Cleminorexton

礼来（LLY）完成对临床阶段生物制药企业森特萨制药（CNTA）的收购，聚焦后者的食欲素2受体激动剂管线，发力发作性睡病等觉醒-睡眠障碍、相关神经类疾病的创新疗法研发，填补未满足的临床需求。 本次交易先期对价约63亿美元，附带最高15亿美元的或有价值权（CVR），对应产品达成特定监管里程碑的额外支付；交易已获所需审批，预计2026年第三季度交割 森特萨核心在研药物克莱诺雷克斯顿（ORX750）在1型发作性睡病、2型发作性睡病及特发性嗜睡症的2a期临床试验中展现同类最佳潜力，旗下另有多款临床及临床前候选资产，覆盖多类神经相关疾病治疗场景 收购完成后相关财务数据将纳入礼来财报及业绩指引，此举将礼来神经科学管线拓展至睡眠医学赛道，同时反映出行业对食欲素靶点在睡眠障碍及相关神经疾病治疗领域价值的关注度持续提升，目前武田制药、阿尔凯姆斯均在同领域布局研发项目

Taylor Tieden for BioSpace Eli Lilly plans to use BioArctic’s technology to shuttle an undisclosed drug candidate into the brain. The pharma hasn’t specified which neurodegenerative disease it will target. Eli Lilly has entered into a research partnership with BioArctic to advance a novel drug candidate for an unnamed neurodegenerative disease. The back-heavy deal, announced early Monday morning , will involve a $30 million upfront payment from Lilly, plus up to $770 million in milestones, to gain access to the Swedish biotech’s BrainTransporter technology. BioArctic will also be entitled to tiered mid-single-digit royalties on future global product sales. BioArctic will combine an undisclosed candidate from Lilly with its BrainTransporter technology, which exploits the transferrin receptor to shuttle therapeutic molecules, including antibodies, into the brain. Lilly’s neuro portfolio is headlined by its anti-amyloid antibody Kisunla, which the FDA approved for Alzheimer’s disease in July 2024 . That was about a year and a half behind Leqembi, the first anti-amyloid antibody to hit the market. BioArctic actually was the original inventor of Leqembi, licensing the drug to Eisai in 2007 while retaining rights to co-commercialize the drug in the Nordic region. Eisai later partnered with Biogen to bring the drug to market. Perhaps because of its later market entry, Kisunla’s revenues are slightly behind those of its main competitor. In the first quarter, Lilly’s therapy earned $124 million , while Leqembi made $168 million . Alzheimer’s disease Biogen ready to catch Alzheimer’s patients transitioning off Lilly’s Kisunla Key dosing differences between Eli Lilly’s Kisunla and Biogen’s Leqembi are about to come to a head in the Alzheimer’s market as patients end their 18-month course of Lilly’s product. April 29, 2026 · 3 min read · Annalee Armstrong Read more While neither Kisunla nor Leqembi use BrainTransporter, Bristol Myers Squibb has bought into the technology, with a potential $1.35 billion biobucks deal in December 2024. Months later, in August 2025, Novartis likewise brought BioArctic on with a $30 million upfront payment —plus up to $772 million in milestones—to target a neurodegenerative disorder. With Monday’s agreement, Lilly joins that high-pro It will be completely responsible for its alliance asset with BioArctic, bankrolling the candidate’s global development and commercialization. The pharma is keeping the specific target indication under wraps, disclosing only that it will address neurodegeneration. The deal continues Lilly’s rapidfire dealmaking spree. To help bolster its position in the neuro space, the giant from Indiana earlier this month inked a similarly back-loaded deal with another Swedish biotech. Paying $10 million upfront , Lilly licensed AlzeCure Pharma’s small-molecule drug ACD60, which modulates the gamma-secretase enzyme, in turn curtailing the production of a disease-causing form of amyloid-beta. If all milestones are met, that pact could be worth more than $1 billion. The pharma in March also swallowed Centessa Pharmaceuticals in a massive $7.8 billion deal , gaining ownership of the orexin receptor 2 agonist cleminorexton, which is being tested for narcolepsy type 1, narcolepsy type 2 and idiopathic hypersomnia. Lilly has also been a prolific dealmaker outside of neuro and has earmarked over $25 billion for M&A just in the first half of this year. Some standouts include the company’s $2.3 billion takeover of Ajax Therapeutics and $7 billion buyout of Kelonia Therapeutics, both in the cancer arena. Mergers & acquisitions Lilly’s $25B+ M&A spree captures half of pharma’s 2026 capacity Over the past decade, Eli Lilly has bought out more biotechs than any of the other top 12 pharmas by revenue—with 10 of those acquisitions arriving just this year. June 10, 2026 · 1 min read · Annalee Armstrong Read more