The best news in biotech w/c June 3rd

The best news in biotech w/c June 3rd

Welcome to the inaugural edition of Bio-weekly! A weekly summary of the latest positive news in biotech, from fundraises to clinical readouts, exciting science and everything in-between. Stop by each week for a snapshot of the previous 7 days' worth of good news in the biotech world.

🤝 Deals deals deals…

  • Eli Lilly and Company paid QurAlis $45M for global rights to a neurodegeneration preclinical antisense oligonucleotide (ASO) drug targeting ALS and #dementia Link

  • Merck Group signed a multi-target deal with Biolojic Design, Ltd. worth up to $376M to leverage an AI platform to develop #ADCs for oncological and immunological indications Link

  • After an 11 month collaboration, GSK is buying Elsie Biotechnologies and its #oligonucleotide platform for $50M Link

  • Ipsen agreed to pay Marengo Therapeutics up to $1.2B for access to its T-cell engager platform for targeting immunologically cold tumors that are typically resistant to immunotherapies Link

These deals come amid a report from Ernst & Young stating that Pharma companies have a record $1 trillion to deploy on new biotech innovation deals... But are waiting for interest rates to come down before Link

💸 Public and private investments...

  • Clinical stage epilepsy biotech Rapport Therapeutics talked up a $122M IPO earlier in the week, before announcing an upsized $154B offering a few days later. The IPO window seems to remain very much ajar! Link

  • Riding the radiopharmaceutical wave, Australian biotech Telix Pharmaceuticals Limited announced it is targeting a $200M IPO in the US Link

  • Not to miss out on the radiopharma fun, Germany's ITM Isotope Technologies Munich SE raised $273M to fund its development of the targeted radiation therapies for cancer, one of the largest private investment rounds in Europe to date. Link

  • Hot off the back of positive phase 2 data for a GLP-1 obesity trial (see below), Structure Therapeutics followed the news with an upsized $476M public offering! Link

It was a quiet week in terms of private US biotech raises, as fundraising conditions remain challenging.

👩⚕️ Positive clinical readouts... 

  • Arrowhead Pharmaceuticals secured positive phase 3 data in a trial for its RNAi drug plozasiran which reduced triglycerides in patients with a rare metabolic disease that prevents the body from breaking down fats Link

  • Structure Therapeutics oral GLP-1 showed a 6% reduction in body weight at 12 weeks in a phase 2a study with low discontinuations and a favorable safety profile. The race to #obesity market domination continues to heat up, watch out Eli Lilly and Company, Novo Nordisk .. Link

  • BridgeBio's dwarfism drug showed to increase height in children, demonstrating its daily oral FGFR3 inhibitor infigratinib may have an edge over BioMarin Pharmaceutical Inc. 's approved dwarfism therapy Voxzogo. Link

  • Alkermes posted positive phase 1b data showing its narcolepsy drug offers similar benefits to Takeda's despite being administered less frequently Link

  • Annexon Biosciences 's mAb therapy ANX005 reduced disability in patients with Guillain-Barré syndrome (GBS), a rare autoimmune disorder, meeting the main goal of a phase 3 trial. Link

  • Viking Therapeutics, Inc. reported positive phase 2 data for its metabolic dysfunction-associated steatohepatitis (MASH) drug VK2809, although it will be difficult to differentiate in the competitive space Link

  • Gilead Sciences tout positive 2 year data from for a liver disease drug it spent on $4.3B in its acquisition of CymaBay Therapeutics earlier this year Link

  • Vir Biotechnology, Inc. hepatitis D combination therapy has shown early efficacy in results from a phase 2 trial, posing a threat to Gilead Sciences' attempt to capture the market. Link

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