Back of the Napkin Bios

Back of the Napkin Bios

"The Setback Isn't What You Think It Is"

Unsolicited Outreach from Several Regulators and an AA Path from Type B

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Back of the Napkin Bios
Mar 02, 2026
∙ Paid

Updated PT Below

In the span of ten weeks, the FDA published four documents that collectively dismantled every argument for requiring a randomized controlled trial in AMT-130’s approval pathway. A December RWE guidance celebrating large natural history databases like Enroll-HD and explicitly removing barriers to their use in regulatory submissions. A January Bayesian methodology framework published in the Federal Register, specifically designed for diseases where traditional RCTs are difficult or impossible to run, endorsing external information borrowing, propensity score methodology, and posterior probability success criteria. A February 19 NEJM article co-authored by Commissioner Makary and CBER Director Prasad declaring the two-trial dogma dead, explicitly naming accelerated approval and rare disease as the primary beneficiaries of the new policy. In addition, a February 23 plausible mechanism pathway guidance jointly issued by CBER and CDER describing in precise detail the evidence package required when RCTs aren’t feasible — a description that maps onto AMT-130’s data package with uncomfortable precision.

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