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Low-key interest in ROR1 continues
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Interest in ROR1-targeting ADCs continues, notwithstanding several industry setbacks, and despite the most advanced player, Merck & Co, having to work hard to find a therapeutic window for zilovertamab vedotin. The latest example of ongoing enthusiasm is Wednesday's ex-China licensing deal covering CSPC's SYS6005, an MMAE payload ADC that's in a phase 1 China solid tumour study. The molecule has been picked up by Radiance Biopharma, a private US biotech that a year ago licensed Biocytogen's anti-HER2 x TROP2 bispecific ADC YH012/RB-201. True, the outlay in the latest deal is minimal – just $15m up front – but the move follows several other low-key transactions for anti-ROR1 ADCs, including MabCare's ZL-6301 and Sutro's STRO-003. At the same time the space has seen the blow-ups of Boehringer Ingelheim's BI 3702025 (the result of the acquisition of NBE-Therapeutics) and of Oncternal Therapeutics, and ongoing troubles at Lyell. Merck paid $2.8bn for VelosBio, whose zilo-V it has taken into phase 3 in the lowest of three doses studied in phase 2.
Deal activity involving anti-ROR1 ADCs
Date | Project | Source company | Partner | Terms | Status |
---|---|---|---|---|---|
19 Feb 2025 | SYS6005 | CSPC | Radiance Biopharma | $15m up front | Ph1 |
Jul 2024 | ZL-6301 | MabCare | Zai Lab | Undisclosed | Preclinical |
2 Apr 2024 | STRO-003/ IPN60290 | Sutro | Ipsen | $90m in near-term payments | Preclinical |
8 Jan 2024 | ZPC-21/ IM-1021 | Zentalis | Immunome | $35m up front (incl equity) | Preclinical (now starting ph1) |
10 Dec 2020 | NBE-002/ BI 3702025 | NBE-Therapeutics | Boehringer Ingelheim | $1.5bn (including milestones) takeover | Discontinued Sep 2023 |
5 Nov 2020 | Zilovertamab vedotin | VelosBio | Merck & Co | $2.8bn takeover | Ph1/2 (now in ph3) |
28 Oct 2020 | ABL202/ LCB71 | ABL Bio/ LegoChem | Cstone | $10m up front | Preclinical (now in ph1) |
Source: OncologyPipeline.
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