Roche Acquires Hansoh's CDH17-Targeting ADC HS-20110 in $1.45 Billion Deal
核心洞察
Roche has secured exclusive ex-China rights to Hansoh Pharma (搜索)'s CDH17 (搜索)-targeting antibody-drug conjugate HS-20110 for $80 million upfront, with potential milestone payments reaching $1.45 billion total.
HS-20110 targets CDH17 (搜索), a protein overexpressed in gastrointestinal cancers (搜索) including colorectal cancer (搜索), and uses a topoisomerase (搜索) inhibitor payload conjugated to a humanized monoclonal antibody.
The ADC is currently being evaluated in a Phase I clinical trial for safety and tolerability in colorectal cancer (搜索) and other solid tumors (搜索) in the US and China.
Roche has entered into a significant licensing agreement with Hansoh Pharma (搜索) to acquire exclusive rights outside of China for the CDH17 (搜索)-targeting antibody-drug conjugate HS-20110, marking another major investment in the rapidly expanding CDH17 ADC space.
Deal Structure and Financial Terms
The Swiss pharmaceutical giant will pay $80 million upfront for the exclusive ex-China rights to HS-20110, with the total deal value potentially reaching $1.45 billion contingent on achieving development, regulatory, and commercialization milestones. This substantial investment reflects the growing confidence in CDH17 (搜索) as a therapeutic target for cancer (搜索) treatment.
Therapeutic Profile and Mechanism
HS-20110 targets CDH17 (搜索), a protein that is often overexpressed in gastrointestinal cancers (搜索), including colorectal cancer (搜索). The ADC is composed of a humanized anti-CDH17 monoclonal antibody conjugated to a topoisomerase (搜索) inhibitor (TOPOi) payload. This targeting approach makes CDH17 an attractive therapeutic target due to its presence in various cancer (搜索) types.
The drug candidate is currently being evaluated for safety and tolerability in a Phase I clinical trial involving patients with colorectal cancer (搜索) and other solid tumors (搜索) in both the US and China.
Strategic Significance for Hansoh
"Partnering with Roche enables HS-20110 to move faster toward potential approval and patient access, furthering Hansoh's commitment to bringing potentially transformative treatments to people with cancer (搜索) around the world," said Eliza Sun, executive director of Hansoh Pharma (搜索)'s board.
This deal represents part of Hansoh's broader ADC strategy. The Chinese biotech previously invested $690 million in March for access to Biotheus (搜索)' PM1080/HS-20117 (搜索), an anti-EGFR (搜索)/cMet (搜索) bispecific antibody designed to inhibit tumor growth, demonstrating the company's commitment to building a comprehensive ADC platform.
Growing CDH17 ADC Landscape
The agreement adds to a growing list of partnerships featuring CDH17 (搜索)-directed ADCs. According to OncologyPipeline, the number of CDH17 ADC assets in clinical development has steadily increased and doubled compared with the start of the year. Notable partnerships in this space include collaborations between Arrivent (搜索) and Lepu (搜索), Biocytogen (搜索) and Sotio (搜索), and Duality Biologics (搜索) with GSK.
Interestingly, GSK chose to license Duality's CDH17 (搜索)-targeting ADC DB-1324 rather than Hansoh's HS-20110, despite having already established two separate deals with Hansoh for other ADC programs. Those earlier agreements involved the B7-H3 (搜索)-targeting ADC risvutatug rezetecan (搜索) and the anti-B7-H4 (搜索) ADC mocertatug rezetecan (搜索).
Market Implications
The substantial financial commitment from Roche underscores the pharmaceutical industry's growing interest in CDH17 (搜索) as a viable target for ADC development. The competitive landscape suggests that multiple approaches to targeting this protein are being pursued simultaneously, potentially offering patients various treatment options in the future.