The leaves are falling, but these deals keep piling up—who says biotech hibernates for winter?

Week 44 Deals (2024)

Deal of the Week: Monte Rosa Therapeutics & Novartis

Licensing agreement potentially worth over $2B for T- and B-cell modulating molecular glue degraders (GlobeNewswire)

  • Structure: Global license agreement for VAV1-directed molecular glue degraders (MRT-6160)

  • Date Announced: October 28, 2024

  • Total Deal Value: Up to $2.25B (including $2.1B in milestones plus $150M upfront)

  • Upfront Cash: $150M

  • Total Milestones: Up to $2.1B

  • Royalties: Tiered royalties on ex-U.S. net sales

  • Other Terms: Monte Rosa will co-fund Phase 3 and share profit/loss in the US

Notable Deals

Biogen & Neomorph

Multi-target research collaboration to discover molecular glue degraders for Alzheimer’s, rare, and immunological diseases (GlobeNewswire)

  • Structure: Research collaboration to identify and develop molecular glue degraders

  • Date Announced: October 29, 2024

  • Total Deal Value: Up to $1.45B (including milestone payments)

  • Upfront Cash: Not disclosed

  • Royalties: Mid-single-digit to low double-digit royalties

  • Other terms: Biogen will reimburse Neomorph for certain research development costs

AbbVie & EvolveImmune Therapeutics

Option-to-license agreement to develop next-generation T-cell engager biologics in oncology (GlobeNewswire)

  • Structure: Collaboration and option-to-license for multispecific biologics

  • Date Announced: October 31, 2024

  • Total Deal Value: Up to $1.465B ($65M upfront plus $1.4B in milestones)

  • Upfront Cash: $65M

  • Equity: investment of undisclosed value

  • Royalties: Tiered royalties on net sales

ViaNautis Bio & Lilly

Collaboration to leverage the polyNaut® platform for targeted genetic nanomedicines (GlobeNewswire)

  • Structure: Multi-year collaboration for non-immunogenic nanovesicles

  • Date Announced: October 28, 2024

  • Financial Terms: Upfront payment plus undisclosed research-based milestones, further potential clinical/commercial milestones, and royalties

Absci & Twist Bioscience

Generative AI meets synthetic DNA for faster therapeutic antibody design (GlobeNewswire)

  • Structure: Collaboration to design a novel therapeutic antibody candidate

  • Date Announced: October 31, 2024

  • Financial Terms: Not disclosed; plan to seek a partner for clinical development and commercialization

  • Key Terms: Combines Absci’s AI de novo design with Twist’s silicon-based DNA synthesis to accelerate R&D

Odyssey Therapeutics & Terray Therapeutics

 Strategic collaboration to discover and develop transcription factor therapies (BussinessWire)

  • Structure: Joint discovery and development program

  • Date Announced: October 28, 2024

  • Financial Terms: Not disclosed

That’s a wrap for Week 43. With both massive upfront payments and promising platform collaborations, the fall season is looking anything but sleepy. Stay tuned for next week’s roundup!