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赛诺菲与再生元深化合作,交易金额高达 80 亿美元Sanofi, Regeneron Seal Deeper Partnership Worth Up to $8 Billion

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阿什利·弗隆(Ashleigh Furlong)报道:赛诺菲与再生元制药公司(Regeneron Pharmaceuticals)正在扩大双方的合作,这笔交易可能使这家美国制药商获得高达 8 亿美元的资金。

Sanofi and Regeneron Pharmaceuticals are expanding their partnership in a deal that could see the US drugmaker receive as much as $8 billion.

两家公司于周四表示,根据新安排,赛诺菲和再生元将共同开发和商业化四种用于免疫系统相关疾病的新型抗体药物。

Under the new arrangement, Sanofi and Regeneron will co-develop and co-commercialize four new antibody drugs for diseases related to the immune system, the two companies said Thursday.

赛诺菲此前曾表示,正在就扩大与再生元的合作进行谈判。这家法国制药商目前最畅销的皮肤病和哮喘药物 Dupixent 就是双方早期合作的产物。

Sanofi had previously indicated it was in talks over widening its work with Regeneron. The French drugmaker’s current top-selling skin and asthma drug Dupixent came out of an earlier collaboration with the US firm.

赛诺菲新任首席执行官贝伦·加里霍(Belén Garijo)面临着巨大的压力,需要在 2030 年代初 Dupixent 专利开始到期时填补将要失去的收入。

Sanofi’s new Chief Executive Officer Belén Garijo is under pressure to replace revenues that will be lost when patents for Dupixent begin expiring in the early 2030s.

扩大与再生元的合作一直是分析师指出的一种选择。加里霍今年表示这是赛诺菲的意图,但也指出了双方关系中存在的一些挑战。再生元曾因信息共享问题起诉赛诺菲,但两家公司周四表示,他们现在已经解决了这起诉讼。

Expanding the collaboration with Regeneron had been one option flagged by analysts. Garijo indicated this year that was Sanofi’s intention but had pointed to challenges with the relationship. Regeneron sued Sanofi over its sharing of information but the two companies said Thursday they have now settled the litigation.

根据最新协议的条款,再生元将获得 10 亿美元的前期付款,并有可能获得高达 7 分之几(应为 70 亿美元,原文为 7 billion)的额外里程碑付款。两家公司将分担开发和商业化成本,并平分未来的利润。

Under the terms of the latest accord, Regeneron will receive an upfront payment of $1 billion with the potential for additional milestone payments of as much as $7 billion. The companies will share development and commercialization costs and split future profits equally.

在这四种长效抗体中,有一种已经处于特应性皮炎的早期试验阶段,而另外三种将于 2027 年开始在患者身上进行测试。再生元还将有权在赛诺菲的实验性药物 lunsekimig 完成针对致命肺部疾病慢性阻塞性肺病的后期试验后,将其纳入合作伙伴关系。

Of the four long-acting antibodies, one is already in early stage trials for atopic dermatitis, while the other three will start being tested in patients in 2027. Regeneron will also have the option to include Sanofi’s experimental drug lunsekimig in the partnership after it finishes late-stage trials for the deadly lung condition chronic obstructive pulmonary disease.

在前任首席执行官保罗·赫德森(Paul Hudson)掌舵期间,这家制药商遭遇了几次临床试验失败,这给加里霍带来了更大的压力,迫使其必须寻找替代 Dupixent 即将失去的收入来源。赛诺菲曾表示,其可能会寻求后期的并购(M&A),并强调罕见病是一个重点领域。

Previous CEO Paul Hudson was at the helm when the drugmaker suffered several failures in clinical trials, adding pressure on Garijo to replace revenues that would soon be lost from Dupixent. Sanofi has indicated it could pursue late-stage M&A and highlighted rare diseases as a focus.