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李氏大藥廠(00950.HK)擬攜手美國IACTA合作開發IC-265及IC-270
格隆匯 05-08 19:25

格隆匯5月8日丨李氏大藥廠(00950.HK)公告,於2020年5月4日,公司間接非全資附屬公司兆科(香港)眼科藥物有限公司與IACTA Pharmaceuticals,Inc.(一間專注眼科藥品的美國醫藥公司,為治療大量醫療需求未得到滿足的疾病而開發新型作用機制的藥物)就於中國及東南亞其他國家開發、製造及商品化IC-265及IC-270的獨家權利訂立一份具法律約束力的意向書。訂約雙方計劃在全球合作開發IC-265及IC-270,方式為透過成立聯合開發委員會以監察及指導該等資產的開發。

IC-265目前在美國用於治療乾眼症的二期開發,是一種具有廣泛抗炎及抗過敏作用的專有、高選擇性及強效的Syk激酶抑制劑。由於Syk為激活眼部炎症或免疫級聯反應的關鍵起點,Syk激酶抑制劑能夠阻斷引起不同眼科疾病(包括乾眼)的多種下游信號傳導途徑。

全球乾眼症的患者估計約為3.44億人,而到2025年全球市場的估計規模約77億美元。中國乾眼症的發病率介於21%至30%之間,與其他亞洲國家相若,但高於歐洲及美國。尤其是陝西、青海及新疆等中國西北地區,發病率高達59%。高發病率代表着中國與周邊亞洲市場藴藏重大商機,而這將受智能手機及電腦的普及而進一步推動。

IC-270為IC-265及抗組胺劑的固定劑量複方製劑,用於治療炎症性眼病(包括過敏性結膜炎)。兆科眼科認為,此獨特複方製劑將同時解決現有療法無法企及的多種眼部主要炎症症狀。兆科眼科將在該地區率先開展其監管審批所需的臨牀開發活動(及IC-265的臨牀開發活動)。

董事會確認,IACTA與兆科眼科將根據意向書所描述而進行的合作將具有高度協同性及互利性,乃由於此合作利用了各方的互補優勢、資源及專業知識。授權安排鬚受限於籤立具法律約束力的交易協議。IACTA及兆科眼科擬於2020年第三季度前完成交易。

據悉,IACTA是一家位於加利福尼亞州並由世界領先的眼部護理公司Allergan的前任高級職員領導的眼科藥物公司。IACTA目前為把握重大市場機遇而正在開發六種產品。IACTA擁有兩大主要產品,即IC265(用於乾眼)及IC270(用於過敏性結膜炎),兩種產品均預計於2021年完成二期臨牀研究。

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