Cerevel Therapeutics LLC

2025年4月29日，阿斯利康（AstraZeneca）在发布2025年第一季度财报时宣布，将正式退出神经科学领域，转而优先发展减重、免疫学等核心治疗领域。一季度，阿斯利康终止了多个神经科学项目，包括与礼来（Eli Lilly）合作开发的阿尔茨海默病药物MEDI1814，以及针对偏头痛的II期单克隆抗体药物MEDI0618。这些项目的终止标志着阿斯利康正式关闭了其神经科学研发部门。阿斯利康表示，退出神经科学领域将使其能够将资源重新投入到更具价值的项目中，特别是在减重、免疫学和呼吸疾病等领域。近年来，减重药物市场迅速增长，阿斯利康希望通过加大投入，在这一领域取得突破。2024年5月，阿斯利康向SixPeaks Bio承诺提供8000万美元获得其主要一款靶向activin IIA和IIB受体双特异性抗体，旨在实现减重的同时保留肌肉质量。2023年11月，阿斯利康从诚益生物获得了小分子GLO-1R激动剂AZD5004（ECC5004）的全球开发和商业化权利。阿斯利康2025年第一季度收入达到136亿美元，同比增长10%，但略低于分析师预期的136.8亿美元。尽管如此，公司在每股收益方面表现超出预期，达到1.88美元，高于市场预期的1.10美元。肿瘤业务依然是阿斯利康的最强领域，第一季度相关产品销售额超过56亿美元。神经领域火热的交易👇近年来，神经领域的重磅交易不断，2022年，艾伯维以300亿美元收购了Neurocrine Biosciences，获得了治疗帕金森病、阿尔茨海默病和其他神经系统疾病的药物。2023年12月6日，艾伯维宣布以约87亿美元的现金收购Cerevel Therapeutics。获得其多种临床阶段和临床前候选药物，用于治疗精神分裂症、帕金森病和情绪障碍等疾病。2023年12月22日，百时美施贵宝（BMS）宣布以每股330美元的现金收购Karuna Therapeutics，总股本价值为140亿美元。Karuna的核心产品KarXT是一种口服M1/M4型毒蕈碱型乙酰胆碱受体激动剂，用于治疗精神分裂症和痴呆相关精神病性障碍。（已获批）结束语：近年来神经领域竞争已经十分充分，好的标的基本上已经名花有主。阿斯利康的这一战略调整反映了其在面对市场变化和资源限制时的灵活应对，同时也为公司在减重和免疫学领域的未来发展奠定了基础。识别微信二维码，可添加药时空小编请注明：姓名+研究方向！

Merck KGaA said Monday it has inked a “definitive agreement” to acquire Pfizer spinout SpringWorks Therapeutics for an equity value of around $3.9 billion, rounding off several months of negotiations. The deal price of $47 per share represents a 26% premium to SpringWorks’ 20-day volume-weighted average share price of around $37 on Feb. 7, according to a Monday release . The buyout will help boost Merck KGaA’s focus on rare tumors and increase its presence in the US, CEO Belén Garijo said in the release. SpringWorks is based in Stamford, CT. The German pharma will obtain two marketed drugs for benign tumor indications as part of the acquisition — Ogsiveo for desmoid tumors and Gomekli for neurofibromatosis type 1. Ogsiveo achieved $172 million in sales last year following an FDA approval in November 2023. Merck KGaA shared the $47 per share price tag last Thursday after it was leaked by the Wall Street Journal earlier the same day, although there was no definitive agreement at that time. The company originally confirmed it was in talks with SpringWorks in February after it was earlier reported by the media that discussions were underway. SpringWorks is the latest Pfizer spinout to be acquired by a large pharma company after Cerevel Therapeutics was purchased by AbbVie for $8.7 billion. The rare tumor biotech has other candidates in development and a joint venture with BeiGene called MapKure that was formed in 2019 to work on treatments for MAPK mutant solid tumors. The SpringWorks deal is one of the largest acquisitions by Merck KGaA in recent memory. The conglomerate’s multibillion-dollar deals have included the 2019 purchase of semiconductor company Versum Materials and the 2015 acquisition of life sciences company Sigma-Aldrich. Its most recent was the approximately $600 million acquisition of transfection reagent manufacturer Mirus Bio in May 2024. Additional reporting by Kyle LaHucik.

One quarter after AbbVie raised future sales estimates due to the successes of its immunology portfolio, the company again saw higher-than-expected revenues to start 2025. AbbVie’s overall revenues for the first quarter totaled $13.3 billion, coming in about $550 million ahead of its estimates and at an 8.4% increase over the same period last year. Immunology drugs contributed to almost half of that, totaling about $6.3 billion for the quarter. The company also raised its earnings per share forecast for 2025, up to $12.09 to $12.29 from a previous range of $11.99 to $12.19. The megablockbuster drugs Skyrizi and Rinvoq also combined for more than $5 billion in sales, with about $3.4 billion for Skyrizi and $1.7 billion for Rinvoq. The drugs’ revenues grew by 70.5% and 57.2% over the first quarter of 2024, respectively, continuing their tandem ascent to replace the former cash cow Humira. Humira sales fell more than 50% from last year’s first quarter, tallying about $1.1 billion in sales through the first three months this year. Friday’s earnings come as AbbVie has been busy on the dealmaking front in recent months, getting into the obesity race in March with a $350 million upfront deal for Gubra’s long-acting amylin analog. AbbVie also partnered with Neomorph in January for the hot molecular glue field as well as with Xilio in February in the T cell engager space. The uptick in deals may help prove a counterweight to the nearly $9 billion acquisition of Cerevel, whose centerpiece drug — a schizophrenia program called emraclidine with a similar mechanism to the recently-approved Cobenfy — failed two mid-stage trials last November. AbbVie took a $3.5 billion write-down on the acquisition and is still deliberating internally on how to best advance emraclidine in other settings.