Stock Markets June 11, 2026 05:43 PM

Amgen Orders Independent Reanalysis of Tavneos Data by Duke Clinical Research Institute

Company says it will send new analysis to FDA after agency proposed withdrawing approval over allegedly manipulated trial data

By Maya Rios
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Amgen Inc. has contracted the Duke Clinical Research Institute to perform an independent reexamination of the clinical data supporting Tavneos, a rare-disease therapy facing potential removal from the U.S. market after regulators raised concerns that data submitted by the drug's former manufacturer may have been manipulated. Amgen plans to file the new analysis with the FDA by June 29 and contends that Tavneos' benefits exceed its risks for patients with ANCA-associated vasculitis.

Amgen Orders Independent Reanalysis of Tavneos Data by Duke Clinical Research Institute
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Key Points

  • Amgen has hired the Duke Clinical Research Institute to reanalyze the clinical data used to approve Tavneos; the review began in February and was confirmed in a June 1 letter posted online.
  • The FDA has proposed withdrawing Tavneos' approval amid concerns that data submitted by the drug's previous manufacturer were manipulated; the medical journal that published the original trial is also investigating.
  • Amgen plans to submit the new analysis to the FDA by June 29 and maintains that Tavneos' benefits outweigh its risks for patients with ANCA-associated vasculitis - implications for biotech, healthcare, and equity markets given the drug's roughly $500 million in annual sales.

Amgen Inc. has retained the Duke Clinical Research Institute to conduct a fresh review of the clinical trial results that underpinned regulatory approval of Tavneos, the company said in a letter dated June 1 and posted online Thursday. The independent reanalysis began in February, according to the same letter.

The move follows an action by the U.S. Food and Drug Administration in which the agency proposed withdrawing approval for Tavneos amid allegations that data submitted to the FDA by the drug's prior manufacturer were manipulated. The scientific journal that originally published the trial findings is also pursuing an inquiry into the same allegations.

In its communication, Amgen said it intends to include the Duke review in a package of materials to be submitted to the FDA by June 29. The company expressed the view that, for patients with the rare disease the drug treats, Tavneos' benefits outweigh its risks and that withdrawing approval would not serve patients' best interests nor align with the statutory criteria for regulatory withdrawal.

Tavneos was acquired by Amgen through its $3.7 billion purchase of ChemoCentryx in 2022. The drug currently brings in roughly $500 million in annual sales and is indicated for treatment of ANCA-associated vasculitis, a rare autoimmune condition that causes inflammation of small blood vessels and can lead to severe kidney and lung damage.

The FDA has previously commented that a new independent analysis of the trial data would not be statistically appropriate and would not "redeem" the original study. That view stands alongside the agency's proposed withdrawal and the ongoing investigation by the journal that published the initial trial report.


Context and next steps

Amgen's submission of the Duke review by June 29 will form part of the materials the company presents to the FDA for consideration. The timeline and the competing views - Amgen's assertion of benefit versus the FDA's prior statement questioning the value of a new analysis - outline the procedural questions to be resolved in the coming weeks.

Patient and market implications

The outcome of this review and the FDA's response will affect patients reliant on Tavneos for management of ANCA-associated vasculitis and may have implications for Amgen's revenue stream tied to the drug's roughly $500 million in annual sales.

Risks

  • Regulatory risk - The FDA has proposed withdrawing approval for Tavneos due to concerns about manipulated data, creating uncertainty for the drug's future and for patients depending on it.
  • Scientific and credibility risk - The medical journal that published the original trial results is investigating allegations of data manipulation, and the FDA has said an independent reanalysis may not be statistically appropriate or sufficient to "redeem" the study.
  • Commercial and patient-care risk - Tavneos generates about $500 million in annual sales and is used by patients with ANCA-associated vasculitis; regulatory action could affect both revenue for Amgen and treatment options for patients.

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