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Incyte、Agenus签订价值4亿美元协议共同开发肿瘤免疫疗法

  1. Agenus
  2. Incyte
  3. 检验点
  4. 肿瘤免疫疗法

来源:生物谷 2015-01-11 16:12

最近,生物医药公司Incyte、Agenus公司宣布双方已经签订一份价值4亿1千万美元的合约共同开发肿瘤的免疫疗法。这其中包括了6000万美元的预付款和高达3亿5千万美元的里程碑奖金。

2015年1月10日讯 /生物谷BIOON/ --2014年生物医药产业的一个亮点就是癌症免疫疗法的兴起,这其中包括癌症疫苗、CAR-T疗法以及PD-1/PD-L1为代表的抗体药物疗法。可以说,这三个领域的进展使得2014年的肿瘤治疗市场更趋白热化。而2015年的到来似乎并未给这一领域降温。最近,生物医药公司Incyte、Agenus公司宣布双方已经签订一份价值4亿1千万美元的合约共同开发肿瘤的免疫疗法。这其中包括了6000万美元的预付款和高达3亿5千万美元的里程碑奖金。

据了解,此份协议的核心是Agenus公司目前正在研究的一系列相关检验点调控物,如GITR、OX40、LAG-3和TIM-3等。而去年在医药产业引起高度关注的PD-1/PD-L1药物也属于此类检验点调控物。Agenus公司坚信,这四种靶点同样可能在癌症的治疗过程中扮演着重要角色。根据协议,双方将分担关于GITR和OX40靶点药物的研发费用并分享其版权,而Incyte公司将承担另外两种靶点药物的研发。

Agenus公司成立以来一直专注于肿瘤疫苗的研究,2014年公司开始转向以检验点为靶点的药物开发。公司此前已经与默沙东公司建立了广泛的合作。而Incyte公司CEO Hervé Hoppenot也对这一协议寄托了高度的期待,希望通过这一合作关系进一步加强公司对于肿瘤免疫疗法领域的实力。(生物谷Bioon.com)

详细英文报道:

Incyte ($INCY) is jumping aboard Agenus' antibody discovery platform, signing up to partner on new immuno-oncology drugs with $60 million in cash and promises of up to $350 million in milestones. And the deal news quickly drove up Agenus' ($AGEN) shares by more than 30% in premarket trading.

At the heart of this deal is a slate of checkpoint regulators: GITR, OX40, LAG-3 and TIM-3. While PD-1/PD-L1 has captured the full attention of the biopharma industry and a large segment of the investment community, these four other targets also promise to play a role in a new generation of cancer therapies that has been inspiring a wave of new deals just like this. The goal is to find new ways to mix and match therapies that spur an immune system attack on various cancers. And Incyte, which is already partnered with several of the leaders in the field, is setting out to stake out some prime territory in the second wave of immuno-oncology drugs taking shape in the pipeline.

That's where Agenus' antibody platform comes in. Agenus built a mixed reputation in the troubled field of cancer vaccines, looking to spur an attack while immuno-therapeutics strip out a cloaking device that hides cancer cells--a far more promising field. But early in 2014 it bought 4-Antibody and its IO tech and then quickly turned around to do a partnership deal with market leader Merck. This new pact with Incyte marks another big payback on a deal that cost Agenus only $10 million in stock, up front.

In this deal Incyte is paying Lexington, MA-based Agenus $25 million upfront and investing another $35 million in Agenus stock. They plan to split the costs--and profits--on their GITR and OX40 antibody programs, adding milestones for Agenus, while Incyte will cover the costs on TIM-3 and LAG-3 and hand out milestones and royalties on any products. Agenus gets up to $155 million in milestones on each royalty-bearing product and $20 million for the profit-sharing products.

For Incyte, which has attracted considerable attention with its INCB24360, an indoleamine 2, 3-dioxygenase (IDO) inhibitor, the deal also helps highlight pacts with heavyweight partners like Merck ($MRK).

"This alliance with Agenus adds therapeutic antibody capabilities to our proven small molecule discovery expertise, significantly expands the landscape of potential immuno-oncology targets available to us, and strengthens our ability to identify and advance novel therapeutic combinations," said Hervé Hoppenot, the CEO of Incyte.

 

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