2024年10月，全球医药市场共签署了73项资产授权和合作协议，同比9月的60项增加了22%。中国市场达成15项交易，包括7项出海交易、1项引进交易和7项国内交易，低于9月份的19项。
本月中国市场最引人注目的出海交易是GSK收购恩沐生物一款Phase1/2资产CMG1A46，首付3亿美元，总价值8.5亿美元。唯一的一项引进交易是普米斯就Talem Therapeutics肿瘤资产TATX-20达成的许可交易。最领先的国内交易是百奥泰与吉瑞医药就乌司奴单抗生物类似药达成的授权交易，首付850万美元，总价值1.1亿美元。
国际市场上，10月份共签署了58项资产授权和合作协议，同比9月的41项大幅增长。最大的一笔交易是Recordati收购赛诺菲已上市药物sutimlimab，首付款8.5亿美元，总价值11亿美元。
In October, a total of 73 licensing and cooperation deals were signed globally, marking an increase from September's 60 deals. In China’s biotech industry, 15 of these deals were signed, consisting of 7 out-licensing, 1 in-licensing, and 7 domestic agreements.
The top out-licensing deal of the month was between Chimagen Biosciences and GSK for the Phase I/II asset CMG1A46, valued at $850 million, with an upfront payment of $300 million. The sole in-licensing deal was between Talem Therapeutics and Biotheus for the oncology asset TATX-20, while the top domestic deal was between Bio-Thera Solutions and Gedeon Richter Pharmaceutical for an ustekinumab biosimilar, totaling $110 million with an $8.5 million upfront payment.
Globally, 58 licensing and cooperation deals were finalized, up from 41 deals from the previous month. The largest global deal was an asset acquisition between Sanofi and Recordati for the approved asset sutimlimab, valued at $1.1 billion, including an $850 million upfront payment.
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融资、资产跨境交易和资产孵化等。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，在美国、欧洲、东南亚等地均设有分部。雅法在生物医药跨境授权及并购业务交易数量连续多年排名第一。
About YAFO Capital
Founded in 2013, YAFO Capital is a Shanghai based boutique investment and advisory firm, with professional team in our China, U.S., EU and SEA 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. Over the past five years, YAFO has been ranked as the No. 1 advisor for China cross border licensing transactions. For more information, please visit www.yafocapital.com
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