Rezolute reports on ersodetug's activity in treating congenital and tumor-related hyperinsulinism, plans FDA meeting for further evaluation.
Quiver AI Summary
Rezolute, Inc. announced that while its Phase 3 sunRIZE study did not meet key endpoints for efficacy in treating congenital hyperinsulinism (HI) with the drug ersodetug, the company believes the overall data supports its potential activity against hypoglycemia. The study achieved therapeutic drug concentrations and showed pharmacologic activity, despite the high placebo response affecting statistical significance. The company plans to discuss the findings and future steps with the FDA under its Breakthrough Therapy Designation. Additionally, in its Expanded Access Program, 75% of patients with tumor HI experienced significant improvement, leading to the cessation of IV treatment. The company remains optimistic about the ongoing open-label extension phase and further characterizing the drug's benefits. Topline results for another study are expected in late 2026.
Potential Positives
- Company plans to meet with FDA to align on a path forward for treating congenital hyperinsulinism, suggesting a proactive approach to regulatory engagement.
- Evidence from the Phase 3 sunRIZE study and Expanded Access Program indicates pharmacologic activity of ersodetug, which may support its potential efficacy against hypoglycemia.
- Significant improvement was observed in patients with tumor-related hypoglycemia, with 75% achieving complete discontinuation of IV dextrose/TPN, highlighting the potential effectiveness of ersodetug.
- All participants in the open-label extension of the study chose to continue receiving ersodetug, suggesting strong patient interest and perceived benefit from the therapy.
Potential Negatives
- Study did not meet primary or key secondary endpoints, raising questions about the efficacy of ersodetug in treating congenital HI.
- High placebo response observed in the study, complicating the interpretation of treatment effects and indicating challenges in clinical trial design for this indication.
- Potential implications of the results may affect the FDA's willingness to grant the Company a streamlined path for advancing its development programs, despite the belief in pharmacologic activity.
FAQ
What were the key findings from the sunRIZE study?
The sunRIZE study did not meet primary endpoints but indicated pharmacologic activity of ersodetug in treating hypoglycemia.
How is Rezolute advancing its program for congenital HI?
Rezolute plans to meet with the FDA to discuss the path forward for congenital hypoglycemia treatment.
What is the current status of participants in the open-label extension?
57 participants are still receiving ersodetug in the open-label extension phase, with varied exposure durations.
What is ersodetug's intended effect on hypoglycemia?
Ersodetug aims to reduce hypoglycemia by decreasing insulin receptor over-activation in cases of hyperinsulinism.
When can we expect topline results from the upLIFT study?
Topline results from the upLIFT study are expected in the second half of 2026.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$RZLT Insider Trading Activity
$RZLT insiders have traded $RZLT stock on the open market 9 times in the past 6 months. Of those trades, 9 have been purchases and 0 have been sales.
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- DARON EVANS (CFO) has made 4 purchases buying 55,549 shares for an estimated $132,744 and 0 sales.
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$RZLT Analyst Ratings
Wall Street analysts have issued reports on $RZLT in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 12/12/2025
- BTIG issued a "Buy" rating on 11/20/2025
- HC Wainwright & Co. issued a "Buy" rating on 09/03/2025
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$RZLT Price Targets
Multiple analysts have issued price targets for $RZLT recently. We have seen 5 analysts offer price targets for $RZLT in the last 6 months, with a median target of $17.0.
Here are some recent targets:
- Douglas Tsao from HC Wainwright & Co. set a target price of $5.0 on 12/12/2025
- Debjit Chattopadhyay from Guggenheim set a target price of $6.0 on 12/12/2025
- Julian Harrison from BTIG set a target price of $17.0 on 11/20/2025
- Jason N. Butler from Citizens set a target price of $17.0 on 10/29/2025
- Jason McCarthy from Maxim Group set a target price of $20.0 on 09/19/2025
Full Release
Company believes that data from sunRIZE and the Expanded Access Program (EAP) provide evidence of activity of ersodetug in both indications
Company plans to meet with FDA to align on path forward for congenital HI
REDWOOD CITY, Calif., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Rezolute, Inc. (Nasdaq: RZLT) (“Rezolute” or the “Company”), a late-stage rare disease company focused on treating hypoglycemia caused by all forms of hyperinsulinism (HI), today shared observations from the Phase 3 sunRIZE study in patients with congenital HI and provided details on the treatment of tumor HI patients with ersodetug under the Company’s EAP.
Congenital HI
While sunRIZE did not meet its primary (hypoglycemia events) or key secondary (time in hypoglycemia) endpoints, the Company believes that the totality of the data further supports previous clinical evidence that ersodetug is active against hypoglycemia in patients. Specifically, there was evidence of pharmacologic activity as target therapeutic drug concentrations were achieved in both treatment groups (5 mg/kg and 10 mg/kg) with highly sensitive biomarker responses (increases in circulating insulin) in the active treatment groups that are indicative of reduced insulin activity at its receptor. Notably, these responses were consistent with those of the Company’s Phase 2 RIZE study (see Figure 1).
The study also demonstrated reductions from baseline in events and time in hypoglycemia in both treatment groups, but not enough to be statistically significant compared to the pronounced study effect in the placebo arm. While in the early stages of evaluating study data and understanding the results, learnings in the field of glycemic control and initial observations from sunRIZE inform the Company’s belief that the pharmacologic response can translate to clinical efficacy. The magnitude of the placebo response observed for hypoglycemia events reveals a significant challenge in studying glucose in an ambulatory setting, where factors such as intensive monitoring where caregivers receive alerts regarding hypoglycemic events and frequent clinical interactions can independently influence outcomes.
The Company believes that the extent of reduction from baseline in hypoglycemia events and time in hypoglycemia relative to placebo (see Figure 2) may have been impacted by the prolonged treatment duration of six months and the fact that glucose monitoring is necessary for safe patient management while also serving as the key endpoint in the study. This sentiment has been shared with the Company by investigator physicians as well as study participants. The Company is currently exploring how to characterize the overall study dynamic including evaluating patient-reported quality of life outcomes.
In light of these limitations, assessing the potential benefit in the ongoing open-label extension (OLE) portion of the study will be important. All 59 participants who completed the study elected to continue to receive ersodetug in the OLE. To date, 57 participants remain in the OLE, with an exposure duration ranging from ~6 weeks for the most recently entered patients, to ~18 months. The Company believes that a potential indicator of ersodetug’s underlying efficacy is that several children in the OLE have been able to stop taking all other therapies and are now receiving ersodetug as monotherapy.
The Company looks forward to interacting with FDA in Q1 2026 under its Breakthrough Therapy Designation to further characterize these and other clinical outcomes to inform a review of the full sunRIZE dataset with the intent of exploring options for this indication.
Tumor HI
Over the past two years, Rezolute has collaborated with investigators across the United States and in Europe to provide ersodetug to more than a dozen patients with severe and refractory hypoglycemia due to tumor HI, including malignant pancreatic neuroendocrine tumors (insulinomas) and non-islet cell tumors. The Company has previously reported that the therapy was generally well-tolerated, and that patients experienced substantial improvement in hypoglycemia, which led to a reduction in the rate of glucose infusion in the hospital (GIR) or the complete discontinuation of infusion and discharge from the hospital.
Presented in a table filed today on Form 8-K with the U.S. Securities and Exchange Commission are cumulative data from the initial 9 participants in the EAP, including patient characteristics, ersodetug dosing, and observed outcomes. This same data cohort was provided to FDA last year in support of the Company’s request for Breakthrough Therapy Designation and subsequently informed the discussion with FDA that led to revision of the Phase 3 upLIFT study in tumor HI to a single arm, open-label study. In summary, 75% of the patients receiving IV dextrose/total parental nutrition (TPN) in the EAP achieved a complete discontinuation of IV dextrose/TPN.
This outcome is highly relevant to the ongoing upLIFT study and provides additional evidence of the activity and potential efficacy of ersodetug across various forms of HI. Notably, the GIR assessment in the EAP is the primary endpoint in upLIFT, which measures the number of participants (out of ~16) who achieve at least a 50% reduction in GIR, an objective endpoint in a highly controlled hospital setting. For statistical significance, 9 of 16 open-label participants need to achieve this threshold. Topline results are anticipated in the second half of 2026.
About sunRIZE
The Phase 3 sunRIZE study (RZ358-301) was a multi-center, randomized, double-blind, placebo-controlled, parallel arm study designed to evaluate the efficacy and safety of ersodetug in patients with congenital hyperinsulinism (HI), ages 3 months to 45 years old, who were experiencing continued hypoglycemia on currently available standard of care (SOC). Eligible participants were randomized to one of three treatment arms to receive either ersodetug (5 or 10 mg/kg) or matched placebo-control as add on to existing SOC. Study drug was administered every other week during an initial loading phase, and then every 4 weeks during the 6-month controlled pivotal treatment period. Following the pivotal treatment phase of the study, participants could roll-over into an optional open-label extension phase to continue to receive ersodetug.
The study enrolled 63 participants in more than a dozen countries around the world, inclusive of U.S. patients. The primary and key secondary efficacy endpoints in the study were the change from baseline in the average number of hypoglycemia events per week and the average percent time in hypoglycemia, respectively, over six months of treatment.
About Ersodetug
Ersodetug is a fully human monoclonal antibody that binds allosterically to the insulin receptor to decrease receptor over-activation by insulin and related substances (such as IGF-2) in the setting of hyperinsulinism (HI), thereby improving hypoglycemia. Because ersodetug acts downstream from the pancreas, it has the potential to be universally effective at treating hypoglycemia due to any congenital or acquired form of HI.
About Rezolute, Inc.
Rezolute is a late-stage rare disease company focused on treating hypoglycemia caused by hyperinsulinism (HI). The Company’s antibody therapy, ersodetug, is designed to treat all forms of HI and has been studied in clinical trials and used in real-world cases for the treatment of both congenital and tumor HI. For more information, visit www.rezolutebio.com .
Forward-Looking Statements
This release, like many written and oral communications presented by Rezolute and our authorized officers, may contain certain forward-looking statements regarding our prospective performance and strategies within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and are including this statement for purposes of said safe harbor provisions. Forward-looking statements, which are based on certain assumptions and describe future plans, strategies, and expectations of Rezolute, are generally identified by use of words such as "anticipate," "believe," "estimate," "expect," "intend," "plan," "project," "seek," "strive," "try," or future or conditional verbs such as "could," "may," "should," "will," "would," or similar expressions. These forward-looking statements include, but are not limited to, the potential efficacy of ersodetug in treating hypoglycemia associated with either congenital or tumor HI, the possibility of FDA agreeing to a streamlined path for advancing the congenital HI program notwithstanding the lack of statistical significance in the sunRIZE study, or the timing of the release of topline results for upLIFT. Our ability to predict results or the actual effects of our plans or strategies is inherently uncertain. Accordingly, actual results may differ materially from anticipated results. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this release. Except as required by applicable law or regulation, Rezolute undertakes no obligation to update these forward-looking statements to reflect events or circumstances that occur after the date on which such statements were made. Important factors that may cause such a difference include any other factors discussed in our filings with the SEC, including the Risk Factors contained in Rezolute’s Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, which are available at the U.S. Securities and Exchange Commission’s website at www.sec.gov. You are urged to consider these factors carefully in evaluating the forward-looking statements in this release and are cautioned not to place undue reliance on such forward-looking statements, which are qualified in their entirety by this cautionary statement.
Rezolute Contacts:
Christen Baglaneas
[email protected]
508-272-6717
Carrie McKim
[email protected]
336-608-9706
Figures accompanying this announcement are available at:
https://www.globenewswire.com/NewsRoom/AttachmentNg/29e42211-3bf5-4995-a1c1-9642d5f28ab4
https://www.globenewswire.com/NewsRoom/AttachmentNg/9bdb41c4-5a9f-4da2-894e-2bf0b1ca7b40