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2026년 10월 신약개발관련 주요 Deal

  • 2026.11.12
  • 14

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,
AAV-RPGN

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,
Alzheimer’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,
Metabolic diseases

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,
Metabolic disease

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,
Solid tumors

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
(Visara)

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
(Target unknown)

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)