Monday, September 25, 2017

Ipsen 併Merrimack 先付現金5.75億美金/ 總額10億美金(Merrimack付智擎0.25億美金: 韓國上市)


智擎胰臟癌新藥獲韓國上市許可 亞洲首個上市國 2017092111:57 智擎(4162)宣布,已接獲授權夥伴Ipsen公司的通知,胰臟癌後線新藥安能得ONIVYDE併用5-FU/LV療法,取得韓國食品藥物安全部(MFDS)的上市許可,智擎獲得2500萬美元(折合台幣7.5億元)階段里程碑授權金,貢獻每股純益約5元。 智擎表示,原授權夥伴美國Merrimack公司(NASDAQ: MACK)於今年4月將ONIVYDE的開發、銷售及製造等權利,全部讓售予法國Ipsen公司(Euronext: IPN),Ipsen公司無條件概括承受Merrimack公司對智擎公司的全部責任與義務。 據雙方所簽署的授權暨合作契約,ONIVYDE取得台灣以外第一個主要亞洲國家的上市許可,為重要的開發里程碑之一,智擎公司可獲得2500萬元之階段里程碑授權金,針對該筆授權金之付款時間,智擎公司和Ipsen公司雙方目前正進行確認中。(江俞庭/台北報導)

Ipsen Completes Acquisition of ONIVYDE® (irinotecan liposome injection) and Additional Oncology Assets from Merrimack Pharmaceuticals  Ipsen announced today that it has completed its acquisition of global oncology assets from Merrimack Pharmaceuticals, in Cambridge, MA., focusing on ONIVYDE® (irinotecan liposome injection) for the treatment of patients with metastatic adenocarcinoma of the pancreas after disease progression following gemcitabine-based therapy, in combination with fluorouracil and leucovorin.1,[1] Ipsen has gained exclusive commercialization rights for the current and potential future indications for ONIVYDE® in the U.S., as well as the current licensing agreements with Shire for commercialization rights ex-U.S. and PharmaEngine for Taiwan. The acquisition also includes the Merrimack commercial and manufacturing infrastructure for Onivyde®, and generic doxorubicin HCl liposome injection."The addition of ONIVYDE® to Ipsen's Oncology portfolio is very important, first and foremost for patients with pancreatic cancer across the U.S., as there are limited approved therapies," said Cynthia Schwalm, Executive Vice President and President, North American Commercial Operations, Ipsen. "Together with our experienced commercial and medical teams and the legacy we have gained through the acquisition of ONIVYDE®, we are confident in our ability to meet the growing needs of these patients." Along with this acquisition, Ipsen will continue to advance the clinical development program for ONIVYDE®. Financial terms of the acquisition include an upfront cash payment of $575 million to Merrimack Pharmaceuticals, and up to $450 million upon the approval of potential additional indications for ONIVYDE® in the U.S.  

About Pancreatic Cancer Pancreatic cancer is a rare and deadly disease with approximately 338,000[2] new patients diagnosed globally each year, approximately 50,000 of which are in the United States[3]. More than half are diagnosed with metastatic disease, which has an overall 5-year survival rate of less than three percent4, and often rapidly progresses during or shortly after receiving chemotherapy[4]. Pancreatic cancer is the 3rd leading cause of cancer-related death in the United States, surpassing breast cancer.4 It is expected to become the 2nd leading cause of cancer-related death in the U.S. by the year 2030, surpassing colorectal cancer.4,[5] 

 About ONIVYDE®  ONIVYDE® is an encapsulated formulation of irinotecan. This long-circulating liposomal form is designed to increase length of tumor exposure to both irinotecan and its active metabolite, SN-38. ONIVYDE® was approved by the U.S. FDA in combination with fluorouracil and leucovorin for the treatment of patients with metastatic adenocarcinoma of the pancreas after disease progression following gemcitabine-based therapy. For full prescribing information, including Boxed WARNING, please visit www.ONIVYDE.com.

Sources :

[1] ONIVYDE® Full Prescribing Information Oct 2015 (v0.1) p. 2.

[2] World Cancer Research Fund International. Cancer Facts and Figures. Pancreatic Cancer Statistics. Accessed on  March 27, 2017. http://www.wcrf.org/int/cancer-facts-figures/data-specific-cancers/pancreatic-cancer-statistics

[3] American Cancer Society. Cancer Facts and Figures 2017. Atlanta: American Cancer Society; 2017. https://www.cancer.org/content/dam/cancer-org/research/cancer-facts-and-statistics/annual-cancer-facts-and-figures/2017/cancer-facts-and-figures-2017.pdf

[4] Ammermann et al. Decision Resources. Disease Landscape and & Forecast: Pancreatic Cancer. June 2016.

[5] Rahib et al AACR 2014  

France's Ipsen to buy Merrimack's pancreatic cancer drug, assets in $1 billion deal Reuters Staff JANUARY 9, 2017 / (Reuters) - French drugmaker Ipsen SA (IPN.PA) said on Monday it would buy some assets of Merrimack Pharmaceuticals Inc (MACK.O), including pancreatic cancer drug Onivyde, for up to $1 billion, barely a month after the U.S. company stopped a breast cancer drug trial. The deal would give Merrimack the resources to fund the development of three new compounds targeting pancreatic, lung, and other types of cancers. It would boost Ipsen's portfolio, which has traditionally focused on endocrinology. Ipsen will pay $575 million at the closing of the deal and up to $450 million more, contingent on some approvals for Onivyde in the United States. Ipsen would get U.S. commercialization rights for Onivyde and Merrimack's current licensing agreements with Shire Plc (SHP.L) outside the United States and with PharmaEngine Inc (4162.TWO) for Taiwan. However, Merrimack said it will retain up to $33 million in milestone payments pursuant to its licensing deal with Shire. The French company would also buy Merrimack's generic version of ovarian cancer treatment doxorubicin hydrochloride liposome injection, marketed as Doxil, in the United States. The deal includes Merrimack's commercial and manufacturing assets, Ipsen said. Merrimack's chief executive resigned in October as it embarked on a restructuring, including job cuts to save costs and focus on research and development. Merrimack said it plans to return at least $200 million to stockholders through a special cash dividend of about $1.54 per common share. It will also return all of the expected $450 million payment to shareholders. Upon completion of the deal, Merrimack would have about 80 employees, just a fifth of its strength prior to the restructuring initiated in October. The deal, to be funded by Ipsen's existing cash and lines of credit, would be dilutive to the drugmaker's earnings in 2017 but will add to earnings from 2018, the company said. MTS Health Partners LP and Dechert LLP advised Ipsen on the deal. BofA Merrill Lynch and Credit Suisse Securities (USA) LLC were advisers to Merrimack. Reuters reported the deal earlier on Sunday, citing people familiar with the matter. Reporting by Ismail Shakil and Rama Venkat Raman in Bengaluru; Editing by Peter Cooney and Gopakumar Warrier

智擎新藥獲韓國藥證 授權金再進帳7.5億元 2017-09-21 20:28經濟日報 記者黃文奇╱即時報導 智擎(4162)新藥授權再傳捷報,該公司宣布授權夥伴Ipsen公司的胰腺癌新藥ONIVYDE併用5-FU/LV療法,已取得韓國食品藥物安全部(MFDS)的上市許可,智擎將可獲得2,500萬美元(約新台幣7.5億元)授權里程碑金,預計最快下(10)月認列,法人估,智擎今年每股稅後純益站穩(EPS89元。法人指出,智擎的亞洲(韓國)藥證確定到手,順利打破先前市場「可能拿不到藥證」的利空傳言,加上大股東晟德處分智擎股票在21日告一段落,對智擎而言算是喜上加喜。智擎抗胰臟癌藥在歐美大賣,市場也預期,今年歐洲除德國、英國外,第三個主要國家將在年底前上市,屆時將有300萬美元里程碑金(約新台幣9,000萬元)入帳,若加上銷售權利金10%的挹注,今年智擎獲利貢獻至少3,000萬美元(約新台幣9億元)。智擎的胰腺癌新ONIVYDE原授權美國Merrimack不過今年4月間,MerrimackONIVYDE的開發、銷售及製造等權利,全部讓售予法國Ipsen公司。Ipsen知,ONIVYDE併用5-FU/LV療法取得韓國食品藥物安全(MFDS)的上市許可,使用於胰腺癌病人在接受過標準藥物gemcitabine失敗後的治療。依據雙方所簽署的授權暨合作契約,智擎公司可獲得美金2,500萬元之階段里程碑金。ONIVYDE已被MFDS指定為韓國之罕見疾病用藥,根據韓國國家癌症資訊中心統計資料顯示,2015胰臟癌高居韓國癌症死亡原因之第五位,胰臟癌死亡人數達5,439人。ONIVYDE已於去年10月取得歐洲藥證並上市,依協議,智擎將可根據銷售淨額認列約10%的權利金,目前已在德國、英國等歐洲等八個國家銷售,今年可擴增到11國,由於該產品在歐洲覆蓋率僅25%,智擎也預期,今年歐洲銷售額度可上看3,000萬美元,因此,今年歐洲銷售權利金貢獻300萬美元。法人指出,智擎今年亞洲的獲利貢獻統計,包括里程碑金2,500萬美元,歐洲第三個主要國家上市里程碑款300萬美元,再加計歐洲銷售權利金300萬美元,共可拿到3,100萬美元,若明年歐、亞銷售額度達標,則1.3億美元的里程碑金將到手,智擎可望獲利大爆發。

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