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The FDA has opened an investigation into a possible malignancy risk linked to Zolgensma, Novartis’s gene therapy for spinal muscular atrophy. The review centers on whether the adeno-associated virus (AAV) vector used in the one-time treatment may contribute to cancer development in patients. The probe adds scrutiny to the gene therapy sector, where AAV-based platforms underpin multiple approved and experimental products. Investors will watch for updated FDA guidance on labeling or monitoring, any confirmed case data from Novartis, and whether the review spills over to other AAV-based therapies.

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Zolgensma, FDA