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CancerNetwork: CHMP backed Lifyorli combo for platinum-resistant ovarian cancer. CancerNetwork and Corcept's wire release via STT Info report the glucocorticoid-receptor antagonist combo cleared the EMA's CHMP on 18 September 2026; the binding European Commission decision follows, which the company expects in the fourth quarter of 2026. By Rali Filali · Founder, Prognyx 18 September 2026 Sourced to primary records Oncology In brief - On 18 September 2026, oncology trade outlets (OncLive, CancerNetwork) and Corcept's own wire release, republished via MarketScreener and STT Info, reported that the EMA's CHMP issued a positive opinion recommending EU marketing authorization for Corcept's Lifyorli (relacorilant) plus nab-paclitaxel in platinum-resistant epithelial ovarian, fallopian tube, or primary peritoneal cancer, a glucocorticoid receptor antagonist combination already FDA-approved in March 2026. It is a committee recommendation, not a final authorization; the binding European Commission decision follows, which Corcept expects in the fourth quarter of 2026. Oncology trade outlets (OncLive, CancerNetwork), together with Corcept's own wire release republished via MarketScreener and STT Info, reported on 18 September 2026 that the EMA's Committee for Medicinal Products for Human Use issued a positive opinion recommending EU marketing authorization for Corcept Therapeutics' Lifyorli (relacorilant) plus nab-paclitaxel in platinum-resistant ovarian cancer [[1]] [[2]] [[3]] [[4]]. The opinion is a committee recommendation, not a final authorization: the binding European Commission decision follows, which Corcept expects in the fourth quarter of 2026 [[4]]. Relacorilant is a non-steroidal, selective glucocorticoid receptor antagonist [[10]] [[11]]. The combination is already FDA-approved, cleared in March 2026 as Lifyorli (NDA 220641) for adults who have had one to three prior systemic regimens including at least one containing bevacizumab [[6]] [[7]] [[8]]. That prior-bevacizumab requirement places the drug after, not against, the anti-angiogenic standard - it extends the treatment sequence rather than displacing its front end. Why it matters. The US launch is already moving: Corcept reported more than 1,300 US patients started on Lifyorli since the March 2026 approval, and $47.6 million in product revenue in Q2 2026 [[8]]. An EU authorization would open a second major market for a drug whose commercial case is being proven in real time. For any competitor building in platinum-resistant ovarian cancer, this is a second geography coming into play, not a distant possibility. The pivotal Phase 3 (NCT05257408), a dual PFS/OS study that is active but no longer recruiting, with a primary completion date of 24 March 2025, has no results posted in its public registry record [[14]]. What Prognyx could not verify. The European Commission's final decision is the binding step, and Corcept expects it in the fourth quarter of 2026 [[4]]; that is a company expectation, not a confirmed authorization date. What to watch next. Corcept expects results from its triple combination of relacorilant, nab-paclitaxel and bevacizumab (NCT06906341, still recruiting) by the end of 2026 [[12]] [[15]]; a positive readout there would push relacorilant into concurrent use with the anti-angiogenic rather than strictly after it. The now-what. For a competitor in platinum-resistant ovarian cancer, the planning priorities are concrete. Prognyx's planning implication: scenario-test a potential EU launch after the Commission decision; neither an authorization nor a launch date is confirmed by the company's fourth-quarter decision expectation [[4]]. Watch the end-2026 triple-combination readout - it decides whether relacorilant stays a later-line option or moves earlier in the sequence. And because glucocorticoid receptor antagonism is mechanistically independent of PARP inhibition and anti-angiogenics, the sharper question is whether it combines with those classes rather than competes with them. Verdict: moderate and rising threat for platinum-resistant ovarian franchises - the EU door is opening, and the window to respond runs until the Commission decision (company expects the fourth quarter of 2026 [[4]]) and the end-2026 triple-combination data. Questions this briefing answers. Is Lifyorli now approved in the European union? No. On 18 September 2026 the EMA's CHMP issued a positive opinion recommending EU marketing authorization; the binding European Commission decision still follows, which Corcept expects in the fourth quarter of 2026 [2][4]. How is relacorilant different from existing platinum-resistant ovarian cancer drugs? It is a non-steroidal, selective glucocorticoid receptor antagonist given with nab-paclitaxel - a mechanism distinct from the anti-angiogenics used in the platinum-resistant setting and the PARP inhibitors used elsewhere in ovarian cancer. Its US label places it after at least one prior bevacizumab-containing regimen [6][10][11]. Sources - every claim traces to the primary record. How this briefing was produced - Drafted and audited by the Prognyx engine against the primary sources cited above, then published automatically for clearing the audit threshold set by Rali Filali. Below that threshold, a briefing is not published. The full method. The Watchtower, by email Each briefing, the day it publishes. One email per briefing, nothing else. You confirm by clicking the link Prognyx send; you leave in one click. Double opt-in. Never sold, no open tracking. Privacy. Want this on your pipeline? Get a free sample competitive brief on one of your assets - sourced, sharp, no strings. Prognyx briefings are built from public information and reflect Prognyx's analysis. They are not investment advice and do not promote any product or off-label use.

Tidewater, an offshore service vessel operator with over 200 vessels across 30 countries, has surged 23.2% over the past month. The company posted 30.8% annual revenue growth over five years and improved EBITDA profits whilst achieving a 14.7% free cash flow margin. Meanwhile, department store chain Kohl's rose 16.1% despite weak same-store sales and a 3.4% operating margin below industry average. The retailer carries a 5× net-debt-to-EBITDA ratio and trades at 13.2× forward P/E. Corcept Therapeutics, which develops cortisol-modulating medications, gained 32.5% in the period. However, its earnings per share declined 16.1% annually over five years, whilst its free cash flow margin dropped 25.7 percentage points. The stock trades at 25.1× forward P/E.

Corcept Therapeutics reported record revenue of $256.1 million in Q2 2026, marking a 32% year-over-year increase. The company's Korlym and authorised generic products generated $208.6 million, whilst newly launched Lifyorli contributed $47.6 million in its first quarter of availability. Net income reached $43 million, up from $35 million in the prior-year period. The company held $545 million in cash and investments as of 30 June 2026. Based on strong performance across both endocrinology and oncology divisions, Corcept raised its full-year 2026 revenue guidance to between $1.1 billion and $1.2 billion. Lifyorli's launch has initiated over 1,300 patients on therapy with 1,000 unique prescribers. The FDA accepted relacorilant's new drug application resubmission with a review date of 17 December 2026.