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北京时间·🕒 发布 07-22 19:12:28时区推断·⟳ 抓取 07-22 19:15:13·⚡ 决策 07-23 08:54:08 +13h38m·96.5 天前
Royalty Pharma最高4.25亿美元购入cliramitug部分销售提成权
Royalty Pharma支付1.25亿美元首付款，并可能最高支付4.25亿美元，换取cliramitug全球净销售额3%-4% royalty。
📄 原文Investing.com↗ 原文
Royalty Pharma acquires royalty stake in AstraZeneca drug
Oil price tops $95 for first time since June 11 amid widening Mideast conflict NEW YORK - Royalty Pharma plc (NASDAQ:RP…
不做 Royalty Pharma（RPRX.US）
最高4.25亿美元约占市值1.6%，且标的药三期结果预计2028年，短线业绩增量和交易edge不足。
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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
- Royalty Pharma支付1.25亿美元首付款，并可能最高支付4.25亿美元，换取cliramitug全球净销售额3%-4% royalty。
- cliramitug仍处Phase 3，DepleTTR-CM结果预计2028年，AstraZeneca曾给出30亿-50亿美元峰值销售目标。
主要风险
- 这是一项长久期、临床和监管风险仍高的royalty资产配置，短期不会贡献收入；最高4.25亿美元约为RPRX市值260亿美元的1.6%。
- ATTR-CM市场虽2025年超过70亿美元，但本资产需等2028年读出后才可能验证。
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原文全文
展开原文 · 1,809 字
Oil price tops $95 for first time since June 11 amid widening Mideast conflict
NEW YORK - Royalty Pharma plc (NASDAQ:RPRX) announced today it has acquired a portion of Neurimmune’s royalty interest in AstraZeneca’s cliramitug for up to $425 million, including $125 million upfront, according to a press release statement.
Cliramitug is a Phase 3 antibody designed to remove amyloid deposits in patients with TTR amyloidosis with cardiomyopathy (ATTR-CM), a progressive disease caused by misfolded proteins that accumulate in the heart. The drug is currently in the Phase 3 DepleTTR-CM trial with results expected in 2028.
Under the agreement terms, Royalty Pharma will provide Neurimmune up to $425 million in exchange for a 3% to 4% royalty on worldwide net sales of cliramitug. The company will provide another $125 million in the first quarter of 2027, with the remaining $175 million payable based on achievement of certain clinical and regulatory milestones.
Currently approved therapies for ATTR-CM slow disease progression by preventing ATTR accumulation but do not target amyloid already accumulated in the heart.
The ATTR-CM market grew over 40% in 2025 to greater than $7 billion in sales, driven by increasing diagnosis rates and new therapeutic options. AstraZeneca provided a peak sales target of between $3 billion and $5 billion for cliramitug at its May 2024 Investor Day.
"We are developing a novel class of therapeutics and are excited to enter into a partnership with Royalty Pharma related to our cardiac ATTR depleter, cliramitug," said Roger M. Nitsch, President and Chief Executive Officer of Neurimmune.
Goodwin Procter and Maiwald acted as legal advisors to Royalty Pharma.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
NEW YORK - Royalty Pharma plc (NASDAQ:RPRX) announced today it has acquired a portion of Neurimmune’s royalty interest in AstraZeneca’s cliramitug for up to $425 million, including $125 million upfront, according to a press release statement.
Cliramitug is a Phase 3 antibody designed to remove amyloid deposits in patients with TTR amyloidosis with cardiomyopathy (ATTR-CM), a progressive disease caused by misfolded proteins that accumulate in the heart. The drug is currently in the Phase 3 DepleTTR-CM trial with results expected in 2028.
Under the agreement terms, Royalty Pharma will provide Neurimmune up to $425 million in exchange for a 3% to 4% royalty on worldwide net sales of cliramitug. The company will provide another $125 million in the first quarter of 2027, with the remaining $175 million payable based on achievement of certain clinical and regulatory milestones.
Currently approved therapies for ATTR-CM slow disease progression by preventing ATTR accumulation but do not target amyloid already accumulated in the heart.
The ATTR-CM market grew over 40% in 2025 to greater than $7 billion in sales, driven by increasing diagnosis rates and new therapeutic options. AstraZeneca provided a peak sales target of between $3 billion and $5 billion for cliramitug at its May 2024 Investor Day.
"We are developing a novel class of therapeutics and are excited to enter into a partnership with Royalty Pharma related to our cardiac ATTR depleter, cliramitug," said Roger M. Nitsch, President and Chief Executive Officer of Neurimmune.
Goodwin Procter and Maiwald acted as legal advisors to Royalty Pharma.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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