2024年8月，全球医药市场共签署了47项资产授权和合作协议。其中，中国医药市场达成24项交易，包括11项出海交易、3项引进交易，和10项引进交易。
本月中国市场最引人注目的出海交易是同润生物向MSD授权一款Phase ½期资产CN201，首付款7亿美元，总价值13亿美元。值得关注的引进交易是华东医药引进Imbiologics公司资产IMB-101和IMB-102，首付600万美元，总金额3.16亿美元。值得关注的国内交易是艾力斯引进加科思JAB-3312和glecirasib两款资产，首付2100万美元，总金额1.18亿美元。
国际市场上，8月份共签署了23项资产授权和合作协议。最大的一笔交易是MSD与Daiichi Sankyo就前者的HPN823资产达成的合作交易，首付款1.70亿美元。
In August, a total of 47 licensing and cooperation deals were signed globally. Within the China Biotech Industry, 24 deals were signed, including 11 out-licensing deals, 3 in-licensing deals, and 10 domestic deals.
Notably, the top out-licensing deal of the month was between Curon Biopharmaceutical and Merck & Co., involving the Phase I/II asset CN201. This high-profile agreement is valued at $1.3 billion, with an upfront payment of $700 million. The most prominent in-licensing deal was the $316 million deal between Imbiologics and Huadong Medicine for IMB-101 and IMB-102, which included an upfront payment of $6 million. The standout domestic deal was between Jacobio Pharmaceuticals and Allist Pharmaceuticals for the licensing of JAB-3312 and glecirasib, valued at $118 million with an upfront payment of $21 million.
On a global scale, 23 licensing and cooperation deals were concluded. Among these, the agreement between Merck & Co. and Daiichi Sankyo for HPN823 was notable, featuring an upfront payment of $170 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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