Pictured: Signage outside Pfizer's office in Canada/iStock, JHVEPhoto

图为辉瑞（Pfizer）加拿大办事处外的标牌/伊斯托克（iStock），JHVEPhoto

Pfizer on Thursday entered into an exclusive license agreement with Massachusetts-based biotech Nona Biosciences to develop the mesothelin-targeting antibody-drug conjugate HBM9033 in solid tumors.

辉瑞公司于周四与总部位于马萨诸塞州的生物技术非生物科学公司（biotech Nona Biosciences）签订了独家许可协议，以开发实体瘤中靶向间皮素的抗体-药物偶联物HBM9033。

Under the deal, Pfizer will pay Nona $53 million in upfront and near-term payments and will pledge up to $1.05 billion in certain development and commercial milestones. Nona will also be eligible for tiered royalties on net sales, ranging from high-single digits to the high teens.

根据该协议，辉瑞将向诺纳支付5300万美元的预付款和近期付款，并承诺在某些开发和商业里程碑中提供高达10.5亿美元的资金。Nona还将有资格获得净销售额的分层版税，从高个位数到高十几岁不等。

Thursday’s licensing agreement is centered on HBM9033, an investigational antibody-drug conjugate (ADC) that targets the human mesothelin protein, which is a known tumor-associated antigen that is typically highly expressed in different solid tumors.

周四的许可协议以HBM9033为中心，HBM9033是一种针对人间皮素蛋白的研究性抗体-药物偶联物（ADC），间皮素蛋白是一种已知的肿瘤相关抗原，通常在不同的实体瘤中高度表达。

Preclinical studies have demonstrated “superior potency and safety” of HBM9033 in various tumor models, making the candidate a “potential globally best-in-class therapeutic option,” according to Nona’s announcement on Thursday. In August 2023, Nona announced that the FDA had cleared its Investigational New Drug application for HBM9033, allowing the candidate to enter clinical studies..

根据诺纳周四的声明，临床前研究表明，HBM9033在各种肿瘤模型中具有“优越的效力和安全性”，使该候选人成为“潜在的全球最佳治疗选择”。2023年8月，Nona宣布FDA已批准其针对HBM9033的研究性新药申请，允许候选人进入临床研究。。

HBM9033 was developed using Nona’s Harbour Mice platform, which leverages the company’s two proprietary transgenic mouse platforms that it uses to produce human therapeutic antibodies. According to the biotech’s website, these mouse platforms have “extensive potential for generating both conventional as well as the next-gen biologics.”.

HBM9033是使用Nona的Harbor小鼠平台开发的，该平台利用该公司的两个专有转基因小鼠平台，用于生产人类治疗性抗体。根据生物技术公司的网站，这些鼠标平台具有“产生常规和下一代生物制剂的广泛潜力”。

Nona Chairman Jingsong Wang in a statement said that the partnership with Pfizer is a “significant milestone” for Harbour Mice and affirms Nona’s capabilities for discovering and developing therapeutic antibodies.

Nona董事长王劲松在一份声明中表示，与辉瑞的合作对于港口小鼠来说是一个“重要的里程碑”，并肯定了Nona发现和开发治疗性抗体的能力。

For Pfizer, Thursday’s contract with Nona comes on the heels of its $43 billion acquisition of ADC pioneer Seagen, which it closed on the same day.

对于辉瑞来说，周四与诺纳的合同是在其斥资430亿美元收购ADC先锋Seagen之后签订的，该公司于同一天完成了收购。

Announced in March 2023, Pfizer’s buyout of Seagen will enrich the pharma’s cancer ADC portfolio with four FDA-approved drugs—including Adcetris (brentuximab vedotin), indicated for Hodgkin lymphoma and Padcev (enfortumab vedotin-ejfv), for the treatment of locally advanced or metastatic urothelial cancer—as well as nearly a dozen new molecules and an ADC development platform..

2023年3月宣布，辉瑞收购Seagen将丰富制药公司的癌症ADC组合，其中包括四种FDA批准的药物，包括Adcetris（brentuximab vedotin），用于霍奇金淋巴瘤和Padcev（enfortumab vedotin ejfv），用于治疗局部晚期或转移性尿路上皮癌以及近十几种新分子和ADC开发平台。。

The deal attracted antitrust scrutiny, with the FTC requesting more information in July 2023. However, the acquisition cleared all regulatory hurdles earlier this week.

该交易引起了反垄断审查，联邦贸易委员会于2023年7月要求提供更多信息。然而，本周早些时候的收购扫清了所有监管障碍。

Pfizer’s big investments in ADCs come as the company weathers tough financial times. On Wednesday, Pfizer revealed its 2024 outlook announcing that its expected revenues would only be flat or could even fall compared to this year’s. In its third-quarter 2023 earnings report, the company posted a 42% drop in revenues compared to the prior year, marking its first quarterly loss since 2019..

辉瑞（Pfizer）对ADC的大量投资正值该公司度过艰难的金融时期。周三，辉瑞（Pfizer）公布了2024年的前景，宣布其预期收入与今年相比只会持平，甚至可能下降。在2023年第三季度的盈利报告中，该公司的收入比上年下降了42%，这是自2019年以来的首次季度亏损。。

In October 2023, Pfizer launched a sweeping cost-cutting program, including layoffs, which originally was designed to generate $3.5 billion in savings through 2024 but which is now targeting to save $4 billion.

2023年10月，辉瑞公司启动了一项大规模的成本削减计划，其中包括裁员，该计划最初旨在到2024年节省35亿美元，但现在的目标是节省40亿美元。

Tristan Manalac is an independent science writer based in Metro Manila, Philippines. He can be reached at tristan@tristanmanalac.com or tristan.manalac@biospace.com.

特里斯坦·马纳拉克（TristanManalac）是一位独立的科学作家，总部位于菲律宾马尼拉。联系方式tristan@tristanmanalac.com或tristan.manalac@biospace.com.