연구•산업 동향

2025년 11월 신약개발관련 주요 Deal

  • 2025.12.22
  • 49

 

202511월 신약개발관련 주요 Deal 

 

주요 라이센싱 및 파트너십

No

Date

Investors/

Licensee

Service

Provider/

Licensor

Assets

MoA

Indication

Stage

Value

(USD Mn)

1

11/3

Roche

Manifold Bio

mDesign

platform

in vivo discovery engine to

create multiple next-

generation BBB shuttles

Neurology

CNS diseases

-

2,000

2

11/3

Neurocrine

Biosciences

TransThera

Sciences

n/d

NLRP3 inhibitors

Immunology

n/d

Preclinical

881.5

3

11/4

Celltrion

Kaigene

KG006

KG002

FcRn inhibitor

Dual acting antibody

Immunology

Immunology

Autoimmune diseases

Autoimmune diseases

Preclinical

Preclinical

740

4

11/4

Boehringer

Ingelheim

CDR-Life

CDR111

CD19 x BCMA x CD3 MsAbs

Immunology

Autoimmune diseases

Preclinical

570

5

11/4

Incyte

Prelude

Therapeutics

n/d

JAK2V617F JH2 inhibitor

Oncology

Myeloproliferative neoplasms

n/d

775

6

11/5

Eli Lilly

Ailux

(XtalPi)

n/d

BsAbs engineering platform

-

-

-

345

7

11/8

Eli Lilly

Sanegene Bio

‘LEAD’ platform

Tissue-selective RNAi

medicine delivery

Metabolic

disorder

-

-

1,200

8

11/10

Eli Lilly

MeiraGTx

AAV-AIPL1

AAV-AIPL1 gene therapy

program

Ophthalmology

Leber congenital amaurosis-4

Phase 3

475

9

11/10

Lyell

Innovative

Cellular

Therapeutics

LYL273

GCC19 CAR-T

Oncology

Colorectal cancer

Phase 1

70+a

10

11/10

Voyager

Therapeutics

Transition Bio

n/d

TDP-43 condensate

modulator

Neurology

ALS, Frontotemporal Dementia

Preclinical

500

11

11/12

Eli Lilly

ABL Bio

Grabody-B’

platform

BsAbs platform

n/d

n/d

n/d

2,602

12

11/13

Third Arc Bio

Adagene

Safebody

platform

Masked CD3/CD28 TCE

platform

Oncology

-

-

840

13

11/19

GSK

LTZ

Therapeutics

n/d

Myeloid cell engagers

Oncology

-

Preclinical

50+a

14

11/19

Celltrion

TriOar

‘TROCAD’

platform

TME selective activation

platform

Oncology

-

-

350

15

11/27

SK

Biopharmaceuticals

Wisconsin

Alumni

Research

Foundation

WT-7695

CAIX RPT

Oncology

Renal cancer

Preclinical

576

(n/d=non-disclosure)

 

 

주요 M&A

No

Date

Acquires

Issuer

Assets

MoA

Indications

Status

Value

(USD Mn)

1

11/6

Axsome Therapeutics

Baergic Bio
(Avenue Therapeutics)

AXS-17
(BAER-101; AZD7325)

GABA A receptor modulator

Neuroology

Epilepsy

Phase 2

83

2

11/7

Pfizer

Metsera

MET-097i

MET-233i

GLP-1R agonist

Amylin receptor agonist

Metabolic disorder

Metabolic disorder

Obesity

Obesity

Phase 2

Phase 1/2

10,000

3

11/17

J&J

Halda Therapeutics

HLD-0915

‘RIPTAC’ platform

AR inhibitor
Tumor protein + E3 ligase proximity inducer for targeted degradation

Oncology

Prostate cancer

Phase 1/2

3,000

 

Reference

각 사 홈페이지 / BioCentury / Globaldata / Cortellis / Fierce Biotech / DART