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Merck and Daiichi Sankyo agree on multibillion dollar deal for antibody-drug conjugates – the new wave of cancer treatments Late October 19, the Japanese pharmaceutical company Daiichi Sankyo and US based Merck, both holdings in Arctic Aurora LifeScience, announced a licensing and co-development agreement for three of Daiichi’s drug candidates. The transactional details reveal one of the most value-rich collaboration agreements in the industry’s history. Daiichi will receive a USD 4bn upfront cash payment from Merck and potentially an additional USD 1.5 billion in the next 12-24 months pending development progression of two the drugs. In addition, each drug comes with USD 5.5bn commercial milestones or potentially USD 16.5 billion in aggregate. Except for Merck taking a lion share of initial R&D costs, the companies will then split global expenses and profits equally between them apart from Japan where Daiichi retains all rights. Read full story here: https://lnkd.in/dCi3bypz

Takeda Pharmaceutical Secures Exclusive Global Rights for Ascentage Pharma's Blood-Cancer Drug Takeda Pharmaceutical Co. has finalized an exclusive marketing agreement with Ascentage Pharma for the blood-cancer drug Olverembatinib, outside China, involving an initial payment of $100 million. This collaboration has the potential to yield up to $1.2 billion in milestone payments and double-digit royalties on annual sales, contingent on Takeda exercising its option. Olverembatinib exhibits promise as a treatment for chronic myeloid leukemia and other blood cancers. The late-stage clinical development of Olverembatinib will be pursued by Ascentage, prior to Takeda's decision on exercising its option. Additionally, Takeda will be acquiring a minority stake in Ascentage. This strategic maneuver by Takeda is a pivotal facet of its endeavor to revitalize its drug pipeline, particularly in the face of upcoming patent expirations for its renowned ADHD medication, Vyvanse. Takeda's overarching strategy encompasses workforce streamlining and a dedicated emphasis on harnessing data and technology to fuel both growth and profit margins. This trajectory is in alignment with its extended restructuring program, systematically prioritizing research and development. # Thank you Elena Santos for your submission!

The need for better cancer treatments is still urgent. By loading tumor targeting antibodies with chemotherapy, so called Antibody Drug-Conjugates, ADCs, one can reach target specific treatment with better efficacy and less side effects. Large deal between our portfolio companies shows the expectations of the future potential of treatments based on this technology. If interested, read more below #arcticauroralifescience #arcticaurorabiotechselect #merck #daiichisankyo

Sofie can support across this space with interim and consulting solutions!

AstraZeneca is the latest large pharmaceutical company to make a sizable bet on radiopharmaceutical drugs for cancer, agreeing on Tuesday to acquire longtime biotechnology partner Fusion Pharmaceuticals in a deal worth up to $2.4 billion. AstraZeneca will acquire all of Fusion’s shares for $21 apiece, or about $2 billion. The British drugmaker could add another $3 per share via a financial instrument known as a “contingent value right” if Fusion meets an unspecified regulatory milestone. Should Fusion hit that mark, the buyout would be worth $2.4 billion.  AstraZeneca is paying a 97% premium for Fusion’s shares, which ended trading on Monday at $10.64 apiece. https://lnkd.in/efx2EWz7

Great article detailing the top 20 drugs worldwide by sale in 2023: The predominance of monoclonal antibodies (mAbs) among the top 20 drugs by sales in 2023 is extremely clear and can be attributed to several key factors: 1. **Targeted Therapy**: Monoclonal antibodies are highly specific to their targets, which allows them to effectively target and neutralize disease-causing agents, particularly in cancer and autoimmune diseases. This specificity results in better efficacy and fewer off-target effects compared to traditional small-molecule drugs. 2. **Advancements in Biotechnology**: Over the past few decades, significant advancements in biotechnology have enabled the efficient production and development of monoclonal antibodies. Techniques like recombinant DNA technology and hybridoma technology have streamlined the creation of these complex biologics. 3. **High Unmet Medical Needs**: Many mAbs address conditions with high unmet medical needs, such as various forms of cancer, rheumatoid arthritis, and other autoimmune diseases. Diseases in these categories often have fewer effective treatment options, and mAbs can offer significant therapeutic benefits. 4. **Market Exclusivity and Patent Protection**: Monoclonal antibodies often benefit from extended market exclusivity and strong patent protection, allowing pharmaceutical companies to maintain higher prices for longer periods. This exclusivity can make mAbs highly profitable. 5. **Clinical Efficacy and Safety**: Monoclonal antibodies have shown impressive clinical efficacy and safety profiles in treating a range of serious conditions. Their ability to specifically target disease mechanisms often results in better outcomes and fewer side effects, enhancing their adoption in clinical practice. 6. **Chronic Diseases and Long-Term Use**: Many mAbs are used to treat chronic conditions that require long-term management. This leads to sustained demand and consistent sales over time, contributing to their high sales volumes. 7. **Regulatory Approvals and Expanding Indications**: Regulatory bodies have approved numerous monoclonal antibodies for a wide range of indications. Furthermore, many mAbs receive additional approvals for new indications beyond their original use, expanding their market and sales potential. 8. **Strong Commercialization and Marketing**: Pharmaceutical companies have heavily invested in the commercialization and marketing of monoclonal antibodies. This includes educational campaigns for healthcare providers and patients, which increase awareness and adoption of these therapies. In summary, the top sales rankings of monoclonal antibodies in 2023 are driven by their targeted action, clinical effectiveness, ability to meet significant medical needs, strong patent protection, and successful commercialization efforts. full article: https://lnkd.in/eQx636x4 #biotechnology #pharmasales #qualityassurance

From HengRui's SHR-1905 to Aiolos' AIO-001, a Billion-Dollar Drug-Flip Deal within Five Months     In the midst of the JPM 2024 deal announcements, GSK's rapid acquisition of Aiolos Bio for a $1 billion upfront payment and $400M CVR has emerged as a standout, marking one of the quickest drug flip deals in history. The focal point of this transaction is GSK's keen interest in gaining access to Aiolos Bio's anti-TSLP antibody, AIO-001. Notably, AIO-001 was procured from Chinese pharmaceutical company Jiangsu Hengrui Pharmaceuticals Co., Ltd. just five months prior, with an initial upfront payment of only $21.5 million. This implies that Aiolos achieved an impressive profit of over 4000% within this short timeframe, considering that GSK will cover all obligated milestones to Hengrui. AIO-001, designed to address unmet needs in respiratory and inflammatory conditions, belongs to the anti-TSLP antibody drug class, which gained recent validation through the FDA approval of Amgen and AstraZeneca's TEZSPIRE® (tezepelumab-ekko) HCP in late 2021. Tezspire has demonstrated substantial success with $230 million in sales within the first nine months of 2023, aligning closely with analysts' forecasts of exceeding $2 billion in peak-year sales. GSK's belief in AIO-001's potential improvement over Tezspire is rooted, in part, in its dosing schedule advantages. Unlike Tezspire's monthly subcutaneous injection, GSK envisions that the enhanced potency and half-life extension technology of AIO-001 could support a revolutionary dosing schedule of every six months. While this acquisition underscores the innovation strength of Chinese biopharma, it also prompts questions about their BD strategies. Could Hengrui have sold AIO-001, previously known as SHR-1905, directly to GSK at a better price just five months ago? The answer remains uncertain, considering the ongoing efforts of Chinese biopharma to build trust and expand access to international BD partners. Aiolos, however, deserves credit for its global vision for AIO-001. Co-founders Khurem Farooq, and Tony Adamis recognized the potential of Hengrui's SHR-1905, securing a $245 million Series A investment to propel AIO-001 into late-stage clinical development. This strategic move positions Aiolos for a global launch, maximizing the commercial potential of what they believe to be a best-in-class TSLP. In contrast, SHR-1905 was merely one Phase 2 asset among more than 50 clinical-stage assets in Hengrui's pipeline. Lacking the experience and likely the commitment for a global launch by itself, HengRui might face challenges in materializing the full value of AIO-001 during BD negotiations. The journey of SHR-1905 serves as a valuable lesson for Chinese biopharma to cultivate a global vision and optimize their BD strategies, fostering innovation in China for the benefit of patients worldwide.

check out our top biotech news today Investorideas.com- News that inspires big investing ideas Biotech/Pharma Stocks to Watch Citius Pharmaceuticals, Inc. (Nasdaq: CTXR), Soligenix, Inc. (Nasdaq: SNGX), Takeda (NYSE: TAK), Pfizer (NASDAQ: PFE) The Race For Solutions for Cutaneous T-Cell #Lymphoma (CTCL) #biotech #biotechnologystocks #pharma   #stockstowatch #stockstotrade #stocksinfocus July 18, 2024 (Investorideas.com Newswire) Investorideas.com, a go-to investing platform releases the second of a two-part series looking at biotech/biopharma stocks, featuring Citius Pharmaceuticals, Inc. (Nasdaq:CTXR), a late-stage biopharmaceutical company dedicated to the development and commercialization of first-in-class critical care products. The Company's diversified pipeline includes two late-stage product candidates. Looking specifically at the opportunity for Cutaneous T-Cell Lymphoma (CTCL) treatments, the market was approximately USD 399 Million in 2021 says Delveinsight. "CTCL has an active pipeline as many pharmaceutical companies are working toward developing an effective and affordable therapy. The disease has a tendency to show resistance to medications creating a need for a more efficacious and effective drug." The US Cutaneous T-cell Lymphoma Market is projected to reach $1.38 Billion by 2030 reports Insights10. Citius Pharmaceuticals (Nasdaq:CTXR) is approaching the FDA target date of August 13th for its LYMPHIR product candidate to address this unmet need. paid news dissemination