78億美金，跨國藥企達成閃電併購

藥圈觀察局

02/23

看之前記得先點個關注，歡迎投稿共創。藥圈觀察局，最新觀察：‌本文為共創內容，作者：#藥圈觀察局1組2月23日，吉利德科學宣佈以每股115美元現金加每股5美元或有價值權（CVR）的全現金方式，收購臨床階段生物技術公司Arcellx，交易隱含股權價值高達78億美元。早在2022年12月，吉利德旗下專注於細胞療法的子公司Kite Pharma，便以高達41.25億美元（2.25億美元首付款+最高39...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602232009079541ac53&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202602232009079541ac53&s=b\">藥圈觀察局</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0109394709.USD","symbol_name":"富蘭克林生物科技新領域基金A (acc)","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 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Pharma，便以高達41.25億美元（2.25億美元首付款+最高39億美元里程碑付款）的總價，與Arcellx達成戰略合作，共同開發其核心候選產品CART-ddBCMA（即anito-cel）。彼時，該療法在早期臨床中展現了100%的總緩解率（ORR），數據驚豔。2023年6月，因一名患者死亡，FDA暫停了anito-cel的關鍵II期臨床試驗。然而，僅兩個月後，FDA經審查解除了擱置，試驗重回正軌。同年11月，Kite進一步擴大合作，支付2.85億美元以獲得Arcellx另一條管線ACLX-001的權益，並將對Arcellx的股權投資增至2億美元，持股比例達到約13%。最終，隨着anito-cel的生物製品許可申請（BLA）被FDA受理並獲優先審評，預定決定日期（PDUFA）為2026年12月23日，其商業化前景日益明朗。吉利德最終選擇「買斷」，以高達約79%的溢價（相對於Arcellx消息公布前股價），將這家明星生物科技公司完全收入囊中，旨在徹底掌控其核心技術平台與未來潛力。Arcellx Inc.成立於2014年，2022年在納斯達克上市，是一家專注於下一代細胞療法的臨床階段生物技術公司。其市值在不到三年內從不足4億美元飆升至收購前的數十億美元，堪稱「十倍股」。公司的核心價值在於其獨創的D-Domain技術平台。據悉，此次收購的靈魂是Arcellx的兩大核心資產。其一是顛覆性技術平台D-Domain，這是一種小型、穩定的合成結合蛋白，用於取代傳統CAR-T中使用的單鏈抗體（scFv）。其優勢在於：無基礎信號傳導，可減少T細胞耗竭；超高靶向特異性，降低脱靶毒性；為構建可控、可適配的細胞療法奠定了基礎。基於此，Arcellx開發了ddCAR（一次性輸注CAR-T）和ARC-SparX（「通用T細胞+可換靶向蛋白」的可控平台）兩大技術路徑。其二是核心候選產品anito-cel（CART-ddBCMA）。這是一款靶向BCMA的自體CAR-T細胞療法，用於治療復發/難治性多發性骨髓瘤（r/r MM）。其臨床數據表現出了成為「Best-in-Class」藥物的潛力。該藥物在關鍵II期iMMagine-1研究中，中位隨訪15.9個月，總緩解率（ORR）達96%，嚴格完全緩解/完全緩解（sCR/CR）率達74%。市場方面，多發性骨髓瘤CAR-T市場預計在2030年達到120億美元。憑藉優異的安全性，anito-cel有望在老年患者及更早線治療中拓展市場，分析師預測其峯值銷售額可達30-50億美元。揚子江，銷售額TOP5品種第一三共全球研發負責人，正式換人2025臨床失敗藥物TOP 10雙擊頁面任意位置即可讚好。感謝三連支持，歡迎爆料。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}