enGene (ENGN) soars after detailing 62% 6‑month complete response in pivotal bladder‑cancer trial; BLA still targeted for 2H 2026

11 November 2025

enGene Holdings Inc. (NASDAQ: ENGN) reported fresh preliminary data this morning from the pivotal cohort of its Phase 2 LEGEND trial of detalimogene voraplasmid (formerly EG‑70) in high‑risk, BCG‑unresponsive non‑muscle invasive bladder cancer (NMIBC) with CIS. The readout shows a 62% complete response (CR) at 6 months (n=37), 56% at 3 months (n=62) and 63% CR at any time (n=62) under the trial’s amended protocol—plus a favorable safety profile (42% treatment‑related adverse events; 1.6% dose interruptions; 0.8% discontinuations). The company completed enrollment of 125 patients in the pivotal cohort, above target, and will refine its analysis with FDA input on the statistical analysis plan (SAP). ^[1]

Market reaction: Shares ripped higher in pre‑market trading—up ~62% as the update crossed—before settling into volatile regular‑session action. ^[2]

Key takeaways (Nov 11, 2025)

Efficacy: Under the amended protocol, CR at 6 months = 62% (n=37); CR at 3 months = 56% (n=62); CR at any time = 63% (n=62). Early 9‑month data showed all 5 evaluable patients in CR at 9 months. ^[3]
Safety:42% of patients experienced treatment‑related adverse events (mostly Grade 1/2); 1.6% had dose interruptions; 0.8% discontinued due to TRAEs; no Grade 4/5 TRAEs reported. ^[4]
Endpoint change: Following FDA discussions, the primary endpoint is now CR at any time (from landmark 12‑month CR); duration of response becomes a key secondary endpoint. ^[5]
Pivotal enrollment:125 patients enrolled in Cohort 1 (pivotal), exceeding the plan. ^[6]
Regulatory path: Company continues to expect a BLA filing in 2H 2026; potential FDA decision in 2027 after accumulating sufficient 12‑month data. ^[7]
Designations:RMAT and Fast Track designations confirmed for detalimogene in BCG‑unresponsive NMIBC with CIS. ^[8]

What’s new today—and why it matters

Improved response under the amended protocol. The latest analysis focuses on patients treated after a Q4 2024 protocol amendment that aligned LEGEND more closely with AUA guidelines and standard of care. Compared with earlier, pre‑amendment patients—who showed a 41% six‑month CR—the post‑amendment group’s 62% six‑month CR marks a notable step‑up, addressing a key investor concern heading into the pivotal readout. ^[9]

Registration‑grade endpoint alignment. Shifting the primary endpoint to CR at any time brings LEGEND in line with recent FDA registrations in NMIBC, de‑risking interpretability for a future BLA package and clarifying how the effectiveness bar will be judged. ^[10]

Stock surges on data. The data sparked a sharp pre‑market pop (~62%) for ENGN; trading has been volatile intraday. At the time of writing, today’s session shows an intraday high and low of 10.81 / 5.90 USD, underscoring the headline‑sensitive nature of development‑stage biotech moves. ^[11]

By the numbers (LEGEND pivotal cohort, as of Oct 24, 2025)

Population: High‑risk, BCG‑unresponsive NMIBC with CIS (with/without papillary) — 125 patients enrolled in Cohort 1. ^[12]
Efficacy set (post‑amendment):n=62 (≥1 post‑baseline assessment) at 3 months; n=37 at 6 months. CR any time: 63%; CR at 3 months: 56%; CR at 6 months: 62%. ^[13]
Tolerability:42% TRAEs (mostly Grade 1/2); 1.6% dose interruptions; 0.8% discontinuations; no Grade 4/5. ^[14]

“We are pleased to report an improved 6‑month CR rate for patients being treated with detalimogene under our amended protocol,” said Hussein Sweiti, M.D., enGene’s Chief Medical Officer. ^[15]

Competitive context in NMIBC

The NMIBC treatment landscape now includes Ferring’s Adstiladrin (nadofaragene firedenovec) and ImmunityBio’s Anktiva (nogapendekin alfa inbakicep), with J&J’s TAR‑200 also entering the market more recently. enGene argues that ease of use (intravesical gene therapy administered in urology clinics) and tolerability could differentiate detalimogene if approved. ^[16]

Timeline & catalysts to watch

Nov 11, 8:00 a.m. ET: Company conference call & webcast to discuss today’s data; replay will be hosted for one year with an accompanying slide deck on the investor site. ^[17]
Nov 11, 12:30 p.m. ET: Management fireside chat at Guggenheim’s 2nd Annual Healthcare Innovation Conference. ^[18]
2H 2026: Anticipated 12‑month data update (after SAP agreement) and BLA filing targeting the same half. ^[19]
Trial ID: LEGEND NCT04752722 (multi‑cohort Phase 2). ^[20]

How the market is covering it (today)

Financial news outlets and wires amplified the update shortly after publication. RTTNews/Nasdaq flagged the ~62% pre‑market jump, while Investing.com and Business Wire summarized the efficacy and safety details, endpoint change, and regulatory path. Pharmaphorum framed the result as setting up a 2026 FDA filing and situated it within the competitive NMIBC landscape. ^[21]

What it means

For patients and urologists, a bladder‑sparing option with rising CR rates and low discontinuations would be meaningful in a setting where many face cystectomy after failing BCG. For investors, the endpoint alignment, larger data set under the amended protocol, and clear BLA timeline reduce uncertainty—though read‑through to durability (12‑month CR, DOR) remains a crucial 2026 gating factor. ^[22]

Sources (Nov 11, 2025)

enGene press release: “Detalimogene Demonstrates Improved Complete Response Rate of 62% at 6 Months” (efficacy, safety, endpoint change, BLA timing). ^[23]
Nasdaq/RTTNews:“Why EnGene Is Rising In Pre‑market?” (pre‑market move). ^[24]
Investing.com: Coverage of improved response rates and key program details. ^[25]
Pharmaphorum: Competitive context and 2026 filing outlook. ^[26]
Yahoo Finance (UK): Syndicated Business Wire confirming RMAT/Fast Track designations. ^[27]

Disclosure: This article is for informational purposes only and does not constitute investment advice. Clinical data are preliminary and subject to change as the LEGEND study matures and regulatory interactions continue.

enGene Holdings Inc. (ENGN)

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Mateusz Kaczmarek Latest posts

A technology and finance expert writing for TS2.tech. He analyzes developments in satellites, telecommunications, and artificial intelligence, with a focus on their impact on global markets. Author of industry reports and market commentary, often cited in tech and business media. Passionate about innovation and the digital economy.

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