2024年5月，全球医药市场共签署了63项资产授权和合作协议，较4月份的28项有显著增加。其中，中国医药市场共达成16项交易，包括11项出海交易（4月仅有1项）、2项引进交易和3项国内交易。本月中国市场最重要的交易来自恒瑞医药和Hercules CM NewCo就GLP-1产品组合达成的资产出海交易，首付款1亿美元、总价值60.35亿美元。
国际市场上，5月份共签署了47项资产授权和合作协议。最大的一笔交易是Sanofi与Novavax就NVX-CoV2373和Matrix-MTM佐剂达成的授权交易，首付款5亿美元，总价值12亿美元。
In May, 63 licensing and cooperation agreements were finalized worldwide, marking a significant increase from the previous month. Within the China Biotech Industry, there were 11 out-licensing deals, 2 in-licensing deals, and 3 domestic agreements. The high value of deals, especially those involving Chinese companies, suggests that there is significant innovation and valuable intellectual property coming out of China. The standout deal of the month was an out-licensing agreement between Hengrui Pharmaceuticals and Hercules CM NewCo, valued at $6,035 million with an upfront payment of $100 million.
Globally, 47 licensing and cooperation deals were completed. The most notable agreement was between Novavax and Sanofi for NVX-CoV2373 and the Matrix-M™ adjuvant, with a total deal value of $1,200 million and an upfront payment of $500 million.
2b. In-Licensing Deals
2c. Domestic Licensing Deals
雅法资本成立于2013年，作为新型投资和投行咨询机构，致力于中国及海外生物医药项目的投资、融资服务、产品引进和资产孵化等。雅法在生物医药跨境授权及并购业务领域过往三年交易数量排名第一。旗下雅法基金联合药企进行资产投资和并购，雅法全球医疗专注于医药产品跨境及国内授权交易。基于雅法在全球广泛的人脉与资源网络，在过去十年成功推进了大量的海外项目进入中国市场并协助多个中国产品完成海外授权。雅法拥有经验丰富的全球交易团队，覆盖美国、日本 、欧洲等全球主要医药创新区域。核心合伙人均为华尔街资深投行人士或具有跨国药企经历，为客户交易提供强力支持。雅法总部位于上海，在伦敦、洛杉矶、东京、米兰、剑桥等地均设有分部。
Founded in 2013, YAFO Capital is a Shanghai based boutique investment and advisory firm, with professional team in our China, U.S., and London offices. Partnering with Pharmaceutical companies, YAFO Fund mainly invests in global assets. YAFO Life Sciences is a leading advisory boutique focused on asset transactions. YAFO has built a strong proven track record and closed dozens of in-licensing and out-licensing transactions with global pharma and biotech companies. YAFO has been ranked as the No. 1 advisor for China cross border licensing transactions in the past three years. For more information, please visit www.yafocapital.com
Event Name: ACCESS CHINA Networking & Gathering @BIO
