78亿美金，跨国药企达成闪电并购

药圈观察局

02/23

看之前记得先点个关注，欢迎投稿共创。药圈观察局，最新观察：‌本文为共创内容，作者：#药圈观察局1组2月23日，吉利德科学宣布以每股115美元现金加每股5美元或有价值权（CVR）的全现金方式，收购临床阶段生物技术公司Arcellx，交易隐含股权价值高达78亿美元。早在2022年12月，吉利德旗下专注于细胞疗法的子公司Kite Pharma，便以高达41.25亿美元（2.25亿美元首付款+最高39...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602232009079541ac53&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1037948897.HKD","symbol_name":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602232009079541ac53&s=b","article_id":"2613764020","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602232009079541ac53&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Pharma，便以高达41.25亿美元（2.25亿美元首付款+最高39亿美元里程碑付款）的总价，与Arcellx达成战略合作，共同开发其核心候选产品CART-ddBCMA（即anito-cel）。彼时，该疗法在早期临床中展现了100%的总缓解率（ORR），数据惊艳。2023年6月，因一名患者死亡，FDA暂停了anito-cel的关键II期临床试验。然而，仅两个月后，FDA经审查解除了搁置，试验重回正轨。同年11月，Kite进一步扩大合作，支付2.85亿美元以获得Arcellx另一条管线ACLX-001的权益，并将对Arcellx的股权投资增至2亿美元，持股比例达到约13%。最终，随着anito-cel的生物制品许可申请（BLA）被FDA受理并获优先审评，预定决定日期（PDUFA）为2026年12月23日，其商业化前景日益明朗。吉利德最终选择“买断”，以高达约79%的溢价（相对于Arcellx消息公布前股价），将这家明星生物科技公司完全收入囊中，旨在彻底掌控其核心技术平台与未来潜力。Arcellx Inc.成立于2014年，2022年在纳斯达克上市，是一家专注于下一代细胞疗法的临床阶段生物技术公司。其市值在不到三年内从不足4亿美元飙升至收购前的数十亿美元，堪称“十倍股”。公司的核心价值在于其独创的D-Domain技术平台。据悉，此次收购的灵魂是Arcellx的两大核心资产。其一是颠覆性技术平台D-Domain，这是一种小型、稳定的合成结合蛋白，用于取代传统CAR-T中使用的单链抗体（scFv）。其优势在于：无基础信号传导，可减少T细胞耗竭；超高靶向特异性，降低脱靶毒性；为构建可控、可适配的细胞疗法奠定了基础。基于此，Arcellx开发了ddCAR（一次性输注CAR-T）和ARC-SparX（“通用T细胞+可换靶向蛋白”的可控平台）两大技术路径。其二是核心候选产品anito-cel（CART-ddBCMA）。这是一款靶向BCMA的自体CAR-T细胞疗法，用于治疗复发/难治性多发性骨髓瘤（r/r MM）。其临床数据表现出了成为“Best-in-Class”药物的潜力。该药物在关键II期iMMagine-1研究中，中位随访15.9个月，总缓解率（ORR）达96%，严格完全缓解/完全缓解（sCR/CR）率达74%。市场方面，多发性骨髓瘤CAR-T市场预计在2030年达到120亿美元。凭借优异的安全性，anito-cel有望在老年患者及更早线治疗中拓展市场，分析师预测其峰值销售额可达30-50亿美元。扬子江，销售额TOP5品种第一三共全球研发负责人，正式换人2025临床失败药物TOP 10双击页面任意位置即可点赞。感谢三连支持，欢迎爆料。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}