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Fierce Pharma Asia—Otsuka's gene therapy deal; Astellas' $354M plant; Exelixis and Insilico's AI drug pact

2023-09-15

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Otsuka's gene therapy collab with Shape Therapeutics, Astellas' new manufacturing plant and an AI drug licensing deal between Exelixis and Insilico Medicine made our news this week.

Otsuka teamed up with Shape TherapShape TherapeuticsisAstellase therapy deal potentially worth $1.5 billion. Astellas will buiExelixishird Insilico Medicineng facility. Insilico Medicine out-licensed an AI-discovered cancer drug candidate to Exelixis. And more.

Otsukauka's eye diseasShape Therapeuticshape wieye diseaseobucks dealAstellas Insilico Medicine cancer

In Otsuka poeye diseaseorth up to $1.5 billion, Otsuka has hired Shape Therapeutics to develop new gene therapies for serious eye diseases. Shape, a 2022 Fierce 15 winner, will apply its adeno-associated virus capsid discovery platform, while Otsuka will design the genetic payload. Shape will provide extra optimization with its transgene engineering technology as well.

2. Astellas lays out plans to build $354M manufaOtsukag facility Shape Therapeutics eye diseases Shape Otsuka Shape

AstAstellasans to invest 330 million euros ($354 million) to build a new manufacturing facility in Tralee, Ireland. Pending planning permits, construction will begin in 2024, and operation is expected to commence in 2028. The plant, Astellas’ third in Ireland, will make aseptic products including antibody drugs.

Astellasxis links up with AI drug finder Insilico, LIB offloads China rights for PCSK9 inhibitorAstellas

ExeExelixiss in-licensed a phase 1 small molecule from artificial intelligence drPCSK9scovery firm Insilico Medicine. For $80 million upfront and undisclosed milestone payments, Exelixis gains worldwide rights to a cancer candidate targeting USP1, which may have value in BCMA-mutated tumors, according to Insilico.

Exelixis launches 'digital business' Theoria to build out a dementia ecosystem for patientsInsilico Medicine Exelixis cancer USP1 BCMA-mutated tumors Insilico

EisEisais established a first-of-its-kind “digital business.dementia Theoria, the platform aims to build an ecosystem for people living with dementia. Eisai, maker of Alzheimer’s disease drug Leqembi, will launch Theoria in Japan next April. The platform will tap various data and health records to help find people who may be at risk of developing dementia.

EisaitraZeneca, Daiichi Sankyo show off ADC portfolio with safety topTheoriaddementia Eisai Alzheimer’s disease Leqembi Theoria dementia

AstAstraZenecad Daiichi Sankyo have unveADCd additional early-stage data for their TROP2 antibody-drug conjugate, nicknamed Dato-DXd. Results from just 14 patients in the phase 1b TROPION-Lung04 study showed that the combination of Dato-DXd and AZ’s PD-L1 inhibitor Imfinzi triggered a 50% tumor response rate. In a cohort of 13 patients who also received chemotherapy, the response rate was 77%.

AstraZenecaneariDaiichi Sankyolit, signs up to commercialize Samsung Bioepis' StelaTROP2osimilarDato-DXd Dato-DXd PD-L1 Imfinzi tumor

SanSandozntinues toNovartis its biosimilar portfolio as a sepSamsung Bioepisvartis draws near. Sandoz signed a deal to commercialize Samsung Bioepis’ biosimilar to Johnson & Johnson’s immunology blockbuster Stelara in the U.S., Canada and several European countries. J&J has inked patent settlements with several companies to delay launches for their Stelara copycats until 2025.