18 deals this week: BD Teams are making their 2024 goals!

Week 49 (2024)

Deal of the Week: PTC Therapeutics & Novartis – $2.9 Billion Huntington’s Disease Collaboration (PR Newswire)

PTC licenses PTC518 to Novartis in a landmark deal targeting Huntington’s disease

  • Structure: Exclusive global license and collaboration agreement 

  • Date Announced: December 2, 2024 

  • Total Deal Value: Up to $2.9 billion 

  • Upfront Cash: $1.0 billion 

  • Milestones: Up to $1.9 billion in development, regulatory, and sales milestones 

  • Royalties: Tiered double-digit royalties on ex-U.S. net sales; U.S. profit-sharing (40% PTC / 60% Novartis) 

  • Phase: Phase 2 (PIVOT-HD trial ongoing) 

Notable Deals 

Keros Therapeutics & Takeda – $1.3 Billion Elritercept License (GlobeNewswire) 

Takeda secures global rights to advance Elritercept for hematologic disorders

  • Structure: Exclusive global license agreement 

  • Date Announced: December 3, 2024 

  • Total Deal Value: Up to $1.3 billion 

  • Upfront Cash: $200 million 

  • Milestones: Over $1.1 billion in development, approval, and commercial milestones 

  • Royalties: Tiered royalties on net sales 

  • Phase: Phase 2 

Ipsen & Biomunex – $610 Million MAIT Cell Engager Deal (GlobeNewswire) 

Ipsen licenses BMX-502, a first-in-class immuno-oncology bispecific antibody

  • Structure: Exclusive global licensing agreement 

  • Date Announced: December 3, 2024 

  • Total Deal Value: Up to $610 million 

  • Milestones: Development, regulatory, and commercial milestones included 

  • Royalties: Tiered global royalties on sales 

  • Phase: Preclinical 

Rgenta Therapeutics & GSK Join Forces for RNA Splicing (PRNewswire)

Small molecule modulators target RNA splicing

  • Structure: Strategic alliance and licensing agreement

  • Date Announced: December 3, 2024

  • Total Deal Value: Up to $870 million

  • Upfront Cash: $55 million

  • Total Milestones: $815 million

  • Therapeutic Modality: Small molecule splice modulators

  • Therapeutic Area: Undisclosed (potential for multiple diseases)

  • Phase: Discovery

Dewpoint Therapeutics & Mitsubishi Tanabe – $480 Million ALS Collaboration (GlobeNewswire) 

Partnership to develop a novel TDP-43 condensate modulator for ALS

  • Structure: Research collaboration and option agreement 

  • Date Announced: December 4, 2024 

  • Total Deal Value: Up to $480 million 

  • Upfront Payment: Undisclosed upfront payment included in total value 

  • Royalties: Tiered royalties on net sales if licensed 

Relay Therapeutics & Elevar Therapeutics – $500 Million FGFR2 Inhibitor License (GlobeNewswire) 

Elevar acquires global rights to lirafugratinib for FGFR2-driven cancers

  • Structure: Exclusive global licensing agreement 

  • Date Announced: December 3, 2024 

  • Total Deal Value: Up to $500 million 

  • Upfront Cash/Milestones: $75 million upfront and regulatory milestones; up to $425 million in commercial milestones 

  • Royalties: Tiered royalties up to low teens percentage 

Muna Therapeutics & GSK – €140M Per Target Alzheimer’s Alliance (PR Newswire) 

GSK secures options for multiple Alzheimer’s drug targets using Muna’s MiND-MAP platform

  • Structure: Research collaboration with target-specific milestone options 

  • Date Announced: December 5, 2024 

  • Upfront Payment: €33.5 million upfront payment included in total milestone potential (€140M per target) 

AI Proteins & Bristol Myers Squibb — Teaming Up for Miniproteins (BusinessWire)

AI-driven miniproteins target novel therapies

  • Structure: Research collaboration and option agreement

  • Date Announced: December 3, 2024

  • Total Deal Value: Up to $400 million

  • Upfront Cash: $50 million

  • Total Milestones: $350 million

  • Therapeutic Modality: Miniprotein-based therapeutics

  • Therapeutic Area: Undisclosed (potential for multiple areas)

  • Phase: Discovery

XOMA Royalty Corporation & Pulmokine – Seralutinib Acquisition for PAH (GlobeNewswire) 

XOMA acquires Pulmokine for $20M to add Phase 3 royalty asset seralutinib

  • Structure: Acquisition of Pulmokine Inc. and its economic interest in seralutinib royalties/milestones  

  • Date Announced: December 2, 2024  

  • Total Deal Value: Potential for up to $25 million in milestone payments; low-to-mid single-digit royalties on sales  

  • Phase: Phase 3 

Merus & Partner Therapeutics – Zenocutuzumab U.S. License (GlobeNewswire) 

Partner Therapeutics gains U.S. commercialization rights for NRG1+ cancer therapy Zenocutuzumab

  • Structure: Exclusive U.S. license agreement  

  • Date Announced: December 2, 2024  

  • Financial Terms: Undisclosed upfront payment; high single-digit to low double-digit royalties on net sales  

  • Phase: BLA under FDA review 

Rondo Therapeutics & Lilly – CD28 Bispecific Antibody Collaboration (Business Wire) 

Lilly partners with Rondo to develop novel bispecific antibodies for solid tumors

  • Structure: Research collaboration and license agreement 

  • Date Announced: December 4, 2024 

  • Total Deal Value: Up to $450 million 

  • Upfront Cash: $50 million upfront payment 

  • Milestones: Up to $400 million in development and commercial milestones 

  • Royalties: Tiered royalties on global net sales 

Ono & Congruence Therapeutics – Oncology Drug Discovery Collaboration (PR Newswire) 

Gilead & Tubulis – ADC Option and License Agreement (Business Wire) 

Gilead partners with Tubulis to develop ADCs for solid tumors

  •  Structure: Exclusive option and license agreement 

  • Date Announced: December 3, 2024 

  • Total Deal Value: Up to $700 million 

  • Upfront Cash: $30 million 

  • Milestones: Up to $670 million in development, regulatory, and commercial milestones 

  • Royalties: Tiered royalties on net sales 

Treovir & Matica Bio – Pediatric Brain Tumor Partnership (Business Wire) 

  • Collaboration to advance innovative therapies for pediatric brain tumors

  •  Structure: Strategic partnership agreement 

  • Date Announced: December 4, 2024 

  • Key Terms: Treovir will leverage Matica Bio’s manufacturing expertise to accelerate clinical development of its oncolytic virotherapy platform targeting pediatric brain tumors. Financial terms were not disclosed. 

Ono & Congruence Therapeutics – Oncology Drug Discovery Collaboration (PR Newswire)

Ono partners with Congruence to generate novel small molecule correctors in oncology

  • Structure: Drug discovery collaboration and option agreement 

  • Date Announced: December 5, 2024 

  • Key Terms: Congruence will use its Revenir™ platform to identify small molecule correctors for multiple protein targets. Ono gains exclusive worldwide development and commercialization rights. Financial terms include upfront payments, research funding, milestone payments, and tiered royalties on net sales.