Celgene Adds Cell Therapies From Immatics With Bristol Sale in Sight


2019-08-29 11:37:00 Xconomy


Even as its sale to Bristol-Myers Squibb (NYSE: BMY) inches closer to completion, Celgene—long known for its web of biotech partnerships—has inked another alliance. Celgene (NASDAQ: CELG) will co-develop three cell therapies for cancer with Immatics, a German biotech with ties to MD Anderson Center Center in Houston. Celgene will pay Immatics $75 million in cash up front to start the deal. Each of the three programs could net Immatics another $505 million apiece in downstream payments, though that cash may never materialize. Celgene will have options to grab rights to each program and assume the costs of development. The deal centers around a form of immunotherapy being developed by Immatics known as T cell receptor (TCR) therapy. These treatments are similar to the CAR-T therapies that first came to market in 2017 and modify a patient’s own immune cells to seek out and destroy tumors. But the approved CAR-T therapies only work for a fraction of patients with a few blood cancers, and face significant logistical hurdles and other commercial questions. Immatics is one of the companies trying to broaden the reach of cell therapy by focusing on TCR. Unlike CAR-T, TCR treatments are meant recognize targets inside a tumor cell, whereas CAR-T therapies can only get at targets on the surface of cancer cells. Several companies, like Gilead Sciences (NASDAQ: GILD), Novartis (NYSE: NVS), and TCR² Therapeutics are developing TCR treatments. But few have advanced into clinical studies thus far. Celgene has already bet on the future of cell therapy by buying CAR-T developer Juno Therapeutics in 2018 and aligning itself with Bluebird Bio (NASDAQ: BLUE). That focus is continuing even as the company barrels towards its $74 billion sale to Bristol, a deal that should close by the end of the year. In selling the combination to shareholders earlier this year, the New York pharma pointed to the sales potential of the Bluebird multiple myeloma cell therapy bb2121 and the Juno CAR-T for lymphoma liso-cel. The Immatics deal stocks Celgene with three more cell therapy programs being developed for solid tumors. Immatics, meanwhile, already has alliances in place with Roche, Amgen, Genmab, and MorphoSys to develop different types of cancer immunotherapies. The company launched a US division in 2015 based on research at MD Anderson.
尽管出售给百时美施贵宝(Bristol-Myers Squibb)(纽约证券交易所: BMY )的交易接近完成,新基(Celgene)(长期以其生物技术合作网络而闻名)还是建立了另一个联盟。 新基(Celgene)( NASDAQ : CELG )将与一家德国生物技术公司 Immatics 合作开发三种治疗癌症的细胞疗法。新基(Celgene)将在交易开始前向 Immatics 支付7500万美元现金。 这三个项目中的每一个都可以让 Immatics 在下游支付中再获得5.05亿美元,尽管这些现金可能永远不会兑现。新基(Celgene)将有机会获得每个程序的权利,并承担开发成本。 该交易围绕一种免疫治疗的形式展开,这种免疫治疗被称为 T 细胞受体( TCR )治疗。这些治疗方法类似于2017年首次上市的 CAR-T 疗法,通过改变患者自身的免疫细胞来寻找和消灭肿瘤。但批准的 CAR-T 疗法只适用于少数几种血癌患者,并面临着重大的后勤障碍和其他商业问题。Immatics 是试图通过关注 TCR 扩大细胞治疗范围的公司之一。 与 CAR-T 不同, TCR 疗法是指识别肿瘤细胞内的靶子,而 CAR-T 疗法只能在肿瘤细胞表面找到靶子。一些公司,如吉利德科学(Gilead Sciences)( NASDAQ : GILD )、诺华(Novartis)( NYSE : NVS )和 TCR'Therapeutics 正在开发 TCR 疗法。但迄今很少有人进入临床研究。 新基(Celgene)已经在2018年收购 CAR-T 开发公司 Juno Therapeutics ,并与 Bluebird Bio (纳斯达克代码: BLUE )结盟,押注于细胞治疗的未来。即便该公司准备向布里斯托尔出售740亿美元资产,这一重点仍在继续。这笔交易将在今年年底前完成。在今年早些时候向股东出售该组合时,纽约制药指出 Bluebird 多发性骨髓瘤细胞疗法 bb2121和 Juno CAR-T 治疗淋巴瘤 liso-cel 的销售潜力。Immatics 还为新基(Celgene)提供了另外三个针对实体肿瘤的细胞治疗项目。 同时, Immatics 已经与罗氏(Roche)、安进(Amgen)、 Genmab 和 MorphoSys 建立了联盟,以开发不同类型的癌症免疫疗法。2015年,公司在 MD 安德森公司的研究基础上成立了美国分部。