貝達藥業(300558.SZ)：擬投資引進CFT8919項目
格隆匯5月30日丨貝達藥業(300558.SZ)公佈，2023年5月29日，貝達藥業股份有限公司第四屆董事會第五次會議審議通過《關於投資引進CFT8919項目的議案》。為進一步深化公司在非小細胞肺癌(NSCLC)領域的佈局，加強和國際創新藥公司的合作，發揮雙方協同優勢，公司擬與C4 Therapeutics, Inc.(NASDAQ:CCCC，簡稱“C4T”)簽署《許可與合作協議》(簡稱“《許可協議》”)，公司將以自有資金支付C4T1000萬美元的首付款，取得在中國(包括香港、澳門和台灣地區，簡稱“授權地區”)開發、製造和商業化CFT8919的獨家權利，並可獲得前述區域以外約定比例的銷售提成；同時，公司擬通過全資子公司貝達投資(香港)有限公司(簡稱“貝達香港”)與C4T簽署《股權認購協議》，以2500萬美元認購C4T增發的5,567,928股普通股(以下簡稱“本次交易”)。
CFT8919是一種具有口服生物利用度的變構BiDAC™降解劑，對攜帶EGFRL858R突變具有良好的活性和選擇性。在臨牀前研究中，CFT8919在EGFR L858R驅動的NSCLC的體內外模型中具有活性，可靶向廣泛的在靶耐藥突變並有顱內活性，具有預防或治療這些患者腦轉移的潛力。CFT8919通過與L858R突變的變構位點結合，展示出突出的選擇性，同時對像T790M和/或C797S突變的EGFR繼發耐藥突變有效。此外，CFT8919不僅對攜帶L858R單突變、而且對奧希替尼、厄洛替尼耐藥後產生的L858R繼發耐藥突變，均具有很好細胞增殖抑制活性，同時展示出良好的EGFR野生型選擇性。
根據《許可協議》，公司將取得在授權地區開發、生產和商業化CFT8919的獨家權利，並可獲得前述區域以外約定比例的銷售提成；同時，根據《股權認購協議》，貝達香港將以2500萬美元認購C4T增發的5,567,928股普通股。
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