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#小分子/降解剂

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Oct 13Tue
  1. biospace.com56

    Pfizer pens $500M+ deal with Enodia to destroy disease-causing proteins

    Pfizer has signed a deal with Paris-based Enodia Therapeutics worth up to $500 million, covering an upfront payment plus research, development and sales milestones, with tiered royalties on net sales. Enodia will screen, optimize and develop small-molecule inhibitors of the Sec61 membrane protein complex, while Pfizer handles clinical studies, manufacturing, regulatory and commercial work. Target indications are not yet specified. Pfizer's venture arm had co-led Enodia's €20.7 million ($25 million) seed round in January.

    Why it matters: Pfizer commits over $500 million to a Sec61-targeting platform less than a year after the biotech's launch.

Oct 8Thu
  1. statnews.com40

    STAT+: Roche goes beyond licensing in deal with Chinese biotech

    Roche is partnering with Chinese startup Defand Therapeutics to discover new medicines rather than merely license existing drug candidates, a departure from how pharma companies have approached China in recent years. Defand will discover multiple molecular glue degraders for cancer and immune-driven diseases, drugs designed to attach to problematic proteins and destroy them. Interest in the class grew after Revolution Medicines' molecular glue Rasonque nearly doubled survival in pancreatic cancer patients. Financial terms and next milestones were not disclosed.

  2. biospace.com66

    Big Pharma–backed Matchpoint scores $150M series B, advancing autoimmune asset

    Preclinical Matchpoint Therapeutics has raised a $150 million series B co-led by Nextech Invest and Norwest, with participation from Sanofi Ventures, Atlas Venture, Access Biotechnology and the T1D Fund. The money will advance MPT-062, an oral T cell modulator for autoimmune and inflammatory conditions, into human trials starting next year. Matchpoint also has a July 2025 deal with Novartis, which paid $60 million upfront for its ACE platform and could owe up to $1 billion in milestones plus royalties.

    Why it matters: A large series B funds a first-in-class oral autoimmune program before it reaches human trials, against a market trend favouring later-stage assets.

  3. statnews.com51

    STAT+: Roche inks drug discovery deal with Chinese biotech, focused on molecular glue medicines

    Roche has signed a discovery collaboration with Chinese startup Defand Therapeutics to develop molecular glue medicines for cancer and immune-driven diseases. Financial terms were not disclosed, but a source said the deal could be worth close to $1 billion in upfront fees and milestone payments tied to preclinical, clinical and regulatory goals. Defand will discover and develop multiple drugs under the partnership.

    Why it matters: A big pharma pays a Chinese biotech for discovery-stage molecular glue work rather than late-stage assets.

Oct 7Wed
  1. biocentury.com41

    RougeTx: Reattaching pericytes to stabilize vessels in HHT

    RougeTx, a Naarden, Netherlands-based spinout of Leiden University Medical Center, launched with a $58 million series A co-led by BioGeneration Ventures, Angelini Ventures and Kurma Partners to advance RTX-001 into the clinic. The oral small molecule, designed for once-daily dosing, aims to stabilize blood vessels by reattaching pericytes rather than suppressing angiogenesis in hereditary hemorrhagic telangiectasia. The company will now move RTX-001 toward clinical testing in HHT.

    Why it matters: Series A funds a first-in-class oral approach to a rare vascular disease with no such option named.

Oct 5Mon
  1. biospace.com60

    Lilly doubles down on Gate alliance to unlock new drug class with another $870M+ in biobucks

    Eli Lilly has expanded its alliance with Gate Bioscience in a deal worth up to more than $870 million, adding one new target with the option of a second to their existing collaboration on Gate's Molecular Gate discovery engine for difficult-to-drug extracellular proteins. Gate, which signed an initial deal with Lilly worth up to $856 million in July 2025, will receive an undisclosed upfront payment plus payments on preclinical, clinical and commercial milestones and tiered royalties. Gate leads discovery while Lilly takes an exclusive worldwide license and handles development from later-stage preclinical work through commercialization; no indications have been disclosed.

    Why it matters: Lilly is committing another $870 million to Gate's Molecular Gate platform, deepening a fast-repeat collaboration on a new drug class.

Oct 1Thu
  2. biospace.com54

    Foghorn lays off 40% of staff after Lilly collaboration ends

    Foghorn Therapeutics and Eli Lilly ended their oncology collaboration after Phase 1 data on cancer candidate FHD-909 (LY4050784) showed insufficient efficacy, halting its move into clinical development expansion and a SMARCA2 degrader program. Foghorn is cutting about 40% of its workforce, leaving roughly 65 full-time employees, and will refocus on its proprietary programs including EP300 and CBP degraders. The 2021 deal had brought $300 million upfront plus an $80 million equity investment from Lilly's Loxo Oncology, and the changes should extend Foghorn's cash runway into the second half of 2029.

    Why it matters: A terminated big-pharma oncology alliance triggers pipeline reprioritization, layoffs and a readout on the SMARCA2 synthetic lethality hypothesis.

Sep 30Wed
  1. endpoints.news41

    Merck licenses a KRAS G12D inhibitor for $400M upfront

    Merck is licensing a KRAS G12D inhibitor from entrepreneur and synthetic chemist Tao Hu for $400 million upfront. Hu previously sold a different KRAS G12D inhibitor to AstraZeneca in 2023. Terms beyond the upfront payment and next steps were not disclosed.

    Why it matters: Large upfront licensing deal for a KRAS G12D inhibitor by a repeat seller of such assets.

Sep 29Tue
  1. statnews.com43

    STAT+: AstraZeneca invests $2 billion in Summit Therapeutics

    AstraZeneca has invested $2 billion in Summit Therapeutics, according to the headline of a STAT+ report. Separately, Novo Nordisk licensed a once-weekly oral GLP-1/GIP receptor agonist for obesity from Hengrui Pharma, paying $300 million upfront for global rights outside China, with total deal value of $2.6 billion if milestones are met; the drug is ready for Phase 1 development.

    Why it matters: AstraZeneca's $2 billion Summit stake and Novo's $2.6 billion obesity drug deal both move competitive pharma positioning.

  2. biospace.com45

    Novo adds long-term obesity differentiation in up to $2.6B Hengrui deal

    Novo Nordisk is licensing HRS-1596, Hengrui Pharma's once-weekly oral GLP-1R/GIPR dual agonist ready for Phase 1, paying $300 million upfront with the deal worth up to $2.6 billion in milestones plus royalties. The asset is intended for obesity, type 2 diabetes and other metabolic diseases, and China has already cleared it for a Phase 1 study in weight management and T2D. BMO Capital Markets says the deal is unlikely to change near-term competition but once-weekly oral dosing could offer longer-term differentiation.

  3. BioCentury68

    Merck turns to China-based SciBrunch for KRAS program, pays $400M up front: Deals Report

    Merck & Co. has licensed global rights to SPR2015, a preclinical KRAS G12D molecular glue inhibitor from China-based SciBrunch, paying $400 million up front. The deal follows reported failed M&A negotiations with Revolution Medicines in the $30 billion range, after that company reported in April that daraxonrasib led to a survival benefit in pancreatic cancer patients. Further deal terms for the SciBrunch agreement were not disclosed.

    Why it matters: Large upfront licensing payment by Merck for a preclinical KRAS G12D program after failed Revolution Medicines talks.

Sep 28Mon
  1. biospace.com45

    Merck inks up to $2.13B deal to dine with SciBrunch, gain rights to preclinical KRAS inhibitor

    Merck has licensed exclusive global rights to SciBrunch Therapeutics' preclinical oral KRAS G12D (ON) inhibitor SPR2015, paying $400 million upfront with milestone payments that could bring the total to $2.13 billion. The deal has closed, and Merck recorded a pre-tax charge of $400 million, about 13 cents per share, in Q3. SciBrunch expects SPR2015 to enter human trials by the end of this year. The same day, Merck and Daiichi Sankyo withdrew an accelerated approval request for ifinatamab deruxtecan in extensive-stage small cell lung cancer after the FDA said the data did not support the filing.

    Why it matters: Large licensing deal for a preclinical KRAS G12D inhibitor plus a withdrawn FDA filing shapes Merck's oncology pipeline.

Sep 24Thu
  1. fiercebiotech.com42

    Roche pens backloaded $2B deal with Atavistik to discover allosteric CVRM drugs

    Roche has struck a licensing deal worth up to $2 billion with Atavistik Bio to discover allosteric small molecules for cardiovascular, renal and metabolic diseases. Roche pays $70 million up front, with up to $1.9 billion in milestones; the partners will use Atavistik's AMPS platform, with Atavistik handling discovery and Roche taking over preclinical work and beyond. The deal extends Roche's CVRM push, which includes the zilebesiran partnership with Alnylam, the $3.5 billion purchase of 89bio and the $2.7 billion Carmot takeover.

    Why it matters: Roche pays $70 million up front in a $2 billion deal to enter allosteric cardiometabolic drug discovery.

  2. fiercebiotech.com42

    Lilly puts up $100M, plus billions on the backend, to form 5-target deal with China's InnoCare

    Eli Lilly will pay InnoCare Pharma $100 million in upfront and near-term payments for a five-target drug discovery collaboration, with up to $3.25 billion in potential milestones plus single-digit tiered royalties on net sales. Beijing-based InnoCare will apply its drug discovery platform to targets the partners have not disclosed, beyond saying the programs address critical unmet medical needs. The deal extends a Lilly deal spree funded by GLP-1 cash.

    Why it matters: Large China-US discovery pact shows Lilly continuing its GLP-1-funded deal spree.

Sep 22Tue
  1. FierceBiotech44

    Iambic maintains momentum from string of Big Pharma partnerships by aiming for IPO

    Iambic Therapeutics, a San Diego AI drug discovery biotech, has filed with the SEC to go public after raising a $100 million series B in 2023 and a similar round in November 2025. IPO proceeds would chiefly fund IAM1363, an oral brain-penetrant HER2 inhibitor in a phase 1 study in advanced HER2-altered solid tumors, with a registrational trial planned for early 2027. The company had $207.9 million in the bank at the end of June and partnerships including a Takeda deal worth up to $1.7 billion.

    Why it matters: An AI drug discovery biotech with large pharma deals and $1.7 billion in Takeda biobucks is moving toward an IPO.

Sep 9Wed
  1. statnews.com47

    STAT+: Leukemia drug data suggested a different way to treat diabetes. A new biotech will test that idea

    Kura Oncology is spinning off its menin inhibitor programme into a new company, Caspian Therapeutics, which launches with $50 million in financing led by BVF Partners and joined by Eli Lilly. Animal studies of Kura's menin-targeting leukemia therapy showed the approach also helped control blood sugar, so Caspian will develop menin inhibitors for diabetes and other cardiometabolic diseases, taking its lead small molecule into an early-phase diabetes trial and backing a second candidate. Kura retains about 50% ownership, Kura CEO Troy Wilson becomes executive chair, and Robert Spencer was named to lead Caspian.

    Why it matters: A leukemia-derived menin inhibitor programme enters diabetes via a $50 million spinout with Eli Lilly involvement.

CBACBA Frontier Insights (CFI)Chinese Biopharmaceutical Association (CBA)www.cba-usa.org