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金斯瑞生物科技(01548.HK):附屬蓬勃收到禮新醫藥超2億美元付款

格隆匯6月30日丨金斯瑞生物科技(01548.HK)發佈公告,根據此前公告,內容有關南京蓬勃和禮新訂立的經重述及經修訂許可協議,根據該協議,南京蓬勃同意授予禮新(其中包括)一項獨家全球可轉讓許可(包含分許可權),許可專利披露抗PD-1單域抗體和相關專有技術,由此禮新可針對許可專利進行開發、生產、商業化及以其他方式應用許可產品,以用於全球所有用途。

截至2025年6月27日,南京蓬勃及鎮江蓬勃生物科技有限公司(公司非全資附屬公司,與南京蓬勃統稱“蓬勃”)已收到經重述及經修訂許可協議項下約2.138億美元(扣除代扣代繳所得稅後)的付款。該等付款由下列各項組成:(i)首付款;(ii)達成首個里程碑獲得的里程碑付款;(iii)與經重述及經修訂許可協議項下經許可的抗PD-1單域抗體有關的分許可收入。抗PD-1單域抗體被用於禮新開發的在研PD1/VEGF雙特異性抗體LM-299,該雙特異性抗體LM-299已獲得新藥臨牀研究批準。該等款項的到賬將進一步充盈蓬勃的現金儲備並增強其核心競爭力。

經重述及經修訂許可協議項下經許可的抗PD-1單域抗體顯示出對人體和食蟹猴(cyno)PD1的高效、特異性結合,能強效阻斷PD1/PD-L1整合,並在齧齒動物療效模型中抑制腫瘤生長,其效力可比默克開發和銷售的免疫療法Keytruda,同時,其也表現出理想的CMC(化學、生產與控制)成藥性。

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