Pelabresib

2024年2月，诺华以每股68欧元（总价27亿欧元）现金成功收购 MorphoSys。 诺华的出手也是成功救MorphoSys于水火，在此之前，MorphoSys为节约成本已经裁员了17%，并且砍掉所有临床前管线。 然而这还没到一年时间，诺华不仅为这笔交易计提了8亿美元的减值损失，最近还关闭MorphySys两家位于德国和美国的工厂，并伴随着330人被裁。 卖权益卖对了 MorphoSys是一家德国生物技术公司，成立于1992年。 MorphoSys的主要收入主要来源于Monjuvi，一款CD19单抗，最初由Xencor公司开发，2010年，MorphoSys从该公司获得了开发和商业化Monjuvi的全球独家授权。 2020年8月1日，Monjuvi获FDA加速批准上市，联合来那度胺用以复发/难治性弥漫性大B细胞淋巴瘤（DLBCL）患者治疗。 作为一款CD19靶向药，Monjuvi一上市就已经面临三款CD19 CAR-T的竞争，彼时诺华的Kymriah、吉利德的Yescarta和Tecartus都已经相继获批，虽然相比CAR-T，Monjuvi具备生产上的优势和给药便利性，但是并没有让其具备更亮眼的市场表现，至今年销售额没能突破一亿美元大关。 虽然不指望获得多少销售收入，但是MorphoSys通过出售Monjuvi的相关权益已获得了不菲收入。 2020年1月，MorphoSys以7.5亿美元预付款+1.5亿美元股权投资+11亿美元里程碑付款把Monjuvi美国之外市场的独家的商业化权益以及美国共同商业化权益卖给了Incyte，并且双方还是分摊在美国商业化收益和成本。 2021年8月，MorphoSys把大中华区权益以3500万美元预付款+8250万美元里程碑以及销售分成卖给了诺诚健华。 在被诺华收购的同一天，把Monjuvi的全球权益以2500万美元卖给了Incyte公司。 如果单单算首付款，MorphoSys已经赚到了9.6亿美元，这是自己通过销售远远达不到的。 这些通过出售Monjuvi权益获得的收入，支撑了MorphoSys多年的研发工作，不过钱总有花完的时候，加上两个合作管线失败（otilimab、gantenerumab）的打击，MorphoSys为了维持现金流采取了重组措施（2023年2月），放弃所有临床前管线，并裁员17%。 8亿美元的减值 MorphoSys被收购时，公司的管线真正意义上只剩下两条在研管线了，分别是pelabresib和tulmimetostat（一款口服EZH2/EZH1小分子抑制剂，处于临床II期阶段，用于治疗原发性血小板增多症 (ET) 。 把Monjuvi的权益彻底卖给了Incyte之后，MorphoSys将不再享有Monjuvi的里程碑付款与销售分成。 Pelabresib正是诺华青睐MorphoSys的最重要原因，一种口服小分子BET抑制剂，旨在抑制MF相关基因的表达。Pelabresib目前处于III期临床阶段，与Incyte的Jakafi联用于之前没有接受过JAK抑制剂治疗的骨髓纤维化患者。 诺华也有一款JAK1/2抑制剂Ruxolitinib（已上市），收购Pelabresib可以强化Ruxolitinib的组合。 能让诺华下定决心收购MorphoSys，主要得益于Pelabresib的Ⅲ期临床MANIFEST-2的大获成功。 2023年11月，该项临床达到了主要终点目标，即第24周时，66%的pelabresib+Ruxolitinib组MF患者达到SVR35（脾脏体积减少35%以上），约为Ruxolitinib单药组的（35%）近一倍。安全性与既往观察到的安全性一致；没有观察到新的安全性信号，另外，与Ruxolitinib相比，Pelabresib+Ruxolitinib报告的贫血不良事件更少。 基于该临床结果，MorphoSys计划在2024年下半年年提交Pelabresib+Ruxolitinib作为MF患者一线治疗的上市申请。 然而，pelabresib自从到了诺华手里之后，上市计划一再被推迟，并且还报告了令人不安的安全信号。 今年4月，MANIFEST-2的Pelabresib+ruxolitinib组报告了6例发展为更具侵袭性的急性髓性白血病（AML），而对照组只有2例，随后，MorphoSys便向FDA通报了这些安全信号。 并且诺华对Pelabresib的进一步的随访数据也不是很满意。 据诺华二季度财报，公司认为需要获得48周的随访数据来确定pelabresib的最终上市计划，然而在获得48周的数据后，诺华又表示，需要更长的随访时间来确定pelabresib获批的监管路径，此外，公司还会根据随访情况，评估是否需要额外的临床试验以支持上市批准，这最终可能会pelabresib的整个上市申请计划推迟数年。 这笔交易看起来已经是一笔不划算的买卖，在诺华公布2024Q3财报中，诺华为笔交易已经计提了8亿美元的减值损失。随着pelabresib上市申请计划的一再推迟，这笔交易的减值仍将持续。 参考出处 https://www.biospace.com/business/novartis-cuts-morphosys-sites-in-boston-munich-affecting-330-jobs 本周好文推荐 如需转载请联系佰傲谷并在醒目位置注明出处 · · · · · · · ·

Longer-term 96-week results from Scemblix® ASC4FIRST Phase III study in first-line Ph+ CML-CP to be presented following recent FDA approval based on 48-week data Late-breaking Kisqali®* 4-year analysis on distant disease-free survival in key subgroups with HR+/HER2- early breast cancer from Phase III NATALEE trial also to be presentedPipeline updates demonstrate advancement in research and development programs in hematologic diseases and cancers Basel, November 25, 2024 – Novartis will present data from more than 65 abstracts, including investigator-initiated trials at the 66th American Society of Hematology (ASH) Annual Meeting & Exposition and the 2024 San Antonio Breast Cancer Symposium® (SABCS). “By prioritizing research in areas of greatest medical need and focusing on earlier stages of disease, we aim to change the treatment paradigm for people who require additional treatment options,” said Jeff Legos, Executive Vice President, Global Head of Oncology Development, Novartis. “The new data being presented at ASH and SABCS underscore our commitment to patients with cancer or blood disorders and follow new, expanded indications for Scemblix and Kisqali along with recent updates in national treatment guidelines." In addition to late-breaking data, Novartis will host an art gallery-style exhibit at SABCS featuring personal letters and stories written by people impacted by breast cancer, sharing their raw, authentic perspectives on aspects of the breast cancer journey. These letters and stories aim to uplift patients, encourage reflection, and demonstrate strength and unity among the breast cancer community. Key abstracts accepted by ASH include: Medicine or Disease State      Abstract Title      Abstract Number/ Presentation Details       Scemblix®Asciminib (ASC) Demonstrates Favorable Safety and Tolerability Compared with Each Investigator-Selected Tyrosine Kinase Inhibitor (IS TKI) in Newly Diagnosed Chronic Myeloid Leukemia in Chronic Phase (CML-CP) in the Pivotal Phase 3 ASC4FIRST Study Abstract #475Oral PresentationSunday, December 89:30 – 11:00 AM PTScemblix   Efficacy and Safety of Asciminib in Chronic Myeloid Leukemia in Chronic Phase (CML-CP): Interim Results from the Phase 2 ASC2ESCALATE Trial in the Cohort of Patients (Pts) after 1 Prior Tyrosine Kinase Inhibitor (TKI) Abstract #479Oral PresentationSunday, December 89:30 – 11:00 AM PTScemblix Asciminib Shows High Efficacy and Favorable Tolerability at 80 Mg Once Daily and 40 Mg Twice Daily in Patients with Chronic Phase Chronic Myelogenous Leukemia Previously Treated with 2 or More Tyrosine Kinase Inhibitors: Primary Analysis from the ASC4OPT Study Abstract #4526Poster PresentationMonday, December 96:00 – 8:00 PM PTScemblix Treatment with Asciminib as a Second Line after One Prior Tyrosine Kinase Inhibitor (TKI) in Patients with Chronic-Phase Chronic Myeloid Leukemia (CML-CP)– a Chart Review Study in the United States Abstract #3812Poster PresentationSunday, December 86:00 – 8:00 PM PTIanalumab (VAY736)A Phase 2 Study of Ianalumab in Patients with Primary Immune Thrombocytopenia Previously Treated with at Least Two Lines of Therapy: Interim Results from VAYHIT3 Abstract #710Oral PresentationMonday, December 910:30 AM – 12:00 PM PTRapcabtagene autoleucel (YTB323)Rapcabtagene Autoleucel (YTB323) in Patients (Pts) with Relapsed/Refractory Diffuse Large B-Cell Lymphoma (R/R DLBCL): Phase II Trial Clinical Update Abstract #67Oral PresentationSaturday, December 79:30 – 11:00 AM PTFabhalta®Oral Iptacopan Monotherapy Leads to Long-Term Improvements in Patient (Pt)-Reported Health-Related Quality of Life (HRQoL) and Investigator-Assessed Signs and Symptoms of Paroxysmal Nocturnal Hemoglobinuria (PNH): 48-Week (Wk) Results from the Phase III APPLY-PNH and APPOINT-PNH Trials Abstract #4079Poster PresentationMonday, December 96:00 – 8:00 PM PTFabhalta The Effect of Oral Iptacopan Monotherapy on Hematological Parameters in Patients with Paroxysmal Nocturnal Hemoglobinuria (PNH) Is Consistent Regardless of the Type of Prior Anti-C5 Treatment Received: A Post Hoc Analysis of 24-Week Data from the Randomized Phase III APPLY-PNH Trial Abstract #4087Poster PresentationMonday, December 96:00 – 8:00 PM PTFabhalta Baseline Characteristics of Individuals with Paroxysmal Nocturnal Hemoglobinuria in an App-Based Home-Reported Outcomes Study to Evaluate Disease Burden Abstract #2327Poster PresentationSaturday, December 75:30 – 7:30 PM PTPelabresib (CPI-0610)Updated Results from the Phase 3 Manifest-2 Study of Pelabresib in Combination with Ruxolitinib for Janus Kinase Inhibitor–Naïve Patients with MyelofibrosisAbstract #3178Poster PresentationSunday, December 86:00 PM - 8:00 PM PT Key abstracts accepted by SABCS include: Medicine or Disease State      Abstract Title      Abstract Number/ Presentation Details       Kisqali® (ribociclib)* Distant disease-free survival (DDFS) across key subgroups from the phase 3 NATALEE trial of ribociclib (RIB) plus a nonsteroidal aromatase inhibitor (NSAI) in patients with HR+/HER2- early breast cancer (EBC) Abstract #P4-09-22Poster SessionThursday, December 125:30 – 7:30 PM CST Kisqali     Impact of ribociclib dose reduction on efficacy in patients with hormone receptor– positive/human epidermal growth factor receptor 2–negative (HR+/HER2-) early breast cancer (EBC) in NATALEE Abstract #P1-11-16Poster Session Wednesday, December 1112:30 – 2:00 PM CSTKisqali Risk of recurrence in real-world (RW) NATALEE- and monarchE-eligible populations of patients with HR+/HER2- early breast cancer (EBC) in an electronic health record (EHR)-derived database Abstract #P2-12-02Poster SessionWednesday, December 115:30 – 7:00 PM CST Kisqali Tolerability of First-Line (1L) Treatment (tx) With Ribociclib (RIB) for Metastatic Breast Cancer (MBC) Using 2 Large US Data Sources Abstract #P3-10-14Poster SessionThursday, December 1212:30 – 2:00 PM CST Kisqali Impact of body mass index (BMI) on the safety and efficacy of ribociclib (RIB) in patients (pts) with HR+/HER2- advanced breast cancer (ABC): pooled analysis of the MONALEESA (ML)-2, -3, and -7 trials Abstract #P2-09-20Poster SessionWednesday, December 115:30 – 7:00 PM CST Kisqali First-line (1L) ribociclib (RIB) + endocrine therapy (ET) vs combination chemotherapy (combo CT) in clinically aggressive HR+/HER2- advanced breast cancer (ABC): a subgroup analysis of RIGHT Choice by intrinsic subtype & gene & signature expression Abstract #PS2-06Poster PresentationThursday, December 127:00 – 8:30 AM CST Product Information     For full prescribing information, including approved indications and important safety information about marketed products, please visit https://www.novartis.com/about/products. 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In particular, our expectations regarding such products could be affected by, among other things, the uncertainties inherent in research and development, including clinical trial results and additional analysis of existing clinical data; regulatory actions or delays or government regulation generally; global trends toward health care cost containment, including government, payor and general public pricing and reimbursement pressures and requirements for increased pricing transparency; our ability to obtain or maintain proprietary intellectual property protection; the particular prescribing preferences of physicians and patients; general political, economic and business conditions, including the effects of and efforts to mitigate pandemic diseases; safety, quality, data integrity or manufacturing issues; potential or actual data security and data privacy breaches, or disruptions of our information technology systems, and other risks and factors referred to in Novartis AG’s current Form 20-F on file with the US Securities and Exchange Commission. Novartis is providing the information in this press release as of this date and does not undertake any obligation to update any forward-looking statements contained in this press release as a result of new information, future events or otherwise. About Novartis Novartis is an innovative medicines company. Every day, we work to reimagine medicine to improve and extend people’s lives so that patients, healthcare professionals and societies are empowered in the face of serious disease. Our medicines reach more than 250 million people worldwide. Reimagine medicine with us: Visit us at https://www.novartis.com and connect with us on LinkedIn, Facebook, X/Twitter and Instagram. # # # * Kisqali was developed by Novartis under a research collaboration with Astex Pharmaceuticals. 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