Recordati SpA

Nodenza Venture Partners launched Focus on international early-stage and pre-commercial biotech & medtech opportunities New York, October 16, 2024 – Nodenza Venture Partners (“Nodenza”) has been launched to provide financial and operational support to early-stage and pre-commercial biotech and medtech companies and products. Established by a team of experienced life sciences entrepreneurs, founders and leaders, Nodenza already has a pipeline of unique high value opportunities. Ross Morton, Managing Partner of Nodenza Venture Partners, said: “Nodenza is focused on identifying, investing in and supporting disruptive technologies and therapies with the potential to deliver exceptional benefits to patients which Nodenza believes to be the most successful driver of long-term capital returns. Our expert team has a strong track record of delivering success in the life sciences industry.” Nodenza’s bi-modal investment strategy combines early-stage opportunities – advancing new treatment modalities through active IND to phase 2 - with pre-commercial targets supporting their transition from scientific to commercial companies delivering strong upside potential. The approach leverages Nodenza’s expertise in the creation and growth of new companies, as well as late-stage product development and launch. “Our leadership team blends strong drug development and process skills to ensure we invest in the best opportunities, with hands-on mentorship and guidance to support the optimal growth of portfolio companies. We are targeting three to four investments in the first year of operation and look forward to working alongside other venture partners to maximize our impact and build a portfolio of innovative and well-resourced companies,” Morton said. The Nodenza team includes: Ross Morton, Managing Director, former COO of Akaza Bioscience and head of strategy and operations at Izana Bioscience, sold to Roivant in 2020.Dr Tim Corn, Partner, a specialist in clinical & regulatory affairs with extensive experience as Chief Medical Officer involved in more than 20 FDA & EMA approvals; formerly at GSK, Elan & the UK Medicines and Healthcare Products Regulatory Agency (MHRA).Bryan Morton, Chairman and Partner, formerly EUSA Pharma CEO & Chairman, Private Equity Operating Partner and with extensive commercialization experience; previously at Merck & BMS.Dr Dev Kumar, Partner, former GC of EUSA Pharma with expertise in IP and market access; Dr Kumar has worked at Biogen, UCB and BI and qualified as a medical doctor & lawyer.Dr Gary Whale, Partner, the CTO of Zura Bio with expertise in CMC and product launch; formerly at EUSA Pharma, VHsquared and P&G. Nodenza is in the process of establishing an Advisory Board. Contacts: Nodenza Venture Partners Ross Morton, Managing Partnerinfo@nodenza.com Mo Advisory PRmo@mopradvisory.comMo Noonan / Jonathan Birt Notes to Editors About Nodenza Venture PartnersNodenza Venture Partners provides investment and operational support to early-stage and pre-commercial biotech and medtech companies and products designed to bring exceptional patient benefit. Our bi-modal investment strategy combines early-stage opportunities – advancing new treatment modalities through active IND to phase 2 - with pre-commercial targets supporting their transition from scientific to commercial companies delivering strong upside potential. Established by a team of experienced life sciences entrepreneurs, founders and leaders, our approach leverages Nodenza’s extensive expertise in the creation and growth of new companies, as well as late-stage product development and launch. For more information visit us at https://www.nodenza.com Attachment Nodenza Launch Final

The decision marks a significant step in Sanofi’s ongoing effort to sharpen its focus on its core areas of innovative medicines and vaccines. Credit: jd8/Shutterstock. Sanofi has announced negotiations with Clayton Dubilier & Rice (CD&R), a US-based investment company, regarding the potential sale of a 50% controlling stake in its consumer healthcare business, Opella. The move marks a significant step in the company’s ongoing effort to sharpen its focus on its core areas of innovative medicines and vaccines. The French finance ministry, as reported by Reuters , has acknowledged CD&R as a “serious investment fund” with favourable prospects for Opella’s growth and its operations in the country. The ministry has stipulated economic commitments from both Sanofi and CD&R. These include ensuring that Opella’s decision-making centres remain in France and protecting the company’s industrial footprint within the country. The ministry has also emphasised that the proposed sale will not affect the production of Doliprane or other essential medicines by Opella in France, nor the supply of these medicines to the market. See Also: Evergreen Theragnostics Radiopharmaceutical Manufacturing Facility, New Jersey, US Merck Biotech Development Center, Corsier-sur-Vevey, Switzerland The reported valuation of the deal by Bloomberg stands at €15bn ($16.4bn). The fact that CD&R has reportedly outbid PAI Partners suggests a competitive process that reflects the high value and potential of Opella within the broader consumer health market. Opella, with its headquarters in France, employs more than 11,000 people, has operations in 100 countries and manages 13 manufacturing sites and four research and innovation centres. It has a portfolio of 100 brands, including Doliprane, Allegra, Novanight, Icy Hot and Dulcolax. Operating independently within Sanofi, Opella has resources allocated for research and development, production, and digital operations, along with a sustainability roadmap. It reached a 6.3% sales growth at constant exchange rates in 2023, demonstrating a focus on brands and consumer orientation. In October 2024, Recordati reached an agreement with Sanofi to acquire the worldwide rights to Enjaymo, the only approved treatment specifically targeting cold agglutinin disease, a rare B-cell lymphoproliferative disorder.

注：本文不构成任何投资意见和建议，以官方/公司公告为准；本文仅作医疗健康相关药物介绍，非治疗方案推荐（若涉及），不代表平台立场。任何文章转载需要得到授权。 2024年10月4日，Recordati宣布与赛诺菲达成协议获得其C1s单克隆抗体Enjaymo®（sutimlimab）的全球权利。Enjaymo靶向与经典补体系统激活相关的C1复合物中的丝氨酸蛋白酶C1s，从而抑制溶血过程发生，且不抑制凝集素和替代途径。特别的是，Enjaymo是首个且唯一一款获批用于治疗冷凝集素病的治疗方法。 根据协议条款，Recordati将支付8.25亿美元的预付款，如果净销售额达到或超过高峰年预期销售额的上限，还将支付高达2.5亿美元的额外商业里程碑付款。预计交易将于2024年底完成，但需获得监管部门的批准。 Enjaymo于2022年在美国、欧洲和日本获得批准，用于治疗患有冷凝集素病(CAD)的成人溶血。这是一种自身免疫性溶血性贫血疾病，免疫系统中的补体系统会错误地攻击人体健康红细胞进而导致红细胞破裂（溶血）。 截图来源：药融云全球药物研发数据库 Enjaymo的批准是基于为期26周的开放标签，单臂关键性3期临床试验的积极结果。试验结果显示，Enjaymo达到了主要疗效终点，54%的患者达到主要复合终点，定义为在治疗评估时间点（第23、25和26周的平均值），患者的血红蛋白（Hgb）水平较基线时增加至少2 g/dL，或Hgb水平达到12 g/dL以上的正常化水平，且从第5周到第26周无需输血。 截至2024年8月，Enjaymo®在过去12个月中创造了约1亿欧元（约1.1亿美元）的收入，预计2025 财年的收入将超过1.5亿欧元（约1.65亿美元），最高销售额可达2.5-3亿欧元（2.74-3.29亿美元），是目前水平的两倍多。根据交易完成日期，Recordati 预计2024 年的收入贡献极小。预计该交易将立即增加息税折旧摊销前利润（EBITDA），到 2025 年，利润率将超过目前罕见病公司的平均水平。 截图来源：药融云全球药物研发数据库 对于 Recordati 来说，这笔交易将进一步推动其进军罕见疾病市场。该公司于2021 年 12 月以近 8.5 亿美元收购了 EUSA Pharma及其四种罕见病药物。近年来， 该公司还与葛兰素史克 (GSK)、 Almirall等公司达成了交易。 Recordati首席执行官Rob Koremans评论说：“这项交易符合我们更广泛的战略，重申了我们对罕见病领域的承诺，并与我们的肿瘤学产品组合（特别是 Sylvant®）相辅相成。Enjaymo®进一步扩大了我们在美国、日本和欧洲的罕见病业务，将对我们的收入和利润做出积极贡献。最重要的是，Enjaymo® 具有强大的临床表现，是唯一获准用于治疗 CAD 的产品，它满足了患有这种使人衰弱的疾病的患者尚未得到满足的严重医疗需求。” Recordati 交易发生之际，赛诺菲也正在调整其投资组合。该公司现在计划在新任研发主管Houman Ashrafian和9月30日加入的新任CSO Mike Quigley 的领导下，专注于免疫学和炎症领域。该公司还计划剥离其消费者健康集团 Opella。今年早些时候，赛诺菲将一些早期癌症项目出售给 Vir Biotechnology，并关闭了一个细胞治疗部门，尽管该公司仍在肿瘤学领域进行了一些押注，包括首次涉足放射性制药领域。赛诺菲还投资了多家公司，包括 Ventyx、Vicore和 Graviton。 参考资料：公司公告 END 近期热门资源获取 后台回复关键词“报告”，获取数十篇药融云出品独家报告 后台回复关键词“2023首仿”，获取2023年首仿药物获批名单 后台回复“GLP-1深度报告”，获取完整《GLP-1产业现状与未来发展》PDF版。 后台回复“中国 I 类新药”，获取完整《中国 I 类新药靶点》PDF版。 后台回复“NAFLD/NASH”，获取完整《NAFLD/NASH报告》PDF版。 后台回复“AI+制药”，获取完整《中国AI制药企业白皮书》PDF版。 后台回复“XXG”，获取完整《中国心血管系统药物分析报告》PDF版。 后台回复“FZZJ”，获取完整《基于剂型改良的复杂注射剂分析》PDF版。 后台回复“药品进出口”，获取完整《中国药品进出口白皮书》深度报告-PDF版。 联系我们，体验药融云更多专业服务 会议 合作 园区 服务 数据库 咨询 定制 服务 媒体 合作 点击阅读原文，了解更多品牌升级详情！