科倫藥業(002422.SZ)：默沙東決定終止科倫博泰向其授予的開發、製造和商業化一項臨牀前ADC資產的獨家許可
格隆匯10月23日丨科倫藥業(002422.SZ)公佈，公司的控股子公司四川科倫博泰生物醫藥股份有限公司(以下簡稱“科倫博泰”)於2023年10月21日收到MERCK SHARP & DOHME LLC(連同其聯屬公司，以下合併簡稱“默沙東”)的正式書面通知，其決定(1)終止科倫博泰向其授予的開發、製造和商業化一項臨牀前 ADC 資產的獨家許可；(2)不行使科倫博泰向其授予的獨家選擇權以獲得另一項臨牀前 ADC 資產的獨家許可(以下統稱“除外臨牀前 ADC 資產”)。根據雙方簽訂的協議約定，科倫博泰無義務就上述終止除外臨牀前 ADC 資產的合作向默沙東退還任何已收款項或支付任何款項，默沙東亦無義務就除外臨牀前ADC 資產向科倫博泰支付任何終止費用或須支付任何未來里程碑或特許權使用費。
此前，科倫博泰已與默沙東簽訂三項許可及合作協議，以開發用於癌症治療的多達九項 ADC 資產，包括已推進至臨牀階段的三項 ADC 資產(SKB264、SKB315 和 SKB410)及多達六項臨牀前 ADC 資產。除外臨牀前 ADC 資產均非科倫博泰核心產品或主要產品，科倫博泰將繼續研究、開發、製造及商業化除外臨牀前 ADC 資產，並就除外臨牀前 ADC 資產探索與其他合作伙伴的合作機會。
除上述披露的變動情形外，科倫博泰與默沙東之間的合作無其他變動。科倫博泰與默沙東就三項臨牀階段ADC資產及四項臨牀前ADC資產(“持續性ADC資產”)的合作並未受到影響。科倫博泰在持續性 ADC 資產的研究、開發、製造和商業化方面繼續按計劃進行。默沙東亦向科倫博泰確認，“我們[默沙東]依然致力於與科倫的合作，繼續推進 SKB264/MK-2870、SKB315/MK-1200、一項未披露的一期項目以及其他臨牀前 ADC 項目，將該等候選藥物提供給有需要的患者。我們計劃加速推進 SKB264/MK-2870 的臨牀開發項目，於近期發佈了針對特定非小細胞肺癌患者的三期臨牀試驗的啟動。”另外，科倫博泰與默沙東可以就新靶點 ADC 資產探討其他合作機會。
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