Mazisotine

iStock, Cinefootage Visuals The acquisition of SiteOne provides a bit of diversification for Lilly, which has burrowed into the obesity and diabetes space with mega-blockbuster tirzepatide and several follow-on molecules. Eli Lilly has executed a bolt-on acquisition of SiteOne Therapeutics for up to $1 billion, adding a clutch of non-opioid pain medicines to its pipeline, which has lately been largely focused on obesity and diabetes medications. “Today’s deal adds another arrow to Lilly’s growing quiver of pipeline opportunities, positioning Lilly with advanced planning for diversification and growth beyond GLP-1s,” BMO Capital Markets analysts wrote to investors Tuesday following the announcement. Key to the deal is the Nav1.8 inhibitor STC-004, which is nearing Phase II development for the treatment of pain, according to Lilly’s morning release . The deal could total $1 billion, including an undisclosed upfront payment for additional payments down the line based on certain regulatory and sales milestones. The addition of SiteOne would represent an expansion into new targets for Lilly, but into a field that Vertex Pharma has also captured with the approval of Journavx earlier this year, BMO said. SiteOne has been chasing Vertex in the pursuit of non-addictive pain medications . The pharma earned an FDA approval for suzetrigine , now known as Journavx, in January, marking a significant moment in the treatment of pain. But suzetrigine, which targets the NaV1.8 voltage-gated sodium channel, had a bumpy road through the clinic , with one Phase II trial showing little differentiation between the treatment and placebo arms. Biotechs like SiteOne, Tris Pharma and Latigo Biotherapeutics are hoping to do even better. Lilly, meanwhile, has been taking its own approach to pain with four assets in development. Mazisotine is a SSTR4 agonist in mid-stage testing for adults with diabetic peripheral neuropathic pain. Other Phase II assets include LY3857210, which targets the ATP ligand-gated ion channel P2X7, and LY3848575, a monoclonal antibody, both in chronic pain. The next readout for mazisotine could be coming soon, as the study’s completion date is listed as July. “A long-time player in the pain space, today’s deal reads as a strategic positive for Lilly, fast following a validated mechanism with an attractively priced deal,” BMO wrote. However, the rollout of Vertex’s asset has been challenging, which gave the analysts some pause. The acquisition of SiteOne provides a bit of diversification for Lilly, which has burrowed into the obesity and diabetes space with the mega-blockbuster dual incretin receptor agonist tirzepatide and several follow-on molecules. The deal “appears prudent as Lilly continues its string of pearls approach to deal making following its incretin success,” BMO wrote.

来源：猎药人俱乐部 2025年 1月 17 日，先声药业（2096.HK）和广州费米子科技有限责任公司共同宣布，双方已就一款靶向SSTR4的临床阶段镇痛候选创新药FZ002-037达成合作。根据协议，先声药业将获得大中华地区（中国大陆、香港、澳门和台湾）开发和商业化FZ002-037的独家权利。费米子科技将获得首付款及里程碑付款，以及基于未来销售额的分层特许权使用费。 01 关于FZ002-037 生长抑素 (SST) 是一种广泛分布于中枢神经系统和外周组织的抑制性激素，通过SST受体 (SSTR) 负调节多种激素释放和细胞增殖，SSTR4在中枢神经系统中高度表达并介导镇痛和抗炎作用，因而有望应用于非阿片类药物疼痛控制（慢性神经性、炎症性和混合型疼痛）。 FZ002-037项目是由费米子科技开发的高选择性口服小分子SSTR4激动剂，临床前研究显示，该靶点主要作用于外周镇痛，无中枢副作用和成瘾性等问题，有望为有长期用药需求的患者提供新选择。 根据insihgt数据库统计，目前仍活跃的小分子SSTR4激动剂共有4款，进度最快的为GlyTech的GT 02037，以及礼来/Centrexion 的MAZISOTINE，均已进入临床2期。 先声药业/费米子的该项目作为同靶点国内首个，全球第二个进入到临床阶段的产品，目前已完成国内Ⅰ期临床，针对糖尿病周围神经痛的II期研究即将启动，未来也有望将应用领域扩展至多种慢性痛与急性痛适应症。 02 关于先声药业 先声药业是一家创新与研发驱动的制药公司，建设有“神经与肿瘤药物研发全国重点实验室”。本公司重点聚焦神经科学、抗肿瘤、自身免疫及抗感染领域，同时积极前瞻性布局未来有重大临床需求的疾病领域，致力于“让患者早日用上更有效药物”。本公司以自主研发及协同创新双轮驱动，与多家创新企业、科研院校建立战略合作伙伴关系。  03 关于费米子科技 费米子科技是一家已进入临床验证阶段的小分子AI Biotech公司，2019年开始运营，围绕中枢神经(CNS)、自身免疫领域早期创新靶点开发差异化BIC/FIC产品，致力于成为一家AI和数据驱动的创新药物研发公司。该公司自主开发的Drug Studio AI药物发现平台以靶点选择性和组织靶向性为突破口，已实现工业化应用，并构建了一体化的AI药物研发解决方案。 免责声明： 文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担, 关于对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。本公众号发布的各类文章重在分享，如有侵权请联系我们，我们将会删除。 联系我们 ABC 2025 展位火热预定中！ 扫码立即咨询 电话：13816031174 （同微信） 赞助形式包括但不仅限于演讲席位、会场展位、会刊彩页、晚宴赞助、会议用品宣传等。 点击此处“阅读全文”咨询更多精彩！