • Management commentary: Tightened 2026 total revenue guidance to between US$380 million and US$390 million (1% to 4% growth) from prior US$375 million to US$395 million (0% to 5% growth)

The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.

Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.

Advertisement
Every morning
Technical market signals,
before the opening bell.
CAC 40 · SBF 120 · Signals · Analysts
🤖
Today's edition — pre-market
CAC 40
7 702
-0,87%
SBF 120
5 827
-0,87%
📈 Bullish signals
+5,2%
+1,8%
+0,9%
📉 Bearish signals
-14%
-5,7%
🔄 Analyst opinions
▲ 35 €
▼ 80 €
Sign up to see everything →
Before 9 AM every morning
Euronext data
AI-powered analysis





BOURSE · Chaque matin
La synthèse bourse,
avant l'ouverture.
Notre moteur analyse chaque nuit le CAC 40 et le SBF 120. Ce qui mérite attention remonte directement dans votre boîte mail. Gratuit.
✓ Avant 9h00 ✓ 1000+ inscrits ✓ 100% gratuit
Gratuit · chaque matin
Ne ratez plus rien sur vos actions
La tendance derrière les cours sur les valeurs Euronext, chaque matin avant 9h.
tendance · 6 séances
📈les valeurs en mouvement, sur la durée
🎯les objectifs d'analystes qui évoluent
📰les actualités qui font bouger les cours