Roche’s Gazyva wins Priority Review as first-ever therapy for primary membranous nephropathy

Roche (SIX: RO; OTCQX: RHHBY) announced that the US FDA has granted Priority Review to its supplemental Biologics License Application (sBLA) for obinutuzumab (Gazyva/Gazyvaro), a glycoengineered type II anti-CD20 monoclonal antibody, for the treatment of primary membranous nephropathy (pMN) in adults — a condition for which neither the FDA nor the European Medicines Agency (EMA) has approved any therapy to date. The designation positions obinutuzumab for a regulatory decision by November 2026 and, if approved, would make it the first labelled treatment for pMN.

The MAJESTY trial results that underpin the sBLA were published in the New England Journal of Medicine and presented as a late-breaking oral at the 63rd European Renal Association Congress in June 2026. The Phase III MAJESTY study enrolled 142 adults with pMN, randomized 1:1 to obinutuzumab or tacrolimus. The primary endpoint — complete remission (CR) at 104 weeks — was met with 36.9% of patients in the obinutuzumab arm achieving CR versus 5.7% in the tacrolimus arm (adjusted difference 31.1%; 95% CI 18.2–44.0; p<0.001). Key secondary endpoints, including overall remission (complete or partial) at week 104 and CR at week 76, also favored obinutuzumab, with statistically significant differences on both measures. Safety was consistent with obinutuzumab's established profile across its approved indications, and no new signals were identified.

Obinutuzumab depletes B cells through two structural features that distinguish it from earlier anti-CD20 agents: a type II binding domain that induces direct, nonapoptotic B-cell death, and a glycoengineered Fc region that enhances antibody-dependent cellular cytotoxicity (ADCC). In pMN, autoreactive B cells generate pathogenic autoantibodies — most commonly directed against the phospholipase A2 receptor on kidney podocytes — that drive immune complex deposition and progressive glomerular damage. Depleting those B cells upstream is the mechanistic basis for the MAJESTY trial design.

The Priority Review designation follows Breakthrough Therapy Designation (BTD) granted to obinutuzumab for pMN in April 2026, and is the second Priority Review Roche has received for the molecule in recent months, after an equivalent designation for idiopathic nephrotic syndrome in May 2026. The accumulation of expedited designations across multiple immune-mediated kidney diseases reflects the breadth of the clinical program Roche has built around obinutuzumab beyond its oncology origins. As previously reported, Roche also filed an sBLA for obinutuzumab in systemic lupus erythematosus (SLE) following positive Phase III ALLEGORY data, with a regulatory decision expected by December 2026.

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The competitive context for obinutuzumab in pMN is defined primarily by rituximab, which has become the de facto standard of care in the absence of any approved agent. Rituximab is recommended as a first-line option by KDIGO guidelines but carries no regulatory approval for pMN in most jurisdictions, and approximately 30%–40% of patients do not achieve complete remission. The MAJESTY trial compared obinutuzumab against tacrolimus rather than rituximab, leaving a direct head-to-head comparison with the de facto standard unaddressed. Whether the 36.9% CR rate at two years represents an advance over rituximab’s established profile will be a question for nephrologists interpreting the data in clinical practice, even if it does not affect the regulatory outcome.

Roche’s obinutuzumab program in immune-mediated disease now spans four positive Phase III studies — REGENCY in lupus nephritis, ALLEGORY in SLE, INShore in idiopathic nephrotic syndrome, and MAJESTY in pMN — a dataset that supports the company’s strategy of extending a well-characterized B-cell depleting antibody across a spectrum of autoimmune conditions where CD20-positive B cells drive pathology. The molecule already holds US and EU approval for lupus nephritis, based on REGENCY data published in the New England Journal of Medicine in February 2025, which demonstrated a 46.4% complete renal response rate versus 33.1% with standard therapy alone (adjusted difference 13.4%; 95% CI 2.0–24.8%; p=0.0232).

With the PDUFA date set for November 2026, the FDA’s decision on obinutuzumab for pMN will be the next material milestone. Roche has also indicated that MAJESTY data are being submitted to other global health authorities, including the EMA, extending the potential regulatory timeline internationally.


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