默沙东(MRK)以近60亿美元收购癌症生物技术公司Terns Pharmaceuticals(TERN)的协议，可能为其带来又一款抗癌重磅药物。此举正值默沙东主力产品Keytruda面临专利到期之际。Terns制药专注于开发治疗癌症、肥胖及代谢性肝病的口服药物，其最具潜力的在研药物是一款针对慢性髓系白血病（一种血癌）的口服制剂。该药物已取得令人鼓舞的研究结果，Truist分析师预估其经调整后的年销售额峰值可达23亿美元。
默沙东的明星免疫疗法Keytruda核心专利将于2028年到期。去年，Keytruda的销售额高达约317亿美元。这项收购彰显了默沙东在核心产品专利悬崖逼近时，通过战略性并购强化肿瘤管线的决心。Terns在口服白血病治疗领域的前沿布局，有望为默沙东打开新的增长空间。
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