Seoul Economic Daily EnglishCodex · 实盘不做把握 5/10
北京时间·🕒 发布 15:36:16时区推断·⟳ 抓取 16:13:40·⚡ 决策 07-22 16:36:27 +22m47s·97.1 天前
Samsung Bioepis与Intocell签署SBE303 ADC后续研发及商业化协议
Samsung Bioepis推进Nectin-4 ADC候选药SBE303全球一期后的权利和商业化安排。
📄 原文Seoul Economic Daily English↗ 原文
Samsung Bioepis Signs ADC Follow-Up R&D Deal With Intocell, Secures 'SBE303' Rights
Samsung Bioepis has moved to strengthen its antibody-drug conjugate (ADC) pipeline by signing a follow-up research, dev…
不做 Samsung Biologics（207940.KS）
协议金额未披露、项目仍处全球一期，且Samsung Bioepis非独立上市主体，映射母公司短线edge不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 medium ↗
关键理由
- Samsung Bioepis推进Nectin-4 ADC候选药SBE303全球一期后的权利和商业化安排。
- 协议总金额和详细条款未披露，且SBE303仍处于全球一期安全性和有效性评估阶段。
主要风险
- Samsung Bioepis本身非独立上市主体，映射到母公司Samsung Biologics的短期财务弹性弱；临床早期项目失败率高。
原文全文
展开原文 · 1,548 字
Samsung Bioepis has moved to strengthen its antibody-drug conjugate (ADC) pipeline by signing a follow-up research, development, and commercialization agreement with domestic biotech firm Intocell for an ADC drug candidate.
Samsung Bioepis said in a regulatory filing on the 22nd that it had signed a follow-up R&D and commercialization agreement with Intocell for 'SBE303,' a solid tumor treatment candidate targeting the Nectin-4 protein.
The agreement follows a joint research contract for up to five ADC drug candidates that the two companies signed in December 2023. The purpose is for Samsung Bioepis to secure the substance rights to SBE303, which was derived through the joint research.
SBE303 is an ADC candidate jointly developed using Intocell's proprietary OHPAS linker technology. It is currently in global Phase 1 trials, evaluating safety and efficacy in 149 solid tumor patients.
The agreement includes amounts already paid upon the initiation of the Phase 1 trial, milestone payments tied to development stages such as future clinical development progress and product approval, sales milestones after commercialization, and royalty payments based on revenue. However, the total value of the agreement and detailed terms were not disclosed by mutual agreement between the two companies.
The contract period runs from the 22nd until the end of the royalty payment period for each country.
Through this agreement, Samsung Bioepis plans to secure rights to the ADC drug pipeline and pursue development and commercialization in earnest.
Samsung Bioepis said in a regulatory filing on the 22nd that it had signed a follow-up R&D and commercialization agreement with Intocell for 'SBE303,' a solid tumor treatment candidate targeting the Nectin-4 protein.
The agreement follows a joint research contract for up to five ADC drug candidates that the two companies signed in December 2023. The purpose is for Samsung Bioepis to secure the substance rights to SBE303, which was derived through the joint research.
SBE303 is an ADC candidate jointly developed using Intocell's proprietary OHPAS linker technology. It is currently in global Phase 1 trials, evaluating safety and efficacy in 149 solid tumor patients.
The agreement includes amounts already paid upon the initiation of the Phase 1 trial, milestone payments tied to development stages such as future clinical development progress and product approval, sales milestones after commercialization, and royalty payments based on revenue. However, the total value of the agreement and detailed terms were not disclosed by mutual agreement between the two companies.
The contract period runs from the 22nd until the end of the royalty payment period for each country.
Through this agreement, Samsung Bioepis plans to secure rights to the ADC drug pipeline and pursue development and commercialization in earnest.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。