ASND

REX Shares launched the REX Peptide ETF (PEPT), offering global exposure to peptide drug developers, manufacturers, and delivery platforms. The fund tracks the VettaFi Peptide Index and charges 65 bps in fees.

With GLP-1 adoption expanding and the global incretin market projected to reach $200 billion by 2030, the peptide market is positioned for significant growth. PEPT competes with similar ETFs THNR and OZEM, which charge 59 bps each.

Ascendis Pharma announced that the European Medicines Agency's CHMP committee issued a positive opinion recommending approval of TransCon CNP (navepegritide) for treating achondroplasia in children aged 2+ with open epiphyses. The European Commission's final decision is expected in Q4 2026, with commercial launch planned in Germany in Q1 2027 under the brand name YUVIWEL®.

Ascendis Pharma announced that the European Medicines Agency's CHMP committee issued a positive opinion for TransCon CNP (Navepegritide), a once-weekly treatment for achondroplasia in children aged 2+ years with open epiphyses. The European Commission is expected to make a final decision in Q4 2026, with market launch in Germany anticipated for Q1 2027 under the brand name YUVIWEL®. The drug was previously approved by the FDA in February 2026.

BridgeBio Pharma announced FDA acceptance of its regulatory filing for infigratinib, an oral drug to treat achondroplasia in children, with priority review and a decision expected by February 4, 2027. The drug demonstrated 2.1 cm/year greater height growth than placebo in Phase III trials.

If approved, it would be the first oral therapy for achondroplasia, differentiating it from injectable competitors. BridgeBio also has two other near-term regulatory catalysts (BBP-418 and encaleret) that could diversify its revenue beyond its current marketed product Attruby.