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GSK goes back to Hansoh

Antibody-drug conjugates

Just two months after tapping Hansoh Pharma for a B7-H4-targeted antibody-drug conjugate, GSK has gone back for more, today licensing a B7-H3-directed asset from the Chinese group. GSK is paying $185m up front for exclusive worldwide rights, outside China, to HS-20093 – more than the $85m it spent on the previous deal. It looks like the UK group has got a bargain, at least in relation to the $1.5bn that Merck & Co shelled out for Daiichi’s similarly acting asset ifinatamab deruxtecan. Another recent deal struck in this space saw BioNTech pay DualityBio $170m up front for two ADCs, one of which was the B7-H3-targeting DB-1311. The most advanced B7-H3 ADC, however, is MacroGenics’ vobramitamab duocarmazine, with data due next year from the uncontrolled Tamarack phase 2 trial in metastatic castration-resistant prostate cancer. That company seems to be shifting focus to that project and away from its B7-H3-targeting monoclonal antibody enoblituzumab, which has had a somewhat tortuous development path. HS-20093, meanwhile, has shown promise in several tumour types, particularly small-cell lung cancer, in the phase 1 Artemis-001 study in China. GSK plans to start phase 1 development outside China in 2024. 

 

B7-H3 ADCs in clinical development

ProjectCompanyPayloadKey trial(s)Note
Vobramitamab duocarmazineMacroGenicsSeco-duocarmycin hydroxybenzamide azaindole (DUBA)Ph2 Tamarack in mCRPCData due H1 2024
Ifinatamab deruxtecanDaiichi Sankyo/ Merck & CoDeruxtecan (topoisomerase I inhibitor)Ph2 Ideate-01 in SCLC, completes May 2024Merck licensed project for $1.5bn up front in Oct 2023
HS-20093GSK/ Hansoh PharmaUndisclosed topoisomerase inhibitorChinese ph1 Artemis-001 in solid tumours; various Chinese ph2s ongoingGSK licensed project for $185m up front Dec 2023; ph1 outside China planned for 2024
MHB088CMinghui PharmaceuticalUndisclosed topoisomerase inhibitorPh1/2 in solid tumoursData due early 2024
IBI129Innovent BiologicsUndisclosedPh1/2 in solid tumoursCompletes Nov 2024
DB-1311BioNTech/ DualityBioUndisclosed topoisomerase I inhibitorPh1/2 in solid tumours, completes Apr 2025BioNTech licensed project in Apr 2023 (deal worth $170m up front, included another asset)
7MW3711Mabwell BioscienceUndisclosed topoisomerase I inhibitorPh1/2 Chinese trials in solid tumours (NCT06008366 & NCT06008379)Both complete Aug 2025
ABBV-155AbbVieUndisclosed BCL-XL inhibitorPh1 in solid tumoursData at ASCO 2023
BAT8009Bio-Thera SolutionsUndisclosed topoisomerase I inhibitorChinese ph1Completes Dec 2023
YL201MediLink TherapeuticsYL0010014 (topoisomerase I inhibitor)Ph1 in solid tumoursCompletes Jul 2024

Source: OncologyPipeline.