Nurix Therapeutics, Inc.

Sanofi has agreed to invest around 15 million euros ($17.1 million) in new shares of Innate Pharma.\n Sanofi is handing back a phase 2-stage natural killer (NK) cell engager and canceling another cancer trial as the Big Pharma refocuses its relationship with Innate Pharma from oncology to autoimmune indications.Sanofi had been assessing a CD123-targeting drug, known as SAR443579 or IPH6101, in a phase 1/2 study for relapsed or refractory acute myeloid leukemia. The Big Pharma unveiled data last year that showed complete responses among five out of 15 patients who received a dose of 1 mg/kg, with three patients demonstrating a “durable” complete responses of more than 10 months.SAR’579 has been in a phase 2 dose-expansion portion of the study for the past year, but Sanofi said this morning that it is handing the drug back to Innate. The two companies will “discuss a transition plan with regard to ongoing studies,” Sanofi explained in an April 23 release.SAR’579 was created with Innate’s NK cell engager platform, dubbed ANKET, and the biopharma will continue to collaborate with the French Big Pharma on a number of other drugs from this source. One of them is a BCMA-targeting NK cell engager called IPH6401, also known as SAR’514.When they signed their initial collaboration back in 2016, the plan was for Sanofi to investigate SAR’514 in multiple myeloma. But the company said Wednesday morning that it will now terminate a phase 1/2 study in this cancer indication and instead refocus the asset toward autoimmune disease.“We acknowledge Sanofi’s portfolio prioritization, and we are encouraged to see our ANKET platform being pursued in autoimmune indications,” Innate’s CEO Jonathan Dickinson said. “We will continue to evaluate, plan and execute next steps for our proprietary ANKET programs in oncology and beyond.” Sanofi also suggested that as part of the amendments to the 2016 agreement, the pharma has agreed to invest about 15 million euros ($17.1 million) in new shares of Innate. However, the exact size of the equity investment “will be determined on the basis of the ongoing market conditions, if they are satisfactory,” the drugmaker said.“We are very pleased that Sanofi has chosen to further strengthen our relationship through a potential strategic equity investment in the company,” Dickinson added in the same release. “This would further validate the innovation and scientific progress at Innate Pharma delivered by our research and development.”The two French companies also have a separate collaboration signed in 2022 to use the ANKET platform to target the glycoprotein B7-H3, which is overexpressed on various solid tumors. This deal is unaffected by today’s news, according to Sanofi.In all, Innate could still receive more than 1 billion euros ($1.1 billion) in R&D and commercial milestones from Sanofi should the various bets pay off.Sanofi has been undergoing a major pipeline shake-up in an effort to become “an immunoscience powerhouse,\" according to an internal letter obtained by Fierce Biotech last year.The Big Pharma has been on a spending spree to bolster its autoimmune and immunology pipeline, picking up bispecific antibodies for colitis and Crohn’s disease from Earendil Labs last week, while returning to Nurix earlier this month for a $480 million autoimmune deal comprising a degrader of a once-undruggable transcription factor. 

4月17日，全球AI驱动生物药研发企业Earendil Labs（华深智药海外公司）宣布与赛诺菲就两款潜在同类首创双特异性抗体达成许可协议。根据协议，赛诺菲将获得Earendil Labs自主研发的两种双特异性抗体HXN-1002及HXN-1003的全球独家授权。这两种抗体均基于Earendil Labs专有的人工智能和高通量发现与研究平台进行开发，旨在为结肠炎、皮肤炎症等自免疾病提供治疗选择。作为回报，Earendil Labs将获得1.25亿美元的预付款，并有资格获得总计高达17.2亿美元的开发和商业里程碑付款，其中包括5000万美元的近期付款。此外，Earendil Labs有资格获得从高个位数到低两位数不等的产品销售额的分级版税。（注：总交易额18.45亿美元，约合人民币134亿元）01.重金押注AI双抗HXN-1002是一款靶向α4β7和TL1A的双特异性抗体。通过同时抑制两个经临床验证的靶点，HXN-1002有望显著提高临床疗效，尤其适用于难治性患者。HXN-1002旨在为中重度溃疡性结肠炎 (UC) 和克罗恩病 (CD) 患者提供治疗选择。HXN-1003是一款靶向TL1A和IL23的双特异性抗体。这两个靶点是多种人类自身免疫性疾病中炎症反应的核心驱动因素。通过同时阻断这两条通路，该药已在结肠炎和皮肤炎症的临床前模型中展现出协同效应，有望解决尚未满足的治疗需求。这两款双抗均是基于Earendil Labs公司的人工智能和高通量发现与研究平台开发而成。而Earendil Labs的背后则是一家中国AI+药物研发公司：华深智药。根据公开信息，Earendil Labs为华深智药的关联公司，总部位于美国。通过结合先进的机器学习、生成性蛋白质工程和高通量实验技术，Earendil Labs及华深智药简化了药物发现和研究过程，旨在显著加快药物开发。Earendil Labs的专有集成框架能够精确优化基于蛋白质的生物制剂的功能、可制造性和可开发性，具有一流潜力。华深智药作为一家专注于AI+高通量抗体优化公司，由清华大学人工智能产业研究院孵化，计算生物学专家彭健创立于2021年。成立至今，公司已开发多种蛋白药物设计与建模的创新算法，其AI抗体设计平台Helixon Design能够大规模地模拟分子间相互作用，高效地对多靶点抗体进行设计，大幅缩短研发周期。2023年2月，资深新药研发科学家朱祯平博士加入华深智药，以联合创始人加入公司并出任总裁及联席首席执行官，负责华深智药创新药物的研发和产品管线推进、战略制定与运营。此后，华深智药进一步加大了对于药物研发管线的投入。关于此次交易，Earendil Labs首席执行官彭健博士表示，很高兴与全球免疫学领导者赛诺菲合作推进HXN-1002和HXN-1003的开发。公司平台通过先进的预测蛋白模型和高通量生物学，彻底改变了双特异性抗体的发现和开发。此次合作突显了Earendil开发潜在一流候选产品的能力，旨在改变患者护理。Earendil Labs总裁兼联席首席执行官朱祯平博士表示，自身免疫性疾病以慢性疾病过程和高复发率为特征，严重影响了患者的生活质量，现有药物疗效有限，存在未满足的医疗需求。相信赛诺菲在自免领域的专业知识将大大加快HXN-1002和HXN-1003的开发，最终尽快将这些可能改变生活的治疗方法带给全球患者。02.TL1A双抗研发处于早期阶段自免领域是赛诺菲的重要布局方向。2025年1月，赛诺菲研发主管Houman Ashrafian博士在制药业全年收益电话会议上再次重申，公司的战略是成为“首屈一指的免疫学巨头”。2025年3月，赛诺菲与Dren Bio签署了一项价值16亿美元的协议，开发一种针对B细胞非霍奇金淋巴瘤的CD20靶向抗体。4月，赛诺菲与Nurix达成了一项价值4.8亿美元的自身免疫交易，该交易包含一种曾经无法用药的转录因子的降解剂。 TL1A作为近两年自免领域的热门靶点，优势在于同时调控炎症和纤维化通路，适应症扩展潜力大。TL1A（TNF样配体 1A）是肿瘤坏死因子家族的重要成员，作为一种2型跨膜蛋白，在多种免疫细胞和非免疫细胞中均有表达。TL1A通过与死亡受体3（DR3）结合并激活下游信号传导，在先天和适应性免疫稳态的维护中发挥重要作用。研究表明，TL1A靶点潜在效果跨多个不同的疾病，如炎症性疾病、自身免疫性疾病，且具有直接抗纤维化作用，与炎症性肠病（IBD）、类风湿关节炎（RA）、特应性皮炎、系统性红斑狼疮、哮喘、银屑病等多种自身免疫性疾病的发生和发病机制相关。目前，全球范围内尚无靶向TL1A的药物获批上市，但已有多个针对TL1A靶点的候选药物进入临床试验阶段，并显示出积极结果。其中，TL1A单抗的研发进展较快，已有8个TL1A单抗处于临床研究，其中默沙东的tulisokibart和辉瑞的PF-06480605处于III期临床。TL1A双抗则仍处于早期研发阶段，辉瑞研发的PF-07261271是当前唯一处于临床阶段的TL1A双抗。对于赛诺菲来说，此次交易具有多重价值。由于2025年初赛诺菲收购自Kymab的哮喘药物II期临床试验失败，导致其免疫管线出现空缺。此次交易快速补充了赛诺菲在中重度IBD等细分市场的管线布局，有望为未来收入增长提供新动力。此次交易也是跨国药企与中国本土AI药企合作的典型案例，契合赛诺菲的“AI优先”战略。据悉，此前赛诺菲与Formation Bio、OpenAI的合作已初步验证AI在分子优化中的价值。截至目前，加上今年3月收购Dren Bio的髓系细胞双抗DR-0201，赛诺菲2025年已投入近40亿美元布局自免领域。其目标是通过“双抗+AI”组合，构建涵盖炎症性肠病、狼疮、银屑病的全管线矩阵，挑战艾伯维和强生的统治地位。免责声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担, 关于对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部。联系我们 I-RNA小核酸 2025展位火热预定中！扫码立即咨询电话：13816031174（同微信）赞助形式包括但不仅限于演讲席位、会场展位、会刊彩页、晚宴赞助、会议用品宣传等。点击此处“阅读全文”咨询更多！

Sanofi has been on a spending spree in recent weeks to bolster its autoimmune and immunology pipeline.\n Sanofi is continuing to splash the cash for autoimmune and immunology assets this spring by penning a new deal with little-known U.S. artificial intelligence research biotech Earendil Labs in a pact that could be worth up to $1.8 billion. The French pharma is handing over $125 million upfront, with a near-term payment of $50 million to follow, for the exclusive worldwide rights to a pair of bispecific antibodies. HXN-1002 targets α4β7 and TL1A with the aim of treating ulcerative colitis and Crohn\'s disease, while HXN-1003 targets TL1A and IL23 in order to treat colitis and skin inflammation.Should the two drugs progress through the clinic and reach the market, Sanofi will be liable to pay $1.72 billion in development and commercial milestone payments, which includes that $50 million near-term fee, alongside tiered royalties.“We firmly believe that Sanofi\'s extensive expertise in the autoimmune disease field will significantly accelerate the development of HXN-1002 and HXN-1003, ultimately bringing these potentially life-changing treatments to patients worldwide as soon as possible,” Earendil Labs President & co-CEO Zhenping Zhu, M.D., Ph.D., said in an April 17 release.Little is publicly known about Earendil Labs, which touts itself as a “global leader in AI-driven research and development of next-generation biologics therapeutics.” The biotech describes itself as affiliated with Helixon Therapeutics, a company that, like Earendil, claims to harness machine learning for protein drug design. \"Our platform leverages state-of-the-art predictive protein modeling and high-throughput biology, revolutionizing the discovery and development of bispecific antibodies,” Earendil co-CEO Jian Peng, Ph.D., said in the same release. “This collaboration underscores Earendil Labs\' capability to generate potential first-in-class or best-in-class product candidates, with the aim of transforming patient care.”Sanofi has been on a spending spree in recent weeks to bolster its autoimmune and immunology pipeline, returning to Nurix earlier this month for a $480 million autoimmune deal comprising a degrader of a once-undruggable transcription factor. In March, Sanofi penned a $1.6 billion agreement with Dren Bio for a CD20-directed antibody aimed at B-cell non-Hodgkin lymphoma.Sanofi—which co-markets the anti-inflammatory blockbuster Dupixent with Regeneron—has been undergoing a major pipeline shake-up in an effort to become “an immunoscience powerhouse,\" according to an internal letter obtained by Fierce Biotech last year. In the pharma’s full-year earnings call in January 2025, Sanofi’s head of R&D, Houman Ashrafian, Ph.D., reiterated this point, reminding investors that the company is becoming a “premier immunology powerhouse” with the option to combine various molecules it is developing in this space.