Insight 数据库显示，本周全球范围内共发生 26 项医药交易（截至 10 月 11 日），涉及安斯泰来、阿斯利康、礼来、默沙东、百奥泰、正大天晴、嘉和生物等多家公司。其中：大额交易中，有安斯泰来超 21 亿美元加码基因治疗，阿斯利康超 20 亿美元引进石药集团一款临床前小分子降脂药；礼来动作频繁，先是与 Qinotto 合作开发大脑运输载体，后又 14 亿美元加码下一代减肥药，同时还宣布在中国投资 15 亿元升级苏州工厂；国内也有嘉和生物与亿腾医药的反向收购案例引起广泛关注，前者实现体面离场，后者实现借壳港股上市；另外，还有多家海外公司就技术平台或产品达成合作，涉及细胞和基因治疗、人工智能（AI）、靶向蛋白降解等方向。下面，Insight 数据库将分别节选部分备受关注的交易案例做介绍，仅供读者参阅。阿斯利康、默沙东、礼来等跨国药企达成新合作安斯泰来超 21 亿美元加码基因治疗 AviadoBio 公司和安斯泰来宣布就 AVB-101 达成合作。AVB-101 是一种基于 AAV 的基因治疗，其治疗前突蛋白突变额颞叶痴呆症（FTD-GRN）的临床研究已进入 1/2 期阶段。根据协议，安斯泰来将有权获得 AVB-101 在 FTD-GRN 等多个适应症中开发和商业化的全球独家许可。对此，该公司将对 AviadoBio 进行 2000 万美元的股权投资，并支付高达 3000 万美元的预付款。如果安斯泰来行使其选择权，AviadoBio 还有资格获得高达 21.8 亿美元的许可费、里程碑付款及特许权使用费。阿斯利康超 20 亿美元引进石药小分子降脂药阿斯利康与石药集团达成独家授权协议，将获得后者临床前候选小分子药物 YS2302018。为此，石药集团将获得 1 亿美元的首付款，并有资格获得高达 19.2 亿美元的开发和商业化里程碑付款，以及分级特许权使用费。 YS2302018 是一款口服脂蛋白 (a) 抑制剂，可用于开发新型降脂疗法，以及多种心血管疾病的单一疗法或与口服小分子 PCSK9 抑制剂 AZD0780 等构成联合疗法。脂蛋白 (a) 是一种低密度脂蛋白 (LDL)，其水平升高是造成心血管疾病的风险因素。默沙东 19 亿美元合作开发炎症性疾病新靶点 Mestag Therapeutics 与默沙东达成合作，前者将利用其逆转活化成纤维细胞技术 (RAFT) 平台来确定炎症性疾病疗法的新靶点，默沙东可选择许可一个或多个靶点，并将负责由此产生的治疗药物的发现、开发和商业化。为此，Mestag 公司将获得预付款和使用费，并有资格获得期权费和下游付款，总额可达 19 亿美元。 Mestag 公司致力于利用其对成纤维细胞-免疫相互作用的新认识，为癌症和炎症性疾病患者开发有影响力的治疗方法。目前，该公司已创建一个独特的靶点发现平台，并构建抗体项目管线。其中，进展最快的双特异性抗体 MST-0300 已进入 Pre-IND 阶段。礼来 14 亿美元加码下一代减肥药 KeyBioscience 和礼来宣布已同意扩大在开发双胰淀素和降钙素受体激动剂（DACRA）方面的合作。DACRA 是一种新型的肥胖及相关疾病的潜在治疗方法。根据协议，礼来将获得开发和商业化 DACRA 分子的全球权利，KeyBioscience 将收到总额高达 14 亿美元的首付款及开发、监管和商业化里程碑付款，以及分级特许权使用费。此次合作扩大了礼来对 KeyBioscience 公司 DACRA 平台的权利，包括增加一种新分子。该分子预计将于今年晚些时候进入肥胖和骨关节炎的 2 期临床，KeyBioscience 将进行并完成这项研究。礼来与 Qinotto 合作开发大脑运输载体 Qinotto 公司宣布与礼来达成合作，以发现下一代基于抗体的大脑运输载体。Qinotto 是一家专注于中枢神经系统的生物制药公司，正在发现新的运输工具，将治疗产品输送到大脑。其创新平台 QinoTrans 已在血脑屏障（BBB）上鉴定出新靶点，这些靶点能够将通常被 BBB 限制进入大脑的大分子递送到大脑中。勃林格殷格翰达成超 6 亿美元合作勃林格殷格翰与 Circle Pharma 宣布达成新合作，以共同开发潜在「first-in-class」的细胞周期蛋白抑制剂，用于难治性癌症的治疗。根据协议，Circle 公司将获得高达 6.07 亿美元的预付款和潜在开发、监管等里程碑付款。 Circle 公司正在推进细胞渗透性大环化合物的发现和开发，其中靶向细胞周期蛋白是开发重点。该公司主要在研项目是一款细胞周期蛋白 A/B RxL 抑制剂 CID-078，目前正在临床试验中接受评估。百奥泰、正大天晴、嘉和生物等中国公司达成合作百奥泰约 1.1 亿美元授出乌司奴单抗部分海外权益百奥泰与吉瑞医药达成合作，前者将 BAT2206（乌司奴单抗生物类似药）注射液在欧盟、英国、瑞士、澳大利亚以及其他部分欧洲国家市场的独占商业化权益，有偿许可给吉瑞医药。这项合作的首付款及里程碑款总金额最高至 1.1 亿美元，其中包括 850 万美元的首付款，以及累计不超过 1.015 亿美元的里程碑付款。 BAT2206 是一款靶向白细胞介素 IL-12 和 IL-23 共有的 p40 亚基的全人源单克隆抗体，百奥泰已分别在中国、美国、欧洲提交了该产品的上市许可申请并获得受理。正大天晴约 10 亿元获得 CD3/EpCAM 双抗中国生物制药发布公告称，其附属公司正大天晴与友芝友生物达成合作，前者获得后者 M701 在中国大陆地区的开发、注册、生产和商业化的独家、可分许可的许可。为此，正大天晴将支付约 3.15 亿元首付款及研发里程碑款项，最高不超过 7 亿元的销售里程碑款项，以及分层特权使用费。 M701 是一款 CD3/EpCAM 双特异性抗体，拟开发用于治疗肿瘤引起的恶性胸水 (MPE) 和恶性腹水 (MA)，其中 MA 试验已进入临床 3 期。此前，该产品治疗 MA 的 2 期试验中期分析数据已显示其良好的疗效和安全性，该数据已在 ASCO 年会上公布。嘉和生物收购亿腾医药嘉和生物宣布与亿腾医药订立合并协议，将通过合并方式收购后者。合并后的新公司名称预计将改为亿腾嘉和。该交易以换股形式进行，在合并后的新公司中，原亿腾医药股东占比 77.43%，原嘉和生物股东占比 22.57%。嘉和生物主要从事肿瘤及自体免疫药物的开发及商业化，其英夫利昔单抗生物类似药 GB242 已商业化，CDK4/6 抑制剂申报上市，另有 CD3/CD20 双抗、EGFR/cMET/cMET 三抗正在开发中。亿腾医药是集研发、制造、销售于一身的中国生物制药企业，深耕心血管、呼吸、抗感染等多个治疗领域。其他授权合作小野制药 7 亿美元引进一款 L1CAM ADC 日本小野制药宣布已与 LigaChem Biosciences（LCB）就一款临床前 L1CAM ADC 产品 LCB97 的全球独家权利达成许可协议，前者还将通过利用 LCB 公司专有平台产生新型 ADC 候选药物。根据协议，小野制药将支付预付款，以及基于研发进度和销售额的里程碑付款，最高可达 7 亿美元。 LCB97 是利用 LCB 公司专有的 ConjuAll™ADC 平台生成和开发的 ADC 药物，靶向 L1 细胞粘附分子（L1CAM）。该产品旨在成为实体瘤领域的 first-in-class 药物。 Sonnet BioTherapeutics 与 Alkem 达成合作 Sonnet BioTherapeutics 与 Alkem Laboratories 签订许可协议，在印度开发用于治疗糖尿病周围神经病变（DPN）的 SON-080 并将其商业化。为此，Alkem 公司将支付 100 万美元预付款，最高 100 万美元的里程碑付款，以及特许权使用费。 Alkem 公司将在印度资助、开发和商业化 SON-080 用于治疗 DPN，并在印度商业化 SON-080 用于治疗化疗引起的神经病变（CIPN）和自主神经病变。Sonnet 公司已于最近宣布了该产品治疗 CIPN 的 1b 期部分数据。除了上述案例，本周还有一些其它公司也达成了不同类型的合作，限于篇幅，此处不再一一介绍。欲了解本周更多授权合作信息，可点击阅读原文前往 Insight 数据库「医药交易」版块查看。封面来源：站酷海洛 Plus 免责声明：本文仅作信息分享，不代表 Insight 立场和观点，也不作治疗方案推荐和介绍。如有需求，请咨询和联系正规医疗机构。编辑：馨药 PR 稿对接：微信 insightxb 投稿：微信 insightxb；邮箱 insight@dxy.cn 多样化功能、可溯源数据…… Insight 数据库网页版等你体验点击阅读原文，立刻解锁！

引进/卖出基因疗法并购临床2期临床1期

2024-10-09

·Pharmaceutical Technology

MSD ventures into fibroblast therapies with $1.9bn deal with Mestag

Mestag’s pipeline consists of antibody therapies based on fibroblast-immune interactions as a treatment for cancer and inflammatory diseases. Image credit: Sergiy Palamarchuk / Shutterstock. MSD ( Merck & Co) has signed a license and collaboration agreement with Mestag Therapeutics to develop new fibroblast therapies for inflammatory diseases – a deal potentially worth $1.9bn The companies did not disclose the particulars of the deal, noting that the agreement allows MSD the option to get exclusive development and marketing licences to “a prespecified number of potential targets.” The UK-based biotech in return will receive an upfront payment, and access fees and will be in line to receive option fees and “downstream payments”. Fibroblasts form the connective tissue and are responsible for synthesising extracellular matrix components and collagen, the structural framework of the body. They also play an important role in wound healing, inflammation, and tissue repair. Mestag’s pipeline consists of antibody therapies based on fibroblast-immune interactions as a treatment for cancer and inflammatory diseases. The company’s lead candidate, MST-0300, is a bispecific antibody. The therapy targets lymphotoxin beta receptor (LTBR) in the tumour on co-engagement of fibroblast activation protein (FAP), a tumour-specific marker expressed by cancer-associated fibroblasts, to induce the formation of tertiary lymphoid structures (TLSs) in solid tumours. The presence of these TLSs can be predictive of improved patient outcomes and better therapeutic response. Mestag plans to file an investigational new drug (IND) application in the second half of 2025. Another preclinical candidate in the company’s pipeline is M402, a stromal checkpoint agonist antibody. The therapy is designed to inhibit specific immune cell populations, including myeloid cells. Mestag states that M402 has the “potential to benefit patients across inflammatory diseases including rheumatoid arthritis, lupus, Sjogren’s, graft-versus-host disease and others.” See Also: Clinical Dose Companies in Contract Manufacturing for the Pharmaceutical Industry Innovent and ASK Pharm to commercialise limertinib for lung cancer MSD has been steadily investing in expanding its antibody therapies pipeline. In August, the company acquired Curon Biopharmaceutical , a Chinese biopharmaceutical company specialising in developing bispecific antibodies. The deal is worth approximately $1.3bn in upfront and milestone-based payments. Mestag had previously collaborated with Johnson & Johnson (J&J) in 2021. The licensing agreement allowed J&J the option of an exclusive license to develop and commercialise up to two therapies for the treatment of inflammatory disease.

引进/卖出抗体药物偶联物并购免疫疗法

2024-10-08

·GlobeNewswire-Health Care

Mestag Therapeutics Announces License and Research Collaboration with MSD to Identify Novel Targets for Inflammatory Diseases

Exclusively deploys Mestag’s proprietary RAFT platform to interrogate the pathogenic role of fibroblasts in inflammatory disease for novel target discoveryCAMBRIDGE, United Kingdom, Oct. 08, 2024 (GLOBE NEWSWIRE) -- Mestag Therapeutics (“Mestag”), a biotech company harnessing new insights into fibroblast-immune interactions, today announced that it has entered into a license and collaboration agreement with MSD (tradename of Merck & Co., Inc., Rahway, N.J., USA) to identify novel targets for the development of therapies against inflammatory diseases. Mestag will employ its Reversing Activated Fibroblast Technology (RAFT) platform, a proprietary platform purposely built to model the pathogenic role of fibroblasts in human disease, to identify novel drug targets. MSD has the option to license one or more targets, up to a prespecified number, and will be responsible for the discovery, development and commercialization of resulting therapeutics. “Mestag was founded on groundbreaking insights into fibroblast-immune biology, and as an early innovator in this area of research, we have built a robust pipeline of antibody programs and created a unique and productive target discovery platform,” said Susan Hill, PhD, Chief Executive Officer of Mestag. “We are acutely aware of the significant unmet needs faced on a daily basis by patients suffering from inflammatory diseases. We are thrilled to collaborate with MSD, together driving continued innovation for the benefit of patients.” Under the terms of the agreement, Mestag will provide MSD options to obtain exclusive licenses to develop and commercialize therapeutics directed against a prespecified number of potential targets identified under the collaboration. In return Mestag will receive an upfront payment and access fees and will be eligible to receive option fees as well as downstream payments with the potential to total $1.9 billion. Marc Levesque, MD, PhD, Vice President of Immunology Discovery, MSD Research Laboratories, added, “The role of activated fibroblasts in directing immune activity offers exciting new therapeutic potential. We look forward to collaborating with the team at Mestag to identify new potential therapeutic options for patients with fibrosis and inflammatory diseases.” About Mestag TherapeuticsMestag harnesses new insights into fibroblast-immune interactions to develop impactful treatments for patients with cancer and inflammatory diseases. We are progressing a pipeline of sophisticated first-in-class antibodies designed to direct and drive the immune system using known and emerging fibroblast-immune biology for a distinctly differentiated class of therapeutics. Our pipeline includes the bispecific antibody MST-0300, which leverages a new understanding of tertiary lymphoid structures (TLS) in solid tumors and their role in driving improved patient outcomes; the M402 program, targeting a stromal checkpoint to dampen down the activation of specific immune cell subsets in inflammatory disease; and earlier programs in discovery stage. Separately, we are also identifying novel targets for future therapies through the application of our proprietary RAFT Platform. In 2024, we established a license and research collaboration with MSD to identify novel targets for inflammatory diseases. Our founding investigators comprise global experts in inflammatory disease, cancer, computational biology and fibroblast biology from the University of Oxford, Brigham & Women’s Hospital, Harvard Medical School and Cold Spring Harbor Laboratory. We are supported by leading life science investors SV Health Investors, Johnson & Johnson Innovation – JJDC, Inc., Forbion, GV (formerly Google Ventures) and Northpond Ventures. Mestag is headquartered in Cambridge, UK, and, in 2021, was recognized on the Fierce 15 list of innovative biotechnology companies. For further information please visit our website www.mestagtherapeutics.com For enquiries, please contact: InvestorsAlexandra Santosasantos@wheelhouselsa.comMediaAljanae Reynoldsareynolds@wheelhouselsa.com

引进/卖出免疫疗法

100 项与 M-300 (Mestag) 相关的药物交易

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