2026년 10월 신약개발관련 주요 Deal
2026년 10월 신약개발관련 주요 Deal
주요 라이센싱 및 파트너십
|
No |
Date |
Investors/ Licensee |
Service Provider/ Licensor |
Assets |
MoA |
Indication |
Stage |
Value (USD Mn) |
|
|
1 |
10/1 |
Sanofi |
Regeneron |
REGN20423 n/d n/d n/d |
αIL-13 mAb αIL-4 mAb αIL-4Rα mAb IL-4 x IL-13 BsAb |
Immunology Immunology Immunology Immunology |
Atopic dermatitis Type 2 inflammation Type 2 inflammation Type 2 inflammation |
Phase 1 Preclinical Preclinical Preclinical |
8,000 |
|
2 |
10/2 |
Novartis |
Abogen |
ABO2203 |
CD19 x CD3 TCE |
Oncology |
B-cell non-Hodgkin lymphoma |
Phase 1 |
7,775 |
|
3 |
10/5 |
CSL |
Alentis Therapeutics |
Lixudebart |
αCLDN1 mAb |
Immunology
Genitourinary
Immunology |
ANCA vasculitis, GSGS(Focal Segmental Glomerulosclerosis) PSC(Primary Sclerosing Cholangitis) |
Phase 2
Phase 1
Phase 1 |
1,555 |
|
4 |
10/5 |
Genentech (Roche) |
Alector |
AL050 |
Brain penetrant GCase ERT |
Neurology |
Parkinson’s disease, |
Preclinical |
1,270 |
|
5 |
10/5 |
Italfarmaco |
VeriSIM Life |
Italfarmaco: HDAC biology, medicinal chemistry, and development expertise VeriSIM Life: AI-driven molecular design and translational prediction platforms Collaboration: Discover and optimize novel small-molecule HDAC inhibitors |
Neurology |
Neuromuscular disease |
Discovery |
100+ |
|
|
6 |
10/8 |
Ono Pharmaceutical |
Biohaven |
BHV-1300* BHV-1310 BHV-1320 |
IgG degrader IgG degrader IgG degrader |
Immunology Immunology Immunology |
Grave’s disease Myasthenia gravis Autoimmune disease |
Phase 3 IND Preclinical |
100+ |
|
7 |
10/8 |
Glaukos Corporation |
RevOpsis Therapeutics |
RO-104 ‘RevMod™’ |
VEGF-A x VEGF-C x ANG2 TsAb Proprietary retinal biologics discovery platform |
Ophthalmology Ophthalmology |
nAMD, DME, DR, RVO - |
Preclinical - |
n/d |
|
8 |
10/13 |
Roche |
Rona Therapeutics |
n/d |
ALK7 targeting RNAi |
Metabolic disorder |
Obesity, |
n/d |
1,160 |
|
9 |
10/13 |
Pfizer |
Enodia Therapeutics |
n/d |
Sec61-mediated protein degradation platform |
- |
- |
Discovery |
500 |
|
10 |
10/14 |
Gilead Sciences |
Vir Biotechnology |
‘dAIsY™’ ‘PRO-XTEN®’ |
AI-driven multiparameter optimization of TCE Protease-activated dual masking of TCE |
Oncology Oncology |
Solid tumors Solid tumors |
Discovery Discovery |
1,875 |
|
11 |
10/14 |
Zealand Pharma |
Generate Biomedicines |
n/d |
AI-enabled protein design platform |
Metabolic disorder |
Obesity, |
Discovery |
1,200 |
|
12 |
10/14 |
Alentis Therapeutics |
PinotBio |
‘PINOT-ADC®’ |
Novel payload platform with tandem-cleavable linkers |
Oncology |
CLDN1 expressing cancers |
Discovery |
n/d |
|
13 |
10/15 |
AstraZeneca |
Insitro |
‘Virtual Human™’ |
AI-driven target identification and therapeutic design platform |
Cardiometabolic disorder |
MASH, Cardiomyopathy |
Discovery |
1,500 |
|
14 |
10/15 |
Armed Cell Therapeutics** |
Lakefront Biotherapeutics |
n/d |
Multi-targeting and armed CAR-T |
Oncology |
Hematological malignancies,
|
Preclinical |
239 |
|
15 |
10/19 |
Roche |
Hansoh Pharmaceutical |
Collaboration: Two Hansoh and multiple Roche ADCs |
Oncology |
n/d |
Preclinical |
15,510 |
|
|
16 |
10/19 |
Eli Lilly |
Metis TechBio |
‘AiLNP’ |
Ionizable lipid discovery and optimization platform |
- |
- |
Discovery |
1,100+ |
|
17 |
10/20 |
Sanofi |
ScionxBio |
‘TERA®’ |
Long-acting mRNA-based platform |
n/d |
n/d |
Discovery |
n/d |
|
18 |
10/20 |
NovaBridge |
YOLO Immune |
YOL104-2 |
Trivalent IFN-α peptibody |
Ophthalmology |
Ocular surface squamous neoplasia |
Preclinical |
n/d |
|
19 |
10/21 |
Astellas Pharma |
AI Proteins |
- |
Platform for de novo purpose built miniprotein design |
- |
- |
Discovery |
400 |
|
20 |
10/22 |
Gilead Scineces |
PepStar Therapeutics |
HCXT-2001 |
Oral macrocyclic IL-23 receptor inhibitor |
Immunology |
Inflammatory bowel diseases |
Phase 1 |
1,275 |
|
21 |
10/22 |
Stemline Therapeutics (Menarini Group) |
Georgiamune |
GIM-621 |
Immunotherapy with an undisclosed target |
Oncology |
Solid tumors |
Preclinical |
1,100 |
|
22 |
10/23 |
Roche |
Zymeworks |
ZW209 |
DLL3 x CD3 x CD28 trispecific TCE |
Oncology |
SCLC |
Phase 1a |
813+ |
|
23 |
10/28 |
Astellas Pharma |
Audax Biosciences |
DAX-044 |
IL-12–antibody fusion protein |
Oncology |
Solid tumors |
Preclinical |
1,340+ |
|
24 |
10/28 |
Rumi Therapeutics |
Enthorin Therapeutics |
RTX-7340 |
Selective PDE2A inhibitor modulating cAMP/cGMP signaling |
Neurology |
Fragile X syndrome |
IND enabled |
n/d |
|
25 |
10/29 |
BioMarin Pharmaceutical |
Hanmi Pharm / GC Biopharma |
HM15421 / GC1134A |
Long-acting α-galactosidase A replacement therapy |
Metabolic disorders |
Fabry Disease |
Phase 1/2 |
475 |
(n/d: non-disclosure, *: ASEAN rights, **: NewCo ‘Armed Cell’: Belgian newco formed by Stoffels, Mellors, and Verhaeghe)
주요 M&A
|
No |
Date |
Acquires |
Issuer |
Assets |
MoA |
Indications |
Status |
Value (USD Mn) |
|
|
1 |
10/5 |
Shionogi |
IntraBio |
AQNEURSA® |
Modified
amino acid |
Neurology |
Niemann-Pick disease type C |
Marketed |
2,000 |
|
2 |
10/8 |
Viatris |
Pacira BioSciences |
EXPAREL®
ZILRETTA® |
Voltage gated sodium channel blocker
Glucocorticoid receptor agonist |
Neurology
Immunology |
Non-opioid pain
Osteoarthritis pain of the knee |
Marketed
Marketed |
1,650 |
|
3 |
10/19 |
Merck KGaA |
Silence Therapeutics |
Divesiran |
TMPRSS6 targeting siRNA |
Oncology |
Polycythemia vera |
Phase 2 |
1,300 |
|
4 |
10/20 |
Alcon |
Neurotech Pharmaceuticals |
ENCELTO |
CNTF-secreting cell therapy for photoreceptor protection |
Ophthalmology |
Macular Telangiectasia Type 2 |
Marketed |
n/d |
|
5 |
10/20 |
Ambrose Healthcare |
AM-Pharma |
Ilofotase alfa
Val401
Renzapride |
Alkaline phosphatase enzyme replacement therapy
Proposed HSD10 enzyme inhibitior
5-HT4 agonist, 5-HT3 antagonist |
Metabolic disorder Oncology
Gastrointestinal |
Hypophosphatasia (HPP)
Cachexia-targeting medicine for pancreatic cancer Gastrointestinal symptoms of cystic fibrosis |
Phase 1b
Phase 2
Phase 2 |
180+ |
|
6 |
10/27 |
US WorldMeds Ventures |
Orbus Therapeutics |
Eflornithine |
Irreversible inhibitor of ornithine decarboxylase(ODC) |
Oncology |
IDH-mutant Grade 3 astrocytoma |
Phase 3 |
n/d |
|
7 |
10/28 |
Antropic |
Mithril Medicine |
Claude-enabled drug development model: AI-assisted research and outsourced lab coordination |
Musculoskeletal |
Muscular dystrophy |
Preclinical |
n/d |
|
|
8 |
10/30 |
Pelthos Therapeutics |
Castle Creek Biosciences |
D-Fi |
COL7-producing autologous gene-modified fibroblast therapy |
Dermatology |
Dystrophic epidermolysis bullosa |
Phase 3 |
300+ |
(n/d: non-disclosure)
Reference: 각 사 홈페이지 / BioCentury / Fierce Biotech / Synapse(by Patsnap)
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