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葛兰素史克51亿美元收购Tesaro,重返肿瘤领域

医药魔方 医药魔方 来源:医药魔方
2018-12-04
PARP
原文

12月3日,GSK公司宣布以51亿美元的价格收购Tesaro ,并获得了口服PARP抑制剂Zejula(niraparib)的所有开发及商业权利。GSK 首席执行官 Emma Walmsley表示,这次收购对公司的肿瘤产品管线的布局具有战略性意义。


Niraparib结构式


Zejula当前已被美国和欧洲批准用于治疗对铂类药物化疗有响应的复发型卵巢癌成人患者(无需考虑患者BRCA突变或生物标志物状态)。此外,一项代号为PRIMA的评估Zejula单药或者与其他药物联用作为一线疗法对所有意向治疗患者的临床试验也正在进。该研究的结果预计将于2019年下半年公布。

 

GSK认为PARP抑制剂为多种类型肿瘤的治疗提供了重要的机会。除卵巢癌外,Zejula目前也作为单药或与其他药物联用正在肺癌、乳腺癌和前列腺癌中开展研究,联用药物包括Tesaro自家的抗PD-1抗体(dostarlimab,以前称为TSR-042)。

除Zejula外,Tesaro还有多个肿瘤学资产,包括针对PD-1、TIM-3和LAG-3靶点的抗体。

 

GSK首席科学官兼研发总裁Hal Barron说:“我认为PARP抑制剂是重要的药物,可它对癌症患者的疗效尚未得到应有的重视。”“Zejula第三季度的销售额为6300万美元,分析师估计全年收入为2.4亿美元,到2023年将增至10亿美元。市场上还有其他三种PARP抑制剂,包括阿斯利康和“默沙东的 Lynparza(olaparib),第三季度收入为1.69亿美元,Clovis Oncology的Rubraca(rucaparib)在同期销售额约为2300万美元。

 

GSK首席执行官EmmaWalmsley表示:“收购Tesaro将加速我们的制药业务,加快我们的肿瘤管线和商业蓝图的建设,同时提供新的科学能力。这种组合将支持我们实现长期可持续增长的目标,并与我们的资本分配优先计划保持一致。我们期待与才华横溢的Tesaro团队合作,为患者带来有价值的新药。”

 

不过对于此次收购也有质疑的声音。Liberum Capital分析师GrahamDoyle表示,纵使GSK需加强其管线,“鉴于Tesaro面临的和其他PARP抑制剂的竞争现状、以及其现有肿瘤管线的相对缺乏现状,收购并不一定是个好的举措。 ”收购事件新闻报道后,GSK股价立即下跌7%。

 

根据协议,葛兰素史克将以每股75美元的价格收购Tesaro,相当于该公司11月30日(上周五)的收盘价溢价约62%。上个月,Tesaro的股票大幅上涨,有消息称该公司在获悉“dostarlimab和抗TIM-3抗体TSR-022联合疗法在用于接受过PD-1治疗但疾病进展的非小细胞肺癌患者的临床结果后,正考虑将该资产卖出。

 

强生公司于2016年获得了Zejula前列腺癌适应症的独家权利,该交易可能价值高达4.5亿美元,前者还对Tesaro进行了5000万美元的股权投资。

 

机器翻译

On December 3, GSK announced the acquisition of Tesaro for US $5.1 billion and obtained all development and commercial rights for the oral PARP inhibitor Zejula (niraparib).GSK CEO Emma Walmsley said that the acquisition has strategic implications for the company's oncology product pipeline layout.

niraparib structural formula

Zejula is currently approved in the United States and Europe for the treatment of adult patients with recurrent ovarian cancer who have responded to platinum-based chemotherapy (without regard to patient BRCA mutation or biomarker status).In addition, a clinical trial to evaluate Zejula alone or in combination with other drugs as first-line therapy for all intention-to-treat patients, code-named PRIMA, is also in progress.The results of the study are expected to be published in the second half of 2019.

GSK believes that PARP inhibitors provide important opportunities for the treatment of many types of tumors.In addition to ovarian cancer, Zejula is currently being studied as a single agent or in combination with other drugs in lung, breast, and prostate cancers. Combination drugs include Tesaro's own anti-PD-1 antibody (Dostarlimab, formerly known as TSR-042).

Tesaro has multiple oncology assets in addition to Zejula, including antibodies against PD-1, TIM-3, and LAG-3 targets.

GSK Chief Scientific Officer and President of R & D Hal Barron said: "I think PARP inhibitors are important drugs, but its efficacy on cancer patients has not received due attention."" Zejula's sales in the third quarter were $63 million, and analysts estimate annual revenue to be 2.$400 million, which will increase to $1 billion by 2023.There are three other PARP inhibitors on the market, including AstraZeneca and "Lynparza (olaparib) of Merck, with a third-quarter revenue of 1.For $6.9 billion, Clovis Oncology's Rubraca (rucaparib) sold about $23 million over the same period.

GSK CEO Emma Walmsley said: "The acquisition of Tesaro will accelerate our pharmaceutical business and accelerate the construction of our oncology pipeline and business blueprint while providing new scientific capabilities.This mix will support our goal of long-term sustainable growth and be consistent with our capital allocation priorities.We look forward to working with the talented Tesaro team to bring valuable new drugs to patients."

but there are also doubts about this acquisition.Graham Doyle, analyst at Liberum Capital, said that even if GSK needs to strengthen its pipeline, "Given the current status of Tesaro's competition with other PARP inhibitors and the relative lack of its existing oncology pipeline, the acquisition is not necessarily a good move.GSK shares fell 7% immediately after the acquisition news.

Under the agreement, GlaxoSmithKline will acquire Tesaro at $75 per share, equivalent to the company's closing price premium of about 62% on November 30 (Friday).Last month, Tesaro's stock rose sharply, and it was reported that the company was considering selling the assets after learning that "Dostarlimab and anti-TIM-3 antibody TSR-022 combination therapy is used for the clinical outcome of patients with non-small cell lung cancer who have undergone PD-1 treatment but the disease progresses.

Johnson & Johnson acquired exclusive rights to Zejula's indications for prostate cancer in 2016 and the transaction may be worth as much as 4.$500 million, the former also made $50 million equity investment in Tesaro.

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