Armata advances bacteriophage therapy to phase 3 for S. aureus

Armata to advance bacteriophage therapy to phase 3 for S. aureus

LOS ANGELES - Armata Pharmaceuticals, Inc. (NYSE American:ARMP) announced Tuesday that the FDA has agreed that data from its Phase 2a diSArm study support advancement of AP-SA02 to Phase 3 clinical testing for complicated Staphylococcus aureus bacteremia. The biotech company, currently valued at $238.47 million, has seen its stock surge over 230% in the past year, trading at $6.68 as investors react to its clinical progress. According to InvestingPro data, analysts maintain a Strong Buy consensus on the stock with price targets ranging from $9 to $15.

The company plans to initiate the Phase 3 superiority study in the second half of 2026, following the FDA’s End-of-Phase 2 written response. The regulatory agency provided guidance on key elements of the study design, which will assess AP-SA02’s effectiveness compared to current standard of care treatments.

"The completion of our Phase 2a diSArm was the first evidence of the efficacy of phage therapy in a randomized controlled study," said Dr. Deborah Birx, Chief Executive Officer of Armata, in the press release statement.

The primary endpoint for the Phase 3 study is expected to be clinical response at the end of best available antibiotic therapy and 28 days later at the End of Study. The company is addressing FDA comments on Chemistry, Manufacturing, and Controls and has submitted a request for Qualified Infectious Disease Product Designation for AP-SA02.

AP-SA02 is a fixed multi-phage cocktail developed to treat complicated bacteremia caused by Staphylococcus aureus, including both methicillin-sensitive and methicillin-resistant strains.

The Phase 1b/2a clinical development of AP-SA02 was partially supported by a $26.2 million Department of Defense award. Results from the diSArm study were announced in May 2025 and presented at IDWeek 2025 in October.

If successful, Armata would become the first bacteriophage company to advance a clinical candidate through Phase 3 testing, potentially introducing a new treatment option for patients with complicated S. aureus bacteremia.

In other recent news, Armata Pharmaceuticals has reported significant developments that could interest investors. The company announced positive results from its Phase 2a clinical trial for its bacteriophage treatment, AP-SA02, targeting complicated Staphylococcus aureus bacteremia. In the study, patients receiving AP-SA02 in combination with standard antibiotic therapy showed an 88% clinical response rate, notably higher than the 58% response rate in the placebo group. Additionally, Armata Pharmaceuticals has commissioned a new 56,000-square-foot manufacturing facility in Los Angeles, which includes cGMP clean rooms and various laboratories, marking a step forward in their production capabilities. The U.S. Food and Drug Administration has been notified of the facility’s operational status, with full production runs already completed successfully.

Jones Trading has initiated coverage on Armata Pharmaceuticals with a Buy rating, setting a price target of $15.00. The firm highlighted Armata’s development of clinical-stage phage therapies as a key factor in its assessment. These recent developments reflect Armata’s ongoing efforts in advancing its therapeutic offerings and expanding its manufacturing infrastructure.

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