2014年10月2日讯 /生物谷BIOON/ --一年多前,日本制药巨头安斯泰来(Astellas)终止了与美国生物制药公司Ambit BioSciences在一个急性髓性白血病(AML)药物quizartinib上的合作。而近日,另一家日本制药公司第一三共(Daiichi Sankyo)却相中了该药,已计划耗资4.1亿美元收购Ambit。目前,该笔交易已获Ambit董事会一致批准。复发性急性髓性白血病(AML)是一个严重未获满足的医疗领域,过去30多年来一直没有新的疗法上市。第一三共认为,此举将扩充其现有肿瘤学管线,并增强其在肿瘤学领域的存在。
Ambit公司曾上榜Fierce网站《2006年最热门生物技术公司》榜单,专注于研发激酶抑制剂类药物,但与安斯泰来合作告吹之后,境况一落千丈。
根据协议,第一三共将支付3.15亿美元现金(约合每股15美元),其余款项为基于商业化相关的或然价值权(contingent value right,CVR),该CVR价值为每股4.5美元。该笔交易将使Ambit的股东非常开心,该公司周五收盘价为每股8.2美元,而该笔收购,仅现金部分已经溢价高达83%。
此次收购,第一三共是奔着Ambit公司的急性髓性白血病(AML)药物quizartinib(AC220)而来。在2012年底,Ambit公布了2组复发性FLT3-ITD阳性AML患者治疗结果,数据表明患者经quizartinib治疗后表现出缓解的迹象,各组中约一半的患者实现了复合完全缓解(composite complete response),但该研究未设置对照组。
Ambit专注于发现和开发激酶抑制剂类药物,抑制在肿瘤、自身免疫性疾病、炎症性疾病中发挥重要作用的激酶。该公司在临床研究中走的最远的是一种AML实验性药物quizartinib,目前正处于III期临床,用于FLT3-ITD突变阳性AML及经一线治疗(合并造血干细胞移植HSCT)后病情复发或难治性AML患者的治疗。与FLT3-ITD阴性AML相比,阳性AML预后更差。
第一三共表示,此次收购,将进一步增强该公司在肿瘤学领域的存在,quizartinib将无缝融入其现有的肿瘤学管线。复发性急性髓性白血病(AML)是一个远未满足的医疗需求,过去30年无新的药物获批。(生物谷Bioon.com)
英文原文;Daiichi Sankyo bags leukemia drug in $410M Ambit buyout
About 18 months after Astellas dumped its development partnership with Ambit Biosciences on a now late-stage drug for acute myeloid leukemia, Daiichi Sankyo has stepped in to snap up the San Diego-based biotech for up to $410 million. The deal helps beef up the Japanese company's oncology pipeline.
Daiichi Sankyo is paying $315 million in cash--or $15 a share--for Ambit ($AMBI), with the rest in contingent value rights based on commercialization goals. The CVR is worth $4.50.
The deal is bound to please many Ambit shareholders, who saw the stock price close Friday at $8.20. The cash portion of the buyout deal represents an 83% premium over the close.
The prime asset that drove this deal was Ambit's quizartinib (AC220).
At the end of 2012, Ambit, a 2006 Fierce 15 company, reported that two cohorts of relapsed AML patients who were FLT3-ITD-positive demonstrated signs of a response to the drug. About half of each group had a "composite complete response" and one in three "FLT3-ITD positive patients who had relapsed or were refractory after two prior lines of treatment or after a prior hematopoietic stem cell transplant received a potentially curative HSCT following treatment with quizartinib." There was no control arm in the study.
Ambit has stumbled badly along the way. The biotech was forced to take a big discount when it went public shortly after the Astellas pact fell through, pricing shares at $8 in the spring of 2013. Its final venture round raised $50 million, with OrbiMed Advisors joined Aisling Capital, Apposite Healthcare, GIMV, GrowthWorks, Forward Ventures, MedImmune Ventures, Radius Ventures and Roche Ventures in the round.
"The acquisition of Ambit Biosciences further builds our presence in oncology to ensure we are delivering on our goal of providing world-class, innovative pharmaceuticals in core areas of unmet medical need," said Daiichi Sankyo CEO Joji Nakayama. "Long-term success in oncology depends upon three pillars fostering development of our in-house molecules, exploring mutually beneficial partnerships and executing strategic purchases, such as Ambit Biosciences, which follows our acquisitions of U3 Pharma and Plexxikon."